Genmab — Maj 2020

[Plimsoller]

Hvor smider man spørgsmål til q&a
?

[bibob]

I chatmenuen under Q&A

[Plimsoller]

Tak.

[Helge_LarsenPI-redaktør]

Tak for spørgsmål Plimsoller. Det er inde i mit modul nu.

[Plimsoller]

Super. Tak.

[Solsen]

Det vær tæt på ny ATH til morgen. Mon vi når en ny ATH i dag - Hvem ville have troet det for nogle uger siden

[Sukkeralf]

Lad os håbe Jan ikke trækker i land omkring guidance og epcoritamab deal i aften, så skulle der være en chance for ATH i morgen, hvis det generelle marked ellers opfører sig pænt.

[E_L]

i am a bit cautious, these are difficult times for negotiations. i think it is realistic to be prepared for some delay tbh

[E_L]

i am wondering where we would be trading now if Covid never happened
...

[Bulder]

Lower. Covid has made people shift to medico/biotec.

[Bulder]

look at sgen

[E_L]

sgen had some succes. we were trading here before the outbreak and had a good news-quarter; think we would be trading higher

[E_L]

agree that bio might not have outperformed as much without covid though

[E_L]

but then the rest of the market would be higher as well

[E_L]

will biotech keep outperforming if/when covid disappears...? bio had been underperforming for a while..

[Sukkeralf]

E L - but based on Jans positivity towards a epcoritamab deal they must have been close to signing so I would not buy a longer delay

[E_L]

all i can say is that i hope that you are right

[E_L]

we'll know soon anyway

[Sukkeralf]

What about the CD3/5T4 BsAb IND - that should come in H1

[Sukkeralf]

I hope we will not see a number of Corona excuses but hard to believe that they are not impacted at all