Genmab — Maj 2015
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Firmaet handles til 11-12 gange indtjeningen, så ikke dyr. Syntes bare at den fremtidige vækst i deres Hepatits forretning er begrænset og når så har en 60% margin tror jeg det er uholdbart i længden..
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Der vil komme prispres de næste 2-3 år i takt med mange konkurrenter går ind i Hepatitis...
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Det bedste for Gilead ville være hvis de kunne bruge deres stærke Cash flow og likvid situation til at lave 1-2 store strategiske opkøb
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Et selskab som Genmab ville passe som perfekt ind da de så kunne investere enorme summer i hele Genmabs pipeline.
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Men tror også bare det er fordi jeg fandt 2-3 ideer jeg syntes var mere attraktive
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