Genmab — September 2018
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i gårsdagens præsentation er der en fin slide over IND'erne over tid. Det har været nødvendigt at lave en "kumulativ" opgørelse med et barchart….
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Tørken 2007-2014 fremgår ret tydeligt (slide no
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folk havde vel troet, at der kom nogle godbidder i går - i stedet fik de øget capex
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i dagens situation, hvor vi venter på maia, er der vel næsten kun downside at kigge på. Selv positive Løntoft er begyndt at tale om upside risk
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Hver gang man tror at nu skal den hente lidt ind af det tabte, får man en lang næse ,,, kan godt forstå at folk der har købt i 1100 - 1400 området er flygtet igen...jeg holder dog lidt endnu, da jeg tror på MAIA
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I guess we can all conclude that they should never have a CMD again and that they should stop explaining their innovations and pipeline, and most certainly not be enthusiastic about it. Actually it is better to stop researching all together because it costs money.
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maybe just choose a strategy suitable for a biotech instead
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they are building a fully integrated pharma company. Choosing indications that require substantial resources and skills that are outside the core in GEN. It could not be more wrong if they tried
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which they seem to do - so we can kiss value creation goodbye
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this strategy is like pushing on a rope
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