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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #133

    look at how long it takes for Lundbeck's Lu AF82422
    of Novo's mim8...

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #134

      let alone HuMax-IL8
      or MAGIC-8
      by BMS, when is the lat time we heard anything from them, i think they almost have 10 trials in clinic with that ab

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      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #135

        again, indeed you need early stage clinical trials for that - but this is a company going on it's 24rd year, promising breakthrough R&D. And we are still only talking about 1st generation mabs.

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #136

          but you have to be fair in that only the last few years they have been able to spend real money based on Dara earnings...

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #137

            and they have been able to hire the staff to do that

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #138

              we both remember the time they had to fire staff, long time ago...

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #139

                don't get me wrong, i am also impatient and would love to see more, but i do still like their track record, albeit some with the help of JNJ

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                • P Offline
                  P Offline
                  ProinvestorNEWS
                  wrote on sidst redigeret af
                  #140

                  Novo lægger mere end en Genmab til markedsværdien efter opkøb https://www.proinvestor.com/investornyt/1112779/novo-laegger-mere-end-en-genmab-til-markedsvaerdien-efter-opkob

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #141

                    i also would like to see something done with their newer
                    tech, like hexelect

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #142

                      As I recall, GEN had a stock emission first time the stock hit 1000 and diluted investors by 10%. That was almost 10 years ago and the rationale was to bolster the coffers and secure funds for investments. We've heard that song ever since, but investments have been precious few

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                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #143

                        Something does not add up

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                        • JørgenVarnæsJ Offline
                          JørgenVarnæsJ Offline
                          JørgenVarnæs
                          wrote on sidst redigeret af
                          #144

                          speaking of track record - GEN has a compounded RoI of 9% since IPO

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #145

                            yes, that looks rather shitty today... hence the bad mood here sometimes ... and the mood drives the price again
                            , it is a nasty circle...

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #146

                              looking forward to the day someone starts to talk about the make of his new car again here 😉

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                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #147

                                absolutely, I know my bias is very negative at the moment. However, Jan waving KYSO in our faces and delivering next to nothing to stockholders, is hard to watch

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #148

                                  and hopefully it won't be a second hand, 20 year old
                                  Subaru 😉

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                                  0
                                  • JørgenVarnæsJ Offline
                                    JørgenVarnæsJ Offline
                                    JørgenVarnæs
                                    wrote on sidst redigeret af
                                    #149

                                    only if you leverage your down-payment heavily

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                                    • R Offline
                                      R Offline
                                      Riis7
                                      wrote on sidst redigeret af
                                      #150

                                      yeah we need some car talk again:-)

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #151

                                        lol

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #152

                                          i judge Jan to be an honest guy after all these years, so i see merit in his words. but we all know he can be a bit enthusiastic some times and don't forget that his job also is to motivate his employees and to try to keep his shareholders happy/ =talking up the price

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