Debatforum

Forleden købte jeg jo op i Tesla, som jeg skrev til jer. Flere har spurgt til Nio i forhold til Tesla og også i forhold til hele EV-markedet, som lige nu er helt vildt stigende. I videoen her har jeg gennemgået Tesla og Nio ganske kort og forklaret, hvorfor jeg købte den ene og ikke den anden. https://www.youtube.com/watch?v=FmFQlaMlrXQ

Hej - er der nogen her der ved om man kan købe aktier i Indiske Jio - JioMeet og hvor

HANSA BIOPHARMA: SEB HÖJER RIKTKURSEN TILL 360 KR 10:11 (Tillägg: från stycke tre och uppdaterad kursrörelse) STOCKHOLM (Direkt) SEB Equities höjer riktkursen för Hansa Biopharma till 360 kronor från 175 kronor. Rekommendationen köp upprepas. Det framgår av en analys. SEB genomför riktkurshöjningen i spåren av licensavtalet med Sarepta, vilket bedöms vara ett erkännande för Hansa Biopharmas teknologi. Banken framhåller även det positiva utlåtandet från den europeiska läkemedelsmyndigheten EMA:s expertpanel CHMP. Sammantaget ser SEB framför sig en minskad kapitalkostnad i samband med att Hansa Biopharma går från att vara ett forskningsbolag i sen fas till ett bolag i kommersiell fas. Prisantagandet för imlifidase vid indikationer inom genterapi i USA höjs till 0,5 miljoner dollar från tidigare 0,4 miljoner dollar Hansa Biopharma handlades strax efter klockan 10 på tisdagen till 258 kronor, en uppgång med cirka 16 procent för dagen.

Har overhalet Toyota https://finance.yahoo.com/news/tesla-blows-past-toyota-become-145551973.html Det giver ingen mening, medmindre den værdisættes på alt muligt andet end biler.

"I mean to begin with it was hard to believe. You have a sense of the Financial Times as a reputed organisation. And you're very publicly being called a criminal. I was sort of used to it when the company had done it, because the company had done it for years. But when you suddenly find yourself facing an actual criminal investigation in Germany, with regulators where the company which you're writing about seems to have certainly the ear of these people, that was - there were some moments where it was quite stressful. You do at times start to think that you're going a little bit mad". Video: https://www.ft.com/video/37cb70e6-72df-471e-943d-2d32c2785650

Helge, den vedhaeftede figur med laks oeverst til hoejre vil sikkert glaede dig. Jeg forstaar ikke helt, hvordan deres margener kan vaere saa gode. Jeg forestiller mig laks som et meget generisk produkt paa lige fod med fjerkrae, kvaeg, etc. Hvad endte denne sag fra februar 2019 med? Antitrust: Commission confirms unannounced inspections in the farmed Atlantic salmon sector https://ec.europa.eu/commission/presscorner/detail/en/STATEMENT_19_1310 EU raids salmon farmers in suspected cartel inquiry https://www.reuters.com/article/us-eu-antitrust-cartel/eu-raids-salmon-farmers-in-suspected-cartel-inquiry-idUSKCN1Q82AC Kender du forresten virksomheden Skagen Aquaculture? http://www.skagenaquaculture.dk/ HEALTHY AND SUSTAINABLE FISH SKAGEN AQUACULTURE WILL PRODUCE PREMIUM QUALITY STEELHEAD SALMON. THROUGH INNOVATIVE TECHNOLOGY, WE WILL OFFER CONSUMERS AND CHEFS A HEALTHY AND SUSTAINABLE ALTERNATIVE. THE WATER FROM THE ADJACENT COAST IS PURIFIED BEFORE IT ENTERS OUR PRODUCTION FACILITY. THIS MEANS THAT OUR FISH IS GUARANTEED FREE OF POLUTANTS AND SEA LICE. MOREOVER, THE PURITY OF THE WATER MAKES THE USE OF ANTIBIOTICS AND MEDICINE UNNECESSARY. [image: 84938_EcG4hU6XsAEzNIK.png]

