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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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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                • 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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                        • 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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                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #153

                                  talk doesn't really seem to cut it anymore. Investors are growing very dissatisfied with the lack of development activities and clinical progress.

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                                  • JørgenVarnæsJ Offline
                                    JørgenVarnæsJ Offline
                                    JørgenVarnæs
                                    wrote on sidst redigeret af
                                    #154

                                    funny how there has been a complete lack of M&A chatter about GEN for a very long time. I wonder if part of the drive up to 3300 was due to the Pfizer acquisition of SGEN?

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                                    • W Offline
                                      W Offline
                                      w
                                      wrote on sidst redigeret af
                                      #155

                                      Kære Martin,

                                      Tak for din henvendelse og din interesse i Genmab's fremtidige udsigter. Vi forstår godt, at usikkerheden omkring voldgiftssagen og potentiel opt-in af JnJ på HexaBody-CD38 kan have skabt bekymring og uro på markederne. Det er vigtigt at anerkende, at investering i biotekindustrien indebærer en vis grad af risiko, især på grund af den høje variabilitet i udviklingsprocessen af nye lægemidler samt de regulatoriske godkendelsesprocesser.
                                      Når det kommer til langsigtede prognoser
                                      som

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                                      • W Offline
                                        W Offline
                                        w
                                        wrote on sidst redigeret af
                                        #156

                                        cashflow forudsigelser for 2030, er det vigtigt at understrege, at der er en betydelig grad af usikkerhed forbundet med sådanne estimater. Dette skyldes en række faktorer, herunder, men ikke begrænset til, den fortsatte forskning og udvikling, markedsgodkendelser,
                                        konkurrence, prisfastsættelse og markedsadgang.

                                        Med eller uden et CD38 stof i behandlingen
                                        af multipelt myelom (MM), arbejder Genmab kontinuerligt på at udvikle og forbedre vores pipeline af innovative behandlinger, der kan bidrage

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                                        • W Offline
                                          W Offline
                                          w
                                          wrote on sidst redigeret af
                                          #157

                                          Det er vigtigt at holde sig for øje,
                                          at bioteknologiske investeringer er langsigtede og kræver tålmodighed. Markedets usikkerhed reflekterer ofte den komplekse natur af vores industri, hvor signifikante videnskabelige gennembrud kan tage tid at realisere fuldt ud.

                                          Vi er forpligtede til at kommunikere transparent og regelmæssigt om vores fremskridt og potentielle udfordringer.
                                          Vi værdsætter vores investorers og interessenters tillid og fortsatte støtte, da vi navigerer i denne komplekse og sk

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