Genmab — Juli 2019

[nohope]

Jeg ser en emission.

[bikube]

Den emission ser jeg som en forstærkning af kapitalen - ikke som dækning af udgift.

[nohope]

Hvad har GEN skrevet at pengene skulle bruges til ? At sætte i banken ?

[StockBull]

Tilbagekøb af aktier når markedet panikker over emissionen

[Skod]

Det er vel lige så meget en antagelse at der kommer en emission, og at pengene skal bruges til udvikling af den eksisterende pipeline, som det er en antagelse at Genmabs ledelse ikke er en flok jubelidioter

[nohope]

Det er da ikke ledelsen, der er jubelidioterne...

[nohope]

Tester lige smileys ;-D

[E_L]

a few articles on Teprotumumab “Patients’ quality of life can suffer significantly due to this disease. It causes them to look different and they often withdraw from almost all of their social activity and avoid leaving the house. This drug is a game changer.” https://www.endocrineweb.com/professional/thyroid-disorders/breakthrough-treatment-management-graves-thyroid-eye-disease

[E_L]

Horizon expects to have hired most of its sales reps for teprotumumab by the end of July https://www.fiercepharma.com/marketing/horizon-bulks-up-salesforce-ahead-750m-inflammatory-eye-drug-launch

[E_L]

https://labblog.uofmhealth.org/lab-report/new-drug-therapy-could-mitigate-graves-eye-disease https://www.trialsitenews.com/the-quest-for-a-graves-disease-treatment-kellogg-eye-center-contributes-to-study-of-teprotumumab/

[E_L]

New Drugs Could Overwhelm Infusion Centers' Capacity

The rubber band is already stretched tight, infusion center leaders warn, and adding new options for postpartum depression and Alzheimer's disease could snap the system.

Medscape (www.medscape.com)

[Jazzz]

Fantastisk for dem der lider af sygdommene.. Genmab gør en forskel derude!

[Jazzz]

Ved vi hvad GM kan få i royalties (husker fra tidligere indlæg, alt fra 30% til “vides ikke”)

[Bulder]

I remember one of my school mates. His mother had it. She never left home, and ended up as an alcoholic.

[Sukkeralf]

Jazzz - Jan har sagt mid
single royalty

[Jazzz]

Ok så et par 100 mill DKK til GM ved top sales..

[Jazzz]

Men no matter.. hjælper en hulens masse mennesker så well done.. igen.

[Sukkeralf]

Ja mon ikke 200-300 millioner er muligt ved peaksale

[gentogen]

Shortselling den 28/6... Marshall Wace LLP holds a short position at 0.70 % (før 0.68)

[Schiff]

ja en MAIA godkendelse er ikke noget der får shorterne til at ryste i bukserne og det burde det vel heller ikke på den korte bane.