Genmab — Marts 2021
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@troldmanden "Regnskabsdagen var forventet som den helt store milestone hvor 2021 budgettet blev annonceret og markedet ville reagre rigtig positivt på det" I have to say I don't recognise myself in that, but I am usually a bit conservative... Do you really feel others were expecting that much from the forecasts?
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EL: ja du er generelt en af de lidt mere koncervative
Men ja det har virkelig været nævnt mange gange de sidste 3-6 mdr at bare vent....når budget for 2021 kommer SÅ får markedet en positiv overraskelse. Jeg har ikke set en eneste skrive at man måske skulle nedtone forventningerne -
Og ja som jeg skrev, så skyldes faldet også en del selve markedet.
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Genmab skulle blot aldrig have været over 2700. Var den kun nået 2300 så havde snakken og dynamikken nu været helt anderledes
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