Genmab — Januar 2021

[Darvin]

Ja nemlig - men en rabat er vel det der fratrækkes det oprindelige tal ?

[Darvin]

Det andet kaldes en "præmie"

[Darvin]

Eller et tillæg

[Bulder]

Men uanset hvad er forskellen tydeligvis faldende.

[Darvin]

Nemlig og rigtig meget. Hvorom alting er. Hvorfor i alverden skal de blive ved med at give rabat. Mon ikke den går i NUL på et tidspunkt, og det kunne så passende være i 20
21

[Bulder]

Også iøjnefaldende er at JnJ tallet stiger med over 18% for US i de sidste 2 kvartaler. Kunne tyde på Faspro's indtog med en højere pris.

[Darvin]

De har jo godt fat i markedet - så den slikkepind behøver de ikke mere

[E_L]

JV mentioned the lower discount yesterday, his thought was 'Faspro must be selling without discount'

[Solsen]

Nice. JNJ has to send $1 bn to Genmab this year only in royalties

[E_L]

no problem, i am pretty sure it will fit into 1 airplane

[Darvin]

Good humor EL :D) We have to keep the spirit going on days like this

[Bulder]

Talking about spirits. I ordered 2 bottles of whisky last week. They haven't arrived yet. And when you need it at most!

[Klarussen]

Endnu en "ægsbert" har nogle guldkorn
: https://ugebrev.dk/formue/markedskommentar/ubehageligt-hoej-risiko-for-bratte-kursfald/?mc_cid=9312e17db2&mc_eid=5805bdd5ee

[E_L]

the new Ph3 Tisotumab innovaTV 301trial starts recruiting https://clinicaltrials.gov/ct2/history/NCT04697628?A=2&B=3&C=merged#StudyPageTop

[E_L]

the new Ph3 trial of Epcoritamab starts recruiting https://clinicaltrials.gov/ct2/history/NCT04628494?A=2&B=3&C=merged#StudyPageTop

[Darvin]

Bulder pity - on such a wet afternoon, with a gok in the nut (the stock nut), would you then choose a hefty Islay or a silky soft whisky or ditto whiskey

[Bulder]

I've never really done much whiskey. My favorites are silky soft (female) whiskys.

[Solsen]

2470 what a day !

[Bulder]

Kan du huske Lovin Spoonful? What a day for a daydream
What a day for a daydreamin' boy
And I'm lost in a daydream
Dreamin' 'bout my bundle of joy

[Solsen]