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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • JørgenVarnæsJ Offline
    JørgenVarnæsJ Offline
    JørgenVarnæs
    wrote on sidst redigeret af
    #1413

    Dermed bliver alternative investeringer - obligationer og value aktier mere interessante, og så kommer der et smæk mere

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    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1414

      what did you guys calculate as royalty revenue for Dara for 2020 and what fx rate did you use for that?

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      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1415

        to compare tot the dkk4.419m in the annual report)
        (in USD I get $685.5m?)

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        • P Offline
          P Offline
          Plimsoller
          wrote on sidst redigeret af
          #1416

          Spørgsmålet er om det ikke går som under og efter finanskrisen hvor den amerikanske rente stiger, men den europæiske forbliver lav pga. nogle af de sydeuropæiske lande.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1417

            bund futures actually trying to make a nice reversal this morning, hit their lower trendline exactly and bounced.

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            0
            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #1418

              I can’t find the USD royalty in the accounts - have you seen it anywhere?

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              • D Offline
                D Offline
                deleted-user
                wrote on sidst redigeret af
                #1419

                @E L did you take into account the lacking part of royalty dispute ?

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1420

                  well that is the part that i am trying to calculate offcourse...

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1421

                    JV p64 annual report

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                    0
                    • D Offline
                      D Offline
                      deleted-user
                      wrote on sidst redigeret af
                      #1422

                      @E L I was just trying to catch up the calculation not intending to offend anyone

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1423

                        offcourse not, i got that, just telling you what i am trying to do

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                        0
                        • D Offline
                          D Offline
                          deleted-user
                          wrote on sidst redigeret af
                          #1424

                          ... offcourse

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                          0
                          • JørgenVarnæsJ Offline
                            JørgenVarnæsJ Offline
                            JørgenVarnæs
                            wrote on sidst redigeret af
                            #1425

                            Do they mention the royalty amount in usd?

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #1426

                              https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/91422_Skaermbillede_2021_02_26_150451_big_picture.png big picture genmab trend. som det kan ses er RSI ved at være på niveau som da corona krakket var i bung marts 2020

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                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #1427

                                I can only see the DKK

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1428

                                  yes, 4419. I calculate $685.5m according to the tiers for $4190 sales

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1429

                                    So, if i assume an fx rate of 6.6, i get dkk4.524, so a difference due to Halo of ~dkk105m

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1430

                                      so, the fx rate matters and we have to make an assumption for the % sales that are Faspro for 2020, so it is difficult to get it right

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1431

                                        But does it matter. DKK 105m is 1,60 per share

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                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #1432

                                          Ok I guess there are a lot of FX unknowns here. How are RoW royalties treated? Are royalties calculated on a daily basis or when payment is made quarterly (im guessing)

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                                          0

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