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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #1436

    Horizon er dagens lyspunkt. Og så det gode vejr 😉

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1437

      i am actually a bit surprised by Jan's comment that it could be the fastest MS launch, as I had the impression it wasn't going that smooth...

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #1438

        Kan nogen huske hvor meget Tepezza royalty Genmab havde med i guidningen for nylig? Med HRZN's forventning på over 1,275 mia$ kommer det til at indbringe ½mia DKK.

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #1439

          Havde de ikke Tapezza og Kesimpta slået sammen til 5-700 mln

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1440

            they did not explicitly split that but said 'DKK400 million to DKK600 million relates to TEPEZZA and Kesimpta. And as you just highlighted, this represents 40% growth compared to 2021.' in the call

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1441

              lol

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1442

                anyway, i think we concluded here in the chat that that was too low

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                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #1443

                  Don’t mention excess cash flow - Jan will just spend the money immediately

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1444

                    God investments are always welcome;-)

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                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #1445

                      +o 🙂

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1446

                        If Kesimpta sale is $200 million, Genmab will get more than DKK 600 million in royalty together with Tepezza.

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1447

                          that looks like a fair calculation.

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                          0
                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1448

                            Surely. I think they where a little cautiously about Tapezza due to covid-19 obstracles.

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                            0
                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #1449

                              Så gik NBI i grønt på min skærm, men det er nok en fejl.

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #1450

                                i think we may have to wait until Tuesday; it looks as if no fund manager wants to show Genmab on it's books for quarter end lol, hopefully they will come back for Q2

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1451

                                  HRZN op 8%+

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                                  • G Offline
                                    G Offline
                                    gdn55
                                    wrote on sidst redigeret af
                                    #1452

                                    Genmab er både den bedste og værste i min portefølje, men det skyldes måske jeg kun har den. Lovede mig selv at hvis den nogensinde kom i kurs 2000, ville jeg sælge og leve lykkeligt resten af mit liv. Men det har jeg ikke gjort, det er ligesom en god ven at sige farvel til, det er svært.

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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #1453

                                      Hvis dit lykkepunkt er 2000 må du hellere sætte stop loss lidt over 🙂

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                                      • D Offline
                                        D Offline
                                        deleted-user
                                        wrote on sidst redigeret af
                                        #1454

                                        @Pensionisten - god aften. Er nu også af den overbevisning, at arbitragen lægger en tung dyne over kursen. At Genmab uanset udfaldet, bliver belønnet for en afklaring af usikkerheden samt naturligvis også en effekt af det givne udfald. Tror dog ikke, at et kompromis kommer på tale, da begge parter stå på sin ret og dermed er forpligtet overfor investorer til at jagte sin ret, desuagtet det gode samarbejde med Gen. Håber duohexa bliver sparket solidt i mål og det bliver en elegant afvikling 🙂

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #1455

                                          God morgen. 🙂

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                                          0

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