Genmab — Marts 2021
-
In the end, I think the whole thing was written off - and the sales amount was very close to zero. The real cost was the diversion from the core business of Genmab - development of new drugs
-
Purchase price usd 240m - sales price usd 10m....
-
...there is a hole in that business model, but I can’t seem to put my finger on it....
-
But I’m guessing the real lesson was Zalu falling flat on it’s stomach - hope we will not see similar things with the programs we retain ownership over in the years to come
-
I think it is fair to expect a few failures in the years to come, like Enapotamab failed. The art will be to detect them early before they cost too much... disappointments happen, but Genmab's hit-ratio is high so far, making me realistically optimistic
-
@Stockbull 01:44, så havde M.Lykketoft måske alligevel ret dengang (-:
-
The great thing about a diversified portfolio is the ability to soak up the shock effect from these failures.
-
But times have changed - I don’t believe we will see phase 3 programs fail as epicly as we did 10 years ago with ie zalutumumab. Today it is more a question of bringing the programs to market before the competition
-
In turn, for investors that means catching the programs around the time we see efficacy in phase 1/2
-
@Sukkeralf who knows what they'll make from Enapotamab years from now
Teprotumumab was also thought to be dead... you have to be a bit lucky as well when someone else develops your oldies -
Kæmpe omsætning i luk-auktionen....
-
121.000 aktier - ca. 50 % af dagens omsætning
-
Fredagens aktier: Bavarian og Netcompany til tops på coronahåb https://www.proinvestor.com/investornyt/673303/fredagens-aktier-bavarian-og-netcompany-til-tops-pa-coronahab
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