Genmab — Juli 2020

Helge_LarsenPI-redaktør

God morgen.

bibob

God morgen.

bibob

http://click.email.onclive.com/?qs=2c98679b6bddac33208ddcfb19dc6c874f6c407366b737391d4d51fa008111e5c943ee8186f6ab9c03ff5043edb70d8d1e7eb6ca60331f3a

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.