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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #1567

    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.

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    • R Offline
      R Offline
      Riis7
      wrote on sidst redigeret af
      #1568

      ja hvis;-)

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #1569

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

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        0
        • T Offline
          T Offline
          Teller
          wrote on sidst redigeret af
          #1570

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

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          • StockBullS Offline
            StockBullS Offline
            StockBull
            wrote on sidst redigeret af
            #1571

            PE er nu under 21 så Genmab har aldrig været billigere

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #1572

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

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #1573

                kurs 6200 svare til PE70

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                • StockBullS Offline
                  StockBullS Offline
                  StockBull
                  wrote on sidst redigeret af
                  #1574

                  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

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                  • StockBullS Offline
                    StockBullS Offline
                    StockBull
                    wrote on sidst redigeret af
                    #1575

                    Fås ikke ret meget bedre

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                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1576

                      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.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1577

                        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%).

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1578

                          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.

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #1579

                            good point EL

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                            0
                            • J Offline
                              J Offline
                              JKY_VH
                              wrote on sidst redigeret af
                              #1580

                              SB 09.41, og 2015 var P/E over 100 som suverænt dyreste den gang C-20 aktie

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                              0
                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #1581

                                Ja det var fede tider JKY

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                                0
                                • J Offline
                                  J Offline
                                  JKY_VH
                                  wrote on sidst redigeret af
                                  #1582

                                  Jep og kursen omkring 600. Den kurs savner jeg til gengæld ikke med mindre den bliver et resultat af et aktiesplit;-)

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #1583

                                    jyske
                                    bank sticks to 2850 https://www.jyskebank.dk/wps/wcm/connect/jfo/72c8251b-a2cb-44bb-80b6-2f533a5ca3b7/Danske+aktier+Februar+2024.pdf?MOD=AJPERES&CACHEID=ROOTWORKSPACE.Z18_P20418S0N05640Q0MBPDFT1PE7-72c8251b-a2cb-44bb-80b6-2f533a5ca3b7-oTQcojC

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                                    • J Offline
                                      J Offline
                                      JKY_VH
                                      wrote on sidst redigeret af
                                      #1584

                                      Så er det nok derfor den stiger;-)

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1585

                                        Ordesekimab (AMG 714/PRV-015)
                                        or whatever you want to call it, has completed enrollment. Hopefully some data end summer? https://classic.clinicaltrials.gov/ct2/history/NCT04424927?B=23&A=22&C=merged#StudyPageTop

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                                        • P Offline
                                          P Offline
                                          ProinvestorNEWS
                                          wrote on sidst redigeret af
                                          #1586

                                          Kort video.."Sidst, men ikke mindst omtales smertensbarnet Genmab, som muligvis oplever et bullrun efter en teknisk bundvending". https://www.proinvestor.com/boards/119050/

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