Genmab — Februar 2019
-
Det må være umådeligt svært at skulle guide omsætning, Man er sikker på klø bare man rammer lidt ved siden af.. Jeg syntes at de rammer utroligt godt...
-
me too. the discounts screwed it up. i feel you could blame David for not being on top of that; i doubt he will make that mistake again... In addition, as milestone level and size had not been made public until the event, it would have been really difficult/awkward to adjust guidance on that, even if they felt they would fail 2bn.
-
true - but think about what we have learned as investors about the guidance interval and the risks associated with major milestones
-
going forward, how will these things be interpreted by the market
-
sure - but it is all about perception. Its hard to attach great expectations to guidance with slack and hidden risks
-
At Q3 David was asked the question if precision of the revenue guidance was needed - and he said no citing the higher DKKUSD as the reason. Isolated that is ok - but he came dangerously close to not achieving the already guided milestone
-
Going forward, I will look much more closely and sceptically at the guidance
-
jeg er også en af de langsigtede. Det er sjældent jeg har en aktie i mindre end 5 år - men det skal ikke afholde os fra at kigge på alle relevante elementer af et selskabs udvikling.
-
...det er måske også derfor, jeg er ved at være noget skeptisk omkring GEN. Den langsigtede forrentning halter gevaldigt
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind