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  4. Genmab — Februar 2024

Genmab — Februar 2024

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • T Offline
    T Offline
    Teller
    wrote on sidst redigeret af
    #1570

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

    1 Reply Last reply
    0
    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #1571

      PE er nu under 21 så Genmab har aldrig været billigere

      1 Reply Last reply
      0
      • 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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        0
        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #1573

          kurs 6200 svare til PE70

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          0
          • 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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                    0
                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #1579

                      good point EL

                      1 Reply Last reply
                      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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                              0
                              • 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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                                  0
                                  • 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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                                    0
                                    • P Offline
                                      P Offline
                                      ProinvestorNEWS
                                      wrote on sidst redigeret af
                                      #1587

                                      Transactions with shares and linked securities in Genmab A/S made by managerial employees and their closely associated persons https://www.proinvestor.com/investornyt/1125177/transactions-with-shares-and-linked-securities-in-genmab-a-s-made-by-managerial-employees-and-their-closely-associated-persons

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1588

                                        so he did sell after all yesterday. late notice.

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                                        0
                                        • P Offline
                                          P Offline
                                          Pensionisten
                                          wrote on sidst redigeret af
                                          #1589

                                          😉

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                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

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