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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
    #131

    you need ph1 and 2 first JV, you can't skip a stage unfortunately...

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #132

      and to start a Ph3 you really need to think you have a winner, i know everyone thinks they have too much money, but they are very costly...

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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...

                                1 Reply Last reply
                                0
                                • 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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                                  0
                                  • 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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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #150

                                          lol

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                                          0

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