Genmab — Februar 2024

[Solsen]

Måske er JW i gang med de forhandlinger. Først siger han, at hexa38 giver mirakler. Kort derefter siger han, at Genmab godt kan leve uden dara og dens afløser…

[Solsen]

Har JNJ sagt enten køber vi eller også er det no go til opt.in.

[Solsen]

Det giver ligesom ingen mening, at JW kommer med så forskellige meldinger med så kort mellemrum. Der kan dog være sket andre ting end det jeg gætter på

[Helge_LarsenPI-redaktør]

Godmorgen

[Stroka]

God morgen

[LP90]

Godmorgen

[bibob]

God morgen.

[Teller]

kurs 4000 - 5000 ved et køb er vel niveauet?

[JKY_VH]

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

[E_L]

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.

[E_L]

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.

[E_L]

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

[royal]

Spelbreker.

[Solsen]

The shareprice is 25% down from last year.

[Solsen]

But it cant explain the all.

[E_L]

lol royal, sorry

[Solsen]

But speculations.

[JørgenVarnæs]

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

[JørgenVarnæs]

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

[Solsen]

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