Genmab — November 2022
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Udsigten til at udskille Med-tech er lidt længere. Fra JNJs 3. Kvartal: As far as standing up Kenvue as an independent company, we expect to announce further details on the type of separation as well as stand-up cost estimates and how we are addressing stranded costs later this year or early in 2023. We remain on track to complete the separation in mid to late 2023, as indicated in the initial announcement we made in November of 2021.
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Kort video - TA&FA på Genmab, Novo Nordisk og Zealand Pharma https://www.proinvestor.com/boards/108199/
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Med de lange briller er casen absolut helt intakt. Forventer vi holder de 15-18% i snit frem til 2030. Så selvfølgelig kommer der nye støtte niveauer for hvert år. Vi har nu en bund i 1863 hvor vi tidligere lå i 1192 og 772. Ny bund bør ligge 40-50% over de 1863. D.v.s 2600-2800 niveau. Der har været en 15-40% retraement hvert år siden 2015 så mon ikke vi også ser en i 2023. Gætter på vanskeligt Q1.
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Det er højtid for optimisme på aktiemarkedet, og det er måske med god grund. Novo Nordisk og Genmab har nemlig nået en all time high! https://www.proinvestor.com/boards/108203/
sweet dreams 
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