Genmab — Marts 2021

[Solsen]

Royalties vil stige markant de kommende år uanset udfald på patentstrid. Jeg har tillige stor tiltro til at nye stoffer i pipelinen finder vej til markedet. Endelig tror jeg på JW

[kkjoel]

Pensionist - det var vist en underlig tolkning. For mig betyder det: megen snak om de daglige bølgegange, der heldigvis ikke ændrer den langsigtede tendens. Qua casen.

[StockBull]

Rentestigningen på 6% versus Genmab fald på 4% giver jo ikke mening. D-v-s hvis renter stiger 100% fra 1% til 2% eksempelvis så skulle genmab falde ca. 67%. Vi kan hermed konkludere markedet har overreageret. Det har altid kunne betale sig at handle når markedet overreagere og som regel i modsat retning

[Plimsoller]

God morgen

[Helge_LarsenPI-redaktør]

God morgen.

[Helge_LarsenPI-redaktør]

Asien: Japansk centralbankbeslutning sender Tokyo-aktier i spin - NY https://www.proinvestor.com/investornyt/673273/asien-japansk-centralbankbeslutning-se
nder-tokyo-aktier-i-spin-ny

[Helge_LarsenPI-redaktør]

Fredagens aviser med Danske Bank, Spar Nord og Nationalbanken https://www.proinvestor.com/investornyt/673271/fredagens-aviser-med-danske-bank-spar-nord-og-nationalbanken

[E_L]

Genmab
@Genmab
Genmab is proud to be exhibiting at
@NCCN
’s Virtual Annual Conference. https://twitter.com/Genmab/status/1372655310339514370 https://twitter.com/Genmab/status/1372691787635036163

[JørgenVarnæs]

3 weeks max till we hear from fda about tiso

[E_L]

and we must be really close to the EC approval of Kesimpta and Dara amyloidosis

[JørgenVarnæs]

Would be nice with some real news. GEN has not been pampering us lately...

[E_L]

also hoping to get Tepezza production back up in the next few weeks.... https://twitter.com/Quantumup1/status/1372531505818431490

[JørgenVarnæs]

Wow - look at that range on the 2021 revenue expectations!!

[E_L]

yep. really will depend on production...

[Helge_LarsenPI-redaktør]

Spørgsmål til Q&A er meget velkommen.

[Plimsoller]

E L. Should Genmab help them and buy a ....

[E_L]

@Plimsoller blocked !

[E_L]

seriously; had they been able to hold on to that factory, they would have probably made a lot of money on it now.... but let's forget that quickly again

[Plimsoller]

True, but along the way between then and now, it could have resulted in bankruptcy. It is forgotten

[JørgenVarnæs]

In the end, I think the whole thing was written off - and the sales amount was very close to zero. The real cost was the diversion from the core business of Genmab - development of new drugs