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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • D Offline
    D Offline
    deleted-user
    wrote on sidst redigeret af
    #1408

    = fastholder....

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #1409

      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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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #1410

        Kan umidlbart ikke se at de p.t stigende renter skal koste på Genmabs kurs med den pengetanbk Genmab har, tværdigmod

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        • JørgenVarnæsJ Offline
          JørgenVarnæsJ Offline
          JørgenVarnæs
          wrote on sidst redigeret af
          #1411

          I certainly missed it - the comment goes perfectly with their aspiration to become backbone treatment

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          • JørgenVarnæsJ Offline
            JørgenVarnæsJ Offline
            JørgenVarnæs
            wrote on sidst redigeret af
            #1412

            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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            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #1413

              Dermed bliver alternative investeringer - obligationer og value aktier mere interessante, og så kommer der et smæk mere

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #1414

                what did you guys calculate as royalty revenue for Dara for 2020 and what fx rate did you use for that?

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1415

                  to compare tot the dkk4.419m in the annual report)
                  (in USD I get $685.5m?)

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                  • P Offline
                    P Offline
                    Plimsoller
                    wrote on sidst redigeret af
                    #1416

                    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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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1417

                      bund futures actually trying to make a nice reversal this morning, hit their lower trendline exactly and bounced.

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                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #1418

                        I can’t find the USD royalty in the accounts - have you seen it anywhere?

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                        0
                        • D Offline
                          D Offline
                          deleted-user
                          wrote on sidst redigeret af
                          #1419

                          @E L did you take into account the lacking part of royalty dispute ?

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #1420

                            well that is the part that i am trying to calculate offcourse...

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1421

                              JV p64 annual report

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                              • D Offline
                                D Offline
                                deleted-user
                                wrote on sidst redigeret af
                                #1422

                                @E L I was just trying to catch up the calculation not intending to offend anyone

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #1423

                                  offcourse not, i got that, just telling you what i am trying to do

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                                  • D Offline
                                    D Offline
                                    deleted-user
                                    wrote on sidst redigeret af
                                    #1424

                                    ... offcourse

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                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #1425

                                      Do they mention the royalty amount in usd?

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #1426

                                        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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                                        • JørgenVarnæsJ Offline
                                          JørgenVarnæsJ Offline
                                          JørgenVarnæs
                                          wrote on sidst redigeret af
                                          #1427

                                          I can only see the DKK

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                                          0

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