Genmab — November 2020
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EnaV’s death was expected, but some analysts had a little value allocated to EnaV. Therefore there might come a couple of negative stories tonight or tomorrow.
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Kill your darlings. Me likes
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Det skader nok ikke at sende et signal om, at der bliver siddet tungt på pengekassen
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Fail fast. Det står på forreste side af enhver bog om innovation, så det er da udmærket at komme af med den og koncentrere sig om de midler der har potentiale.
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Fra finans.dk "Nyheden er utvivlsomt negativt for det danske biotekselskab, der her frem mod lukketid er nede med mere end 3 pct. i kølvandet på meddelelsen"
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Novartis presentation with some interesting Kesimpta pages (90-100) https://www.novartis.com/sites/www.novartis.com/files/meet-novartis-management-2020-presentation.pdf
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after 8 weeks, in the Q3 presentation , this was 2.5%......... https://www.novartis.com/sites/www.novartis.com/files/q3-2020-investor-presentation.pdf
p27
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