Genmab — November 2019
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Dark horse er for mig at se, hvordan investorerne vil tage imod en stor partneraftale der medfører massive investeringer i pipelinen fra Genmabs side. Alt andet lige kan der blive der lidt mere risiko i aktien næste år tror jeg. Men for mig ville det blot bekræfte yderligere potentiale.
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@solsen, tror nu hvilken som helst partneraftale vil give et stort løft. Vi har ventet på en stor aftale i mange år
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A Detroit-area doctor who authorities say gave cancer treatment drugs to patients who did not need them -- including some who didn't actually have cancer -- was sentenced Friday to 45 years in prison..... https://edition.cnn.com/2015/07/10/us/michigan-cancer-doctor-sentenced/index.html
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Det kan ikke komme bag på nogen - ikke engang markedet - at genmab går efter 50-50 aftaler. Hvis ash viser det imødesete poc for cd3xcd20 vil det nye år formentlig bringe en sådan aftale. Jeg kan ikke se andet end at det vil blive vel modtaget, selv om genmab kommer til at bruge en væsentlig del af sine kontanter til at føre stoffet videre.
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Der kan jo ligeså godt blive til +10% som det kan blive -10% resten af året.
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