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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
    #1475

    Ok - gotcha. I’ve been looking at the quarterly nos. Your approach makes more sense

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    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1476

      from
      transcript: The 2020 average rate for the dollar-kroner was around DKK6.5 and for 2021 we're assuming a flat DKK6

      1 Reply Last reply
      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1477

        so we know they assume missing royalties of between 425m and 505m for that particular guidance

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1478

          dkk

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          0
          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #1479

            A reduction of nearly 10% - translating into 2-2,5%points deducted from the 20%

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            0
            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #1480

              It all adds up. That is a truly nasty piece of work from JJ

              1 Reply Last reply
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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1481

                i am not sure i follow you there (it is a bit less than 10%) of TOTAL sales though, but we should only pay on Faspro sales

                1 Reply Last reply
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                • L Offline
                  L Offline
                  lexus
                  wrote on sidst redigeret af
                  #1482

                  Er det nu man skal købe en bid af genmap

                  1 Reply Last reply
                  0
                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1483

                    sorry lexus, you are on the wrong page, this is the genmaB page 😉

                    1 Reply Last reply
                    0
                    • L Offline
                      L Offline
                      lexus
                      wrote on sidst redigeret af
                      #1484

                      ok prøver igen er nu man skal købe en bid af GENMAB

                      1 Reply Last reply
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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1485

                        Er konklusionen så, at det koster ca ½ mia i reduceret royalty?

                        1 Reply Last reply
                        0
                        • M Offline
                          M Offline
                          Mcjean
                          wrote on sidst redigeret af
                          #1486

                          Hvis du vil køre Trabant istedet for lexus, ja så det nu:-D

                          1 Reply Last reply
                          0
                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #1487

                            ca. 450 mil kr indikerede Jan tidligere

                            1 Reply Last reply
                            0
                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #1488

                              overfor city banks analytiker

                              1 Reply Last reply
                              0
                              • L Offline
                                L Offline
                                lexus
                                wrote on sidst redigeret af
                                #1489

                                ok tak jeg laver et lille køb så ser hvordan det går.

                                1 Reply Last reply
                                0
                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #1490

                                  så de er nok allerede barberet af idags kurs og d.v.s ren upside såfremt Genmab vinder

                                  1 Reply Last reply
                                  0
                                  • M Offline
                                    M Offline
                                    Mcjean
                                    wrote on sidst redigeret af
                                    #1491

                                    De 450 mill er vel det samme som de taber fordi deres økonomiafdeling ikke magter at placere overskydende kapital, så det går lige op hvis de finder en medarbejder der er bare en anelse økonomisk "smart".

                                    1 Reply Last reply
                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #1492

                                      @StockBull
                                      are you now talking about where Pagano menioned that difference of DKK900m for FX and royalty reduction and you split that in 2? or did they really mention the 450 somewhere?

                                      1 Reply Last reply
                                      0
                                      • M Offline
                                        M Offline
                                        Mcjean
                                        wrote on sidst redigeret af
                                        #1493

                                        Hvis de så finder en medarbejder der ligefrem er genial så de begynder at lave afkast af deres overskydende kapital så er det jo lige pludselig fuldstændig uvæsentligt om de skal betale almisser for forlænget patent. De kunne jo starte med at købe aktier i HALO og Horizon, eller rettere det skulle de have gjort for længe siden og så købe flere af deres egne aktier, alt andet i dette marked giver ikke mening. Start tro på jer selv og køb jeres egne "børn"!

                                        1 Reply Last reply
                                        0
                                        • D Offline
                                          D Offline
                                          deleted-user
                                          wrote on sidst redigeret af
                                          #1494

                                          speaking this DKK900 million to be equally split against these two items.

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                                          0

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