Genmab — September 2018
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Hver gang man tror at nu skal den hente lidt ind af det tabte, får man en lang næse ,,, kan godt forstå at folk der har købt i 1100 - 1400 området er flygtet igen...jeg holder dog lidt endnu, da jeg tror på MAIA
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I guess we can all conclude that they should never have a CMD again and that they should stop explaining their innovations and pipeline, and most certainly not be enthusiastic about it. Actually it is better to stop researching all together because it costs money.
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maybe just choose a strategy suitable for a biotech instead
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they are building a fully integrated pharma company. Choosing indications that require substantial resources and skills that are outside the core in GEN. It could not be more wrong if they tried
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which they seem to do - so we can kiss value creation goodbye
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this strategy is like pushing on a rope
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nope - this strategy requires extensive CMC, regulatory, legal, marketing, distribution etc skills that GEN do not have - on top of the sales org
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...so what you are saying could be interpreted as this - we build these skills and capacity. However, we will not use it when it really counts?
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