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Genmab — Maj 2018

Planlagt Fastgjort Låst Flyttet Genmab
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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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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #462

              Yes, but it was the reason for the drop.

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

                If it was fair - is another matter

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

                        It takes time - and good numbers - to recover confidence

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

                            or a takeover ;-D

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

                                or a takeover yep;-)

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                                • G Offline
                                  G Offline
                                  GeorgeBest
                                  wrote on sidst redigeret af
                                  #472

                                  split is totally irrelevant

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                                  • O Offline
                                    O Offline
                                    OHW
                                    wrote on sidst redigeret af
                                    #473

                                    Lukker vi under 1260, så er ned trenden genoptaget som jeg ser det.

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                                    • B Offline
                                      B Offline
                                      bibob
                                      wrote on sidst redigeret af
                                      #474

                                      Det er stadig tossetimen. 😉

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #475

                                        (please, don't feel you need to turn it into an english chat because of me btw)

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #476

                                          (although it is easier 😉 )

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