Genmab — Juni 2020
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Det er nok årsagen til den svage kursudvikling i dag
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Det må det være.
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Alt andet lige bør det ikke påvirke kursen.
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Fred være med det.
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Men hvorfor nogen bliver usikket på partnerdeal netop i dag, foretår jeg ikke. Jan bekræftede jo timingen endnu engang hos Jefferies
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Fra Novartis pressemedd: "Basel, June 2, 2020 — Novartis today announced that it has received notice from the US Food and Drug Administration (FDA) that the agency has extended its review of the Supplemental Biologics License Application (sBLA) for ofatumumab (OMB 157), a self-administered, targeted B-cell therapy for patients with relapsing multiple sclerosis. Regulatory action is now expected in September 2020."
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Vi er jo stadig i 2. kvartal...
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Jan bekræftede timing i dag, så jeg er optimist...
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Novartis opkyste i februar forventet godkendelse i juni, så det ligner en forlængelse på tre måneder https://www.novartis.com/news/media-releases/novartis-announces-fda-and-ema-filing-acceptance-ofatumumab-novel-b-cell-therapy-patients-relapsing-forms-multiple-sclerosis-rms
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Sarclica bl.a. side 19+20, hvor kombien med kyprolis virker som et godt match https://www.sanofi.com/-/media/Project/One-Sanofi-Web/Websites/Global/Sanofi-COM/Home/common/docs/investors/2020_06_02_ASCO_call_final.pdf?la=en&hash=ED7CCD8B204BECF6ACFC8612FBA5A3A7 Men de har ikke turde gå h2h med dara.
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God morgen.
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