Genmab — Maj 2021

[kkjoel]

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

[GeorgeBest]

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...

[kkjoel]

Præcis.. Q&A var een lang "sejrstale"

[kkjoel]

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

[kkjoel]

Syntes han sagde at der var 9 cohorts allerede?

[Bulder]

Stærkt glæder mig til transscriptet.

[E_L]

ok, i had 1.497.724
so that seems correct

[kkjoel]

Altså PhII expansion cohorts

[kkjoel]

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

[kkjoel]

The remaining 70% is worth 1 mia. DKK.

[GeorgeBest]

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

[kkjoel]

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!!!

[kkjoel]

130 mio DKK (not $)

[E_L]

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

[kkjoel]

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

[kkjoel]

No, you right: shame on them

[E_L]

[E_L]

the remaining shares today @ 112 are worth $167.75 mio

[kkjoel]

Og måske vi får Mim8 i PhIII allerede til efteråret. DET ville være sygt stærkt. Tag den, kurs 2200!!

[bikube]

Nu stiger kursen igen i U S - nu oppe med 3½%.