Genmab

	26/2 19:59 af Solsen	Helt godnat
	26/2 19:46 af Brit	Det var da noget af en mavepuster (link)
	26/2 18:53 af Solsen	Nu har jeg aldrig lyttet til analytikere. De følger blot kursen.
	26/2 18:53 af Bella1	De ekstremt negative selvpinere, bør vel kaste fortøjningen, - det må være svært at besidde en decideret taberaktie. På den måde viser man vel sine meningers mod....
	26/2 18:30 af JKY_VH	Selvfølgelig Solsen og vi lever heldigvis i et frit land, hvor det står enhver frit at tro hvad man vil;-)
	26/2 18:20 af JørgenVarnæs	med flere og flere kursmål under fair value, er der flere og flere, der ikke tror på det
	26/2 18:15 af Solsen	Vi skal vel tro det, når JW gang på gang siger det ;-)
	26/2 18:08 af Brit	JKY: Jaaaa !!
	26/2 18:01 af JKY_VH	Jeg glæder mig til vi får en "Zealand-dag" i Genmab;-)
	26/2 17:39 af JørgenVarnæs	Ja, der er en del problemer med bragesnak
	26/2 17:33 af Raun	Det kunne være rigtig dejligt Solsen :-) ......Men vi kan vel godt blive enige om at markedet vil se beviser først?
	26/2 17:13 af Solsen	And the best is yet to come :-)
	26/2 17:04 af E L	Genmab @Genmab ? Celebrating 25 Years of #Innovation! On our 25-year milestone, hear from President & CEO Jan van de Winkel about our evolution into a leader in antibody research and our work toward the goal of making an #impact on patients’ lives with innovative antibody medicines. (link)
	26/2 13:15 af ProInvestorNEWS	Transactions in connection with share buy-back program (link)
	26/2 11:27 af JørgenVarnæs	...or perhaps he is feeling the suffocating feeling from a drowning warrant program
	26/2 11:25 af E L	;-)
	26/2 10:46 af Solsen	JW is perhaps playing the game by telling investors that Genmab could be without dara (anti cd38) royalty in the 30’th - either is he saying to JNJ ”we can do it without you” or he is preparing investors on a takeout by JNJ because many cant see value in Genmab after dara. Or perhaps he realised that the opt.in. will not take place. Or none of it ;-)
	26/2 10:35 af JørgenVarnæs	indeed I do. Hexacd38 is a red herring
	26/2 10:34 af Solsen	You dont take hexa38 in account. JNJ could very well be interested in hexa38 but only if they can buy the whole co.
	26/2 10:31 af JørgenVarnæs	Ownership structure in GEN would all but guarantee an easy buy-out - but dara and the heavy and unproductive cost base are effective poison pills for any investor
	26/2 10:30 af JørgenVarnæs	Still lacking strategic rationale - why pay 2x for an already fixed royalty stream?
	26/2 10:30 af Solsen	But speculations.
	26/2 10:29 af E L	lol royal, sorry ;-)
	26/2 10:28 af Solsen	But it cant explain the all.

	26/2 10:27 af Solsen	The shareprice is 25% down from last year.
	26/2 10:27 af royal	Spelbreker. ;-)
	26/2 10:19 af E L	Also, if the number of staff rises by a certain % you could expect a similar % change in awards (although this is unlikely to be linear, not everyone gets share based comp). And staff # has gone up +- 35% p/y last years
	26/2 10:19 af E L	If a certain employee has a contract where it states that, for example, 10% of his total pay will be in the form of shares, he will get more shares if the share price is lower. Eg employee gets 10.000 dk from every 100.000 of salary in shares; in Feb 23 he got +- 10.000/2700 = 3.7 shares ; in Feb 24 het gets 10.000/2000 = 5 shares.
	26/2 10:19 af E L	i always like take-over rumors, but, on the RSu's and warrants: keep in mind that the number will be a function of the share price and the number of employees.
	26/2 10:13 af JKY_VH	Lad os endelig få en afsmittende effekt fra festen i Zealand;-)
	26/2 09:54 af Teller	kurs 4000 - 5000 ved et køb er vel niveauet?
	26/2 08:33 af bibob	God morgen. :-)
	26/2 08:33 af LP90	Godmorgen :-)
	26/2 08:04 af Stroka	God morgen :-)
	26/2 07:01 af Helge Larsen/PI-redaktør	Godmorgen :-)
	25/2 14:34 af Solsen	Det giver ligesom ingen mening, at JW kommer med så forskellige meldinger med så kort mellemrum. Der kan dog være sket andre ting end det jeg gætter på ;-)
	25/2 14:32 af Solsen	Har JNJ sagt enten køber vi eller også er det no go til opt.in.
	25/2 14:31 af Solsen	Måske er JW i gang med de forhandlinger. Først siger han, at hexa38 giver mirakler. Kort derefter siger han, at Genmab godt kan leve uden dara og dens afløser…
	25/2 14:28 af Solsen	Og så er jeg stadig af den tro, at hvis hexa38 er virkelig god (mirakuløs) så skal JNJ købe.
	25/2 14:27 af Solsen	Det var den store stigning i uddeling af retricted stocks der fik mig til at tænke, at det måske var sidste gang at gaveboden var åben. Normalt uddeles mange restricted stocks i februar. Men i år er det var 420.000 mod sidste års 180.000 stks.
	25/2 12:27 af royal	Raun: Tror Solsen, som en del af os, stadig håber på overtagelse. :-)
	24/2 15:12 af Raun	@Solsen kl. 7.50.... Hvad mener du med takeout?
	24/2 11:15 af E L	Deutsche Bank analyst Emmanuel Papadakis reiterated a Buy rating and DKK2,750.00 price target on Genmab
	24/2 11:14 af E L	Deutsche Bank Reiterates Buy Rating on Genmab A/S (GEN:DC) (GMAB)
	24/2 10:50 af E L	So i read this as -there are four potential antibodies under investigation. Reminder: For the discovery research partnership, Genmab will conduct Phase 1 studies for these programs. AbbVie retains the right to opt-in to program development.
	24/2 10:49 af E L	As of December 31, 2023, all four product concepts have been selected for research and development. As part of the continued evaluation of deferred revenue related to the AbbVie collaboration agreement, Genmab’s classification of deferred revenue reflects the current estimate of co-development activities related to these product concepts as of December 31, 2023. - - (513mio dkk)
	24/2 10:48 af E L	During the first quarter of 2022, Genmab and AbbVie entered into the aforementioned research agreement that governs the research and development activities in regard to the product concepts.
	24/2 10:47 af E L	From the annual report: Deferred revenue was recognized in connection with the AbbVie collaboration agreement. [ ] The revenue deferred at the initiation of the AbbVie agreement in June 2020 related to four product concepts to be identified and subject to a research agreement to be negotiated between Genmab and AbbVie.
	24/2 10:46 af E L	I was looking for some additional info on the Abbvie collaboration, besides Epco, In the original deal it read: The discovery research collaboration will combine proprietary antibodies from both companies along with Genmab’s DuoBody technology and AbbVie’s payload and ADC technology to select and develop up to four additional differentiated next-generation antibody-based product candidates, potentially across both solid tumors and hematological malignancies.
	24/2 08:52 af ProInvestorNEWS	Støt vort arbejde med kr. 8 pr. måned. Bliv Plus-profil med professionel bundbar og få reklamefri chat. (Som Plus-profil får du en blå bolle med et plus på dit navn/alias. Det viser, at du er en supporter). (link)