touchONCOLOGY joins Efstathios Kastritis (Department of Clinical Therapeutics, National and Kapodistrian University of Athens, School of Medicine, Athens, Greece) at EHA25 Virtual to discuss the ANDROMEDA study (NCT03201965), and the efficacy and safety of daratumumab in combination with CYBORD for the treatment of newly-diagnosed light chain amyloidosis. What are the major therapeutic challenges in the management of patients with newly-diagnosed light chain amyloidosis? (0:04) What is the rationale for the use of daratumumab in combination with CYBORD in this treatment setting? (0:36) Why was daratumumab administered subcutaneously rather than intravenously? (1:40) What were the primary efficacy and safety findings from the ANDROMEDA study? (2:38) What is the significance of these findings and what are the next steps for this combined therapy? (3:55) Abstract LB2604, Subcutaneous Daratumumab + Cyclophosphamide, Bortezomib, and Dexamethasone (CYBORD) in Patients with Newly Diagnosed Light Chain (AL) Amyloidosis: Primary Results from the Phase 3 ANDROMEDA Study, was presented as a late-breaking abstract at EHA25 Virtual and is available here. Speaker disclosure: The ANDROMEDA study is supported by The Janssen Pharmaceutical Companies of Johnson & Johnson. Support: Interview and filming supported by Touch Medical Media. Filmed at the Virtual Edition of the 25th European Hematology Association Annual Congress (EHA25 Virtual), June 2020 CYBORD = cyclophosphamide, bortezomib, and dexamethasone https://www.youtube.com/watch?v=kzPq9KWugSE [image: 84956_Skaermbillede_2019_12_09_kl._21.24.48.jpg]

Jeg har lige lavet en lille video, hvor jeg løber igennem nogle af detaljerne jeg bruger, når jeg swing trader. Men dette er også en lektion i, hvordan jeg timer mine længere varende handler, som vi normalt gør når vi handler langsigtet. Så selvom dette ikke er vores primære strategi, så tror jeg, at mange af jer kan få inspiration til, hvordan I kommer bedre ind i jeres langsigtede investeringer. I videoen her kigger jeg på nogle af de aktier, der ofte bliver spurgt til på den kortere bane som f.eks. : GNUS TSLA NIO Workhorse Square Draftking osv. https://www.youtube.com/watch?v=HQkTWmM_VAc

"Valueaktier har de seneste år haft det meget svært i kampen mod vækstaktier, og man kan som investor spørge sig selv, om valueaktierne er døde sild, eller om de kommer tilbage, og endnu en gang beviser sit værd i porteføljen. På trods af kortvarigt modvind, så har valueinvestoren Kurt Kara fra Maj Invest leveret flotte langsigtede afkast, og i dette webinar kan du høre mere om hans aktuelle holdninger til markedet, samt til forholdet mellem valueaktier contra vækstaktier". https://www.youtube.com/watch?time_continue=1&v=kr2-j_J_LhE&feature=emb_logo

Så er dagens video klar som lovet. Efter videoen forleden med WorkHorse-aktien, spurgte mange til, hvad jeg kiggede efter hos disse kortere swing-kandidater. I videoen her gennemgår jeg 8 mindre aktier fra USA, der alle har et mønster, der kunne antyde, at de kunne løbe hurtigt op ad. Men husk, at dette er lidt mere kortere swing-trades, og ikke vores normale længere sigtede strategi. Lav selv jeres egen research på virksomhederne. Dette er kun til en kort inspiration. https://www.youtube.com/watch?v=qOn-JvAgLWA

