Genmab — Maj 2018
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Kl. 17 Bulder.
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I just tried to explain why it is lower than one year ago. I don't say I think it is fair. Henrik was looking for an explanation!
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But E L, if you don't think dara sales in 2H 17 had a negative effect on Genmabs share price, why did it drop after the dara sales was announced then?
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Yes, but it was the reason for the drop.
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If it was fair - is another matter
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And E L. After those "disappointing" sales numbers in 2H 17, a lot of analyst downgraded their dara sales for 2018 from around USD 2.6B to around 2.1B!
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and good data from TV, AXL and dara solid in 2H 18.
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Absolute agree E L. The fall was not because of the 20-30 mill(discount in Germany and France), it was then the shortattack started and i think its the real reason and because investors logic tell them that it cant rise for ever These two event trigger the stagnation
. This is a big hurdle and we need something extraordinary to get out of this cyclus. We need a buyback program and or a split -
split is totally irrelevant
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