Genmab — Juli 2018

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!!

peter12

Der bliver ikke solgt mange af de nye aktier ?

Legolas23

Nogen med adgang som kan berige forummet ? https://medwatch.dk/secure/Medicinal___Biotek/article10730512.ece?utm_campaign=Morgen&utm_content=2018-07-04 09%3A59%3A59&utm_medium=top&utm_source=Feed

GeorgeBest

Lego: dette postede gentogen den 29/6:Lidt mindre godt. Dose Escalation Study of JNJ-63709178, a Humanized CD123 x CD3 DuoBody. Recruitment Status : Suspended (Study on hold due to Grade 3 event.)

Raffles

Det er JNJ-63709178 Duobody CD123 x CD3 der blev "Suspended"/"Put on hold" due to grade 3 events d. 29/6. Har desværre ikke adgang, men håber at andre har adgang så vi måske kan få lidt mere information.

Legolas23

Jeg tænkte nok, det var det, men jeg troede da Medwatch var lidt mere opdaterede siden nyheden var så "gammel".