Genmab — September 2020
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That kind of communication opens the company up to all sorts of litigation if it is not so
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I wonder if it is the AbbVie deal that has pissed JJ off so much?
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Mon ikke bare det er et bump på vejen. Kurs 3000 Q1 - 2020 ? . Vurder selv. Kanalen er bare blevet lidt bredere
https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/86975_bump.JPG -
UBS og Jefferies beholder deres købsanbefaling og målkurser på hhv. 2540 og 2800. Bryan Garnier downgrader til sælg uden målkurs.
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I’m not sure about the 5% share to HALO - but certainly about the prolonged revenue stream
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Tror ikke det er vigtigt her @lahn, det er et tveægget sværd som de har glemt at gardere sig imod. De kan umuligt vinde begge punkter da det ene punkt modsiger det andet eller mere klart de er skakmat. De må vælge hvor de taber mindst. De kan nok vinde begge tviste hver for sig, men ikke sammen er mit gæt for den tvist de vinder først vil blive brugt mod dem selv i tvist 2.
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It seems that JJ wants it both ways - one, they want GEN to pay 5% to HALO - two, they want to cut the royalty period significantly
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That is fighting talk
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Could be all of the above. This kind of crap is poison for the stock - short term and long term
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Genmab kan ikke undgå selv at bestemme hvilken tvist de vil vinde er mit bud. Det ved JJ, men de ved også at ligegyldig hvilken de vælger så slipper de for at tabe den anden tvist. Jeg havde gjort det samme, Genmab kan ikke forvente at slippe for royalties og beholde patentet til noget de ikke vil betale til/for. Genmab må vælge og mon ikke hurtig de vælger royalties og så er kursfaldet jo helt ude i hampen.
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Det ene behøver ikke at udelukke det andet. GEN kan tabe det hele, vinde det hele - og alt der i mellem
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...it does seem like somebody had a bit of a kip when the dara deal was written down
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Agree E L, and if Hexa-CD38 is as good as Jan believes, we don’t have to worry over the effects after 2030
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