Genmab — Maj 2018

[E_L]

offcourse it did at the time GB, what i am saying is, surely that can not be an argument now anymore after the sales we have seen?

[Bulder]

Totally agree with GB. Sales numbers were the main reason. And it has only partly recevered yet.

[E_L]

And even then we thought it was rediculous how much it fell on a 30m difference; we are looking at 2bn+ sales this year; it is negligible

[Bulder]

Confidence is still not in place. Sales number for q2 in juli and Maia data at the same time will make everything look much better.

[GeorgeBest]

Yes, but it was the reason for the drop.

[GeorgeBest]

If it was fair - is another matter

[OHW]

..fordi alle øgede indtægter vil går til oprustning af organisationen og egen markedsføring...det er frygten

[GeorgeBest]

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!

[E_L]

that I agree on. i am only trying to argue, that -at this moment- we should not still be trading at that discount

[Bulder]

It takes time - and good numbers - to recover confidence

[GeorgeBest]

and good data from TV, AXL and dara solid in 2H 18.

[E_L]

or a takeover ;-D

[Mcjean]

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

[Mcjean]

or a takeover yep;-)

[GeorgeBest]

split is totally irrelevant

[OHW]

Lukker vi under 1260, så er ned trenden genoptaget som jeg ser det.

[bibob]

Det er stadig tossetimen.

[E_L]

(please, don't feel you need to turn it into an english chat because of me btw)

[E_L]

(although it is easier )

[Bulder]

by the way: How come you're so good in reading Danish? Google?