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  4. Genmab — Januar 2024

Genmab — Januar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #1050

    no, this is certainly not what Jan wants; he wants going concern

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    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1051

      but in case of a take over bid, the bidder could choose to go that way

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      0
      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #1052

        Plimsoller - if GEN does not intend to use the money for development - why keep it?

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        0
        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1053

          @Plimsoller everything can be sold, for the right price 😉 -but again, certainly don't see Genmab going that way

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          0
          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #1054

            Seems very complicated - and a very round about way to juggle usd 15 - 20 billion

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            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1055

              it isn't really that complicated, you just sell your rights to the royalties. And as a takeover party you need a lot less cash.

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              0
              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #1056

                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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                0
                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #1057

                  Now you’re assuming Jan is game for that. Hell will freeze over a lot sooner

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                  0
                  • JørgenVarnæsJ Offline
                    JørgenVarnæsJ Offline
                    JørgenVarnæs
                    wrote on sidst redigeret af
                    #1058

                    However, it would be a great way to say - we will neverneverever do business with you again!

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1059

                      Fully agree. But in the end; the shareholders decide, not Jan

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                      • P Offline
                        P Offline
                        Plimsoller
                        wrote on sidst redigeret af
                        #1060

                        E L. Well understood - thank you 🙂 I must admit that I don't see that happening. If the H2H results with Dara are positive then JNJ will want to keep it for themselves (maybe not opt in but keep others away), and if they are negative, then the bidder wouldn't be very interested, or would be getting it for very little.

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                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #1061

                          Am I the only one wondering about the silence from GEN?

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1062

                            agree. this is more for the hypothetical case that a potential bidder could decrease this cost price by selling off the CD38 franchise

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1063

                              it is the quiet period JV. You will hear from Jan again after the earnings.

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                              0
                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #1064

                                …and such a transaction would unlock the value of the pipeline.

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                                0
                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #1065

                                  Such a shame it takes them 7-8 months to prepare the accounts

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1066

                                    weeks?

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                                    0
                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #1067

                                      They use to be very slow

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                                      0
                                      • J Offline
                                        J Offline
                                        JKY_VH
                                        wrote on sidst redigeret af
                                        #1068

                                        after all, there are large sums to be counted;-)

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                                        0
                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #1069

                                          I have always been envious at the GEN CFO. Seems they do very little but employee share programs…

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