Genmab — December 2020
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Ja det er rigtigt EL. Noget af faldet bliver modsvaret af tilsvarende udgifter i dollars. En faldende dollar er dog stadig netto negativ. Det er ikke længere headcounts der fylder så meget på cost (typisk ca 1 mio dkk per FTE) det er de globale kliniske forsøg og produktion af antistoffer til forsøgene. (er der nogen der egentligt ved hvor genmab køber deres antistoffer fra?)
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Ang productionen af IV versionen https://www.ema.europa.eu/en/documents/product-information/darzalex-epar-product-information_en.pdf
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God morgen og god jul.
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Jeg har tilladt mig selv at sove et par timer ekstra. Det var ikke ikke helt tosset.
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I årets 45. og næstsidste afsnit af #investeringspodcasten nominerer Per Hansen og Helge Larsen fem forskellige selskabers direktører, som har gjort den værdiskabende forskel i 2020 for investorerne. Lyt med, og hør hvem kandidaterne til at have gjort den gode forskel er. https://www.proinvestor.com/index.php?p=debat_1&postid=89481
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Oversigtsartikel i går på Seeking Alpha. Forfatteren skriver: "Since I have been following this company from even before its IPO but have never actually written about it, this is a basic overview article, to be followed by in-depth pieces as appropriate."
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Genmab: An European R&D Behemoth With Long-Term Potential https://seekingalpha.com/article/4395989-genmab-european-r-and-d-behemoth-long-term-potential?utm_medium=email&utm_source=seeking_alpha&mail_subject=gmab-genmab-an-european-r-d-behemoth-with-long-term-potential&utm_campaign=rta-stock-article&utm_content=link-2
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Dele af konklusionen: "Genmab is a long-term-accumulate kind of stock. It will have ups and downs, but every down is an opportunity because its pipeline is never-ending." og "Its basic expertise is in antibody technology, which it has expanded to include bsAb (bi-specific mAb) and other variants and drug conjugates."These will continue to run through trials and come to the market, and eventually, we will have another DARZALEX level product."
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Sluttende med: "So there's really no end to it, and no long-term negatives in this well-managed company. Although current prices are high, if the stock falls on an adverse ruling in the JNJ case, I am buying because even DARZALEX is just one part of the Genmab story, and I am buying the entire story."
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