Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
1.5k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
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
    #1437

    i am actually a bit surprised by Jan's comment that it could be the fastest MS launch, as I had the impression it wasn't going that smooth...

    1 Reply Last reply
    0
    • BulderB Offline
      BulderB Offline
      Bulder
      wrote on sidst redigeret af
      #1438

      Kan nogen huske hvor meget Tepezza royalty Genmab havde med i guidningen for nylig? Med HRZN's forventning på over 1,275 mia$ kommer det til at indbringe ½mia DKK.

      1 Reply Last reply
      0
      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #1439

        Havde de ikke Tapezza og Kesimpta slået sammen til 5-700 mln

        1 Reply Last reply
        0
        • E Offline
          E Offline
          E_L
          wrote on sidst redigeret af
          #1440

          they did not explicitly split that but said 'DKK400 million to DKK600 million relates to TEPEZZA and Kesimpta. And as you just highlighted, this represents 40% growth compared to 2021.' in the call

          1 Reply Last reply
          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #1441

            lol

            1 Reply Last reply
            0
            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #1442

              anyway, i think we concluded here in the chat that that was too low

              1 Reply Last reply
              0
              • JørgenVarnæsJ Offline
                JørgenVarnæsJ Offline
                JørgenVarnæs
                wrote on sidst redigeret af
                #1443

                Don’t mention excess cash flow - Jan will just spend the money immediately

                1 Reply Last reply
                0
                • SolsenS Offline
                  SolsenS Offline
                  Solsen
                  wrote on sidst redigeret af
                  #1444

                  God investments are always welcome;-)

                  1 Reply Last reply
                  0
                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #1445

                    +o 🙂

                    1 Reply Last reply
                    0
                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #1446

                      If Kesimpta sale is $200 million, Genmab will get more than DKK 600 million in royalty together with Tepezza.

                      1 Reply Last reply
                      0
                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #1447

                        that looks like a fair calculation.

                        1 Reply Last reply
                        0
                        • SolsenS Offline
                          SolsenS Offline
                          Solsen
                          wrote on sidst redigeret af
                          #1448

                          Surely. I think they where a little cautiously about Tapezza due to covid-19 obstracles.

                          1 Reply Last reply
                          0
                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #1449

                            Så gik NBI i grønt på min skærm, men det er nok en fejl.

                            1 Reply Last reply
                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #1450

                              i think we may have to wait until Tuesday; it looks as if no fund manager wants to show Genmab on it's books for quarter end lol, hopefully they will come back for Q2

                              1 Reply Last reply
                              0
                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #1451

                                HRZN op 8%+

                                1 Reply Last reply
                                0
                                • G Offline
                                  G Offline
                                  gdn55
                                  wrote on sidst redigeret af
                                  #1452

                                  Genmab er både den bedste og værste i min portefølje, men det skyldes måske jeg kun har den. Lovede mig selv at hvis den nogensinde kom i kurs 2000, ville jeg sælge og leve lykkeligt resten af mit liv. Men det har jeg ikke gjort, det er ligesom en god ven at sige farvel til, det er svært.

                                  1 Reply Last reply
                                  0
                                  • StockBullS Offline
                                    StockBullS Offline
                                    StockBull
                                    wrote on sidst redigeret af
                                    #1453

                                    Hvis dit lykkepunkt er 2000 må du hellere sætte stop loss lidt over 🙂

                                    1 Reply Last reply
                                    0
                                    • D Offline
                                      D Offline
                                      deleted-user
                                      wrote on sidst redigeret af
                                      #1454

                                      @Pensionisten - god aften. Er nu også af den overbevisning, at arbitragen lægger en tung dyne over kursen. At Genmab uanset udfaldet, bliver belønnet for en afklaring af usikkerheden samt naturligvis også en effekt af det givne udfald. Tror dog ikke, at et kompromis kommer på tale, da begge parter stå på sin ret og dermed er forpligtet overfor investorer til at jagte sin ret, desuagtet det gode samarbejde med Gen. Håber duohexa bliver sparket solidt i mål og det bliver en elegant afvikling 🙂

                                      1 Reply Last reply
                                      0
                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #1455

                                        God morgen. 🙂

                                        1 Reply Last reply
                                        0
                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #1456

                                          Asien: Første månedlige tab siden oktober https://www.proinvestor.com/investornyt/673664/asien-forste-manedlige-tab-siden-oktober

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger