Genmab — December 2024

[YPE]

Det er noget tid siden, at Jan har været overpositiv vedr cd-38. Seneste 2-4 mdr. har han været ret afdæmpet og sprunget let over spørgsmålene herom.

[deleted-user]

2-4 måneder - hvor selskabets CEO har kommunikeret konsistent. Det er imponerende lang tid

[YPE]

Jeg er faktisk ikke sikker på, hvor tæt et dialog Genmab har med J&J efter retsagerne. Det spiller også ind ift. hvor optimistisk Jan kan være.

[YPE]

Blot min mening.

[JKY_VH]

Det kan da godt være, at de ikke er på "julekort" længere, men dialog og kommunikation på det professionelle plan skal nok fungere upåklageligt.

[E_L]

well it actually was meant as a joke @Proper , wasn't it; didn't he say in the same sentence that JNJ was more than qualified to make their own decisions?

[deleted-user]

Winkel was also joking when recommending not to sell stocks when he spoke to the GA back in march. He sure show proper integrity

[deleted-user]

I think Winkel and IR turned down the wrong path and lost track on what to comment and what not comment. Winkel was not born into a CEO role.

[E_L]

it was what he believed at the time. he got it wrong for now. just like me. i don't think that has anything to do with integrity. maybe in a few years we'll be able to say he was right after all

[E_L]

is anyone?

[YPE]

JKY - Ja, men J&J har alle kort på hånden lige nu. Hvis J&J ikke ser de store perspektiver i et langvarigt samarbejde med Genmab længere, så skal de nok lægge Genmab på is.

[E_L]

we have known Jan for a long time now , we know his style of communicating and we know him to be an optimist . I am not sure it is useful to micro-analyse every comment.

[YPE]

Medmindre at de ser virkelig stor potentiale i cd-38.

[gentogen]

Faktisk var det selv hos Morgan Stanley lidt undrdrejet. Jan talte jo først og længe og optimistisk om Aca, Epco og RinaS - og så lidt til sidst om Erzo, som blev beskrevet som en potentiel mulig ekstra bonus

[gentogen]

Det blev udlagt meget positivt, men han talte også ganske meget om, hvor stor en udfordring det er at overgå daratumumab,

[gentogen]

på både effekt, varighed og sikkerhed...

[deleted-user]

E L - taking the past into consideration I don't think my post was the first time someone did a micro-analyse here of Winkel. Fell free to think its useless this time. I think its a sign of failed communication

[E_L]

i am not saying it was. it happens all the time. i am guilty of the same. just saying that i don't think it is very useful. failed communication is a step to far for me, i don't agree, but some here agree with you on that

[w]

who has made the SC
version of hex38. has jj been involved?

[w]

or is it SC or IV?