Genmab — Februar 2018

[E_L]

Seattle Genetics (SGEN) Q4 2017 Results - Earnings Call Transcript - with prominent mention and some further colour on tisotumab vedotin - https://seekingalpha.com/article/4143833-seattle-genetics-sgen-q4-2017-results-earnings-call-transcript?part=single

[Helge_LarsenPI-redaktør]

Vi har set vedvarende positivt nettokøb fra A/B - gruppen på det seneste. Det hjælper i hvert fald altid på mit humør.

[Helge_LarsenPI-redaktør]

Det endda samtidigt med en stigende short.

[bibob]

[bibob]

Ja, der kommer til at ske noget når de skal leveres tilbage.

[henrikfrost111]

@ Helge, vi ved jo også, at bare fordi de opkøber så kan det jo være de akkumulerer til et større dump! Så jeg vil først være rolig når ligningen hedder nettoopkøb + levereing af aktier tilbage. (reference til FPC)

[Helge_LarsenPI-redaktør]

Henrikfrost...Vi har endnu til gode at se større aggressivitet fra shortinteresserne i aktien.

[Helge_LarsenPI-redaktør]

De er meget humane.

[henrikfrost111]

Helge, enig!...Hvis man har været i FPC så er Genmabs shortere en flok spejderpiger til sammenligning. Vi krydser fingre for gode nyheder.

[Helge_LarsenPI-redaktør]

[GeorgeBest]

The Earnings Call Transcript which E L linked at 08:45 is very interesting. SGEN seems very euphoric about TV. They even talk about first line possibilities. It looks like SGEN see much greater value in TV than Genmab!

[E_L]

I am also positively surprised by their comments i have to say

[henrikfrost111]

GeorgeBest, Can you put some word on what this could possibly mean for Genmab?

[bibob]

HF111. Genmab have a 50/50% deal with SG about TV. Its' very positive.

[Mcjean]

money

[E_L]

let me answer on behalf of Mcjean: "it means we will go to dkk2000"

[Mcjean]

exactly E L:-) and dont forget this is a awfull cancer and maybe now they can help patient finally.

[StockBull]

When can we expect data for TV and when could it potentially be approved by FED

[GeorgeBest]

Approved by FED, yes maybe it would be easier than FDA

[StockBull]

or FDM