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Genmab — Februar 2021

Planlagt Fastgjort Låst Flyttet Genmab
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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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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #1435

                                          OK

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