Genmab — November 2014
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Ja de gav ca. 11 mia. $ for pharmasset for at få fingrene i Sovaldi
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Nej selvfølgelig ikke. Genmab er kun 2,5 mia. $ værd pt. Men værdien stiger og stiger. Jan siger jo vi bliver det nye Alexion/Regenerion om 10 år. De er pt. 35-40 mia. $ værd
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Det er slet ikke vigtigt. Jeg ønsker ikke at Genmab bliver solgt. Om jeg så fik 400-500 i tilbud idag.
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Men det er bare en stor sandsynlighed at det sker tror jeg.
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Hvis nogen (j&j er måske dem der er tættest på resultaterne) ser potentialet napper de Gen i et snuptag. Kurs 500 og Jan fortsætte i selskabet, nu som meget velhavende. ATP og GSK tjener på det og de fleste småaktionærene kan ikke sige nej til kurs 500.
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Thanks, Thomas. Why don't I take questions one and three, and then part number two on Arzerra for David? Why don't we start with HexaBody? We're in very active discussions with multiple parties on giving them access to our HexaBody technology platform. We also have a number of internal programs which uses HexaBody with excellent proof-of -concept. We already presented some of that proof-of- concept data at ASH last year in an oral presentation.
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But I can assure you that you will see more partnerships being executed by Genmab. Also some that you have qualified as more substantial, albeit that the first HexaBody agreement that we have entered into is with a very large blue-chip biotech company for multiple programs, I can assure you. We also believe that one is very substantial, but we are waiting on their experience with the platform. But we are, in fact, having a lot of activity in that area and there will be- there is anticipated more
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Hver gang Genmab præsenterer deres forventninger til året, så bliver de ved at nævne at det er uden nye aftaler (selvfølgelig), men et eller andet sted har det hele tiden lydt som om de forventer en eller flere i år der vil påvirke årets resultat, så kom nu med den brede Gilead aftale
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Hvis ikke han har leveret inden post ash seminaret bør vi trykke lidt til ham der
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Peter Aabo hæver sin anbefaling på genmab ret markant
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