Genmab — April 2021
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Enig i argumentationerne fra Sukker, Solsen og Stockbull. Konflikten er indregnet og en af hovedårsagerne til kursen lige nu. Og der er ikke rigtig nogen der har indregnet Hexa38. At lide nederlag på alle fronter er absolut det mindst sandsynlige tror jeg
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Hmm - renten stiger igen
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God morgen.
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Sydbankanalyse: Genmab fastholder formentlig prognosen – men opjustering senere på året er rykket tættere på https://ugebrev.dk/flashnews/sydbankanalyse-genmab-fastholder-formentlig-prognosen-men-opjustering-senere-paa-aaret-er-rykket-taettere-paa/
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Seattle Genetics (SGEN) Q1 2021 Earnings Call Transcript https://www.fool.com/earnings/call-transcripts/2021/04/30/seattle-genetics-sgen-q1-2021-earnings-call-transc/
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ref Sydbank - Looks reasonable with a surplus of the quarter around 380 mDKK primarily explained by milestones of 420 mDKK and around zero without the milestones.
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Abbvie gør det godt https://finance.yahoo.com/news/abbvie-reports-first-quarter-2021-114200028.html
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