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Genmab — Januar 2016

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #1208

    Det skulle meget gerne blive til meget mere i 2020. Ellers er dagens kurs jo allerede for høj.

    1 Reply Last reply
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    • J Offline
      J Offline
      JKY_VH
      wrote on sidst redigeret af
      #1209

      Ja Bulder, men vi kender jo GS.

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      • BudweisB Offline
        BudweisB Offline
        Budweis
        wrote on sidst redigeret af
        #1210

        Johnson & Johnson (JNJ) Alex Gorsky on Q4 2015 Results - Earnings Call Transcript - http://seekingalpha.com/article/3835816-johnson-and-johnson-jnj-alex-gorsky-q4-2015-results-earnings-call-transcript

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        • BudweisB Offline
          BudweisB Offline
          Budweis
          wrote on sidst redigeret af
          #1211

          I would first like to address our cash position and remind you about our capital allocation approach. At the end of the quarter we had approximately $18.5 billion of net cash, which consists of approximately $38.5 billion of cash and marketable securities and approximately $20 billion of debt. This is a higher level of cash than we typically hold. And as Alex said earlier, we are actively looking for the right opportunities to deploy that capital to create greater value for our shareholders.

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          • BudweisB Offline
            BudweisB Offline
            Budweis
            wrote on sidst redigeret af
            #1212

            But we are patient. We are seeking companies with a mutual desire to partner. And we'll only act when we see the right value creating deal at the right price with the right partners.

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            • BudweisB Offline
              BudweisB Offline
              Budweis
              wrote on sidst redigeret af
              #1213

              Yeah, Glenn, look, we're fortunate in that because of our strong performance, our strong cash flows, that our balance sheet is actually quite strong. I also believe that if you look at our track record of how we've utilized that cash to make the right capital investments in companies, that we've been successful with that. And look, we think that there's opportunities across all three of our different sectors.

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              • BudweisB Offline
                BudweisB Offline
                Budweis
                wrote on sidst redigeret af
                #1214

                And it's not an algorithm per se, as we decide which and where to invest, but rather it really depends on the opportunity. And many of the factors that Dominic described earlier, as far as what are the specific platforms that we're looking at? Where is the partner in terms of their decision making, what they want to do with the business? And frankly what the competitive environment is like?

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                • BudweisB Offline
                  BudweisB Offline
                  Budweis
                  wrote on sidst redigeret af
                  #1215

                  So we think that there are opportunities. We intend to be quite active as we look at 2016 and beyond in a manner that's been consistent with our track record in that area.

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                  • bongobobB Offline
                    bongobobB Offline
                    bongobob
                    wrote on sidst redigeret af
                    #1216

                    Jeg ved ikke rigtig. Det læses som JJ er bange for at tabe en bud krig igen. Hvis GEN vil sælges er der købere nok, jeg tror bare ikke Jan er interesseret. Jeg håber der kommer lidt stærkere signaler om fremtidig strategi på generalforsamlingen.

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #1217

                      Link Preview Image
                      Besparelser og store opkøb på dagsordenen hos J&J

                      Den store life science-koncern Johnson & Johnson beroliger markedet med omfattende besparelser, der skal sikre indtjeningen, og melder samtidig om en trecifret milliardsum i kontanter, som man gerne vil bruge.

                      favicon

                      (medwatch.dk)

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                      • M Offline
                        M Offline
                        Mcjean
                        wrote on sidst redigeret af
                        #1218

                        Spændende, men så længe JDW sidder på magten og har opbakning i "iglerbestyrelsen" som tjener gode penge uden at yde en skid så bliver butikken ikke solgt. Iglerne vil jo ikke miste deres fine indtægt. Måske vi skulle kræve biksen solgt til næste generelforsamling for rette pris, hvilket dog ikke vil være en fordel for aktionærer med lang tidshorisont.

                        1 Reply Last reply
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                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #1219

                          Så gik vi i minus efter en ellers fin start !! Jeg ser nu stadig helst at de ikke bliver solgt m.m. prisen er høj - og det tror jeg ikke vi ser på nuværende tidspunkt.

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                          • O Offline
                            O Offline
                            OHW
                            wrote on sidst redigeret af
                            #1220

                            Der er nok en del der havde sat næsen op efter mere markante udmeldinger om Dara i går og så nu letter lidt på beholdningen.

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #1221

                              Det er desværre
                              de anonyme der sælger

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1222

                                Prøv at sammenligne graferne for C20, DAX og Gen. De er fuldstændig parallelle. Faldet er generelt i markedet.

                                1 Reply Last reply
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                                • dingleberryD Offline
                                  dingleberryD Offline
                                  dingleberry
                                  wrote on sidst redigeret af
                                  #1223

                                  vi ligger lidt efter de andre pharma'er i DK - mon ikke det er en udenlandsk investor, der reducerer langsomt. GEN plejer jo at kunne følge med de andre uden besvær

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                                  • G Offline
                                    G Offline
                                    gentogen
                                    wrote on sidst redigeret af
                                    #1224

                                    Jeg ser også hellere, at vi i givet fald stiller krav om, at 'biksen' ikke sælges...

                                    1 Reply Last reply
                                    0
                                    • dingleberryD Offline
                                      dingleberryD Offline
                                      dingleberry
                                      wrote on sidst redigeret af
                                      #1225

                                      det kunne evt være på baggrund af at JJ og Novartis nu har været ude med Q4, og der ikke var nogle nyheder

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                                      • dingleberryD Offline
                                        dingleberryD Offline
                                        dingleberry
                                        wrote on sidst redigeret af
                                        #1226

                                        Og så skal vi vel bare glæde os over at være aktionærer i en biks, der skaber fremtiden i sin branche - i modsætning til f.eks. TDC, der på strideste monopolvis malker sine kunder med gammel teknologi og sylter nødvendige investering for at lide en alt for tidlig - men fortjent - sultedød

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #1227

                                          Enig Bulder.

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                                          0

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