Genmab — Januar 2016
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Genmab har i det hele taget gang i ADC: Our method enables functional screening of large antibody libraries to identify therapeutic antibody candidates with internalization characteristics favorable for the development of ADCs. http://jbx.sagepub.com/content/21/1/12.abstract?rss=1
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http://www.fool.com/investing/general/2016/01/12/johnson-johnsons-ceo-just-tipped-his-cap-in-a-big.aspx?source=eogyholnk0000001&utm_content=buffer68abe&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer Darzalex den første i en række af blockbusters til JNJ
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Tak for link solsen. Exciting Stuff. Og US ser ud til at stabilisere sig.
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Tak Solsen.
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det her link er hellere ikke så dårligt http://www.mmm-online.com/pipeline/new-multiple-myeloma-drugs-prompt-cost-effectiveness-report/article/464497/
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Nu går Obama ind i kampen: http://www.theguardian.com/us-news/2016/jan/12/obama-state-of-the-union-address-2016-cancer-cure-initiative
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gad vide om obamas melding giver noget på kursen? Målsætningen er noget diffus ifht opgavens kompleksitet
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ABG Sundal pusher Genmab mod deres kunder her til morgen. Deres analytiker er I Frisco til JPM og har lyttet JNJ ceo. ABG mener der fremover vil komme mere focus på early pipeline og Dara i andre indikationer, specielt NHL.
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Svenske Handelsbanken er tilbage. De må meget gerne købe den mængde op de solgte umiddelbart før årsskiftet.
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Vedr. ABG. Jeg er blevet korrigeret. Analytiker er ikke til stede, men har lyttet til webcast og transcipts
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