Genmab — April 2021
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@Doublo: Det er altid svært at forudsige, hvorfor du altid bør være tro mod din egen personlige investeringsstrategi (kort/mellem/langsigtet investor, evt. nedre smertegrænse kursmæssigt og øvre grænse for gevinsthjemtagning). Hvis du er bekymret om forskydning på den korte bane, så er en potentiel volatil aktie som GEN, ikke nødvendigvis den som du skal være tungt lastet i.
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Novartis (NVS) Q1 2021 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2021/04/27/novartis-nvs-q1-2021-earnings-call-transcript/
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Pensionist...Du er slet ikke alene. Jeg tror at de fleste af os her i chatten klart ved at tvisten ligger et vist negativt pres på kursen.
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God morgen.
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Onsdagens aviser med DSV Panalpina, GN og Mærsk https://www.proinvestor.com/investornyt/674496/onsdagens-aviser-med-dsv-panalpina-gn-og-maersk
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Ja ingen tvivl og JNJ sagen er en negativ ting for Genmab. Men det negative er jo indregnet i analytiker targets. Så hvis vi antager targets er 3 mdr gamle og ca. 2500 i snit bør Genmab rykke 300kr indenfor kommende 9 mdr. Der kan så komme positive eller negative triggers undervejs. En afklaring af JNJ tvisten vil helt klart være positivt. Med kurs potential på 300 kr på 9 mdr bør Genmab rykke ca. 30 kr per måned i snit. Hvis kursen ikke rykker og der ikke er negativt nyt bør man overveje at sup
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Biontech ser ud til at have en mulig seriøs mRNA-baseret konkurrent til Kesimpta ift MS. Nyhed tilbage fra Januar https://investors.biontech.de/news-releases/news-release-details/biontech-publishes-data-novel-mrna-vaccine-approach-treat/
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Marie-France Tschudin -- President of Novartis Pharmaceuticals
Yeah. So, currently, we have about 2,400 patients treated on Kesimpta. And as you pointed out, we have a 12-month bridging program. When we -- when we discussed this at the end of Q4, we -- we were actually looking at 30% paid with 70% free.
That -- that is radically changed. So, it looks like we flipped those numbers and we're currently at 70% paid product. We expect that to get up to 80% for the --
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Shouldn’t that be from 65% to 75%?
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I suppose the “percentage sales” is the ratio of “paid” sales versus “free” sales
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...ok - for some odd reason, patients prefer to pay for the drug rather than to get it for free
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