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Kollaps
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  4. Genmab — Maj 2023

Genmab — Maj 2023

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #122

    @Bulder can you try sending me a test
    message here through proinvestor?

    1 Reply Last reply
    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #123

      i think my main message from the earnings call, if you read between the lines, is that they seem to have much more going on pre-clinical than even i thought

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      0
      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #124

        they have done smaller deals we don't know about...

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #125

          they have interest from big pharma that they don't want to give in to because they want to stick to the 50/50 profit
          share (and i agree)

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          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #126

            he actually said a minimum of 50/50...

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #127

              we had a discussion on ADC mid april, and it seems we were spot on there; they are fully working on that and also with AbbVie as we suggested...

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              • BulderB Offline
                BulderB Offline
                Bulder
                wrote on sidst redigeret af
                #128

                Thx E L 🙂

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                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #129

                  no problem 😉

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                  • S Offline
                    S Offline
                    Sukkeralf
                    wrote on sidst redigeret af
                    #130

                    Regarding IRS I also thinks that its must be that Darzalex Faspro could come under price reductions when the IV patents runs out.

                    1 Reply Last reply
                    0
                    • J Offline
                      J Offline
                      JKY_VH
                      wrote on sidst redigeret af
                      #131

                      Løntoft "“Investorer kan godt gennemskue, at Genmab investerer massivt i pipelinen, og når de fastholder forventningerne til omkostningerne, så er der nok mere tale om kvartalsvariationer end et bekymrende omkostningspres. Når man dertil lægger, at omkostningerne til fulde er dækket af royalties-indtægter, så vidner det om en robust forretning,” siger Søren Løntoft Hansen, analytiker hos Sydbank."

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                      • D Offline
                        D Offline
                        deleted-user
                        wrote on sidst redigeret af
                        #132

                        @Nophope - er du gået tilbage i køb, efter din salgsanbefaling kl. 10:52?

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                        • P Offline
                          P Offline
                          Plimsoller
                          wrote on sidst redigeret af
                          #133

                          😄

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                          0
                          • T Offline
                            T Offline
                            Teller
                            wrote on sidst redigeret af
                            #134

                            US stiger 6% i Pre-Market

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                            • BulderB Offline
                              BulderB Offline
                              Bulder
                              wrote on sidst redigeret af
                              #135

                              Winkel was a bit more accurate reg arbitration deadline. “After summer”, which could mean September.

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                              • T Offline
                                T Offline
                                Teller
                                wrote on sidst redigeret af
                                #136

                                så er vi på +
                                8% siden igår morges

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                                0
                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #137

                                  Torsdagens markante kursfremgang i Genmab skyldes næppe kvartalsregnskabet onsdag efter børslukketid, men snarere spekulationer om en mulig opjustering af Genmabs vægt i KAX Cap-indekset.
                                  Det vurderer Genmab-analytiker i Jyske Bank Henrik Hallengreen Laustsen over for MarketWire.

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                                  0
                                  • G Offline
                                    G Offline
                                    GeorgeBest
                                    wrote on sidst redigeret af
                                    #138

                                    Manden må have spist søm. En opvægtning i et indeks giver ikke en stigning på 6,6%…

                                    1 Reply Last reply
                                    0
                                    • Legolas23L Offline
                                      Legolas23L Offline
                                      Legolas23
                                      wrote on sidst redigeret af
                                      #139

                                      @EL Thx for noticing the CWH 🙂

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                                      0
                                      • Legolas23L Offline
                                        Legolas23L Offline
                                        Legolas23
                                        wrote on sidst redigeret af
                                        #140

                                        Jeg tænker, der også kan lukkes shorts op til Epco godkendelse !

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                                        • P Offline
                                          P Offline
                                          ProinvestorNEWS
                                          wrote on sidst redigeret af
                                          #141

                                          Analytiker om stort kurshop i Genmab: Kan have rod i håb om øget indeksvægt https://www.proinvestor.com/investornyt/983616/analytiker-om-stort-kurshop-i-genmab-kan-have-rod-i-hab-om-oget-indeksvaegt

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