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Genmab — Oktober 2015

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #689

    Jo det kan man godt sige.

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    • BudweisB Offline
      BudweisB Offline
      Budweis
      wrote on sidst redigeret af
      #690

      J&J Earnings Report Q315 Conference Call Transcript er nu online. - http://www.thestreet.com/story/13322803/10/johnson-johnson-jnj-earnings-report-q3-2015-conference-call-transcript.html

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      • BudweisB Offline
        BudweisB Offline
        Budweis
        wrote on sidst redigeret af
        #691

        Der er lidt om M&A under Q&A delen.

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        • BudweisB Offline
          BudweisB Offline
          Budweis
          wrote on sidst redigeret af
          #692

          "We have the financial strength and flexibility to do both and we're very pleased to be able to continue to do that. " (om aktietilbagekøb og
          M&A)

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          • BudweisB Offline
            BudweisB Offline
            Budweis
            wrote on sidst redigeret af
            #693

            Nærlæs lige den her - "We'll do our best to structure any M&A activity in a way that can optimize the effective use of the O-US cash in a tax-efficient manner. We continuously work on that and our team is very good at developing strategies to do that. But more to come on that at a
            later time. "

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #694

              And despite significant media attention on drug pricing there really isn't a consensus on policy solutions that would lower prices without negatively impacting innovation. That's the key point.

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #695

                Denne kan jeg også godt lide i dette sure marked

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                0
                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #696

                  Ja Budweis de O-US Cash er lige til Genmab 😉

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #697

                    we have a disciplined capital allocation strategy, and share repurchases just happen to be third in line after M&A and dividends being first.

                    1 Reply Last reply
                    0
                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #698

                      Altså 1. prioritet et køb i udlandet....

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                      0
                      • SolsenS Offline
                        SolsenS Offline
                        Solsen
                        wrote on sidst redigeret af
                        #699

                        og så ikke ved nærmere læsning - jeg bliver skør af at vente på FDA 😉

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                        0
                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #700

                          Lad os bare tage godkendelse og se hvad der sker derefter - ASH er næsten lige så spændende, synes jeg.

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                          0
                          • dingleberryD Offline
                            dingleberryD Offline
                            dingleberry
                            wrote on sidst redigeret af
                            #701

                            Submission 5. juni 2015 131 dage siden
                            Full submission 9. juli 2015 97 dage siden
                            PR meddelelse 4. september 2015 40 dage siden
                            PDUFA 19. marts 2016 157 dage til

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                            0
                            • investor1989I Offline
                              investor1989I Offline
                              investor1989
                              wrote on sidst redigeret af
                              #702

                              anonyme ser lige om de kan udløse SL under 600

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                              0
                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #703

                                Lad os nu bare forblive over 600 - det ville være rart

                                1 Reply Last reply
                                0
                                • Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktørH Offline
                                  Helge_LarsenPI-redaktør
                                  wrote on sidst redigeret af
                                  #704

                                  Ikke for os med waders på. 😉

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                                  0
                                  • S Offline
                                    S Offline
                                    Sukkeralf
                                    wrote on sidst redigeret af
                                    #705

                                    Nej men så lad os tage en ordentlig tur ned, så man kan tanek mere seriøst op

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                                    0
                                    • dingleberryD Offline
                                      dingleberryD Offline
                                      dingleberry
                                      wrote on sidst redigeret af
                                      #706

                                      Pas på, hvad i ønsker - det her kunne være starten på en generel justering af prissætningen i markedet

                                      1 Reply Last reply
                                      0
                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #707

                                        Så længe fald sker under lav omsætning, så er jeg ikke bekymret.

                                        1 Reply Last reply
                                        0
                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #708

                                          Det tror jeg allerede vi kan konstatere, at det er hvad vi ser.

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                                          0

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