Genmab — Maj 2021
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Bulder: Jans udsagn under Q/A
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I had earlier calculated 2.139.606 Curevac shares, which thus at 31 dec 2020 at value dkk 1067mio, roughly they were held at ~$78.53 (used 6.35 everywhere) . They sold 30% or 641.882 shares for dkk 361mio or 56,85mio $ so dealt at $88,57 So profit realised for quarterly report = $6,4 mio $ or 40,9 mio dkk. Now remember their initial investment was $20mio, so they tripled that and run the remaining 70% at zero cost.
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Bulder: ja han lød sikker. Også meget optimitisk hvad angår 1046 og 1042 plus duohexcd37. Al mulig grund til at være optimist
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der ville ikke blive udbetalt (udbytte) en rød reje, kunne man forstå.. osse på Anthony, der fremhævede hvor vigtigt de havde været sidste år før ecpo-aftalen, da man kunne "stay focussed" (altså man gider ikke have nogen som hlest financielle "bekymringer"/drillerier (man vil have ryggen så fri og rank som muligt) under vigtige forhandlinger (/i det hele taget hele tiden
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Udover det hexacd38 10 x mere potent end dara. Store fremskridt i Immatics samarbejde, nye INDs i år, og nye fase 3 studier i år. Whats not to like...
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