Genmab — Juli 2018

[E_L]

"`he must know something, we will open above 1233 tomorrow"

[JKY_VH]

Tænk, hvis verden var så simpel

[JKY_VH]

[nohope]

Det er vel en der fratræder og lige rydder bordet.

[transalp]

Go morgen

[bibob]

God morgen.

[Parasitism]

God morgen

[JørgenVarnæs]

Mornings. Må indrømme at jeg ikke lige har kigget på specifics -er der nogen der har styr på vesting perioden på warrants i GEN? Det ligner et mix af 3 og 5 år på udnyttelseskursen

[E_L]

have a look at the annual report JV, they even have an overview of outstanding warrants sorted by date

[JørgenVarnæs]

Indeed. Page 100 2017 accts

[JørgenVarnæs]

Recent grants seem to be vesting in 7 years

[E_L]

yes, I think that is correct. If you really would want to know all the possible exercise dates, you would have to go through the Articles of Association I guess, quite a lot of work.

[E_L]

I asked for a list of dates once in a Q&A I think, but got no reply

[JørgenVarnæs]

Looks like Stock exercises will be an important part of investors lives the next app 4 years until grant prices catch up

[E_L]

yes, 3 to 4 years should see the bulk go away. Last year we already got rid of ±600.000. Reality is that all these grants are known and dilution should be priced in.

[E_L]

however short term trading will be effected offcourse every time a large amount is exercised

[E_L]

yesterday was small

[Raffles]

Så er HexaBody DR5/DR5 registreret på Clinical Trials https://clinicaltrials.gov/ct2/show/NCT03576131?term=genmab&rank=4

[E_L]

nice Raffles. (shows how long it can take to put it on Clinicaltrials, since first dosing was early May)

[Raffles]

Yeah, now we just await start up of CD3xCD20 where IND was in Nov 2017!!. And DARA in RA, not to forget!!