Genmab — Februar 2018
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Ok, så tyder det jo meget på at HSBC har en "deal" på konskevent at baske GEN's kurs til glæde for alle som vil shorte succesfirmaer bevidst.
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Det kommer helt an på nyhedsstrømmen og macro. Da visse personer forsigtigt antydede kurs 970 i sommeren 2017, blev det betragtet som nonsens, vi kom ikke derned men næsten! Vi ved alle, at Genmab nok skal komme op over 1400 igen, men hvad vej haren springer på den korte bane er ikke til at forudse. Investorerne blive måske ikke skræmt så hurtigt som i efteråret 2017 en gang til, men den "rigtige" historie kan nok ryste træet igen.
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Clinical Trial: The MASTER Trial - https://www.myelomacrowd.org/clinical-trial-master/#comments - (on clinicaltrials since July17
https://clinicaltrials.gov/ct2/show/NCT03224507?term=dexamethasone+lenalidomide+daratumumab+and+carfilzomib&rank=2 ) -
if i look at this https://clinicaltrials.gov/archive/NCT02792218/2018_02_26/changes on the ASCLEPIOS I trial (Ofa/MS), wouldn't it be fair to say that Novartis is starting to get an idea of efficacy already?
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by the way Celgene had a refusal by FDA on Ozanimod for MS, different sort of drug as Ofa, but still. https://www.businesswire.com/news/home/20180227006637/en/
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