Genmab — Oktober 2012
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de guider ikke så højt...men hvis trenden forsætte så tror jeg godt vi kan have 200 mill hvis japan sparker ind
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sidste gang mener jeg også de guidede 4x topkvartal?
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for at nå frem til de 80, som de senere måtte opjustere
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jeg synes de har været gode til guidance - rimeligt vis. Jeg vil sku hellere have 2 opjusteringer hvert halve år
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jeg tror ikke der er cash bekymringer tilbage
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nu skal markedet bare finde ud af hvad fanden den skal ekstrapolere
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de sparer 80 på zalu alene
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