Genmab — Januar 2021

[Bulder]

... og tak Helge

[Solsen]

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

[Stroka]

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

[iboge]

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

[E_L]

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

[E_L]

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

[Solsen]

Just a optimistic guess But Amyloidosis will kick in too.

[E_L]

yes, and faster as many expect

[Bulder]

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

[Darvin]

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

[Darvin]

After all, we have faspro, amyloidosis and new indications

[Darvin]

In my sheet, the rate of increase has actually increased over the quarters of 2020

[Bulder]

I expect the increase to get smaller and smaller from year to year. If we reach 5,5 this year, I would expect 6,5 next year. Unless of course a large new indication comes up.

[Bulder]

We are over the steep beginning. The curve will flatten out.

[Bulder]

"flatten out" - kan man sige det?

[JørgenVarnæs]

jep - screw up the expextations

[Bulder]

[Doublo]

ha-ha lyd
er næsten som the julekalender

[Darvin]

Enig i at man normalt vil se en udfladning. Der er blot det (dejlige) fakta, at stigningstakten har været tiltagende. Tror ikke udfladningen kommer allerede nu, men den kommer og fred med det —- Screw up ! Tja “korrekt” oversat mener JV skru op for ... men med lidt frækhed kunne det jo også tydes til noget lidt mindre dejligt

[troldmanden]

Er FastPro ikke også lidt dyre....? Så det forstærker stigningen i oms mere end stigningen i andel behandlede patienter