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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • troldmandenT Offline
    troldmandenT Offline
    troldmanden
    wrote on sidst redigeret af
    #124

    Jeg er enig i de skal investeres meget. Men Genmab har blot ikke været særligt gode til at give hints til udgiftsnivauet. Og derfor lå stort set alle analytikere og investorere aaaaalt for lavt på udgift niveau. Og DET tog markedet med bukserne nede. Og derfor er tæskene fair nok

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    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #125

      En 20 dobling af din investering over ein 10 årig periode er vel OK? Er der noget andet C20 selskab der har klaret det? Så Jan har nu i mine øjne klaret dette rigtig godt...

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #126

        i think that could be a fair comment, maybe even a Q&A question; could they have guided better /earlier about those investments

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        • Legolas23L Offline
          Legolas23L Offline
          Legolas23
          wrote on sidst redigeret af
          #127

          Jeg tænker, det er logisk nok, at Genmab skal forsøge at få deres pipeline på markedet så hurtigt som muligt for at blive et powerhouse med stor vækst og udvikling. Det koster og skal man nå markedet med

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #128

            But Jan has been very vocal in that he wanted a 'military style'
            development

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            • Legolas23L Offline
              Legolas23L Offline
              Legolas23
              wrote on sidst redigeret af
              #129

              mens man har produkterne, så kræver det man smeder mens jernet er varmt.

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              • Legolas23L Offline
                Legolas23L Offline
                Legolas23
                wrote on sidst redigeret af
                #130

                I min optik kunne de ikke guide ret meget anerledes. Måske var det derfor de iværksatte tilbagekøb af aktier for at dæmme op for kursen ville dykke for meget. Det er nu sket, hvilket bør være en god mulighed for nye investorer at købe sig billigt ind i casen.

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                • Legolas23L Offline
                  Legolas23L Offline
                  Legolas23
                  wrote on sidst redigeret af
                  #131

                  TA er et fint redskab til at vise psykologien i markedet, men det kan ikke stå alene i biotek. Der skal casen være nummer et og de ting man nogenlunde ved kommer eller som genmab skal give opdatering på. De TA charts, som har været præsenteret har jeg ikke kunne bruge til ret meget. Det viser en udvilking, som er sket. Hvad der kommer ved kun Genmab. På med de lange briller...

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #132

                    With epcoritamab i kind of gives itself - either they put in a lot of money and try to keep up with Roche or they dont do it at all

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #133

                      With the BsAb checkpointinhibitor they could moved ahead a bit slower but here is the oppertunity perhaps even bigger so fine with me that they also speed this up

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #134

                        you know what
                        , that is exactly how i see it...

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #135

                          The whole of last year I have been hoping for speed on specially the Epcoritamab trials, worrying the pandemic might slow things down and getting further behind the competion. I am getting that speed now, so to me this is a plus.

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                          • Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktørH Offline
                            Helge_LarsenPI-redaktør
                            wrote on sidst redigeret af
                            #136

                            Just a moment...

                            favicon

                            (www.proinvestor.com)

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #137

                              And I totally disagree with TheNote - JAn for sure knows how to run GEnmab better than the investors......so a better guidance earlier must be the solution forward

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                              • S Offline
                                S Offline
                                Sukkeralf
                                wrote on sidst redigeret af
                                #138

                                E L we have already seen that sc dosing with Darzalex is a big advantage - specially in these pandemic times. Words say the same thing about Kesimpta. So that really a good card to have with epcoritamab even though we hopefully are more or less out of this sick Corona times when we get an approval.

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                                • DarvinD Offline
                                  DarvinD Offline
                                  Darvin
                                  wrote on sidst redigeret af
                                  #139

                                  Asolut og aldeles enig med Bioshare, E L, Sukkeralf, GeorgeBest m.fl. Og som E L skriver så har Jan egentlig advaret længe om at de ville sætte alt ind mit udvikling

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                                  • troldmandenT Offline
                                    troldmandenT Offline
                                    troldmanden
                                    wrote on sidst redigeret af
                                    #140

                                    Det er faktisk en stor bøf fra deres IR afdelinges side. Det er dem der skal hjælpe med at guide analytikerne. Indikere at de har sat udgiftsnivauet lavere end hvad det bliver. Jan har jo ikke misset en mulighed for i starte at sige igen og igen at analytikerne havde sat dara topsalg for lavt. Derved opjusterede en masse analytikere. Det skal de altså også sørge for når det går den anden vej

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                                    • troldmandenT Offline
                                      troldmandenT Offline
                                      troldmanden
                                      wrote on sidst redigeret af
                                      #141

                                      Så det er en fejl 40. De er selv skyld i markedet var SÅ meget forkert på den

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #142

                                        Plesner really had a few interesting observations in his article by the way, eg on treating early, using the best treatment upfront or how long to (re-)treat

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #143

                                          Genmab keeping dates for GEN1046 in clinicaltrials as they were , just adding a few trial sites, so no reason to worry about Covid delays
                                          for now https://clinicaltrials.gov/ct2/history/NCT03917381?A=11&B=12&C=merged#StudyPageTop

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