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Genmab — Maj 2018

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #452

    Hvornår starter det?

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #453

      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...

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      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #454

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

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        • Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktørH Offline
          Helge_LarsenPI-redaktør
          wrote on sidst redigeret af
          #455

          Kl. 17 Bulder.

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          0
          • G Offline
            G Offline
            GeorgeBest
            wrote on sidst redigeret af
            #456

            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!

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #457

              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?

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #458

                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?

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #459

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

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #460

                    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

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #461

                      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.

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                      0
                      • G Offline
                        G Offline
                        GeorgeBest
                        wrote on sidst redigeret af
                        #462

                        Yes, but it was the reason for the drop.

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                        0
                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #463

                          If it was fair - is another matter

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                          0
                          • O Offline
                            O Offline
                            OHW
                            wrote on sidst redigeret af
                            #464

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

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                            0
                            • G Offline
                              G Offline
                              GeorgeBest
                              wrote on sidst redigeret af
                              #465

                              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!

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #466

                                that I agree on. i am only trying to argue, that -at this moment- we should not still be trading at that discount

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                                0
                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #467

                                  It takes time - and good numbers - to recover confidence

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                                  0
                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #468

                                    and good data from TV, AXL and dara solid in 2H 18.

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #469

                                      or a takeover ;-D

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                                      0
                                      • M Offline
                                        M Offline
                                        Mcjean
                                        wrote on sidst redigeret af
                                        #470

                                        Absolute agree E L. The fall was not because of the 20-30 mill(discount in Germany and France), it was then the shortattack started and i think its the real reason and because investors logic tell them that it cant rise for ever These two event trigger the stagnation
                                        . This is a big hurdle and we need something extraordinary to get out of this cyclus. We need a buyback program and or a split

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                                        0
                                        • M Offline
                                          M Offline
                                          Mcjean
                                          wrote on sidst redigeret af
                                          #471

                                          or a takeover yep;-)

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                                          0

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