Genmab — Februar 2018

[bibob]

Der bliver nok ikke meldt meget ud i morgen. Bare det så er over forventninger.

[E_L]

[E_L]

Science Report: Unexpected immune activation illustrated in the cold - in collaboration with Genmab, interesting science - https://www.uu.nl/en/news/unexpected-immune-activation-illustrated-in-the-cold

[Solsen]

Novod har nedjusteret daraomsætning igen til nu lige godt 2bn. På linie med Danske. Han forventer 1,8-2,0 (eller 2,1) bn udmeldt af Genmab. Konsensus er 2,2 bn.

[bibob]

Ja, det er da kun godt de begynder at være realistiske i stedet for at ligge langt over Genmab's egne forb

[bibob]

Forventninger

[bibob]

Forventninger.

[bibob]

Mærkelig iPad.

[royal]

Skal, skal ikke. Jeg har nogle bull. Overvejer at sælge og genkøbe i morgen tidlig i håb om at Gen guider meget konservativt. Andre i samme båd?

[E_L]

everyone seems in the same boot... i can not imagine they guide that high now already... but that means surprise could be to the upside...

[Mcjean]

Fornuftig mand forventer også 1.8 til 2.0. Jeg tror dog godt salget kan tage til i sidste kvartal, mere end forventet, det er dog $ jeg mest ser som en "kæp i hjulet".

[Mcjean]

But they could guide as low as 1.3-1.5 because no approval yet and what would
then happend?

[E_L]

i dont even want to think about what then could happen, but i will keep a bucket next to my desk to throw up in, just in case...

[Bella1]

• emty the cake tin and by as Hell.....

[lahn1]

f... Mcjean, I think you are right. Have they ever guided based on a assumption that they would get an approval, even when it was 99% sure ?

[Solsen]

For sure they expect approval !

[lahn1]

Not even including the expected milestones, right ?

[Solsen]

Novod bliver kun nød til at reducere kursmål fra 1475 til 1472, idet de 50 mln fra Novartis hjælper EPS i 2018

[lahn1]

Ja, Solsen, but will they guide based on a future approval or wait to they have the approval and then update their guidance for the year ?

[bibob]

If they guide on an expected approval, and they not get it. - I wont even think about it.