Genmab — Januar 2024
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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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Der er stadigvæk værdi i Darzalex og de andre godkendte midler, og så er der jo et solidt overskud.
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Hvad klinikken angår så er der biotekfirmaer der bliver solgt pga. en lovende pipeline.
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Når det så er sagt så skal der ske et eller andet. Jeg (og mange andre herinde) har stadigvæk tillid til Genmab, men det er jo ligegyldigt når markedet ikke har. Jeg aner ikke om nedgangen i kursen er retfærdig ifht. de sidste 3-4 års præstationer. Det må andre bedømme, og mon ikke det vil være en god ide at få kigget lidt på det og agere derefter.
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Udfordringen her (med cashbeholding og dara) er at Genmab egentlig blot er en obligation - og ikke et udviklingsselskab. Dara bliver på forunderlig vis en poison-pill for de investorer, der gerne vil have fat i nye programmer, de kan bruge deres salgsapparat til at smide på markedet
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Lige nu er dara+cash i grove terme jo lig værdien af Genmab. Derfor skal man have dkk 120 mia ud af muldvarpen, før man kommer i nærheden af det, som skaber værdi for en industriel opkøber
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I would say there is a good chance you could strip Dara out of the company and sell the royalty stream back to JNJ, at a price that could potentially be beneficial to both JNJ and an acquirer that is not interested in a low risk/low upside royalty stream. and include the rights to HexaCD38
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Would make sense - but can you imagine Jan letting go of the proceeds? Easier to squeeze blood from a stone…
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E L, do you mean that the full rights to Hexa could be acquired by a third party?
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Jeg kan slet ikke forstå, at JNJ ikke har regnet den hjem endnu, men som JV påpeger må der være mange nødstedte warrents. Med det mindset, som jeg desværre tror bestyrelsen har, så kan det måske være startskuddet til at få åbnet op for regnearket. Jeg bliver ikke overrasket, hvis det ender i et take-over. Jan er jo heller ikke noget årsunge og han har om nogen "hånden på kogepladen" og dermed økonomiske interesser på spil.
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I know I’m a bit of a downer, but GEN has provided plenty of bitter seeds lately - why the fu€%#€%ing h#”€%€&ll has GEN hoarded so much cash - and still entered into a 50/50 agreement with abbvie on Epco?
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It seems GEN has spent loads of money on building a commercial organization anyway - so we get both the cost and the downside of reduced ownership
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50/50 or similar makes sense to me as all the money in the world can't buy you the expertise of selling and distributing (at least not immediately). I don't think the commercial organisation is mature enough (yet) to get the full benefit out of EPCO.
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Maybe they are planning different percentages for the next ones, and that is why they are ramping up.
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@el - what you are describing seems like a very complex transaction. In Actelion they did something similar - but the difference is in Actelion, the company had retained the commercial rights
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That was for EL…
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