Genmab — Februar 2024

[StockBull]

starter i 1909 så stadig det gap fra igår i 1892 så bør lukkes. + 1878 på timekortet

[E_L]

it hit 1892 yesterday so on a daily chart the gap is closed

[StockBull]

yes thats right

[StockBull]

5 min got gab 1875.5

[Teller]

Mon ikke Genmab fortsat vil sive før der kommer afgørende nyt fra PL sidst på året.

[lahn1]

Bundfiskeri er en svær disciplin

[Riis7]

vi har hørt om Bundfiskeri i over et år nu:) og den forsætter bare ned:-)

[StockBull]

Kan ikke lige se nogen logik i den skulle blive ved med at sive i.f.t toppen i 3350. Hvis JNJ opter in er det logisk vi skal over 3350 igen. CD38 er vel mindre risky nu end da kursen var 3350.

[Riis7]

ja hvis;-)

[StockBull]

Så det nok bare ren TA der driver kursen ned for at lukke gaps så startbanen er kridtet op til nyt bullrun.

[Teller]

SB - Helt enig i dit rationale, men det går modsat på kursen.

[StockBull]

PE er nu under 21 så Genmab har aldrig været billigere

[StockBull]

i 2021 var PE over 70. Så det svare til kursen nu skulle være over 6000

[StockBull]

kurs 6200 svare til PE70

[StockBull]

Så JNJ opt in og nyt biotech bull run i 2025 og lav rente blæser Genmab over 5000 i 2025 HVIS alt flasker sig. 150% upside vs. vel 30% downside risk. Revard vs. risk er 5 til 1

[StockBull]

Fås ikke ret meget bedre

[E_L]

I thought yesterday Pagano would sell the shares from his warrant excercise, since he exercised them so early before expiration date. As he doesn’t seem to have sold them, I am now thinking he did it for tax planning? He seems the kind of guy to think carefully about that.

[E_L]

If you are bullish on the stock, it pays to exercise early in the US if the share price is low i think; he now pays income tax ‘only’ on [+-2000 dkk – the exercise price] (@ +-45%) and if he can sell it higher later, he will pay capital gains tax on that gain from 2000. ( @20%).

[E_L]

It is also beneficial for him to sell after holding the shares more then 1 year, so that is another reason to exercise early. His risk is that the stock goes down further. So if is indeed tax planning, it is actually a rather bullish move by the CFO.

[StockBull]

good point EL