Genmab — Oktober 2024
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Journalisten - søg på I dreamed a dream fra Les Miserables. Det er ren ønsketænkning
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Godmorgen
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Der kan også være fonde m.m., der har stop-loss på deres Genmab-aktier. Uanset hvor gode nyhederne måtte være, er de måske nødt til at overholde deres stop-loss-regler. Jeg formoder, at de har regler, de skal følge, og de kan ikke bare sidde og se på, at en aktie falder 50% uden at handle. Dette kan muligvis være med til at forstærke nedturen.
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Opdivo wins FDA label expansion in perioperative NSCLC https://firstwordpharma.com/story/5901073
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I would guess they can but not sure. In the Duobody agreement the partner pays a smaller amount in the beginning of a program and gets exclusivity for a shorter period of time. My understanding hereafter that others could persue same target combination. Zymeworks for instance had no exclusivity on their BsAb platform
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similar thoughts/doubts
Sukkeralf https://x.com/JacobPlieth/status/1842115371467219052 -
Tak for svar og lidt som ventet, - at der tilsyneladende aldrig har været seriøse rygter om Genmab som opkøbsmål, - bortset altså tilbage i 2009.
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Well,
that is not completely true @Journalisten ; there have been enough rumours over the years for Jan to make public statements about it, that he wanted to stay independent and that the best way to do that would be to keep the share price as high as possible. He did that more then once. -
and the rumours were not without base. JNJ had a very sizable share position in Genmab already at the time. And looking back, if JNJ had chosen for a take-over instead of selling that position they would have made an amazing deal if you put it against all the royalties they are paying now
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Det afhænger nok af, hvordan man definerer seriøse rygter. Der har været mange rygter samt analytikere, der har argumenteret for mulige opkøb, men indtil videre har der ikke været noget konkret bud. Vi ved ikke, hvad der er foregået bag lukkede døre, men det ser ud til, at Jan har afvist flere tilbud, da han gentagne gange har understreget, at Genmab ikke er til salg.
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