Genmab — Januar 2014
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We continue to believe
that the biotech industry is in the early innings of an innovation cycle with many labelexpansion
opportunities and novel agents in phase 2 or 3 trials that are largely
unaccounted for in Street models. Hence, we are bullish on the group for 2014. -
Genmab er den usynlige engine der skaber produkterne
de andre tager fame for dem -
næh - gode nyheder. Kempen hæver kursmål fra 200 til 285
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Ja, i allerhøjeste grad. GEN vælter rundt uden retning, og der bliver spundet alle mulige historier. I dag er GS en af de store købere og NDA en af de store sælgere... Det giver ikke rigtig mening
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en lille hurtig FDA godkendelse vil gøre underværker. Så kan der måske komme gang i lidt flere kombo-forsøg med arzerra
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ja selvfølgelig er det det - vi har jo ikke noget at holde os til. Mon ikke det er data på Maintenance, der er først på affyringsblokken?
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