Genmab — Februar 2024
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Still lacking strategic rationale - why pay 2x for an already fixed royalty stream?
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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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indeed I do. Hexacd38 is a red herring
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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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...or perhaps he is feeling the suffocating feeling from a drowning warrant program
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Transactions in connection with share buy-back program https://www.proinvestor.com/investornyt/1123010/transactions-in-connection-with-share-buy-back-program
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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 -
Ja, der er en del problemer med bragesnak
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med flere og flere kursmål under fair value, er der flere og flere, der ikke tror på det
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