Genmab — August 2018
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GeorgeBest, I was also talking about the larger organization he is setting up. Hiring a lot people, doing a lot more themselves. So they do become more reliant on success of those and other deals. Wouldn't smaller investments be better so cash can be preserved and paid out? If investments don't succeed, we've burnt away a decent amount of Dara's cashflow and give up stock upside
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Tak Stockbull. Det var faktisk en interessant oplysning.
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F L - we as minority shareholders can‘t do anything about the strategy. We can discuss it to the end of out days, It won‘t change. It is certainly a more risky strategy than just outlicening everything early on. But Jan van de Winkel has chosen this strategy, there are some like Jørgen Varnæs who don‘t agree with him. If TV, AXL and DR5 all are succesful and reach the marked, then his strategy was right, and everybody will clap their hands. Genmab will be entitelt to keep most of the profits
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themselves instead of 12-20% as with Darzalex and Arzerra. He has decided. We have to follow or quit....
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Netop GB.
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aaaarh - hæng nu lige på. Dara dealen giver 12-20% af omsætningen. Det er en helt anden fisk end 12-20% af profits
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og så glæder jeg mig til at blive overbevist om, at GEN kan køre disse studier på en meget større skala, så man ikke bliver flaskehals for sig selv.
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men jeg kan godt forstå, at I tænker at en omfattende strategi, hvor GEN selv vil bringe omfattende programmer til markedet er kortsigtet
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Altså vi har en forward p/e for 2019 på 27-28 stykker lige nu. Og det er selvom Dara næste år er langt fra peaksale.
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Beklager Jørgen Varnæs 19:13. Du har selvfølgelig ret
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GeorgeBest and others thanks for your views. I also have a positive view on Genmab, but do recognize its difficult to hit multiple homeruns. I have trust in Jan, especially since interests are aligned. Not so happy that David is selling his shares, although at least (as making up from your comments) he is doing it consistently. Have a good evening.
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Jamen vi har jo forskellige forståelser af situationen - hvis der virkelig er hold I knock-your-socks-off, så kan jeg ikke se begrundelsen for at investere i kompetencer, som hverken giver ekstraordinære afkast, basis for udvikling af kernekompetencer, eller danner nogen form for konkurrencefordel ifht konkurrenterne
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God morgen
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