Genmab

	28/4 15:59 af E L	you are really telling me in kind words that I should get a life, right ? :-D
	28/4 15:56 af GeorgeBest	As always E L find the news BEFORE they are published;-)
	28/4 15:53 af E L	Amivantamab in combination with lazertinib for the treatment of osimertinib-relapsed, chemotherapy-naïve EGFR mutant (EGFRm) non-small cell lung cancer (NSCLC) and potential biomarkers for response. -abstract 9006
	28/4 15:52 af E L	something is out, but site keeps crashing lol, only 1 I found so far;
	28/4 15:41 af Bulder	fåk, jeg er forud for min tid
	28/4 15:24 af GeorgeBest	Jeps, ET er 6 timer efter CET. Du får snart en ny chance Bulder;-)
	28/4 15:19 af Bulder	Jeg opgiver. Hver eneste søgning giver resultater fra 2019 eller 2020. Håber andre har bedre held.
	28/4 13:57 af Bulder	Asco abstract titles i eftermiddag. 10.00 am ET må være kl. 15 da ti.
	28/4 13:25 af E L	Genmab wins our CEO performance ranking: Rescue plan turned into a success (link)
	28/4 12:58 af gentogen	Thanks EL.
	28/4 12:47 af JørgenVarnæs	That I cannot - don’t know where to find it
	28/4 12:39 af nohope	What a waste - How about teaching her the lawnmover instead ?
	28/4 12:37 af JørgenVarnæs	Learn/teach.
	28/4 12:19 af JørgenVarnæs	Sorry. Had to step out to learn the missus to handle the motorbike. Your calcs defininately sound right. Thanks for that!
	28/4 11:55 af E L	@ 09.42 it could be a 'long' tail, but given that 70% is already paid, it will not be a 'large' tail
	28/4 09:51 af 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
	28/4 09:48 af E L	almost; in my example H2 also went up versus expectation, just not as much as H1
	28/4 09:47 af JørgenVarnæs	Makes sense in a very arse-backwards-we-insist-on-not-making-sense sort of way...
	28/4 09:46 af 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...?
	28/4 09:44 af 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.
	28/4 09:43 af E L	Now they think H1 50M sales and H2 90M ; H2 would be 64% of sales.
	28/4 09:42 af 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.
	28/4 09:42 af JørgenVarnæs	It certainly sounds like there is a long tail of “free sales” in those numbers
	28/4 09:40 af E L	it depends on when they stop offering it i guess; it was approved Q3 last year, a 12 month program, so Q3 this year first will fall of. But those that got into the program in Q1 may have until Q1 next year?

	28/4 09:35 af JørgenVarnæs	Do you know when the “bridging program” ends? Sounds like Q3
	28/4 09:32 af JørgenVarnæs	It only makes sense to me if Novartis have confused those numbers - and percentage sales goes from 65% to 75%.
	28/4 09:17 af 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...
	28/4 09:16 af E L	don't forget there is a whole eco system around selling drugs that also does not benefit if sales are free...
	28/4 09:15 af 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
	28/4 09:08 af JørgenVarnæs	...ok - for some odd reason, patients prefer to pay for the drug rather than to get it for free
	28/4 09:02 af E L	hmmm, i think i wrote this almost as cryptic as novartis lol
	28/4 09:01 af 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?
	28/4 08:59 af JørgenVarnæs	I suppose the “percentage sales” is the ratio of “paid” sales versus “free” sales
	28/4 08:58 af JørgenVarnæs	Shouldn’t that be from 65% to 75%?
	28/4 08:46 af 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%.
	28/4 08:46 af 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 --
	28/4 08:46 af E L	the Kesimpta statements were a bit cryptic, a bit difficult to tread, but this part is clear:
	28/4 08:20 af DevOp	Biontech ser ud til at have en mulig seriøs mRNA-baseret konkurrent til Kesimpta ift MS. Nyhed tilbage fra Januar (link)
	28/4 06:48 af StockBull	plere
	28/4 06:48 af 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
	28/4 06:43 af Sukkeralf	(link)
	28/4 06:41 af Helge Larsen/PI-redaktør	Onsdagens aviser med DSV Panalpina, GN og Mærsk (link)
	28/4 06:41 af StockBull	Morn:-)
	28/4 06:39 af Helge Larsen/PI-redaktør	God morgen. :-)
	28/4 06:28 af transalp	Go morgen... :)
	27/4 20:33 af Helge Larsen/PI-redaktør	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.
	27/4 20:25 af E L	Novartis (NVS) Q1 2021 Earnings Call Transcript (link)
	27/4 19:22 af concillado	@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.
	27/4 19:00 af Doublo	Er der noget der kan overraske negativt ved regnskabet den 5. maj? jeg er "heldigvis/desværre" tungt lastet igen igen. sidst tog det hele årets fortjeneste og mere til , vi krydser fingre for det ikke sker igen.
	27/4 16:21 af GeorgeBest	to convince JNJ, Genmab would need to start a trial in solid tumors soon, but if you read the press release, leukemia or lymphoma looks more realistic (link)