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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
    #1474

    with the fx at 6, royalties fitting to USD 5.2bn, should be DKK5.325bn

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    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #1475

      Ok - gotcha. I’ve been looking at the quarterly nos. Your approach makes more sense

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #1476

        from
        transcript: The 2020 average rate for the dollar-kroner was around DKK6.5 and for 2021 we're assuming a flat DKK6

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        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1477

          so we know they assume missing royalties of between 425m and 505m for that particular guidance

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1478

            dkk

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            • JørgenVarnæsJ Offline
              JørgenVarnæsJ Offline
              JørgenVarnæs
              wrote on sidst redigeret af
              #1479

              A reduction of nearly 10% - translating into 2-2,5%points deducted from the 20%

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              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #1480

                It all adds up. That is a truly nasty piece of work from JJ

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #1481

                  i am not sure i follow you there (it is a bit less than 10%) of TOTAL sales though, but we should only pay on Faspro sales

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                  • L Offline
                    L Offline
                    lexus
                    wrote on sidst redigeret af
                    #1482

                    Er det nu man skal købe en bid af genmap

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #1483

                      sorry lexus, you are on the wrong page, this is the genmaB page 😉

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                      • L Offline
                        L Offline
                        lexus
                        wrote on sidst redigeret af
                        #1484

                        ok prøver igen er nu man skal købe en bid af GENMAB

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                        • BulderB Offline
                          BulderB Offline
                          Bulder
                          wrote on sidst redigeret af
                          #1485

                          Er konklusionen så, at det koster ca ½ mia i reduceret royalty?

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                          0
                          • M Offline
                            M Offline
                            Mcjean
                            wrote on sidst redigeret af
                            #1486

                            Hvis du vil køre Trabant istedet for lexus, ja så det nu:-D

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                            • StockBullS Offline
                              StockBullS Offline
                              StockBull
                              wrote on sidst redigeret af
                              #1487

                              ca. 450 mil kr indikerede Jan tidligere

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #1488

                                overfor city banks analytiker

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                                • L Offline
                                  L Offline
                                  lexus
                                  wrote on sidst redigeret af
                                  #1489

                                  ok tak jeg laver et lille køb så ser hvordan det går.

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                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #1490

                                    så de er nok allerede barberet af idags kurs og d.v.s ren upside såfremt Genmab vinder

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                                    • M Offline
                                      M Offline
                                      Mcjean
                                      wrote on sidst redigeret af
                                      #1491

                                      De 450 mill er vel det samme som de taber fordi deres økonomiafdeling ikke magter at placere overskydende kapital, så det går lige op hvis de finder en medarbejder der er bare en anelse økonomisk "smart".

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #1492

                                        @StockBull
                                        are you now talking about where Pagano menioned that difference of DKK900m for FX and royalty reduction and you split that in 2? or did they really mention the 450 somewhere?

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                                        • M Offline
                                          M Offline
                                          Mcjean
                                          wrote on sidst redigeret af
                                          #1493

                                          Hvis de så finder en medarbejder der ligefrem er genial så de begynder at lave afkast af deres overskydende kapital så er det jo lige pludselig fuldstændig uvæsentligt om de skal betale almisser for forlænget patent. De kunne jo starte med at købe aktier i HALO og Horizon, eller rettere det skulle de have gjort for længe siden og så købe flere af deres egne aktier, alt andet i dette marked giver ikke mening. Start tro på jer selv og køb jeres egne "børn"!

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