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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
    #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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                    • 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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                          0
                          • 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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                                    • D Offline
                                      D Offline
                                      deleted-user
                                      wrote on sidst redigeret af
                                      #1494

                                      speaking this DKK900 million to be equally split against these two items.

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                                      • D Offline
                                        D Offline
                                        deleted-user
                                        wrote on sidst redigeret af
                                        #1495

                                        Fra Anthony Pagano

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #1496

                                          ok, thanks, i hadn't picked up on that 'equally'.

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                                          0

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