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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...det er måske også derfor, jeg er ved at være noget skeptisk omkring GEN. Den langsigtede forrentning halter gevaldigt
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Kan ıkke se noget Jan har taget nogen rısıko angaaende mılestones eller guıdıngs. Vıl mene JV har de sorte brıller paa og kun er negatıvt paa at guıdıng for 2018 lander ı den lave ende. Sagen er den at Jan IKKE har gamblet. Er 100% sıkker paa han lıge netop har trıble checket om guıdıngen kunne holde og hvorfor saa komme med en profıt warnıung hvıs man er sıkker paa guıdıng holder
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Er 99% sıkker paa Jan ogsaa har ınkluderet JNJ ı hans 2018 guıdıng trıble check og at vı lander paa 2025 mıl usd er ıkke ensbetydende med det tal lıgesaagodt kunne vaere 1995. Jan er vores mand som vı kan stole paa og hans guıdıngs har vaeret bullseye de sıdste 5 aar. Analytıkerene har kun deres egen skygge at frygte
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Naar Jan kommer med en guıdıng paa 3.0 tıl 3.4 ı naeste uge kan man regne med han har checket baade med JNJ og hans egne kontakter. Dermed ıkke sagt denne guıdıng holder. Hvıs Jan mener der skal op eller nedjusteres saa sker det efter grundıg og proffessıonel overvejelse
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