Genmab — Januar 2024
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Am I the only one wondering about the silence from GEN?
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…and such a transaction would unlock the value of the pipeline.
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Such a shame it takes them 7-8 months to prepare the accounts
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They use to be very slow
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I have always been envious at the GEN CFO. Seems they do very little but employee share programs…
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Back in the day I did a DCF analysis for the purchase of 2 double hull VLCCs - went to lunch, came back, had a look at the numbers and realized that the numbers corresponded 1-to-1 to the purchase of a family sized Toyota. Only difference was my numbers were in USD and for ease we removed the last three 000’s
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@Bulder we don't know if JNJ is interested in any other part of the business besides CD38. Maybe they would actually be happy to buy the CD38 it they could get it at the right price and let someone else run with the remainder. But it is all fiction for now.
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Hvor mange C25 selskaber er blevet opkøbt indenfor de seneste 10-20 år? Har ikke kunnet finde noget materiale herom. Mon ikke der er ganske, ganske få?
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GN var ved at blive købt af Sonova for små 20 år siden - men phonak i tyskland bestak en dommer og fik handlen ødelagt. Domstolen dømte handlen ulovlig i hele verden. Korrupte jurister findes ikke kun i pharma…
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Jeg tabte voldsomt med penge på det
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Som lille pip er 50/50 med Abbvie jsådan set ikke ikke en ren 50/50. Abbvie betalte cirka 5 millarder kr. for aftalen forud plus der i den oprindelige aftale i alt er milestones for over 20 milliarder i kr. (aftalen er justeret siden, men mange af disse milliarder vedrører givetvis epco). Så Genmabs faktiske omkostning på udvikling er langt fra 50%
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Det ændrer ikke på ræsonnementet - GEN har stadig cash to burn, men sælger sin egen KYSO til spotpris
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Cannot make the ends meet!
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I det øjeblik, der ikke er tale om præklinisk udvikling er Genmab ikke med længere. Men det er der pengene bliver skabt
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