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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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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

    1 Reply Last reply
    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.

      1 Reply Last reply
      0
      • 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

        1 Reply Last reply
        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?)

            1 Reply Last reply
            0
            • 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.

              1 Reply Last reply
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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.

                1 Reply Last reply
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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?

                  1 Reply Last reply
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                  • 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 ?

                    1 Reply Last reply
                    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...

                      1 Reply Last reply
                      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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                          0
                          • 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?

                                1 Reply Last reply
                                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

                                  1 Reply Last reply
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                                  • JørgenVarnæsJ Offline
                                    JørgenVarnæsJ Offline
                                    JørgenVarnæs
                                    wrote on sidst redigeret af
                                    #1427

                                    I can only see the DKK

                                    1 Reply Last reply
                                    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

                                      1 Reply Last reply
                                      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

                                        1 Reply Last reply
                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1430

                                          so, the fx rate matters and we have to make an assumption for the % sales that are Faspro for 2020, so it is difficult to get it right

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                                          0

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