Hansa Biopharma receives positive CHMP opinion for IdefirixTM (imlifidase) for kidney transplant in EU The positive opinion marks an important milestone as the Company prepares its transformation into a commercial stage biopharmaceutical company. Lund, Sweden June 25, 2020. Hansa Biopharma, the leader in immunomodulatory enzyme technology for rare IgG mediated diseases, today announced that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has adopted a positive opinion, recommending conditional approval of IdefirixTM (imlifidase) for the desensitization treatment of highly sensitized adult kidney transplant patients with a positive crossmatch against an available deceased donor. Endorsement of the positive opinion by the European Commission is expected in the third quarter of 2020. "We are very excited to receive a positive opinion from the CHMP. This brings hope to the thousands of highly sensitized patients across Europe waiting for a life-saving kidney transplant and takes Hansa Biopharma one important step closer to becoming a commercial stage biopharmaceutical company" says Søren Tulstrup, President and CEO of Hansa Biopharma. "Today's decision by the CHMP further serves to validate the potential of Hansa Biopharma's proprietary drug development engine to develop approvable immunomodulatory drug candidates for rare and serious diseases and comes at a time when we are significantly expanding our activities into autoimmune diseases, gene therapy and oncology". The Marketing Authorization Application for imlifidase in kidney transplant was accepted for review by the European Medicines Agency on Feb. 28, 2019 based on data from four completed phase 2 studies across Sweden, France and the United States. Imlifidase met all primary and secondary endpoints in each study. Imlifidase was supported through EMA's PRIority MEdicines (PRIME) scheme, which provides early and enhanced scientific and regulatory support to medicines that have a particular potential to address patients' unmet medical needs. Imlifidase was granted eligibility to PRIME in May 2017. In the US, following overall agreement with the FDA, Hansa Biopharma submitted a study protocol to the FDA on June 17, 2020. The randomized, controlled clinical study is planned to be initiated in Q4 this year and could support a future BLA submission in the US by 2023, as communicated earlier. The Company aims to recruit 45 highly sensitized patients at 10-15 centers in the US for this study. Clinical pipeline Enrollment in the investigator initiated Anti-GBM study was completed at the end of January 2020 and the first data read-out is expected in the third quarter of 2020 as previously guided. In the AMR and GBS phase 2 studies, 4 of the targeted 30 patients have been treated with imlifidase in the respective studies. Enrollment in the AMR and GBS studies is expected to be completed in H1 2021 and H2 2021, respectively, as communicated previously.

I 20. afsnit af #Investeringspodcasten gør Hansen og Larsen status på det begivenhedsrige første halvår af 2020, der hovedsageligt har været præget af effekterne af covid-19, store markedsudsving og måske også nogle overreaktioner i visse tilfælde. Men hvordan har virksomhederne klaret sig igennem det første halvår - hvad er gået godt og hvad er gået knap så godt? Og hvilke tiltag har virksomhederne gjort for at undgå en 2. runde effekt i økonomien? Herudover diskuterer Hansen og Larsen stigningerne på indeksniveau, der kunne tyde på, at krisen er blæst væk. Men viser det det reelle billede? Og hvilket billede tegner sig i stedet, når man i stedet ser på enkeltaktieniveau? https://www.youtube.com/watch?v=Wf5iHUTi6NA [image: 84912_105966545_10224217238484531_1754019406011348850_n.jpg]

Hvad tænker folk om Stenocare A/S som kort/langsigtet investering? Aktien startede på det danske marked omkring Kurs 30, men d. 24/6 faldt den til omkring Kurs 20, hvor den forsøger at finde sig selv. Jeg ved godt medicinsk cannabis er et sindssygt svært og usikkert marked, men også et marked med potentiale, hvis flere europæiske lande i fremtiden vil komme til at tillade brugen af denne behandlingsform.

Torsdag d. 2. juli er der ni nye aktier i Norden top 10, som nu består af seks svenske, en norsk, to danske og en finsk aktie. Vi har rangeret de nordiske aktier ud fra vores tekniske analyser på mellemlang sigt. Dette udføres af Investtechs matematiske algoritmer, som blandt andet identificerer aktiens trender, støtte og modstand, formationer og volumenudvikling. Kun aktier med en omsætning på over 1 million euro i gennemsnit per dag i sidste måned er med. Analyserne er baseret på kvantitative forhold og skal anses som inspirationskilde og markedsføring. https://www.investtech.com/dk/market.php?CountryID=45&ref=nordnetdk&p=staticPage&fn=wpArticle&tbReport=ntt202027

