Genmab — December 2020
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Genmab is a long-term-accumulate kind of stock. It will have ups and downs, but every down is an opportunity because its pipeline is never-ending https://newsfilter.io/articles/genmab-an-european-rd-behemoth-with-long-term-potential-8e3d1f6aad9d5df5fb9c741d17c8644c
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God morgen.
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Aktier/tendens: Udsigt til positiv åbning - ratenyt kan løfte Mærsk: https://www.proinvestor.com/investornyt/670673/aktier-tendens-udsigt-til-positiv-abning-ratenyt-kan-lofte-maersk
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Janssen Submits European Marketing Authorisation Application for Amivantamab for the Treatment of Patients with Metastatic Non-Small Cell Lung Cancer with EGFR Exon 20 Insertion Mutations https://www.businesswire.com/news/home/20201228005043/en/Janssen-Submits-European-Marketing-Authorisation-Application-for-Amivantamab-for-the-Treatment-of-Patients-with-Metastatic-Non-Small-Cell-Lung-Cancer-with-EGFR-Exon-20-Insertion-Mutations/?feedref=JjAwJuNHiystnCoBq_hl-W8j9Oi60kFTomUxRDB8jhBsNpnJw7dvSfTyni
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Australia - From 1 January 2021, Darzalex
(daratumumab) will be listed for the first time in combination with bortezomib and dexamethasone, as a second-line treatment for patients with multiple myeloma https://www.health.gov.au/ministers/the-hon-greg-hunt-mp/media/pbs-listings-bring-greater-hope-in-fight-against-multiple-myeloma-and-severe-psoriasis -
yes, and outcomes for these patients are very poor. Filing wasn't really such a surprise; they already flagged that they would. With FDA Breakthrough Therapy Designation in march, they submitted FDA BLA early this month , and recommendation on the request for accelerated assessment was on CHMP agenda this month
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Remember that Priority Review Voucher Novartis had for Kesimpta, but that didn't really work very well...? Y-mAbs Announces Sale of Priority Review Voucher for $105mio... big business... https://www.marketscreener.com/quote/stock/Y-MABS-THERAPEUTICS-INC-46288936/news/Y-mAbs-Announces-Sale-of-Priority-Review-Voucher-32092094/
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God morgen.
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Tirsdagens danske avisuddrag med Egmont, Jysk og Brexit
https://www.proinvestor.com/investornyt/670700/tirsdagens-danske-avisuddrag-med-egmont-jysk-og-brexit -
God morgen
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Nå, ser da ud til at der er rift om Genmab-aktierne her på falderebet i 2020. Er det mon delvist p.gr. salget af voucheren?Tænker dollarkursen, retssagen med Janssen og hvor meget Horizons midlertidige produktionscut vil betyde for bundlinjen er nogle af de ikke-faglige spørgsmål som kan være med til at forme kursen i det kommende år. Skal vi i 3000 i 2021
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