Genmab — Januar 2020

[E_L]

Jan can't afford a bølgeskvulp here @Sukkeralf ; he will lose his #1 European biotech spot to Galapagos... They are closing in fast, almost €13bn market cap now

[Sukkeralf]

Ahh - so thats why Jan was disappointed with that deal and said Galapagos was selling out...........its just because he looses the number one spot ! Then lets us see that deal he keep referring to where he keeps 50% and the US rights - I still want to see this before I believe it (if it is with BP).

[GeorgeBest]

The performance of Galapagos is phenominal, I hope you have some shares there E L...(as dutch)

[Doublo]

Jeg tror, at Bulder har en pointe det hele afhænger af ROW.

[E_L]

well, from the presentation yesterday i did not get the idea that the deal is ready to be signed yet; it seemed to me that he was actively trying to promote / sell CD3xCD20...

[E_L]

and no GB, i don't have them unfortunately... ;( didn't expect this huge move after their Gilead deal either...

[E_L]

BioNTech to acquire Neon to strengthen global leadership position in T cell therapies https://www.globenewswire.com/news-release/2020/01/16/1971361/0/en/BioNTech-to-acquire-Neon-to-strengthen-global-leadership-position-in-T-cell-therapies.html

[Bulder]

GB 13:46 og Sukker 13:52. Sådan er det.

[Bulder]

Vi hænger med ROW'en i vandskorpen.

[JKY_VH]

He he, du har helt ret Bulder og det tager åbenbart sin tid, at få alle data på plads.

[jkj]

vi lever ikke i middelalderen ej hellere bruger jnj kuglerammer, tallene for ROW er længe kendte

[Bulder]

Men det er der steder i verden, hvor man gør

[JKY_VH]

enhver er salig i sin tro jkj og det er fair nok:-)

[Sukkeralf]

Uanset hvad er potentialet i Genmab det samme om vi når den milestone i år eller gjorde deet sidste år

[E_L]

I am so glad they didn't give us the number last week already; just imagine how bored we would be now , without this -rather useless-
discussion

[bibob]

Its' " agurketid ". nothing else to write about. But many opinions.

[Bulder]

Well, I don't know, Useless? It's pretty important for the short run (not the long run). And that's probably why people discuss it so intensely.

[bibob]

Yes, and wednesday we all know. ;-). Will the rocket lift or will it explode at start. :-D.

[Bulder]

Blev der egentlig sagt noget på JPM, som ikke blev sagt på R&D i dec?

[Sukkeralf]

Næh det var en lettere kedelig omgang - efterhånden et problem med tiden, hvis Jan skal nå hele vejen rundt. Og når han er excited omkring det hele, får det på en eller anden måde den omvendte effekt - at det hele bliver lidt kedeligt, syntes jeg