Genmab — Oktober 2019

[JKY_VH]

for

[Helge_LarsenPI-redaktør]

Just a moment...

(www.proinvestor.com)

[Helge_LarsenPI-redaktør]

God morgen.

[bibob]

God morgen fra luften over Paris.

[transalp]

Go morgen .. man fornemmer godt at det går nord på bibob, vi håber i holder kursen.. go tur

[bibob]

Tak. Håber Genmab følger med selv om der var betydelig varmere i Malaga. :-). Men der er jo koldt på toppen hvor Genmab jo alligevel skal op

[JKY_VH]

og god morgen fra jordoverfladen

[Helge_LarsenPI-redaktør]

God kursudvikling.

[Solsen]

1350 bliver en modstand som måske ikke lige brydes. Mht salgstal tror jeg ikke de er overbevisende nok til at rykke noget. Men 4. kvartal og milestonen der meddeles i dec eller januar vil være en lettelse. Mit vurdering

[E_L]

that is what i am thinking also. 3rd quarter in line, 4th quarter positive surprise. What do you think for 3rd Q? (i am guessing 400US 400ROW =800)

[bikube]

Den må godt fortsætte op et par dage mere, jeg skal ud af mine Bull, inden Q3tal kommer, jeg stoler ikke på dem.

[Bulder]

800 would be very nice and a pleasant surprise in my opinion. Then we'll only need another 800 in Q4 to reach the 3 bn.

[Bulder]

750 and I'm happy. And 850 in q4

[E_L]

I am hoping for a good september with US 1st line starting to contribute, Japan may still be a bit early. Q4 will be the first full quarter where Europe, US and Japan have 1st line

[Plimsoller]

Q2 was 774 was it not, so why would Q3 be worse than that?

[E_L]

Q2 ROW was inflated by a one-time adjustment of 16%

[Solsen]

Konsensus is 750-800

[Solsen]

The 800 would surprice me but one can hope..

[Plimsoller]

Oh yes. That I forgot. Thank you.

[E_L]

hope is the core of my investment strategy