Genmab — September 2015
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ja, det er noget sløjt derovre
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Det er lidt usædvanligt med fald, når både Anonyme og Nordea er største køber.
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60.000 i køb.
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På 640
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Det er nogle hyggelige slutauktioner vi har i disse dage.
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74.000 i bud på 640. Det er immervæk 47 millioner.

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On Sept. 10, we held an investor meeting with Johnson & Johnson’s Chief Executive Alex Gorsky and Chief Financial Officer Dominic Caruso. At the meeting, management discussed industry consolidation and its potential impact, the merger and acquisition (M&A) environment, Johnson & Johnson’s growth outlook and strategy across its business segments, and emerging markets (EM).
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Our key takeaways include: 1) Johnson & Johnson does plan to put its sizeable balance sheet to work for M&A and would leverage its borrowing capacity for the right deal at the right value; 2) Johnson & Johnson aims to grow each business segment organically faster than the market in which it competes; 3) there is a clear strategy to leverage scale and innovation to grow in targeted medical device segments; 4) management believes that biosimilar risk is weighing too much on investor sentiment; 5)
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Patience is a virtue -- we continue to see the potential for Johnson & Johnson to do a large deal. With $34 billion in cash, significant borrowing capacity and Synthes integration now completed, we believe that Johnson & Johnson is moving closer to do larger M&A deals.
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