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Genmab — December 2017

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • M Offline
    M Offline
    Mcjean
    wrote on sidst redigeret af
    #1381

    No cfo is fine he only gets 500 mill. you do not get top cfo's for that prize.

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    • J Offline
      J Offline
      JohnW
      wrote on sidst redigeret af
      #1382

      Håber det performer godt nok til at blive deres næste guldæg.

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      • C Offline
        C Offline
        CPH
        wrote on sidst redigeret af
        #1383

        Tech deal og ikke så kræsen..!!!!

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #1384

          Det lyder noget mærkeligt, at Jan repeatedly taler om, at analytikerne ligger med for lavt topsalg - og man så selv ligger markant under på den korte guidance

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          • J Offline
            J Offline
            JohnW
            wrote on sidst redigeret af
            #1385

            enig JV

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            • C Offline
              C Offline
              CPH
              wrote on sidst redigeret af
              #1386

              er det kun mig der har suppleret..?

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              • N Offline
                N Offline
                nik_hs1990
                wrote on sidst redigeret af
                #1387

                Nej jeg har os suppleret.

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                • M Offline
                  M Offline
                  Mcjean
                  wrote on sidst redigeret af
                  #1388

                  Måske de har sværere ved at penetrere restmarkedet i US, måske de tager højde for kommende rabatter, måske førstelinje er en smule forsinket, der kan være mange grunde.

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                  • J Offline
                    J Offline
                    JohnW
                    wrote on sidst redigeret af
                    #1389

                    Ikke mærkeligt at der bliver solgt ud, når den største bastion, JvdW himself, også begynder at sænke forventningerne.

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                    • V Offline
                      V Offline
                      Vitus
                      wrote on sidst redigeret af
                      #1390

                      Og hvad fortæller det os så ?

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                      • M Offline
                        M Offline
                        Mcjean
                        wrote on sidst redigeret af
                        #1391

                        Men 1.7bn lyder godt nok lavt, hvis de rammer 1.3-4 i år og næste år skal sælge til row og førstelinje.

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                        • M Offline
                          M Offline
                          mobbyduck1
                          wrote on sidst redigeret af
                          #1392

                          samt man har et helt år med Japan

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                          • M Offline
                            M Offline
                            Mcjean
                            wrote on sidst redigeret af
                            #1393

                            ja det alene burde være garant for 3-400

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                            • M Offline
                              M Offline
                              Mcjean
                              wrote on sidst redigeret af
                              #1394

                              hvad med Kina?

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                              • C Offline
                                C Offline
                                CPH
                                wrote on sidst redigeret af
                                #1395

                                Det fungerer ikke at være så konservative i deres guidens også løbende opjustere... - de skal være mere realistiske....

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                                • M Offline
                                  M Offline
                                  Mcjean
                                  wrote on sidst redigeret af
                                  #1396

                                  Har du taget et kig på deres CFO, der gror støv på skulderen:-) minder mig om de gamle filosofilærere, dygtige, søde men vildt konservative og lidt gammeldags:-)

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                                  • P Offline
                                    P Offline
                                    Plimsoller
                                    wrote on sidst redigeret af
                                    #1397

                                    Kommer vel an på hvornår (hvis) man får godkendelsen til 1. linie.

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                                    • J Offline
                                      J Offline
                                      JohnW
                                      wrote on sidst redigeret af
                                      #1398

                                      Lad os bare håbe at analytikerne holder deres anbefalinger og kursmål. Hvis de begynder at sænke, så kommer det til at gå ligesom med Novo aktien, Vestas Aktien, Pandora m.fl.

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                                      • G Offline
                                        G Offline
                                        GeorgeBest
                                        wrote on sidst redigeret af
                                        #1399

                                        BUZZ-Genmab falls after rivals steals limelight at key cancer conference - Reuters News
                                        12-Dec-2017 10:01:54
                                        ** Biotech Genmab GEN.CO shares slump more than 7 percent after the firm provided an update on its research and development strategy during the American Society of Hematology meeting in Atlanta, a key cancer conference
                                        ** "We think it should rise on what was announced yesterday but we think that it is the rising cost base which some has perceived as negative," Jyske Bank trader Martin Mun

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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #1400

                                          Munk says
                                          ** Genmab expects its expenses to grow 40-50 pct next year (Full Story)
                                          ** Sydbank analyst Soren Lontoft highlights the competition from rival Bluebird BLUE.O as the reason for the share drop
                                          ** "I think the investors react to the fact that there are some of these competitors who steal the limelight with some really strong results"
                                          ** Bluebird experimental gene-modifying immunotherapy drug, bb2121, co-developed with Celgene CELG.O, received positive responses in early stage myeloma s

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