Genmab — April 2021

[E_L]

on the %, numbers just for easy illustration- imagine they first thought H1 25M sales and H2 75M ; H2 would be 75% of sales.

[E_L]

Now they think H1 50M sales and H2 90M ; H2 would be
64% of sales.

[E_L]

Sanofi: First-quarter Sarclisa sales were €34 million driven by
additional country launches. First-quarter sales in the U.S. and in Europe were €12 million and €13 million, respectively.
In Rest of the World sales (€9 million) were driven by a strong performance in Japan.

[JørgenVarnæs]

So, basically what they are saying is H1 paid sales have surprised us, but we leave guidance for H2 paid sales unchanged - that is why this “percentage sales” will decrease...?

[JørgenVarnæs]

Makes sense in a very arse-backwards-we-insist-on-not-making-sense sort of way...

[E_L]

almost; in my example H2 also went up versus expectation, just not as much as H1

[E_L]

in real numbers, lets say Q2 will grow to for example 75M. Then H1 ends up at 125M. To make their % correct we would need 230M in H2 to get to 65%. So that would total full year sales at 355M. So i think we can use something like that for now as 2021 estimate

[E_L]

@ 09.42 it could be a 'long' tail, but given that 70% is already paid, it will not be a 'large' tail

[JørgenVarnæs]

Sorry. Had to step out to learn the missus to handle the motorbike. Your calcs defininately sound right. Thanks for that!

[JørgenVarnæs]

Learn/teach.

[nohope]

What a waste - How about teaching her the lawnmover instead ?

[JørgenVarnæs]

That I cannot - don’t know where to find it

[gentogen]

Thanks EL.

[E_L]

Genmab wins our CEO performance ranking: Rescue plan turned into a success https://ugebrev.dk/ledelse/genmab-wins-our-ceo-performance-ranking-rescue-plan-turned-into-a-success/

[Bulder]

Asco abstract titles i eftermiddag. 10.00 am ET må være kl. 15 da ti.

[Bulder]

Jeg opgiver. Hver eneste søgning giver resultater fra 2019 eller 2020. Håber andre har bedre held.

[deleted-user]

Bulder - er det ikke 16.00?

[GeorgeBest]

Jeps, ET er 6 timer efter CET. Du får snart en ny chance Bulder;-)

[Bulder]

fåk, jeg er forud for min tid

[E_L]

something is out, but site keeps crashing lol, only 1 I found so far;