Genmab — Februar 2019

[Bulder]

E L, you use to know about this: Will there be exercising of warrants one of these days?

[transalp]

Jeg må indrømme ,at jeg holdt med bibob, med hensyn til lukkekurs... gen er sgu blevet svær at klemme op a.. fuglene på taget tæller ikke længere.. -læs som : mulige indtægter i fremtiden..

[E_L]

@Bulder I assume tomorrow

[Bulder]

Message tomorrow and selling Thursday?

[E_L]

that would be my guess

[nsrafk]

if you have this info I supposer you sell in the closing auction and buy back tomorrow?

[nsrafk]

if I was 100% sure that be a free lunch then?

[nsrafk]

+would

[E_L]

Not necessarily, mind you, corresponding bank will most likely already know how much to sell and can start tomorrow already if they want to run that risk

[E_L]

also, if the number of shares is very small, the market may actually not react negative

[E_L]

we have seen that happen

[Solsen]

26 k warrants udnyttet

[E_L]

so a day sooner as last year. 26k is not that much.

[E_L]

actually , did you see that in 2018 50k warrants expired or were deleted

[Tandfeen-2]

Vi mangler bare at Hans Henrik kommer med ny video med købsanbefaling af Genmab.
.. så flyver vi gennem loftet

[Solsen]

Yes. Someone left the co and others not behave well

[Bulder]

@Sukkeralf: I Jefferies seneste analyse ser jeg, at de forventer 11.800 pts i asct setting og 29.000 pts i non-asct i 2019 i US. Det giver ret præcist en fordeling, der hedder 40-60. Hvor de har tallene fra ved jeg ikke. Men de slynger om sig med detlajer. Hvis tallene holder øger det betydningen af Griffin.

[Sukkeralf]

Enig Bulder - hørte lidt fra ASH seminaret i dag og der sagde de det samme

[Bulder]

Interessant Jefferies-iagttagelse: Intriguingly, we have also heard from clinicians the idea of re-intensifying
Darzalex dosing on relapse as a possibility made more viable with a subcut. formulation.

[Bulder]

Vi har før hørt om læger tale om en dara-pause i 2. linje, hvis pts har fået dara i 1. linje. Det kan sc måske ændre på.