Genmab — Juli 2020
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Pensionisten - du siger jo selv, at de billige warrants er udstedt for mange år siden - de er fra -11 -12 for de ældste. Det er for sent nu, at være negative over det. Der var jo ikke ret mange, der dengang forudså, at udviklingen ville gå så hurtigt. Og man kan da godt sidde og være misundelig; men det er jo de folk, der nu indkasserer frugten af deres arbejde, der er skyld i, at vi andre overhovedet har kunnet tjene på at have investeret i firmaet. Jeg f.eks. har fået min investering X ca. 50.
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Nu ved vi af gode grunde ikke præcist hvor mange aktier som faktisk er solgt fra den warrant exercise i dag. Der er jo ej heller bare losset 66.000 aktier ud i dag...så var kursen jo helt anderledes påvirket i dag. Personlig er jeg helt overbevist om at det ER koordineret....og jeg er også overbevist om at dagens lille minus netop var med baggrund i disse warrants.
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@pens tror det bliver svært at få den store diskussion ud af dette...for, som jeg skriver, ved vi ikke hvad der er solgt eller ikke...og vi ved heller ikke om der er indgået aftaler eller ej. Det bliver gætværk...medløber eller ej. Jeg tror på at kursen i dag ville være meget lavere var der losset 66K aktier ud på en gang
...så det har formentligt ikke været tilfældet. Du må holde dig fra det sure stadion-fadøl
Nu går jeg op og lægger mig... -
God morgen.
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Vi har endnu ikke fået email fra Genmab, hvilket tyder på at ingen i direktion eller bestyrelse har solgt aktier i går. Positivt
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Enig GB.
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Dr. Monk on the Utility of Tisotumab Vedotin in Recurrent Cervical Cancer https://www.youtube.com/watch?v=Y2tS0wVryx4 https://www.youtube.com/watch?v=-wjYX1n3Cxw
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Piper Sandler analyst Joseph Catanzaro raised the firm's price target on Halozyme to $31 from $28 and keeps an Overweight rating on the shares after speaking with a key opinion leader from a large academic center to gauge where Darzalex Faspro was in the adoption cycle. Through an accelerated process due to COVID, Darzalex Faspro has been approved for usage in the outpatient setting at this center beginning next week, Catanzaro tells investors in a research note.
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The analyst does not expect, consistent with Halozyme guidance, meaningful royalties in Q2. However, Catanzaro believes Q3 could see realization of IV to subQ conversion based on the KOL's feedback that the majority of patients could be easily converted.
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I don't know Mcjean. But Q4ish certainly is what I was looking for, i think speedy approvals surprised most a bit, specially in europe. And in additioin, where Covid most likely will slow down most medicine launches, it actually appears to probably speed up the launch and implementation for SC
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