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Genmab — Januar 2016

Planlagt Fastgjort Låst Flyttet Genmab
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  • dingleberryD Offline
    dingleberryD Offline
    dingleberry
    wrote on sidst redigeret af
    #1204

    det rækker lige til en solid omgang højt belagt til næste GF!

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    • M Offline
      M Offline
      MUFC_Oberanven
      wrote on sidst redigeret af
      #1205

      JNJ CFO likes Darzalex http://www.bloomberg.com/news/videos/2016-01-26/j-j-earnings-tops-analysts-estimates

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #1206

        "... which we believe will be a big succes" 🙂

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        • J Offline
          J Offline
          jkj
          wrote on sidst redigeret af
          #1207

          Goldman Sachs reckons newly launched multiple myeloma treatment Darzalex (daratumumab) "represents a blockbuster opportunity and we model $2bn by 2020". It's early days, but initial sales will be visible in the Q4 numbers.

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          • BulderB Offline
            BulderB Offline
            Bulder
            wrote on sidst redigeret af
            #1208

            Det skulle meget gerne blive til meget mere i 2020. Ellers er dagens kurs jo allerede for høj.

            1 Reply Last reply
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            • J Offline
              J Offline
              JKY_VH
              wrote on sidst redigeret af
              #1209

              Ja Bulder, men vi kender jo GS.

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              • BudweisB Offline
                BudweisB Offline
                Budweis
                wrote on sidst redigeret af
                #1210

                Johnson & Johnson (JNJ) Alex Gorsky on Q4 2015 Results - Earnings Call Transcript - http://seekingalpha.com/article/3835816-johnson-and-johnson-jnj-alex-gorsky-q4-2015-results-earnings-call-transcript

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                • BudweisB Offline
                  BudweisB Offline
                  Budweis
                  wrote on sidst redigeret af
                  #1211

                  I would first like to address our cash position and remind you about our capital allocation approach. At the end of the quarter we had approximately $18.5 billion of net cash, which consists of approximately $38.5 billion of cash and marketable securities and approximately $20 billion of debt. This is a higher level of cash than we typically hold. And as Alex said earlier, we are actively looking for the right opportunities to deploy that capital to create greater value for our shareholders.

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                  • BudweisB Offline
                    BudweisB Offline
                    Budweis
                    wrote on sidst redigeret af
                    #1212

                    But we are patient. We are seeking companies with a mutual desire to partner. And we'll only act when we see the right value creating deal at the right price with the right partners.

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                    • BudweisB Offline
                      BudweisB Offline
                      Budweis
                      wrote on sidst redigeret af
                      #1213

                      Yeah, Glenn, look, we're fortunate in that because of our strong performance, our strong cash flows, that our balance sheet is actually quite strong. I also believe that if you look at our track record of how we've utilized that cash to make the right capital investments in companies, that we've been successful with that. And look, we think that there's opportunities across all three of our different sectors.

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                      • BudweisB Offline
                        BudweisB Offline
                        Budweis
                        wrote on sidst redigeret af
                        #1214

                        And it's not an algorithm per se, as we decide which and where to invest, but rather it really depends on the opportunity. And many of the factors that Dominic described earlier, as far as what are the specific platforms that we're looking at? Where is the partner in terms of their decision making, what they want to do with the business? And frankly what the competitive environment is like?

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                        • BudweisB Offline
                          BudweisB Offline
                          Budweis
                          wrote on sidst redigeret af
                          #1215

                          So we think that there are opportunities. We intend to be quite active as we look at 2016 and beyond in a manner that's been consistent with our track record in that area.

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                          • bongobobB Offline
                            bongobobB Offline
                            bongobob
                            wrote on sidst redigeret af
                            #1216

                            Jeg ved ikke rigtig. Det læses som JJ er bange for at tabe en bud krig igen. Hvis GEN vil sælges er der købere nok, jeg tror bare ikke Jan er interesseret. Jeg håber der kommer lidt stærkere signaler om fremtidig strategi på generalforsamlingen.

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #1217

                              Link Preview Image
                              Besparelser og store opkøb på dagsordenen hos J&J

                              Den store life science-koncern Johnson & Johnson beroliger markedet med omfattende besparelser, der skal sikre indtjeningen, og melder samtidig om en trecifret milliardsum i kontanter, som man gerne vil bruge.

                              favicon

                              (medwatch.dk)

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                              • M Offline
                                M Offline
                                Mcjean
                                wrote on sidst redigeret af
                                #1218

                                Spændende, men så længe JDW sidder på magten og har opbakning i "iglerbestyrelsen" som tjener gode penge uden at yde en skid så bliver butikken ikke solgt. Iglerne vil jo ikke miste deres fine indtægt. Måske vi skulle kræve biksen solgt til næste generelforsamling for rette pris, hvilket dog ikke vil være en fordel for aktionærer med lang tidshorisont.

                                1 Reply Last reply
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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #1219

                                  Så gik vi i minus efter en ellers fin start !! Jeg ser nu stadig helst at de ikke bliver solgt m.m. prisen er høj - og det tror jeg ikke vi ser på nuværende tidspunkt.

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                                  • O Offline
                                    O Offline
                                    OHW
                                    wrote on sidst redigeret af
                                    #1220

                                    Der er nok en del der havde sat næsen op efter mere markante udmeldinger om Dara i går og så nu letter lidt på beholdningen.

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #1221

                                      Det er desværre
                                      de anonyme der sælger

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                                      • BulderB Offline
                                        BulderB Offline
                                        Bulder
                                        wrote on sidst redigeret af
                                        #1222

                                        Prøv at sammenligne graferne for C20, DAX og Gen. De er fuldstændig parallelle. Faldet er generelt i markedet.

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                                        • dingleberryD Offline
                                          dingleberryD Offline
                                          dingleberry
                                          wrote on sidst redigeret af
                                          #1223

                                          vi ligger lidt efter de andre pharma'er i DK - mon ikke det er en udenlandsk investor, der reducerer langsomt. GEN plejer jo at kunne følge med de andre uden besvær

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