Genmab — Februar 2018

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.

bibob

It would be a dissarster

royal

Mon ikke de guider lige under 2 og opjusterer ved godkendelse?

JKY_VH

Jeg håber da, at virksomheder budgetterer ud fra deres bedste overbevisning, og ændrer forudsætningerne sig så, ja så må man justere budgettet. Med andre ord bør Genmab guide ud fra deres bedste overbevisning og det antager jeg inkluderer approval.

royal

Det tror jeg ikke de gør og har solgt mine bull.

JohnW

Er det ikke først efter luk i morgen at Genmab annoncerer guidance?

JKY_VH

jo

royal

Hvis de guider ret meget under 2 tror jeg risikoen for at komme under 1000 torsdag er stor.