Genmab — Februar 2017
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Reuters: Biotekselskab gør klar til at afværge overtagelse
Et amerikansk biotekselskab, der angiveligt tiltrækker sig interesse fra flere store medicinalaktører, herunder franske Sanofi, konsulterer nu med investeringsbanker om dets muligheder i den forbindelse. Det skriver Reuters.
(medwatch.dk)
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https://www.winterflood.com/home/index.html Så har vi en ny spiller på banen som handler for institutionelle investorer, formueforvaltere og andet godtfolk. De har indtil videre købt svimlende 15 aktier:-)
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bibob -
Actelion siger jeg bare!
God præcedens for at Tesaro ikke er for dyr, hvis BP virkelig vil ha' den -
Well said E.L. it's fascinating. I think the lessons here are 1) markets have trouble valuating biotech’s, it’s just too complex to really understand why certain companies will succeed while others will not and 2) and this is a scary one but oh so true, small biotech’s have the chance to be manipulated by the big investment banks (GS), over and over again.
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This scares away investors. But at a certain moment the value creation becomes too obvious, the market cap will rise and then there’s an inflection point at which the stock price can’t be significantly manipulated anymore.
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This leads to the comments of ROI, there still will be manipulation, however not to the extent that the stock price can be put artificially low and be kept there. It will eventually go up. And in the current situation with Genmab having a chance to again be manipulated by GS, this is the final stage of the manipulation and will end in a big LONG call from GS when the rate Genmab a (strong) buy.
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@sorenhorndrup. Ja vist har de pengene, men de skal være utrolig sikker på at de er pengene værd. Det er jo ikke samme pipeline som Actelion
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