Genmab — Januar 2019

[JørgenVarnæs]

Tak for M&A artikel EL. Interessant sammenholdning over tid og udviklingsfase

[E_L]

i wished i had a Genmab M&A article JV, i am getting a bit tired of the big downswings... (even though we know from experience they often prelude to big jumps…)

[polle1]

Oh no EL, not you too... (re. the discussion about being either pessimistic or postive)

[JørgenVarnæs]

Yup. We’ve seen this before. Could be BlackRock reducing further and depressing the price in the process. On the other side there is usually a jump

[E_L]

tired polle, not pessimistic

[StockBull]

Yes, will be interesting to see January shareholder numbers if Blackrock still reducing and others picking up.

[E_L]

yea, i see BlackRock has also cut its holding in Danske Bank below 5%, maybe they are reducing Denmark

[StockBull]

Vanguard 16.63
Artisan 8.23
Wellington 3.02
Blackrock 2.72
Fidelity 2.07
Oppenheimer 1.34
Old mutual 0.79
Lasard 1.37
Federated 0.96
37.13
This is per 31 Dedc. 2018

[Sukkeralf]

Svag svag svag

[JørgenVarnæs]

Ja, der er Ikke engang salgspres

[StockBull]

Ja mega svag for tiden men men interessandt at Artisan har suppleret i December. Tyder på de stille og roligt samler af dem som Blackrock sælger. Vi får se i næste uge og det er samme billed for Januar måned

[Solsen]

Blackrock må snart have udsolgt

[E_L]

2 Novartis press slides
https://twitter.com/ByMadeleineA/status/1090547533187829760 https://twitter.com/ByMadeleineA/status/1090547533187829760

[E_L]

mmm, that didnt go very well, click on 1 and you'll find it

[Darvin]

Thank's EL. Blockbuster expectation for Of a and named major submission

[Solsen]

Der er større risiko i ofa RRMS end dara-sc efter min vurdering - det er meget små doser de kører forsøgene i.

[gentogen]

Ja, men de giver hyppigere behandlinger end i fase II, så samlet set er dosis ikke sat ned i forhold til det tidligere

[Solsen]

Nej vi håber at Novartis har styr på det !

[Solsen]

Som jeg husker gives ocrevus i en mængde på 700 mg mens ofa er i 20 eller 30 mg. Uanset frekvens så er der forskel.

[Solsen]

https://www.roche.com/dam/jcr:b71bc6c0-f5f9-45e9-8c8b-71e9fc348902/en/irp181017-a.pdf side 21 ses en launch af et nyt produkt der vil noget !