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Genmab — Marts 2017

Planlagt Fastgjort Låst Flyttet Genmab
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  • ROI_-_David_MygindR Offline
    ROI_-_David_MygindR Offline
    ROI_-_David_Mygind
    wrote on sidst redigeret af
    #358

    CPH: Tja.. det er jo lige det man ikke helt ved.. Saxo har mange tusinde CFD'ere og det er ikke hverdag at man ændre sådan på betingelserne.. Eksponering som ikke er dækket er jo ikke det samme som "front-running" og mon ikke banken har haft ekstra motivation for at trykke på alle knapper der kan booste indtjenings-evnen op til en kommende IPO.. Hvis det er tilfældet virkede det formodentlig som en god ide at undlade fuld afdækning af Genmab positioner...

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #359

      Bizar story... Is this effective immediately? Not sure how large the Saxo customer base is, and how many of those buy on margin,
      but given that 30% of genmabs shareholders are danish it could give some selling pressure?

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      • ROI_-_David_MygindR Offline
        ROI_-_David_MygindR Offline
        ROI_-_David_Mygind
        wrote on sidst redigeret af
        #360

        New margin requirement and collateral value is effective from Thursday the 09/03-2017 at 17:00 CET. A bit of selling pressure could indeed arise but I would personally not expect it to be immense. However, Saxo does have disproportionately many Danish clients and they will on average be rather prone to risky investments, so it is difficult to anticipate exactly how much selling pressure it might instil..

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        • ROI_-_David_MygindR Offline
          ROI_-_David_MygindR Offline
          ROI_-_David_Mygind
          wrote on sidst redigeret af
          #361

          Remember that you can't see what is going on by looking at Saxo in the broker statistics. The trades with CFDs are done via partners that will be listed under anonymous brokers... We must although also remember that if clients do have unhedged long CFD positions, then the closing of CFD positions will not lead to actual selling pressure.. It will merely become a transaction between Saxo and the client since Saxo never acquired adequate long coverage to match the clients long positions..

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          • ROI_-_David_MygindR Offline
            ROI_-_David_MygindR Offline
            ROI_-_David_Mygind
            wrote on sidst redigeret af
            #362

            However, again - all of this is speculation !

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            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #363

              Formentlig ny konkurrent til Arzerra i CLL:

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #364

                Access denied | www.fiercebiotech.com used Cloudflare to restrict access | www.fiercebiotech.com | Cloudflare

                favicon

                (www.fiercebiotech.com)

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                • S Offline
                  S Offline
                  Sukkeralf
                  wrote on sidst redigeret af
                  #365

                  Stiger pt 100%

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #366

                    Link Preview Image
                    TG Therapeutics, Inc. (TGTX) Stock Price, News, Quote & History - Yahoo Finance

                    Find the latest TG Therapeutics, Inc. (TGTX) stock quote, history, news and other vital information to help you with your stock trading and investing.

                    favicon

                    Yahoo Finance (finance.yahoo.com)

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                    • T Offline
                      T Offline
                      Thomas
                      wrote on sidst redigeret af
                      #367

                      Givet Daras interessante prækliniske resultater i CLL, kunne det ikke være oplagt for Gen at lave et Ofa/Dara CLL studie?

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #368

                        it is still on my bucket list , to own a stock that doubles overnight...
                        😉

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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #369

                          Hi ROI. Just checked upcoming margin changes on my saxotradergo platform and can't see any margin changes for genmab. From where do you have this information

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #370

                            @ Thomas: Begge stoffer er jo udlicencierede til hhv Novartis og Janssen. Så det skulle være dem, der tog initiativet. Jeg tror det er tvivlsomt om Novartis vil bruge flere resourcer på ofa i CLL, hvorimod man godt kunne forestille sig Janssen forsøge sig med dara. Men mon ikke det så først ville blive et monostudie for at tjekke den kliniske effektivitet i CLL?

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                              T Offline
                              Thomas
                              wrote on sidst redigeret af
                              #371

                              Var det ikke et oplagt studie for Gen at sponsorere selv? Givet at man potentielt kan få dara ud i en ekstra indikation samt løfte salget af Arzerra. Jeg læser et fase 3 studie koster ~1 mio per patient. Mon ikke risk/reward scenariet ser ganske fornuftigt ud ved at betale 500 mio for sådan et studie? Ville elske at den store kassebeholdning blev brugt på sådan et skud. Men hvad ved jeg

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                              • T Offline
                                T Offline
                                Thomas
                                wrote on sidst redigeret af
                                #372

                                Og hvad er mon forklaringen på at man endnu ikke er i klinik med Dara i pågældende kræftform? http://www.onclive.com/web-exclusives/daratumumab
                                -produces-dramatic-responses-in-relapsed-light-chain-amyloidosis

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                                • T Offline
                                  T Offline
                                  Thomas
                                  wrote on sidst redigeret af
                                  #373

                                  Just a moment...

                                  favicon

                                  (www.onclive.com)

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #374

                                    favicon

                                    (clinicaltrials.gov)

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                                    • T Offline
                                      T Offline
                                      Thomas
                                      wrote on sidst redigeret af
                                      #375

                                      Det har jeg misset, fedt 🙂 Ikke så stort et marked så vidt jeg husker, men det ser ud som om dara kunne gå hen og tage en solid andel af det i hvert fald

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                                      • T Offline
                                        T Offline
                                        Thomas
                                        wrote on sidst redigeret af
                                        #376

                                        Kan man forvente data omkring estimated primary completion date eller hvornår?

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #377

                                          Efter juni 2018 har de data og kan analysere og frigive den. Kunne ligne ASH dec 2018.

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