Genmab — December 2019
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her er linket i øvrigt https://play.borsen.dk/klip/5dfae237595ab4f00a338012
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“I don’t think that’s going to happen. Physicians are so familiar with Darzalex, especially community oncologists who treat every oncologic disorder under the sun, and they are also slow to adopt new drugs. Specialists focused on myeloma will pick belantamab mafodotin up quicker but rest of community will be slower. Response rates with Darzalex-based combinations, and even complete response rates, are superior.”
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I lige måde Sukker.
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Og så kom der en lille - og lidt forsinket - julegave alligevel: AQR Capital Management reducerer deres shortposition fra 0,79 til 0.69 %. De tør sgu ikke længere.. tænke sig hvad den kunne stryge op i når foråret - og måske en større nyhed - endelig kommer. Genmab lukker i 22,58 ~ 1524. Glædelig jul!
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Mon ikke det har kostet hoveder ? https://www.bloomberg.com/news/articles/2019-04-05/aqr-head-of-machine-learning-set-to-leave-after-less-than-a-year
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En rigtig god julehistorie (17.12) fra en (Don) vi G- mappere har fulgt i flere år. “Not Dead Yet
Not even close, doing pretty well actually” MM siden 2003 og skriver mere: “I've been on Pomalyst (Pom) since March of 2008, with the exception of one year when the Pom trial ended. Trials of three different experimental regimens failed me then, but Darzalex became approved and the combo of Darzalex, Pom, and dexamethasone (dex) brought my numbers way back down“
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