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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • 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

    1 Reply Last reply
    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.

      1 Reply Last reply
      0
      • JørgenVarnæsJ Offline
        JørgenVarnæsJ Offline
        JørgenVarnæs
        wrote on sidst redigeret af
        #1392

        indeed I do. Hexacd38 is a red herring

        1 Reply Last reply
        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 😉

          1 Reply Last reply
          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1394

            😉

            1 Reply Last reply
            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

              1 Reply Last reply
              0
              • P Offline
                P Offline
                ProinvestorNEWS
                wrote on sidst redigeret af
                #1396

                Transactions in connection with share buy-back program https://www.proinvestor.com/investornyt/1123010/transactions-in-connection-with-share-buy-back-program

                1 Reply Last reply
                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1397

                  Genmab
                  @Genmab
                  ? Celebrating 25 Years of #Innovation! On our 25-year milestone, hear from President & CEO Jan van de Winkel about our evolution into a leader in antibody research and our work toward the goal of making an #impact on patients’ lives with innovative antibody medicines. https://twitter.com/Genmab/status/1762130510225002651

                  1 Reply Last reply
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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1398

                    And the best is yet to come 🙂

                    1 Reply Last reply
                    0
                    • R Offline
                      R Offline
                      Raun
                      wrote on sidst redigeret af
                      #1399

                      Det kunne være rigtig dejligt Solsen 🙂 ......Men vi kan vel godt blive enige om at markedet vil se beviser først?

                      1 Reply Last reply
                      0
                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #1400

                        Ja, der er en del problemer med bragesnak

                        1 Reply Last reply
                        0
                        • J Offline
                          J Offline
                          JKY_VH
                          wrote on sidst redigeret af
                          #1401

                          Jeg glæder mig til vi får en "Zealand-dag" i Genmab;-)

                          1 Reply Last reply
                          0
                          • B Offline
                            B Offline
                            Brit
                            wrote on sidst redigeret af
                            #1402

                            JKY: Jaaaa !!

                            1 Reply Last reply
                            0
                            • SolsenS Offline
                              SolsenS Offline
                              Solsen
                              wrote on sidst redigeret af
                              #1403

                              Vi skal vel tro det, når JW gang på gang siger det 😉

                              1 Reply Last reply
                              0
                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #1404

                                med flere og flere kursmål under fair value, er der flere og flere, der ikke tror på det

                                1 Reply Last reply
                                0
                                • J Offline
                                  J Offline
                                  JKY_VH
                                  wrote on sidst redigeret af
                                  #1405

                                  Selvfølgelig Solsen og vi lever heldigvis i et frit land, hvor det står enhver frit at tro hvad man vil;-)

                                  1 Reply Last reply
                                  0
                                  • B Offline
                                    B Offline
                                    Bella1
                                    wrote on sidst redigeret af
                                    #1406

                                    De ekstremt negative selvpinere, bør vel kaste fortøjningen, - det må være svært at besidde en decideret taberaktie. På den måde viser man vel sine meningers mod....

                                    1 Reply Last reply
                                    0
                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #1407

                                      Nu har jeg aldrig lyttet til analytikere. De følger blot kursen.

                                      1 Reply Last reply
                                      0
                                      • B Offline
                                        B Offline
                                        Brit
                                        wrote on sidst redigeret af
                                        #1408

                                        Det var da noget af en mavepuster
                                        https://www.proinvestor.com/investornyt/1123299/genmab-far-skaret-kursmal-med-18-pct-af-fransk-finanshus

                                        1 Reply Last reply
                                        0
                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #1409

                                          Helt godnat

                                          1 Reply Last reply
                                          0

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