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Genmab — November 2016

Planlagt Fastgjort Låst Flyttet Genmab
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  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #133

    Kl 14

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #134

      Fra Gilead Q3 transcript:

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      • S Offline
        S Offline
        Sukkeralf
        wrote on sidst redigeret af
        #135

        As you know, we are also focused on augmenting our portfolio with external opportunities, particularly in the field of oncology. However, our interest in partnerships and potential acquisitions is not limited to oncology, and we are considering opportunities where there is strong science and where we see the possibility of developing a truly differentiated product

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #136

          we're still very actively evaluating opportunities. We're actively evaluating a series of different partnerships

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #137

            So we're currently very, very active. We'll do things when they make sense for us and not before then. And that's really as much as I can say.

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            • 2 Offline
              2 Offline
              2311leeds
              wrote on sidst redigeret af
              #138

              Hvad tid kommer regnskab fra Genmab??..Kan se herinde der står kl.16...Har hørt ude i byen at det først er efter luk på den danske børs..

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              • J Offline
                J Offline
                jkj
                wrote on sidst redigeret af
                #139

                ca 17.05

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #140

                  Discipline has both components to it. There are a number of things that I think are probably too early for us to take part in. There are a number of things that I think are just overpriced. And so it's been a combination of those two things looking backward. Going forward, we'll have to see what makes sense for us and where we're willing to go to bring in new products.

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                  • J Offline
                    J Offline
                    Jedi
                    wrote on sidst redigeret af
                    #141

                    Tak Sukkeralf - lad os da bare få en hexa deal med på den konto 🙂

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                    • M Offline
                      M Offline
                      Mcjean
                      wrote on sidst redigeret af
                      #142

                      Bla bla og bla det har de ævlet om de sidste to år, få nu den muldvarp op af lommen og byd, så vi kan få noget spænding:-)

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                      • M Offline
                        M Offline
                        Mcjean
                        wrote on sidst redigeret af
                        #143

                        Kl.16.00 er i morgen Leeds - Q&A

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                        • 2 Offline
                          2 Offline
                          2311leeds
                          wrote on sidst redigeret af
                          #144

                          Tak

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                          • S Offline
                            S Offline
                            Sukkeralf
                            wrote on sidst redigeret af
                            #145

                            Ja Gilead snøvler derudaf - men i princippet passer Genmab tech fint ind. too early and too expensive 🙂

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                            • M Offline
                              M Offline
                              Mcjean
                              wrote on sidst redigeret af
                              #146

                              Yep skulle de ikke allerede have haft en deal ud over Hiv-dealen? De snuser og snuser og render forvirret rundt og råber op om hvor dyrt det er at købe teknologi ude i byen, sidst jeg kiggede kostede det også kassen at gå på restaurant i stedet for at mixe noget biksemad sammen. Enten må de ansætte forskere og selv stå for udvikling og grundforskning eller også må de købe sig til det. Tik tak tik tak konkurrenterne haler ind på dem. Gad vide om Genmab er lidt for dyr når det kommer til stykket?

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                              • O Offline
                                O Offline
                                OHW
                                wrote on sidst redigeret af
                                #147

                                Genmab er for dyr og vil ikke købes!

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                                • J Offline
                                  J Offline
                                  JKY_VH
                                  wrote on sidst redigeret af
                                  #148

                                  mon ikke det til syvende og sidst er et spørgsmål prisen? Det tror jeg:-)

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                                  • M Offline
                                    M Offline
                                    Mcjean
                                    wrote on sidst redigeret af
                                    #149

                                    Jeg mener omkring salg af deals

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                                    • J Offline
                                      J Offline
                                      JKY_VH
                                      wrote on sidst redigeret af
                                      #150

                                      Her spiller de 50% ejerskab vel en rolle?

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                                      • Legolas23L Offline
                                        Legolas23L Offline
                                        Legolas23
                                        wrote on sidst redigeret af
                                        #151

                                        Måske er 50% for optimistisk. Måske har Jan sat baren for højt ?

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                                        • M Offline
                                          M Offline
                                          Mcjean
                                          wrote on sidst redigeret af
                                          #152

                                          Ser jo ud til der er mange der snuser og så fordufter, måske skal de prøve noget andet af, men indtil videre er de altså ikke vent tilbage

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