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Aktier/middag: Genmab ryger ned på usikkerhed om 2018-forventninger

Source RBB StockExchange Tuesday, 12 Dec, 2017 09:39:38 GMT
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Genmab er under hårdt pres på det danske aktiemarked tirsdag, da flere investorer har tolket negativt på ledelsens udmeldinger om 2018 og nu regner med et lavere salg af kræftmidlet Darzalex end tidligere.

Aktien dykker 7,7 pct. til 1093 kr. - det største fald i små to år - og nedturen for biotekaktien er med til at tynge C20 Cap-indekset, som dykker 0,3 pct. til 1125,54.

Genmab afholdt natten til tirsdag en præsentation i USA, hvor selskabets ledelse meldte ud, at salget næste år vil dække omkostningerne, og at det samtidig har udsigt til at modtage mindre i milepælsbetalinger end i 2017.

Ifølge finanshuset Bernstein betyder meldingen, at markedets forventninger til 2018 skal en smule ned.

- Der er nogle deltagere i markedet, som tolker kommentarerne som en prognose for salget af Darzalex i 2018.

- Vi vurderer ikke, at det er en korrekt udlægning, men det har i hvert fald skabt en vis usikkerhed i markedet, og det presser aktien, siger Martin Munk, der er aktierådgiver i Jyske Bank.

FLS SÆNKET HOS GOLDMAN

FLSmidth er også i bunden af indekset med et fald på 1,8 pct. til 328,60 kr. tirsdag. Goldman Sachs har sænket kursmålet for aktien til 420 kr. fra 460 kr. Derudover er råvareaktierne under pres på de europæiske børser.

Sundhedssektoren er omvendt blandt de mest stigende på det europæiske marked, og Novo Nordisk er at finde i toppen af C20 med en stigning på 1,2 pct. til 333,70 kr.

Den franske rival Sanofi har tirsdag fået godkendt kopiproduktet Admelog, men ifølge UBS får det ingen stor betydning for de øvrige aktører i markedet - herunder Novos produkt Novolog - skriver Bloomberg News.

Midt i indekset ligger Ørsted - det tidligere Dong - der har solgt halvdelen af den tyske vindpark Borkum Riffgrund 2 og derfor har opjusteret forventningerne til 2017.

Energiselskabet regner nu med et driftsoverskud før af- og nedskrivninger, EBTIDA, på 21 mia. kr. mod tidligere 19-21 mia. kr. Aktien stiger 0,2 pct. til 348,10 kr.

SAS FALDER EFTER REGNSKAB

SAS har tirsdag morgen offentliggjort regnskab for regnskabsåret 2017/18, men hovedtallene og forventningerne blev offentliggjort i starten af november.

SAS-aktien startede med at stige, men falder før frokost med 4,2 pct. til 18,40 kr.

Matas har fået hævet anbefalingen af ABG til "hold" fra "sælg", og aktien stiger 0,7 pct. til 77,50 kr.

Finanshuset Bryan Garnier har haft Royal Unibrew under luppen, og anbefalingen er sat ned til "sælg" fra "neutral". Unibrew-aktien falder 0,1 pct. til 360,10 kr.

/ritzau/FINANS

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