Hansa Biopharma announces exclusive agreement with Sarepta Therapeutics to develop and promote imlifidase as pre-treatment ahead of gene therapy in select indications Hansa grants Sarepta exclusive license to develop and promote imlifidase as a potential pre-treatment prior to the administration of gene therapy in Duchenne muscular dystrophy and Limb-girdle muscular dystrophy, for patients with neutralizing antibodies (NAbs) to adeno-associated virus (AAV). Under the terms of the license: • Hansa will receive a USD 10 million upfront payment and is eligible for up to USD 397.5 million in development, regulatory and sales milestone payments. • Hansa will book all sales of imlifidase and would be eligible for royalties in the high single-digits to mid-teens on any gene therapy sales enabled through pre-treatment with imlifidase in NAb-positive patients. Lund, Sweden July 2, 2020. Hansa Biopharma ("Hansa"), the leader in immunomodulatory enzyme technology for rare IgG mediated diseases, announced today that it has entered into an agreement with Sarepta Therapeutics Inc. ("Sarepta"), the leader in precision genetic medicine for rare diseases, through which Sarepta is granted an exclusive, worldwide license to develop and promote imlifidase as a pre-treatment to enable Sarepta gene therapy treatment in Duchenne muscular dystrophy (DMD) and Limb-girdle muscular dystrophy (LGMD). The pre-treatment is intended for patients with pre-existing neutralizing antibodies (NAb-positive patients) to adeno-associated virus (AAV), the technology that is the basis for Sarepta's gene therapy products. Sarepta will be responsible for conducting pre-clinical and clinical studies with imlifidase and any subsequent regulatory approvals. Sarepta will also be responsible for the promotion of imlifidase as a pre-treatment to Sarepta's gene therapies following potential approval. Under the terms of the agreement, Hansa will receive a USD 10 million upfront payment, and is eligible for a total of up to USD 397.5 million in development, regulatory and sales milestone payments. Hansa will book all sales of imlifidase, and earn high single-digit to mid-teens royalties on Sarepta's incremental gene therapy sales when treating NAb-positive patients enabled through pre-treatment with imlifidase. Søren Tulstrup, President & CEO of Hansa Biopharma comments, "We see significant potential for our enzyme technology in the gene therapy space overall, and we are excited to partner with Sarepta, a leading player in the field, to use the unique features of imlifidase to potentially enable gene therapy treatment in patients who today aren't eligible for these breakthrough therapies due to pre-existing neutralizing antibodies in two conditions with a very high unmet medical need." Doug Ingram, President & CEO, Sarepta Therapeutics said, "As we expand our leadership position in genetic medicine and build out our gene therapy engine, one of Sarepta's central ambitions is to find scientific solutions that bring our potentially life-saving therapies to the greatest number of the rare disease patients we serve. One of the current limitations of gene therapy is the inability to treat patients who have pre-existing neutralizing antibodies to the AAV vector. While our AAVrh74 vector has been associated with a low screen out rate for neutralizing antibodies, even that low rate is inconsistent with our mission. In pre-clinical and clinical models, Hansa's technology has shown the ability to clear the IgG antibodies that prevent dosing AAV-based gene therapies. If successful, this could offer the potential of extending our gene therapy treatments to DMD and LGMD patients who would otherwise have been denied access due to pre-existing antibodies." Hansa Biopharma will be hosting a conference call with President & CEO Søren Tulstrup, CSO & COO Christian Kjellman and CFO Donato Spota. Conference Call "Partnership agreement with Sarepta Therapeutics" A conference call will take place July 2nd, 2020 at 10:00am CET. The audio cast will be recorded and subsequently be available on the Hansa website https://hansa.eventcdn.net/202007 Participants dial-in numbers SE: + 46 81 241 09 52 UK: + 44 203 769 6819 US: + 1 646 787 0157 This is information that Hansa Biopharma AB is obliged to make public pursuant to the EU Market Abuse Regulation. [image: 84910_Hansa_Biopharma.jpg]

Så er jeg gået i gang med den store test af en lang række forskellige investerignsstrategier. Jeg har gjort det med en enkelt strategi inde på abonnementsafdelingen, men nu kører jeg en lang række strategi-tests i gang. Der kommer nye videor om det hver måned, så I kan følge denne live test af de automatiserede investeringsstrategier. https://www.youtube.com/watch?v=UJzNIsf7eqs

