Genmab — Januar 2024
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Grant of Restricted Stock Units and Warrants to Employees in Genmab https://www.proinvestor.com/investornyt/1108119/grant-of-restricted-stock-units-and-warrants-to-employees-in-genmab
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FDA black box warning on CAR-T products based on 22 secondary cancer cases https://firstwordpharma.com/story/5821622?from=article
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FRONTIER1: a partially randomized phase 2 study assessing
the safety, pharmacokinetics, and pharmacodynamics of Mim8,
a factor VIIIa mimetic https://www.jthjournal.org/article/S1538-7836(23)00914-5/pdf -
Dr. Raymond Douglas Publishes Prospective Study in Thyroid Medical Journal Examining Audiometry Outcomes Following Tepezza for Thyroid Eye Disease https://www.prweb.com/releases/dr-raymond-douglas-publishes-prospective-study-in-thyroid-medical-journal-examining-audiometry-outcomes-following-tepezza-for-thyroid-eye-disease-302035370.html "Our study conclusively confirmed that hearing loss with Tepezza treatment is in fact very rare",
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Tjaa nu hører jeg ikke til dem, der hele tiden tror på, eller tænker på, overtagelse - MEN! Lige nu ser vi en “skaldet” markedsværdi på 125 mia. Hvis nogen tænker på en overtagelse, så er den nem at “regne hjem”. Bundsolid, super indtjening, fantastisk organisation og kompetencer og super pipeline. Sååå lige nu kunne det netop tænkes.
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Der er ikke skabt aktionærværdi de sidste 4 år - og samtlige warrants udstedt i den periode er under vand. Jeg tror Genmab organisationen er til at tale med. Det store spørgsmål er, om en investor ser mere værdi en aktiemarkedet. Alle købere lader til at være løbet langt væk fra selskabets teknologi, ledelse og produkter
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Men en ny ejer vil måske lade være med at forære samtlige værdifulde programmer væk for ingenting
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…eneste problem er vel - som altid - at der ikke er nogle programmer, en industriel køber ser en værdi i. Det hele ligger i klinikken
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