Genmab — Januar 2018
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Tak David. Yndlingscitatet er (bortset fra omtalen af Dracula...):It is of course very depressing that Genmab currently trades so close to the valuation floor. It literally means that the market is attributing zero value to everything but Darzalex in MM which it, by the way, also significantly undervalues.
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Nordnet 1151,50 ...basta!!
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Det kan jo være alle mulige fonde der handler gennem bl.a. Danske og Ens. Men – aldeles USERIØST - nu kunne man jo f.eks. håbe det er den norske oliefond der vil opgradere deres Genmab position. Ved sidste opgørelse havde de 1,51 pct, mens de havde 4 pct i Bava, 1,64 i Novo og 4,91 pct i Novozymes. Ok tallene er gamle og de havde f.eks. kun 0,6 i Lundbeck.
Oliefonden ejer ca 1,6 pct af hele det danske aktiemarked – så det ville være på sin plads at øge i genmab
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Nasdaq 1151,50..basta!
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https://ir.syros.com/press-releases/detail/115/syros-announces-clinical-supply-agreement-with-janssen-to Novod oplyser, at data fra dette fase 2 studie allerede vil være tilgængelige H218.
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SY-1425 har vi tidligere fremhævet som en mulig partner til Daratumumab, idet stoffet fremmer "visningen" af CD38. Se abstract https://d1io3yog0oux5.cloudfront.net/_4ae065403993c3f6b7262fd4ef0c7669/syros/db/353/1960/pdf/201709_ESH_SY1425_FINAL.pdf , som viser klart bedre effekt end eks ATRA til at "vise" / udtrykke CD38.
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