"Bradley Monk, MD, a professor on the Clinical Scholar Track at the University of Arizona College of Medicine, Phoenix and a gynecologic oncologist at Arizona Oncology (US Oncology Network), discusses the phase 1b/2 innovaTV 205 (ENGOT-cx8/GOG-3024; NCT03786081) trial in patients with recurrent or metastatic cervical cancer. This study is looking at the combination of tisotumab vedotin plus bevacizumab (Avastin), pembrolizumab (Keytruda), or carboplatin (Paraplatin). Testing these combinations makes sense biologically and mechanistically, according to Monk. The patients on this trial, who progressed on their second-line of therapy or later, will be in 1 of the 3 dose-escalation arms. The investigators identified the appropriate doses of tisotumab plus each of the 3 other therapies. Monk explains that in the same space where these agents are used in earlier lines of therapy, the investigators will see how they will affect patients by way of dose expansion. To find the recommended phase 2 dose, patients will receive therapy with 1 of the combinations every 3 weeks. Because the half-life is only 1.7 days, there will be a fourth arm in the phase 2 looking at weekly dosing. There will be an interim analysis after 15 patients are enrolled in each arm. The primary end point is overall survival. Monk says the investigators are also interested in the adverse events associated with these combinations. One adverse event associated with tisotumab is epistaxis, an eye toxicity, which they have a mitigation strategy for of eye drops. Patients on this drug also can also experience fatigue and neuropathy. https://www.youtube.com/watch?v=-wjYX1n3Cxw [image: 84914_23348500_genmab_prfoto3.jpg]

Foranlediget af, hvad der har lignet lidt svaghed i medico/biotek de sidste dage har jeg set på den understøttende trend i NBI, nemlig weekly macd. Efter en lang stærk periode ser det nu ud til at vi nærmer os en mere neutral/overkøbt fase. Kurverne begynder at flade ud og på dagsplan endda falde, dog endnu i små trin. Men det antyder at "den store fest" måske er ved at ebbe ud og at markedet trænger til en eller anden form for konsolidering. Weekly er ofte den de helt store pengekasser kigger efter, så det er en god idé at have lidt respekt omkring den. Til gengæld er weekly langsom og tung, så der er GOD TID for os små-aktionærer til at evaluere OG reagere. Så hold øje med den indledende sivende tendens. Men ser vi på selve MACD grafen begynder matheden at tone frem. Rsi er stadig pæn, men de små negative nyk antyder også at trenden op som minimum skal finde ny næring. På den ene side er markedet fokuseret på genåbning og positiv, på den anden side er der måske i medico/healtcare branchen allerede, qua defensiv position, taget lidt forskud på de konkrete resultater og endelig er der en sædvanlig stille ferieperiode forude, set fra et vestligt synspunkt. Der skal ikke umiddelbart ageres, men hvis den lidt negative/sivende tendens fortsætter, så kan en noget mere tydelig konsolidering sagtens blive resultatet, og ikke mindst påskyndet af diverse short-opbygninger. https://invst.ly/r0hpp Flere aktier i NBI sektoren er begyndt at udvise samme mønster. https://www.investing.com/indices/nasdaq-biotechnology-chart HOLD DERFOR ØJE med udviklingen, da der i så fald bestemt kan opstå trading muligheder med retracements de næste uger. mvh

Vil vi se en opjustering d. 30 Juli til halvårsregnskabet? Guidance er pt 16,6-17 mia USD og Q1 var 4.357 mia USD. Hvis vi x 4 bliver tallet 17.428 mia USD for året. Hvis vi antager at der grundet hamstring vil være 100 MIO USD mindre i omsætning for Q2 og samme niveau i Q3 og Q4 (4.257) så lander tallet på 17,128. Min tanke var at Kåre måske tør opjustere til 16,7-17,1 eller 16,8-17,2 hvis regnskabet lander over ca. 4,250 for Q2. Med tanke på den kraftige reaktion ved sidste regnskab uden opjustering kunne man håbe på en mindst lige så kraftig reaktion ved en opjustering

Kurs 10,09 jf min motningstar = systemfejl, eller sker der noget vildt?