Genmab — Juni 2020
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Kursen på ADS følger 100%. $29,14 = 1936.
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Et finanshus skriver: There is no reason in the press release that support the delay although there are usually two: either the agency is crowded by filings and cannot respect timelines due to the covid-19 crisis or Novartis has added new data in the course of the review and the agency is asking for more time to review the new data.
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We have no sign of a busy FDA that would ask for more time, that would affect other filings too, which has not been the case as much as we are aware. So, we would think that maybe more data has been either voluntarily submitted (unlikely) or required by the FDA before making a final decision.
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Der har længe været historier om FDAs problemer. For eksempel: https://medcitynews.com/2020/03/biopharma-companies-face-regulatory-deal-delays-due-to-covid-19/
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Der er godt nok gået lidt depression og sortsyn i den synes jeg
Fair nok at aktien sætter sig - det har på alle måder været et langt ridt op siden vi lukkede ned pga. COVID19. I den forbindelse har det jo været ret stærke kræfter, som har løftet kursen (og ikke blot et par småsparere i DK). Der har virkelig været positivt momentum. Nogen har sikkert også haft det kurs 2.000 target, og nu er nødt til at stille sig selv det rigtig gode spørgsmål; hvad gør jeg nu? -
Jeg kan af gode grunde ikke garantere, at kursen ikke går i kurs 1.250 eller omvendt skal op i kurs 2.500. Men jeg synes det skulle være besynderligt om de mange stærke kræfter, som har drevet kursen op, nu pludselig skulle kaste hvad de har over bord. Genmab har da i den grad vist sin
styrke i krisetid. -
Det ville selvfølgelig være fantastisk at sælge det hele i kurs 2.140, og så købe det hele tilbage ugen efter i kurs 1.250 – men sådan fungerer verden altså nu engang ikke
det ville jo også være alt for dyrt i skat 
Så optionen er at reducere nu i dette niveau, og tage noget gevinst ud – eller have ro på – og lade pipelinen udfolde sig. Det sidste tager tid - og det bliver bumpet - men jeg tror fortsat på en fin upside. -
Novartis told FiercePharma the FDA extended the review "based on a company submission in response to routine review questions," but that it's confident it has the data needed to complete the review. https://www.fiercepharma.com/pharma/fda-hits-novartis-unexpected-three-month-delay-ms-drug-ofatumumab
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Duobodies lidt forståelse https://youtu.be/__rE120SkTw
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