Genmab — Februar 2024
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...because data wasn't deemed to be very KYSO - in fact the data has changed market sentiment away from opt-in.
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here we are in year 24 of GENs existence - CD38 is closed country, cd3cd20 is heavily contested by Roche - and little else to show
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...with how much ownership? GEN is being traded as a bond with the royalties from dara and the cash holding as a foundation. Other than that, there is very little of value in the valuation
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KYSO must be about how much value GEN leaves on the table for the partners
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Better deals were possible every step of the way
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GEN hasn't missed one single step in messing up values
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Seriously - take out dara and cash from the valuation and you are left with dust and tubleweeds. Is that the hallmark of a successful R&D organization?
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Its time GEN starts earning its keep for the shareholders
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Please note, that I'm not questioning the quality of the research - I'm questioning the business decisions following the research
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Am I completely wrong in saying, that the current GEN valuation is made up ENTIRELY from cash and expected dara-derived royalties?
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No? I beg to differ
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When Verdult says he still has respect for GEN leadership - but dara has been gifted to the partner and hexacd38 is closed country, he is really saying - there is not much respect left
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GEN1046 Safety Trial has gone from Recruiting -to - Active, not recruiting https://classic.clinicaltrials.gov/ct2/history/NCT03917381?A=26&B=27&C=merged#StudyPageTop
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