Genmab — Februar 2018

[bibob]

Forventninger

[bibob]

Forventninger.

[bibob]

Mærkelig iPad.

[royal]

Skal, skal ikke. Jeg har nogle bull. Overvejer at sælge og genkøbe i morgen tidlig i håb om at Gen guider meget konservativt. Andre i samme båd?

[E_L]

everyone seems in the same boot... i can not imagine they guide that high now already... but that means surprise could be to the upside...

[Mcjean]

Fornuftig mand forventer også 1.8 til 2.0. Jeg tror dog godt salget kan tage til i sidste kvartal, mere end forventet, det er dog $ jeg mest ser som en "kæp i hjulet".

[Mcjean]

But they could guide as low as 1.3-1.5 because no approval yet and what would
then happend?

[E_L]

i dont even want to think about what then could happen, but i will keep a bucket next to my desk to throw up in, just in case...

[Bella1]

• emty the cake tin and by as Hell.....

[lahn1]

f... Mcjean, I think you are right. Have they ever guided based on a assumption that they would get an approval, even when it was 99% sure ?

[Solsen]

For sure they expect approval !

[lahn1]

Not even including the expected milestones, right ?

[Solsen]

Novod bliver kun nød til at reducere kursmål fra 1475 til 1472, idet de 50 mln fra Novartis hjælper EPS i 2018

[lahn1]

Ja, Solsen, but will they guide based on a future approval or wait to they have the approval and then update their guidance for the year ?

[bibob]

If they guide on an expected approval, and they not get it. - I wont even think about it.

[bibob]

It would be a dissarster

[royal]

Mon ikke de guider lige under 2 og opjusterer ved godkendelse?

[JKY_VH]

Jeg håber da, at virksomheder budgetterer ud fra deres bedste overbevisning, og ændrer forudsætningerne sig så, ja så må man justere budgettet. Med andre ord bør Genmab guide ud fra deres bedste overbevisning og det antager jeg inkluderer approval.

[royal]

Det tror jeg ikke de gør og har solgt mine bull.

[JohnW]

Er det ikke først efter luk i morgen at Genmab annoncerer guidance?