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Genmab — Januar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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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      0
      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #784

        en naturlig guidance vil være usd = 6,0

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

                  🙂

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

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

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #798

                                    yes, and faster as many expect 😉

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                                    • 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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                                      • 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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                                        • DarvinD Offline
                                          DarvinD Offline
                                          Darvin
                                          wrote on sidst redigeret af
                                          #801

                                          After all, we have faspro, amyloidosis and new indications

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