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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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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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      0
      • 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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          0
          • 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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                      0
                      • 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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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #1421

                          JV p64 annual report

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                          0
                          • 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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                              0
                              • 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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                                  0
                                  • 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
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1428

                                        yes, 4419. I calculate $685.5m according to the tiers for $4190 sales

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1429

                                          So, if i assume an fx rate of 6.6, i get dkk4.524, so a difference due to Halo of ~dkk105m

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                                          0

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