Genmab — Maj 2017
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Vi skal stadig se en udvikling med over 15% stigning i salget kvartal efter kvartal - jeg tror helt sikkert det sker, men hvorfor skulle Genmab løbe den risiko at opjustere nu - det er der ingen grund til. Og de kan jo ikke opjustere med den grund, at der er data vi ikke har set endnu - de eneste data er first line og de bør ikke være klar endnu
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15% stigning q/q vil være voldsomt lavt for Q3 og Q4 givet den europæiske godkendelse
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det var nu heller ikke visheden om opjustering, der var pointen i mit indlæg
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