Genmab — Februar 2021
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Hæver
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= fastholder....
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I am not sure I had seen this comment from Jan: - Analytikere estimerer, at det er et marked på over 10 mia. dollar. Der vil være konkurrence fra andre lægemidler, men vi håber, at kunne positionere det til tage i størrelsesordenen 5 mia. dollar plus, siger Jan van de Winkel. -from https://borsen.dk/investor/aktie/S1073/GMAB/Genmab 23Feb
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I certainly missed it - the comment goes perfectly with their aspiration to become backbone treatment
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Stockbull - du skal tænke mere på det tilbagediskonterede cashflow end balancen. Diskonteringsfaktoren stiger og dermed falder nutidsværdien af det fremtidige cashflow.
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Dermed bliver alternative investeringer - obligationer og value aktier mere interessante, og så kommer der et smæk mere
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Spørgsmålet er om det ikke går som under og efter finanskrisen hvor den amerikanske rente stiger, men den europæiske forbliver lav pga. nogle af de sydeuropæiske lande.
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I can’t find the USD royalty in the accounts - have you seen it anywhere?
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@E L did you take into account the lacking part of royalty dispute ?
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@E L I was just trying to catch up the calculation not intending to offend anyone
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... offcourse
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Do they mention the royalty amount in usd?
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https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/91422_Skaermbillede_2021_02_26_150451_big_picture.png big picture genmab trend. som det kan ses er RSI ved at være på niveau som da corona krakket var i bung marts 2020
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