Genmab — November 2016
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Pt. ligger det meget op til Goldilocks scenariet for Biotek vedr. valget i
morgen: Clinton vinder og vi undgår en stor korrektion som følge af en Trump sejr, samtidig forsvarer republikanerne mere eller mindre deres poster i Kongressen, så Clinton er stort set en lame-duck uden meget legislativ magt. -
Jeg kommenterer bla. NBI, pharma og Genmab onsdag aften, hvor Børsen Play kører løs hele aften og følger det amerkanske aktiemarkeds reaktion på valgresultatet. Fredag formiddag kommenterer jeg kapitalmarkedsdagen.
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