Genmab — Maj 2020
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Jeg nærlyttede lige en gang til - Jan vil have "US co-promotion". Altså markedsføring! Kunne det simpelthen have at gøre med PR/Goodwill og langsigtethed (vs mere klassisk kortsynet kassetænkning): han vil gøre GEN til et ikonisk firma, og et af væktøjerne er at komme ud på markedet og blive et "household-brand"?
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@GB (ref 06.05, 18:52) - om epcoritmab partner deal sagde han det faktisk endnu stærkere (ikke ulig hans stil;- ) "it's a very, very actively searched and looked-after asset" og "the market can foresee to get a very, very impressive upfront". Det lyder af noget ret stort.. definitivt mere end "very impressive"?
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Fra hovedkvarteret. Genmab 20 min. inde i udsendelsen.
https://www.proinvestor.com/index.php?p=debat_1&postid=84116 -
@Solsen du har ret - Roche cd3/cd20 er sat på hold. Jan nævner det 42 minutter inde i webcast
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@kkjoel - the market can foresee to get a very very impressive upfront. 49 minutter inde i webcast
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The 2 most impotant studies (epco og PD-L1x4-1BB) are uneffected by corona virus, and still recruiting new patients - 50 minutter inde i webcast
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God morgen
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God morgen.
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Nordea beholder Genmab på HOLD med fair value på 1402
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Transcript , lets have another look https://finance.yahoo.com/news/edited-transcript-gen-co-earnings-053720106.html
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