Genmab — April 2021

transalp

Go morgen...

Helge_LarsenPI-redaktør

God morgen.

StockBull

Morn:-)

Helge_LarsenPI-redaktør

Onsdagens aviser med DSV Panalpina, GN og Mærsk https://www.proinvestor.com/investornyt/674496/onsdagens-aviser-med-dsv-panalpina-gn-og-maersk

Sukkeralf

Just a moment...

(www.firstwordpharma.com)

StockBull

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

StockBull

plere

DevOp

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/

E_L

the Kesimpta statements were a bit cryptic, a bit difficult to tread, but this part is clear:

E_L

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 --

E_L

-- the rest of the year and that's why we've changed our percentage sales for the second half of the year from 75% to 65%.

JørgenVarnæs

Shouldn’t that be from 65% to 75%?

JørgenVarnæs

I suppose the “percentage sales” is the ratio of “paid” sales versus “free” sales

E_L

i think it refers to the split in revenue between H1 and H2; as they thought H1 to mainly free, they thought H2 would have a higher % of total sales; now that H1 will also start to kick in with paid, H1 % of total will go up?

E_L

hmmm, i think i wrote this almost as cryptic as novartis lol

JørgenVarnæs

...ok - for some odd reason, patients prefer to pay for the drug rather than to get it for free

E_L

lol, don't think it works like that they must have been able to divert more patients to programs that don't benefit from the free sales

E_L

don't forget there is a whole eco system around selling drugs that also does not benefit if sales are free...

E_L

so i imagine there will be providers or even MD's that will not get paid their % of the revenue if it is for free, so they have an incentive help NVS...

JørgenVarnæs

It only makes sense to me if Novartis have confused those numbers - and percentage sales goes from 65% to 75%.