Genmab — Februar 2019
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Det må være umådeligt svært at skulle guide omsætning, Man er sikker på klø bare man rammer lidt ved siden af.. Jeg syntes at de rammer utroligt godt...
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me too. the discounts screwed it up. i feel you could blame David for not being on top of that; i doubt he will make that mistake again... In addition, as milestone level and size had not been made public until the event, it would have been really difficult/awkward to adjust guidance on that, even if they felt they would fail 2bn.
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true - but think about what we have learned as investors about the guidance interval and the risks associated with major milestones
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going forward, how will these things be interpreted by the market
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sure - but it is all about perception. Its hard to attach great expectations to guidance with slack and hidden risks
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At Q3 David was asked the question if precision of the revenue guidance was needed - and he said no citing the higher DKKUSD as the reason. Isolated that is ok - but he came dangerously close to not achieving the already guided milestone
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Going forward, I will look much more closely and sceptically at the guidance
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jeg er også en af de langsigtede. Det er sjældent jeg har en aktie i mindre end 5 år - men det skal ikke afholde os fra at kigge på alle relevante elementer af et selskabs udvikling.
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