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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
    #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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    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?)

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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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                • 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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                      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?

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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
                                  • 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

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                                      • 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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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1431

                                          But does it matter. DKK 105m is 1,60 per share

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                                          0

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