Genmab — Februar 2018

[Thomas]

Bibob, jeg taler om hvorfor de ikke lukker shorten, ikke hvorfor de begyndte

[OHW]

Ja super, tak for den.

[bibob]

Men i forhold til Genmab ved man jo snart ikke hvornår der kommer nyheder. ?!

[Joakim_Von_And]

Var det her i Marts at retssagen skulle afgøres....patentsagen??

[E_L]

one of the nice features of twitter is that you can choose to block all the message with a certain word, like, for example, "AQR"

[Solsen]

Kan ikke forstå at man mener chancen for at solide fejler er størst. Man kan vel sige, at stort set ingen analytikere har indregnet noget fra solide så derfra kommer ikke nedjusteringer på en fiasko. Jeg ved godt at kursen får tæsk. Men upside er der efter min mening væsentlig større risiko for.

[OHW]

Det er rigtigt, at analytikerne ikke har indregnet noget fra solide....men mon ikke investorerne trods alt har. Hvis vi fejler i solide, så tror jeg altså der kommer et ordentligt kursskred, i hevet fald kortsigtet.

[transalp]

Hovsa, ser ud til vi skal ende i dagens højeste.. : )

[Solsen]

Det er ikke noget jeg har fundet på - at dara har en god chance for at virke i et eller andet omfang. Det siger fagfolk og Winkel

[pauly]

Av for shortens da

[Legolas23]

Mon ikke vi får et fint luk i 1250

[GlobalMacro 0]

Hi everyone, now that AQR hasn't bought back the shares while both qualitative narratives for shorting seem to be invalid (CAR-T & Dara sales). I believe the probabillity of AQR shorting Genmab as part of a long derivative strategy becomes more likely. I would not be so sure that AQR adding shorts is a negative thing. It could mean that an entity (via AQR) is adding to their long strategy. What do you gu
ys think, unlikely or maybe something to consider?

[StockBull]

Nemlig Solsen . AQR kan umuligt have baseret shorten paa at Genmab maaske har 50 eller 60% chance for at fejle i S.T. Tror mere de er i ledtog med HSBC om at forsoege at holde kursen nede.

[mobbyduck1]

@globalmacro, it is very simpel, it is NOT legal!!

[GlobalMacro 0]

Hm, interesting, why not? Why can't an enity buy a call option and short at the same time? By which goverment security rule is this illegal? And lets say if indeed it's illegal everywhere in the world (which I doubt but ok), then there are always ways around this. Working with different enities that belong to the same holding or in the end are working together etc etc. Wall Street does this more often, no doubt. It's just a hedge

[GlobalMacro 0]

this kind of setup would be ideal for situations in which a stock price could make such a high jumb that the profit on the long side is way more than the cost on the short side. However if the stock drops, the costs of the longs are hedged with the shorts

[mobbyduck1]

there is ways around it, no doubt, but you cannot add to long position, when You are shorting. But i had the same ideas like you for a long time

[GlobalMacro 0]

so in times of a take over this could
work very well

[StockBull]

As a private invester one can have shorts and longs in Genmab by using 2 different platforms. Can't why AQR can't do the sam e e.g shorts from AQR USA and longs from AQR UK.

[mobbyduck1]

and then we will have a dream scenario, when they close the shorts