Genmab — Marts 2021

[StockBull]

Rente i Federal Reserve, USA's centralbank, er på 0-0,25 pct., og Powel gentager den ikke bliver hævet i nærmeste fremtid så hvad er det store problem med midlertidig stigning i obligations rente - den normalt renten stiger når obligations kursen kursen falder. Hvis kursen falder er det vel tegn på fold vil ud af obligationer ?

[StockBull]

fold=folk

[JørgenVarnæs]

Ptjah - du kan jo tage et kig på tech aktierne

[Helge_LarsenPI-redaktør]

Aktier/tendens: Stigende renter truer med at sende aktierne ned
https://www.proinvestor.com/investornyt/672806/aktier-tendens-stigende-renter-truer-med-at-sende-aktierne-ned

[StockBull]

Ja forståligt de dyre tech aktier med PE + 100 skal ned - har ingen af dem

[E_L]

I see in the CHMP notes Jan21 The CHMP granted eligibility to PRIME for Teclistamab

[E_L]

("PRIME is a scheme launched by the European Medicines Agency (EMA) to enhance support for the development of medicines that target an unmet medical need. This voluntary scheme is based on enhanced interaction and early dialogue with developers of promising medicines, to optimise development plans and speed up evaluation so these medicines can reach patients earlier.")

[E_L]

they already had EMA orphan designation

[E_L]

Ha, Talquetamab as well

[E_L]

You have to say, JNJ is doing a great job developping these...

[E_L]

before they steal your royalties

[Sukkeralf]

Yes the new MM BsAbs can at least cover some of the stolen royalty if Genmab looses the arbitration

[E_L]

not just some, they will more then offset it i think

[Sukkeralf]

also if we loose the royalties after IV goes of patent

[henrik48]

Hos mig er aktiekurs og blodtryk to modsat rettede kurver...:-)

[E_L]

by that time we should have HexaCD38, I have always thought for that reason that part of the royalty dispute less relevant to me. But there is still a long way to go to get that approved, i realise that

[JørgenVarnæs]

Wtf - der er noget galt med kursen

[Sukkeralf]

But at that time we also have PD-L1/4-1BB on the market and nobody care about JNJ anymore

[Plimsoller]

Den skærer i øjnene

[E_L]

lets hope so!