Genmab — Juni 2018
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Bluebird Bio CAR-T delays multiple myeloma progression by one year, but is that enough?
By Adam Feuerstein
https://www.statnews.com/2018/06/01/bluebird-bio-car-t/ -
Daratumumab Plus Carfilzomib, Dexamethasone May Be Effective in Lenalidomide-Refractory Multiple Myeloma , cancertherapyadvisor, https://www.cancertherapyadvisor.com/asco-2018/multiple-myeloma-daratumumab-carfilzomib-dex-effective-treatment/article/770624/
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Bernstein $CELG $BLUE: bb2121 #ASCO18 update in line with our expectations - 12m PFS not bad, but MRD negative not a cure http://www.twitlonger.com/show/n_1sqi5bt
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Måske den har været linket? http://investor.bluebirdbio.com/static-files/d2659e1f-2219-4179-a24a-09a25b1660f6
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Hver gang JDW skal præsentere hos GS nedjusterer de aktien........hvordan skal han tale den op af det hul? Salgstallene er det eneste der vil vise hvor stærk stoffet er i forhold til alle andre. Havde GS indkalkuleret 20% i solide?.......næh vel, de kører den ned på uvidenhed i markedet, gad vide hvad agendaen er? Casen har aldrig været mere solid, slet ikke når vi snart ser sc, et bud må være opover, målet er nok før sc rammer markedet for så kan succesen ikke skjules længere.
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Fint at nedjusteringen trods alt kommer på en lørdag. Nu
må vi se om vi endnu en gang skal ned på mandag. -
cancer-drug-immune-therapy-combinations-carry-big-risks https://www.bloomberg.com/view/articles/2018-06-01/cancer-drug-immune-therapy-combinations-carry-big-risks
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GS har aldrig været skarpe på Genmab.
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