Bavarian Nordic — August 2017
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Nordea: Based on H1 2017 sales, Zealand is receiving H1 2017 royalties from Sanofi of DKK 17.2m. This is tracking well below our FY forecast for gross GLP1 royalties at Zealand of DKK 88m and net royalties after third party payments of DKK 76m. Hence, we see a significant risk of downward estimate adjustments.
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Nordea: With regards to formulary coverage, Sanofi announced that Suliqua now has 62% access in the US, which we view as positive; however, detailed discount levels remain unknown and so does tiering status etc.
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Det er vel ikke nødvendigt. Der er da ikke overvældende mange posts her. Personligt har jeg selv kun interesse i BAVA, så alt med ZEAL "overser" jeg bare.
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Bryan Garnier om Zeal: Of course, Soliqua remains a meaningful part of the story in the short term and represents a risk of volatility since the numbers are unlikely to be meaningful until the end of 2017. But dasiglucagon and glepaglutide are increasingly heavy in the FV, which we see as very positive for the investment case. In less than 12 months, the group will have two molecules in phase III trials.
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@GeorgeBest jeg gør det samme, og derfor er der jo for os ingen grund til de er sammen.
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Jkj. Helt enig. Tænker at der reelt nok er ganske få analytikere som følger aktien med samme seriøsitet som den f.eks. Genmab er rykket op i. ... Vel ligesom her i chatten hvis vi skal gribe i egen barm. Og lur mig
her får vi nok også først en løbende debat når/hvis Prostvac har drevet kursen 50% højere op. ... Desværre nok lidt selvforstærkende, idet vi jo ved at Crowd chat/wisdom i følge undersøgelser fra Harvard, Standford og Insead giver et ekstremt overblik over et emne. -
... Eksemplet her på Proinvestor er jo Genmab hvor tråden giver kæmpe indblik - omend visse af de negative forhold har svære kår (selvom der er få :-)). NB! Har selv rigtig mange penge placeret i både Genmab og Bava - men har før sommerferien rebalanceret så der nu er flest midler i Bava).
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