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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Stroka
    wrote on sidst redigeret af
    #1376

    God morgen 🙂

    1 Reply Last reply
    0
    • L Offline
      L Offline
      LP90
      wrote on sidst redigeret af
      #1377

      Godmorgen 🙂

      1 Reply Last reply
      0
      • B Offline
        B Offline
        bibob
        wrote on sidst redigeret af
        #1378

        God morgen. 🙂

        1 Reply Last reply
        0
        • T Offline
          T Offline
          Teller
          wrote on sidst redigeret af
          #1379

          kurs 4000 - 5000 ved et køb er vel niveauet?

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          0
          • J Offline
            J Offline
            JKY_VH
            wrote on sidst redigeret af
            #1380

            Lad os endelig få en afsmittende effekt fra festen i Zealand;-)

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            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1381

              i always like take-over rumors, but, on the RSu's and warrants: keep in mind that the number will be a function of the share price and the number of employees.

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              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1382

                If a certain employee has a contract where it states that, for example, 10% of his total pay will be in the form of shares, he will get more shares if the share price is lower. Eg employee gets 10.000 dk from every 100.000 of salary in shares; in Feb 23 he got +- 10.000/2700 = 3.7 shares ; in Feb 24 het gets 10.000/2000 = 5 shares.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1383

                  Also, if the number of staff rises by a certain % you could expect a similar % change in awards (although this is unlikely to be linear, not everyone gets share based comp). And staff # has gone up +- 35% p/y last years

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                  0
                  • royalR Offline
                    royalR Offline
                    royal
                    wrote on sidst redigeret af
                    #1384

                    Spelbreker. 😉

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                    0
                    • SolsenS Offline
                      SolsenS Offline
                      Solsen
                      wrote on sidst redigeret af
                      #1385

                      The shareprice is 25% down from last year.

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                      • SolsenS Offline
                        SolsenS Offline
                        Solsen
                        wrote on sidst redigeret af
                        #1386

                        But it cant explain the all.

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1387

                          lol royal, sorry 😉

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                          0
                          • SolsenS Offline
                            SolsenS Offline
                            Solsen
                            wrote on sidst redigeret af
                            #1388

                            But speculations.

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                            0
                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #1389

                              Still lacking strategic rationale - why pay 2x for an already fixed royalty stream?

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                              0
                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #1390

                                Ownership structure in GEN would all but guarantee an easy buy-out - but dara and the heavy and unproductive cost base are effective poison pills for any investor

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                                0
                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #1391

                                  You dont take hexa38 in account. JNJ could very well be interested in hexa38 but only if they can buy the whole co.

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                                  0
                                  • JørgenVarnæsJ Offline
                                    JørgenVarnæsJ Offline
                                    JørgenVarnæs
                                    wrote on sidst redigeret af
                                    #1392

                                    indeed I do. Hexacd38 is a red herring

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                                    0
                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #1393

                                      JW is perhaps playing the game by telling investors that Genmab could be without dara (anti cd38) royalty in the 30’th - either is he saying to JNJ ”we can do it without you” or he is preparing investors on a takeout by JNJ because many cant see value in Genmab after dara. Or perhaps he realised that the opt.in. will not take place. Or none of it 😉

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1394

                                        😉

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                                        0
                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #1395

                                          ...or perhaps he is feeling the suffocating feeling from a drowning warrant program

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