Genmab — Januar 2024
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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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Plimsoller - if GEN does not intend to use the money for development - why keep it?
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@Plimsoller everything can be sold, for the right price
-but again, certainly don't see Genmab going that way -
Seems very complicated - and a very round about way to juggle usd 15 - 20 billion
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But I’m sure we can agree - if GEN is not sold at this current stock level - it is not going to happen in the foreseeable future
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Now you’re assuming Jan is game for that. Hell will freeze over a lot sooner
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However, it would be a great way to say - we will neverneverever do business with you again!
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