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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 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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                • 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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                            • 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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                              • 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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                                    • JørgenVarnæsJ Offline
                                      JørgenVarnæsJ Offline
                                      JørgenVarnæs
                                      wrote on sidst redigeret af
                                      #1432

                                      Ok I guess there are a lot of FX unknowns here. How are RoW royalties treated? Are royalties calculated on a daily basis or when payment is made quarterly (im guessing)

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                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #1433

                                        in the WebCast didn’t we find out the GEN part of Halo royalty is as high as 2 - 2,5 pct points?

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1434

                                          @Bulder I think the uncertanty /panick about this has not helped the stock this week, so i am trying to quantify it, and show, like you do 😉 , that it isn't worth dropping the market cap with a few billion $$

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