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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #656

    You convinced me E L. At least 400M $ this year 😄

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    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #657

      Peaksale will be significantly greater than $200mio. This source estimates the total market as $6,7bn in 5 years, and with dara as dominant treatment it will easily reach about 1/5-1/4 of MM sales, which already was 4bn last year. https://www.researchandmarkets.com/reports/4661556/amyloidosis-treatment-market-size-share-and

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      • troldmandenT Offline
        troldmandenT Offline
        troldmanden
        wrote on sidst redigeret af
        #658

        So EL what is your total estimate for dara sales i 2021?

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        0
        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #659

          E L . I knew you were joking. 🙂 I agree that peak sales can easily get much higher.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #660

            Han mangler et nul: 2000 mio $

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            0
            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #661

              om 5 år

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #662

                For at summe op: Novod regner med 4bn for tepro i thyroid. 3-3½bn for ofa i RMS. Hvis hertil lægges 2 bn for dara i amy, bliver det tilsammen lige så meget som dara i MM.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #663

                  @troldmanden i have +- $5.5bn for this year

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                  • S Offline
                    S Offline
                    Skyggen
                    wrote on sidst redigeret af
                    #664

                    @ Bulder det giver 9-9,5 mia i andre indikationer end dara det kommer dara vel ikke i nærheden af i år eller hvordan vurdere du det 🙂

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #665

                      nej i 2025. Og royalty for tepro (6%)og ofa (10%) er noget mindre end for dara. Dara vil år nærme sig 6 mia i MM og amy tilsammen.Tror jeg.

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #666

                        Salg - ikke royalty - og $

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #667

                          Er der forresten nogen, der ved om royalty-trappen for dara starter forfra ved 12% i den nye indikation?

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                          0
                          • G Offline
                            G Offline
                            GeorgeBest
                            wrote on sidst redigeret af
                            #668

                            Ved det ikke, men vil tro det er en fælles trappe med MM. Ellers havde vi hørt om det...

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                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #669

                              Det tror jeg bestem ikke. Men muligt JNJ gør det 😉

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                              • troldmandenT Offline
                                troldmandenT Offline
                                troldmanden
                                wrote on sidst redigeret af
                                #670

                                Rolity starter ikke forfra. Trappen opgøres på totalt salg over et regnskabsår

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                                • troldmandenT Offline
                                  troldmandenT Offline
                                  troldmanden
                                  wrote on sidst redigeret af
                                  #671

                                  EL sounds about right. Moste of that revenue increase will though be eaten up by the dollar

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                                  0
                                  • S Offline
                                    S Offline
                                    Skyggen
                                    wrote on sidst redigeret af
                                    #672

                                    @ Bulder mange tak for svar 🙂

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                                    0
                                    • DarvinD Offline
                                      DarvinD Offline
                                      Darvin
                                      wrote on sidst redigeret af
                                      #673

                                      Nu er priser om lørdagen måske ikke særlig pålidelige, men Tradegate m.fl sætter priser på ca 2.730 - så måske vi mandag klipper snoren på de 2.700 grundigt

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                                      • K Offline
                                        K Offline
                                        Klarussen
                                        wrote on sidst redigeret af
                                        #674

                                        Tror medico/biotek får lidt revanche de næste par uger/måneder, nyt udbrud af Covid i Kina, sydafrikansk variant spreder sig, længere tid inden vaccinationsprogrammet får virkning osv. Får vi en positiv melding om retssagen med Janssen er vi nok relativt hurtigt over de 3000 kusmæssigt
                                        IMO

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                                        0
                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #675

                                          Just a moment...

                                          favicon

                                          (www.proinvestor.com)

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