Genmab — Juni 2018

[gentogen]

He he. Det er hurtigt blevet glemt, at Jan i flere år blev vurderet som den rene elendighed. For så kort efter at være verdens største geni. Se bare her fra de (ikke så) gode gamle dage: http://www.shareholders.dk/arkiv/11304/her-er-aarets-10-bedste-og-vaerste-direktoerer

[pauly]

Winkels stil kan godt være noget anmasende og lidt for optimistisk, især når kursen er dalet et stykke tid. Men han er trosalt ikke så vild som Drakeman var og gudskelov for det. Jeg kunne også godt tænke mig en lidt mere afdæmpet CEO , men det kan saktens være fordi jeg er dansker og helt ikke stikker snuden for langt frem.

[pauly]

helst

[pauly]

Markedet trækker dog selv ned. Winkel siger 13mia$ markedet mener 6-8mia$

[E_L]

From the perspective of an employee, it must be fantastic to have such an optimistic and stimulating boss. For me, what makes the difference is , that I think that he really believes in what he says and does, he is not just hot air

[E_L]

and they have arrived in Chicago... https://twitter.com/GenmabR_D/status/1002905712647917568

[pauly]

Jo det er da motiverende.

[pauly]

Men er det reallistisk? Det er vel det markedet tvivler på

[E_L]

time will tell, but he knows a lot more about biotechnology then I do, AND he has the insight in the trials

[E_L]

he has times also mentioned many times that not every trial will succeed and that there is risk

[E_L]

most of his net worth is in this company, i find it hard to believe he would contemplate his own sales network if the did not believe part of his pipeline would succeed

[E_L]

but his horizon is much longer as most here...

[Plimsoller]

His horizon is hopefully the same as mine 3 years.

[StockBull]

Jvdw har indikeret 9b usd i mm og 13 hvis dara virker i solid

[StockBull]

Uhttps://seekingalpha.com/news/3245374-genmab-chief-says-cancer-med-darzalex-achieve-peak-sales-9b

[Helge_LarsenPI-redaktør]

Tak Stock bull. Jeg huskede de 13, men ikke at det var med solide.

[JKY_VH]

Enig Helge 13:05, det ville være værre

[E_L]

EP Vantage Asco 2018 – Good might not good enough for Bluebird http://epvantage.com/Universal/View.aspx?type=Story&id=792564&isEPVantage=yes

[E_L]

should monoclonal antibodies be used at first relapse in myeloma? https://twitter.com/SurbhiSidana/status/1002978022889226241

[E_L]

https://twitter.com/tanyawildes/status/1002985832322650112