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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
    #1435

    GSK was a nightmare !

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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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      0
      • 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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                0
                • 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.

                          1 Reply Last reply
                          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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                                0
                                • 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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                                        0
                                        • 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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