Genmab — Maj 2017
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Kan ikke se hvorfor Nordea som er dybt begravet i tallene skulle melde konsensus ud på 2.8, hvis det ikke forholdt sig således.
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Konsensus er nem at beregne. Jeg har bare ikke adgang til datamaterialet herfra.
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Jeg husker bare, at Nordea og Danske ligger højt.
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Læs hele historien på borsen.dk: http://borsen.dk/nyheder/virksomheder/artikel/1/345419/johnson_johnson_genmabs_darzalex_bliver_mega-blockbuster.html#ixzz4hMBZGIwM
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Ifølge Nordea Markets, så er den gennemsnitlige forventning blandt aktieanalytikere, at Genmabs kræftmiddel når et salg på 2,8 mia. dollar i 2021, mens Nordea er mere optimistisk og har skudt på 5,3 mia. dollar" -
Bortset fra det, så er der intet i dagens handel som tydede på at de udmeldte 4 milliarder skuffede. A/B købte solidt og ENS solgte masivt ud til sidst. Ingen andre fulgte rigt med på det stunt.
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Guys, there was one other important piece of info shared already. Somewhere during the presentation they were talking about dara in smoldring MM and that the data of a phase 2 study is completed, under embargo and presented soon at a big event (ASCO?)
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I think it was during the part where they were explaining their vision relating prevention of disease > smoldring MM
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