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Genmab — Maj 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • K Offline
    K Offline
    kkjoel
    wrote on sidst redigeret af
    #202

    pengeklumpen skal mest bruges til at købe ind i "access to technologies" og måske måske i nogle tilfælde selve teknologierne.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #203

      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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      • G Offline
        G Offline
        GeorgeBest
        wrote on sidst redigeret af
        #204

        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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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #205

          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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          • K Offline
            K Offline
            kkjoel
            wrote on sidst redigeret af
            #206

            Anthony confirmed the current holding - he said that they had around 1.5 mio. Curevac shares.

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #207

              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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              • K Offline
                K Offline
                kkjoel
                wrote on sidst redigeret af
                #208

                Præcis.. Q&A var een lang "sejrstale"

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #209

                  Ja, der ville komme adskillige nye epco PhIII studier i år.

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                  • K Offline
                    K Offline
                    kkjoel
                    wrote on sidst redigeret af
                    #210

                    Syntes han sagde at der var 9 cohorts allerede?

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                    • BulderB Offline
                      BulderB Offline
                      Bulder
                      wrote on sidst redigeret af
                      #211

                      Stærkt glæder mig til transscriptet.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #212

                        ok, i had 1.497.724
                        so that seems correct

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                        • K Offline
                          K Offline
                          kkjoel
                          wrote on sidst redigeret af
                          #213

                          Altså PhII expansion cohorts

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                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #214

                            Yeah, it seems so. That a damned lot of money they've made - if their initial investment was $20 mio?!

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                            • K Offline
                              K Offline
                              kkjoel
                              wrote on sidst redigeret af
                              #215

                              The remaining 70% is worth 1 mia. DKK.

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                              • G Offline
                                G Offline
                                GeorgeBest
                                wrote on sidst redigeret af
                                #216

                                Jeg glemte- MiM8. 15 x mere potent end Hemlibra...

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                                • K Offline
                                  K Offline
                                  kkjoel
                                  wrote on sidst redigeret af
                                  #217

                                  They got 361 mio DKK for 30% - so all in all they right now have 1,3 mia. DKK from $130 mio. - that's 10-fold!!!

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                                  • K Offline
                                    K Offline
                                    kkjoel
                                    wrote on sidst redigeret af
                                    #218

                                    130 mio DKK (not $)

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #219

                                      mind you, curevac traded @ $150 sometime last year, and $112 now, so their timing wasn't perfect...

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                                      • K Offline
                                        K Offline
                                        kkjoel
                                        wrote on sidst redigeret af
                                        #220

                                        Maybe they should metamorphose into an investment fund in stead....

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                                        • K Offline
                                          K Offline
                                          kkjoel
                                          wrote on sidst redigeret af
                                          #221

                                          No, you right: shame on them 😉

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