Genmab — Maj 2018

[Sukkeralf]

Q1 væksten er også voldsomt præget af en engangsbetaling fra Novartis

[GeorgeBest]

Henrik - En forklaring kan være at CARINA fejlede for 1 år siden og 2H 17 solgtes der mindre Darzalex end analytikere havde ventet

[Sukkeralf]

Og at der begynder at komme konkurrenter på banen - det giver altid usikkerhed omkring deres rolle

[Sukkeralf]

Vi mangler at Genmab leverer noget der overrasker markedet - og der kommer bare ikke ret mange nyheder fra Genmab. H2 2018 skulle gerne byde på mere aktion

[KWC]

Altså som det plejer

[Helge_LarsenPI-redaktør]

Jeg kan stadig godt godt bruge flere spørgsmål til Q&A.

[Bulder]

Hvornår starter det?

[E_L]

come on GB, you can do better than refer to H2 17 Dara sales... Look at the real sales we have seen since... that argument surely lost it's value...

[E_L]

it is not 1 year Henrik, it is almost 2; we hit 1294 on 6june16... And look how much further the company is now...

[Helge_LarsenPI-redaktør]

Kl. 17 Bulder.

[GeorgeBest]

I just tried to explain why it is lower than one year ago. I don't say I think it is fair. Henrik was looking for an explanation!

[GeorgeBest]

But E L, if you don't think dara sales in 2H 17 had a negative effect on Genmabs share price, why did it drop after the dara sales was announced then?

[E_L]

offcourse it did at the time GB, what i am saying is, surely that can not be an argument now anymore after the sales we have seen?

[Bulder]

Totally agree with GB. Sales numbers were the main reason. And it has only partly recevered yet.

[E_L]

And even then we thought it was rediculous how much it fell on a 30m difference; we are looking at 2bn+ sales this year; it is negligible

[Bulder]

Confidence is still not in place. Sales number for q2 in juli and Maia data at the same time will make everything look much better.

[GeorgeBest]

Yes, but it was the reason for the drop.

[GeorgeBest]

If it was fair - is another matter

[OHW]

..fordi alle øgede indtægter vil går til oprustning af organisationen og egen markedsføring...det er frygten

[GeorgeBest]

And E L. After those "disappointing" sales numbers in 2H 17, a lot of analyst downgraded their dara sales for 2018 from around USD 2.6B to around 2.1B!