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Genmab — November 2020

Planlagt Fastgjort Låst Flyttet Genmab
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  • D Offline
    D Offline
    deleted-user
    wrote on sidst redigeret af
    #1140

    It is very annoying to end a day like this with a statement of termination. Same Time seeing the market already anticipated such development from opening hour at 9 am. Maybe Jan can elaborate how such a call has been taken and approved and who knows such

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1141

      reality is that we felt it coming here. Genmab was really quiet about enapotamab during all the recent news events (no analysts asked about it either by the way)

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1142

        the EV disease targets are widely covered by other drugs in the pipeline

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1143

          Jan hinted just the other day how impressed he was with AbbVie ADC technology, calling it ADC 3.0 and I think it fits with the decision not to pursue CamiT

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1144

            I had a little bit of hope they would have been able to sell it or licence it out, but that wasn't based on anything really

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #1145

              Ja det forklare jo salgspresset men som sagt mere eller mindre forventet

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              • G Offline
                G Offline
                GeorgeBest
                wrote on sidst redigeret af
                #1146

                EnaV’s death was expected, but some analysts had a little value allocated to EnaV. Therefore there might come a couple of negative stories tonight or tomorrow.

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1147

                  Jan told us very clearly they would only choose the best drugs to continue with and ruthlessly shelve / discard off the others. He is keeping his word.

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #1148

                    looking forward to he borsen headline @GB 😉

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #1149

                      We can surely rely on Jan and hopefylly also his 5000 target

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                      • BulderB Offline
                        BulderB Offline
                        Bulder
                        wrote on sidst redigeret af
                        #1150

                        3 analysts in my notes has avg DKK 33 on EnaV. Gen fell today DKK 66.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1151

                          well you can rip that page out of your notebook 😄

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1152

                            already done

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                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #1153

                              Kill your darlings. Me likes

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                              • JørgenVarnæsJ Offline
                                JørgenVarnæsJ Offline
                                JørgenVarnæs
                                wrote on sidst redigeret af
                                #1154

                                Det skader nok ikke at sende et signal om, at der bliver siddet tungt på pengekassen

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                                • BulderB Offline
                                  BulderB Offline
                                  Bulder
                                  wrote on sidst redigeret af
                                  #1155

                                  synes man kunne fornemme på lukauk, at der nok ikke bliver mere ud af den sag.

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                                  • P Offline
                                    P Offline
                                    Plimsoller
                                    wrote on sidst redigeret af
                                    #1156

                                    Fail fast. Det står på forreste side af enhver bog om innovation, så det er da udmærket at komme af med den og koncentrere sig om de midler der har potentiale.

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                                    • D Offline
                                      D Offline
                                      deleted-user
                                      wrote on sidst redigeret af
                                      #1157

                                      Fra finans.dk "Nyheden er utvivlsomt negativt for det danske biotekselskab, der her frem mod lukketid er nede med mere end 3 pct. i kølvandet på meddelelsen"

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1158

                                        it was trading at 2223 when the news broke and closed 13dkk lower lol

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1159

                                          Novartis presentation with some interesting Kesimpta pages (90-100) https://www.novartis.com/sites/www.novartis.com/files/meet-novartis-management-2020-presentation.pdf

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