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Genmab — Januar 2016

Planlagt Fastgjort Låst Flyttet Genmab
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  • M Offline
    M Offline
    MUFC_Oberanven
    wrote on sidst redigeret af
    #1203

    Ved 13% royalties, er det DKK 338M til Genmab.

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    • dingleberryD Offline
      dingleberryD Offline
      dingleberry
      wrote on sidst redigeret af
      #1204

      det rækker lige til en solid omgang højt belagt til næste GF!

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      • M Offline
        M Offline
        MUFC_Oberanven
        wrote on sidst redigeret af
        #1205

        JNJ CFO likes Darzalex http://www.bloomberg.com/news/videos/2016-01-26/j-j-earnings-tops-analysts-estimates

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #1206

          "... which we believe will be a big succes" 🙂

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          • J Offline
            J Offline
            jkj
            wrote on sidst redigeret af
            #1207

            Goldman Sachs reckons newly launched multiple myeloma treatment Darzalex (daratumumab) "represents a blockbuster opportunity and we model $2bn by 2020". It's early days, but initial sales will be visible in the Q4 numbers.

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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.

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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.

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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.

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