Genmab — Januar 2019
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Bluebird køber sig til lidt car-t og stiger på det https://seekingalpha.com/news/3421135-bluebird-bio-8-percent-car-t-development-deal-inhibrx?app=1
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AU: Køb/Salg
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Bear DAX sælges til kurs 111,80 (halvdelen af porteføljens 30% Bear DAX-position). FLSmidth købes til kurs 314,20 (2,5% position) og Genmab købes til kurs 1088,50 (2,5% position) " -
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Nyt take over til 8 mia $. Eli lily køber Loxo https://www.fiercepharma.com/pharma/lilly-grabs-spotlight-at-jp-morgan-8b-loxo-oncology-buyout?mkt_tok=eyJpIjoiTldJMVlUbGtNell6TnpSaiIsInQiOiJ1VFh5NVZaUDhzb3J1Z2c4aEtSK1hQaFhHeVlxaUYxQVwvajAxeE5XaHR2T0ZkdjUyYjNhMkMzUEg5S3dWK1JtcjJkR1wvbjFUaDNEK0pCeXl0S1B3ZjI3NE9SeXBLYWdLeVdveWJRMTRtVjFMUCt3cFNVRVwvdEU0N3N1N0lWTk04TSJ9&mrkid=41140432&utm_medium=nl&utm_source=internal
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Jeg tror ikke Jan får en stor bar regning på JP Morgan konferencen: https://finans.dk/erhverv/ECE11110666/medicinalselskaber-har-mod-paa-flere-opkoeb-efter-store-handler/?ctxref=forside
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God morgen..Der er gang i konsolideringerne i Pharmabranchen.
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https://borsen.dk/nyheder/virksomheder/artikel/1/374859/medicinalselskaber_har_mod
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