Genmab — September 2018
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sorry, I was wrong on what Roche was buying from Tusk...they are b
uying the CD25 antibody, meaning they have no interest in the CD38 antibody. https://www.fiercebiotech.com/biotech/roche-pays-eu70m-upfront-for-tusk-s-preclinical-treg-depleter?mkt_tok=eyJpIjoiT1dVNE1UaGpZalV6WlRjMCIsInQiOiJvempRZHR4MTAxY3JlVG54MjJWTlpWZjd4MUpla3hoWW9TME53UkFGNUZmc3Z3RE1NcExCelwvTE5qamJZa1RpZzRSUHBCRDdzOHJKcHpDY2JLK1BBR3J4cDdVa1wvNDBaQVFUOFVGUW5kSXN3d3cxRGR6UFdaTk9MZ2hGb0xhQ0xFIn0%3D&mrkid=3079906 -
polle1. Jeg sletter altid bemærkninger om personlige beholdninger i forhold til andres. Derfor røg dit svar også med selv om det var helt i orden. Det kunne bare ikke stå alene.
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Ilm.
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Jeg tror ikke nedturen stopper før de sidste, der ikke er enige i kursen, har forladt skibet. Men det kan sådan set godt være i dag. Vi så for et par år siden et pænt mandefald, da det gik op for mange at M&A var ude af billedet. Nu gentager det sig med Genmabs "vil selv" og dermed stigende udgifter.
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Handler det ikke bare om, at græsset pt. er grønnere hos naboen?
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Potentialet vurderes bare ikke stort nok på den korte og mellemlange bane.
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