Genmab — Juli 2020

[Mogan]

God morgen

[royal]

Car-T kræver et godt helbred.

[GeorgeBest]

BionTech er det biotekselskab i Europa med højest marketcap. USD 23.8 milliarder mod Genmabs USD 23.6 milliarder!

[E_L]

more management
hires https://twitter.com/Genmab/status/1286024892010430465

[E_L]

Roche CEO on CNBC just also said hospitals were literally shut down in the month of may for patients with diseases other then Covid. Is seeing broad reopening though.

[E_L]

Ocrevus in MS
Market leadership in US continues with 21% total patient share. 25% sales growth in H1 at CHF 2.1 billion..
Full Roche presentation https://www.roche.com/dam/jcr:6581a61d-c326-4708-a376-6780b2735e5d/en/irp200723.pdf

[Helge_LarsenPI-redaktør]

Om kursmål generelt: https://www.proinvestor.com/index.php?p=debat_1&postid=85300

[Helge_LarsenPI-redaktør]

Bla. om kursmål i biotek.

[E_L]

on that Car-T earlier; quoting from that AJMC article yesterday: You almost have
to think about teclistamab as a bispecific AND a CAR T.

[E_L]

(with a very good safety
profile and off-the-shelve)

[E_L]

on Amivantamab he mentioned ' the data look very, very promising, and better
than anything else out there at this point.'

[Solsen]

ESMO i september kunne være stedet, hvor vi hører mere til PD-L1 x 4-1BB. PIRS møder med nogle spændende data https://finance.yahoo.com/news/pieris-pharmaceuticals-announces-oral-presentation-120000644.html

[nohope]

Der bliver ikke megen morskab i morgen.

[Solsen]

Det ser ud til der sker nogle fornuftige tilpasninger i biotech kurserne. Biontech eksempelvis.

[nohope]

NBI faldt knap 2 % - Dow faldt 1,3 %

[Solsen]

Antistofproducenter får nok at lave https://finance.yahoo.com/news/u-clears-way-drugmakers-share-210512594.html

[Solsen]

Det kan blive en falskehals af dimensioner. Håber ikke anden produktion må vige.

[Budweis]

God morgen

[Budweis]

Trump to announce executive action to lower drug costs - Bloomberg News

President Donald Trump will announce executive action to lower drug costs to match foreign prices, including a plan for Americans to buy lower-cost prescription medication imported from Canada, Bloomberg News reported on Thursday. The executive action could be announced as early as Friday and will include a policy to tie Medicare payments to foreign countries' drug prices, according to Bloomberg https://bit.ly/3hwyAy4. The order will also include a policy to cut the cost of insulin and Epi-Pens at hospitals through a current drug discount program, the report added, citing sources.

Yahoo Finance (finance.yahoo.com)

President Donald Trump will announce executive action to lower drug costs.

[Helge_LarsenPI-redaktør]

God morgen.