Genmab — November 2016
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A big tech deal with 50% ownership to Genmab, is the only thing that can move the shares substantially higher before year end. But that can offcourse happen.
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Vil nok kun give 2-3%. Tech deal med 50% ejerskab kan nok give 10%
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Vi skal ikke undervurdere effekten af, at danske investorer muligvis frem mod nytår flytter penge fra Novo til Genmab.
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SC har for lidt bevågenhed hos analytikerne.
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Det er jeg enig i Bulder. Jeg tænker mere på fokus i analyserne og værdisætning.
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F.eks. også hvordan succes med SC vil sætte Sanofis produkt helt ud på sidelinjen.
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