Genmab — Januar 2024

[Hen]

Låst artikel.
"Vi har senest øget positionen i Genmab i ØUs portefølje, da der med de seneste meddelelser er taget en del risiko ud af aktien." Hvilke meddelelser er det, de sigter til?

[Hen]

Slet ingen med adgang til AU?

[E_L]

I have not read the article, but i assume he means that there is no more uncertainty about the arbitrage -the (negative) outcome is now known, so that particular risk is now gone

[Hen]

Tak for svaret, EL.

[Darvin]

Godmorgen og enig JV 26.01 16.52

[E_L]

All About TALVEY (talquetamab) - video https://www.youtube.com/watch?v=sUQnK-a4TvY

[E_L]

'epcoritamabe' was also in approved in Brazil last dec
https://jornaldr1.com.br/anvisa-aprova-primeiro-anticorpo-biespecifico-para-tratar-tipo-agressivo-de-cancer-no-sangue/

[Sukkeralf]

Alligator Bio har succes med deres CD40 monoclonale antistof Mitazalimab, så lad os håbe Genmab kan toppe den:

[Sukkeralf]

Alligator Bioscience Announces Positive Mitazalimab OPTIMIZE-1 Phase 2 Results Meeting Primary Endpoint and Demonstrating Clinically Relevant Survival Benefits in 1st Line Pancreatic Cancer – Alligator Bioscience

Top-line readout demonstrates Objective Response Rate of 40.4%, meeting primary endpoint and confirming the benefit of mitazalimab in combin ...

(alligatorbioscience.se)

[nohope]

Skal kun stige yderligere 120 % for at jeg går i nul...

[nohope]

-Efter den er steget 280 % på 3 mdr...

[E_L]

Genmab price target raised by $1 at H.C. Wainwright to$50, maintains buy

[w]

insane

[E_L]

too low...?

[gentogen]

Most likely...

[Plimsoller]

That would actually be a very high premium for a takeover right now

[E_L]

and at the current price, many shareholders would go for it... Many years ago Jan already said that, to prevent the risk of a takeover, the best he could do was to try to keep the share price as high as possible; he has got some work to do atm

[Bulder]

Og alt imens sætter Novo ny ATH. Gynger og karusseller - og rutchebane. Et helt Tivoli.

[Plimsoller]

Agree E L

[Raun]

Så er vi tilbage i samme cyklus.... Faldende kurs under høj omsætning.... - Forstår nada?