Genmab — April 2018

[Mcjean]

Og Tyskland som vel ikke får rabat igen, spændende hvad det giver tilsammen.

[jkj]

kina forventer jeg ikke noget af.

[Mcjean]

Fra, Ital og Spanien må vel heller ikke glemmes i ligningen.

[Mcjean]

Indien?

[jkj]

nej hellere ikke

[jkj]

men sydkorea

[jkj]

halv størrelse af japan.

[Mcjean]

Så vi taler om næsten det dobbelte antal mennesker i forhold til USA(uden Kina og Indien)

[jkj]

og ej forglemme UK

[Mcjean]

Rusland?

[jkj]

ja hvis det ikke er røget på Putins sanktionsliste mod US.

[E_L]

also a rise in prices, 5.1% in 2017 (not exactly sure when), last rise 4.9% march 3 so only 1 month (from Solsen/Nordea)

[jkj]

Men ja det Row der gerne skal flå sokkerne af os.

[jkj]

Under 415 vil skuffe marked. 415-425 vil tilfredstille marked. 425-435 vil være opløftende. Over 435 vil være meget Positivt

[Parasitism]

Pølsemanden på havnen siger at det bliver 441

[E_L]

you may be right jkj, but honestly, a $20m difference in a quarter really shouldn't matter that much on a $2bn+ annual projection...

[OHW]

correct but it is a matter of psychology and thereby the ability of bulls and bears to influence the masses

[E_L]

i see that, and fear it short term, but that is why I said "it shouldn't". Bears will certainly try to push the market down on a disappointing number

[E_L]

annoying, but it will not really worry me as long as i believe in this strong trend up in sales

[OHW]

and by the way, I think we are still in a process where ownership is switching from ultra short-term speculators to more long-term investors and it always causes turmoil on the market