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Genmab — September 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • K Offline
    K Offline
    kkjoel
    wrote on sidst redigeret af
    #619

    Har lige på aktiesparekontoen solgt alt ikke-GMAB og suppleret fuldt op i 2185. Fantastisk købsmulighed.. kronet med lav skat i den anden ende 😉

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    • K Offline
      K Offline
      kkjoel
      wrote on sidst redigeret af
      #620

      Og Jeffries er helt skudt i roen!

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      • L Offline
        L Offline
        lahn1
        wrote on sidst redigeret af
        #621

        Nogen der har kendskab til ligende patentsager. Det er vel ikke første gang at en licenstager har udvidet patent og løbetid og vil have de ekstra år for sig selv. Wording i kontrakt er vigtig men kender vi til præcedens ?

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #622

          i wonder how long this has been a dispute already? This must have come up at the negotiations around HexaBody-CD38, which have a clear distinction in royalty payments before and after 2031

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #623

            and i know we have discussed here exactly that issue on royalties around Halozyme long time ago

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            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #624

              Jan has certainly given us the impression that the SC administration would prolong the GEN royalty stream

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              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #625

                That kind of communication opens the company up to all sorts of litigation if it is not so

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #626

                  he did, didn't he? i am even wondering if we asked him in a Q&A?

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                  • JørgenVarnæsJ Offline
                    JørgenVarnæsJ Offline
                    JørgenVarnæs
                    wrote on sidst redigeret af
                    #627

                    I wonder if it is the AbbVie deal that has pissed JJ off so much?

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #628

                      well, he is clearly under that impression, otherwise he wouldn't start the arbitration

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #629

                        Mon ikke bare det er et bump på vejen. Kurs 3000 Q1 - 2020 ? . Vurder selv. Kanalen er bare blevet lidt bredere 🙂 https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/86975_bump.JPG

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                        • G Offline
                          G Offline
                          GeorgeBest
                          wrote on sidst redigeret af
                          #630

                          UBS og Jefferies beholder deres købsanbefaling og målkurser på hhv. 2540 og 2800. Bryan Garnier downgrader til sælg uden målkurs.

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                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #631

                            I’m not sure about the 5% share to HALO - but certainly about the prolonged revenue stream

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                            • M Offline
                              M Offline
                              MBCruise
                              wrote on sidst redigeret af
                              #632

                              Worst case er vel at acceptere andelen af betaling til Halozyme, hvilket vil være ca. 100mio$ ud af 2mia$ royalty på peak ved 10mia$ salg. Hvis Genmab accepterer denne kan JJ vel ikke hævde at det kun er deres patent efter 2030?

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                              • M Offline
                                M Offline
                                Mcjean
                                wrote on sidst redigeret af
                                #633

                                Tror ikke det er vigtigt her @lahn, det er et tveægget sværd som de har glemt at gardere sig imod. De kan umuligt vinde begge punkter da det ene punkt modsiger det andet eller mere klart de er skakmat. De må vælge hvor de taber mindst. De kan nok vinde begge tviste hver for sig, men ikke sammen er mit gæt for den tvist de vinder først vil blive brugt mod dem selv i tvist 2.

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                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #634

                                  It seems that JJ wants it both ways - one, they want GEN to pay 5% to HALO - two, they want to cut the royalty period significantly

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                                  • JørgenVarnæsJ Offline
                                    JørgenVarnæsJ Offline
                                    JørgenVarnæs
                                    wrote on sidst redigeret af
                                    #635

                                    That is fighting talk

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #636

                                      on 09.31 i was actually thinking the opposite; i really wonder if JNJ was in the race, and if choosing AbbVie could actually be a reflection on this dispute...

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #637

                                        mabye overthinking it...

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                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #638

                                          Could be all of the above. This kind of crap is poison for the stock - short term and long term

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