Genmab — April 2021
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Interesting if SC can do something about that dynamic
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Darzalex/Fastpro salg i marts USD 294M. 11% op i forhold til februar
Men på dagsbasis er salget ned med 8%.
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Tusind tak Helge - det svarer til, at der bliver givet 12% i rabat på recepttallene. I Q42020 var rabatten på 8%
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Så er der en forklaring på de lavere US tal fra JNJ i går
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Ser man på gennemsnitligt salg per dag 21Q1 ifht 20Q4 er der en vækst (i recepttallet) på 6,2%. Dvs der er stadig en sund volumenvækst på ca 2% per måned
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Umiddelbart tænker jeg, at US-marts er ret skuffende. Mon der kan have været en eller anden form for justering? Recepttallene er lave og samtidigt bliver rabatten udvidet fra 8% til 12%
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Very unstable, indeed. Perhaps the numbers are affected by discarded/end-of-date stock being returned or something. But the drop in daily revenue is the highest we’ve ever seen
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To me - anyway - it seems something out of the ordinary went on in the March numbers
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But that is the fly in the soup - RoW grew by 20% Q/Q!!!
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From the Deutsche Bank (DB) research initiated yesterday: DB starts Genmab at „buy“ saying Genmab has enough cash, a strong pipeline of antibody-based drugs and many successful products already on the marked...
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more DB: Genmabs blood cancer treatment Darzalex has been a key asset for the Company with consensus expectations for last year’s sales to triple by 2030...
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more DB: the „Cepheus“ study that investigates the efficacy of Darzalex when combined with standard blood cancer therapy could skyrocket its share if successful...
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more DB: Genmab also plans to expand the sales of cervical cancer drug tisotumab and lymph node tumour drug Epcoritamab, which could compete with the Roche products.
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ingenting om voldgift Bulder
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Skægt med Cepheus - den har jeg slet ikke overvejet. Gad vide, hvor meget der egentlig er taget med i estimaterne fra det studie?
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