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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #781

    guidance var usd 6,5 for helåret

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    0
    • troldmandenT Offline
      troldmandenT Offline
      troldmanden
      wrote on sidst redigeret af
      #782

      Doublo du skal jo se kursen i forhold til budget for 2020 som var 6,5. De kurssikre helt sikkert løbende. Men ender det med snit på 6,2 i år (de fleste analytikere regner stadig med dollaren vil falde signifikant i år) så er det stadig 5% mindre i dkk. Så dollarens fald har helt sikkert en negativ indflydelse på 2021 forventninger. Spørgsmålet er blot hvor meget

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      0
      • troldmandenT Offline
        troldmandenT Offline
        troldmanden
        wrote on sidst redigeret af
        #783

        deres indtjening i dollar er signifikant større end deres udgifter i dollar

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #784

          en naturlig guidance vil være usd = 6,0

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          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #785

            https://biotechradar.eu/european-listed-biotech-landscape-2020-review-and-outlook-for-2021/ has a small Genmab summary on page 3

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            0
            • Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktørH Offline
              Helge_LarsenPI-redaktør
              wrote on sidst redigeret af
              #786

              Darzalex salg i December var USD 277.4 millioner. December havde 22 arbejsdage mod novembers 19. Målt dagsbasis er det en stigning på 0,9%.

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              0
              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #787

                Darzalex Faspro 49% af det samlede salg

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #788

                  !! thanks, that is actually a remarkably good number!!

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                  0
                  • Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktørH Offline
                    Helge_LarsenPI-redaktør
                    wrote on sidst redigeret af
                    #789

                    🙂

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                    0
                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #790

                      Dvs vi kan forvente et JnJ tal i næste uge på ikke under 600 mio for us. Selv uden stigning i row ender vi pænt over 4 mia.

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #791

                        ... og tak Helge

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                        0
                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #792

                          I dont think $5,5bn for 2021 is enough.

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                          0
                          • S Offline
                            S Offline
                            Stroka
                            wrote on sidst redigeret af
                            #793

                            Straks efter at tallene blev lagt her i chatten steg kursen op over 2.700. Imponerende.

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                            0
                            • I Offline
                              I Offline
                              iboge
                              wrote on sidst redigeret af
                              #794

                              Bulder 13.53: ca 645 mio $ for US i 4. kvartal.

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #795

                                You could very well be correct @Solsen , and I hope you are 😉 My worry is that hospitals around the world are still under tremendous pressure and will be for many months to come and many patients will not go to their doctors with complaints because they are too scared to go 😞

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #796

                                  Bulder is a bit conservative, as I am since we had a few quarters where real sales vs receptals were around 20% difference

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                                  0
                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #797

                                    Just a optimistic guess 😉 But Amyloidosis will kick in too.

                                    1 Reply Last reply
                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #798

                                      yes, and faster as many expect 😉

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                                      0
                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #799

                                        Nevertheless, there is a bit to go from 4,1 to 5,5 bn

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                                        0
                                        • DarvinD Offline
                                          DarvinD Offline
                                          Darvin
                                          wrote on sidst redigeret af
                                          #800

                                          Bulder - it sounds like something of an increase, but it will actually be a smaller increase than 2019 - 2020 🙂

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