Genmab — Marts 2021
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Stadig ikke nogen, der er kommet forbi recepttallene?
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Safety and Efficacy of Daratumumab in Patients with Proliferative GN with Monoclonal Immunoglobulin Deposits https://jasn.asnjournals.org/content/early/2021/03/05/ASN.2020101541
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God morgen.
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Asien: Stigende renter give nervøsitet i Asien og rammer særligt tech https://www.proinvestor.com/investornyt/672892/asien-stigende-renter-give-
nervositet-i-asien-og-rammer-saerligt-tech -
Tirsdagens danske avisuddrag med Topdanmark, Nordea og Finanstilsynethttps://www.proinvestor.com/investornyt/672894/tirsdagens-danske-avisuddrag-med-topdanmark-nordea-og-finanstilsynet
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Morn - læste lige en dejlig udtalelse om ledelser/selskaber der tænker vækst og investering: “ Jeg mener, der er brug for mere af den slags ledelse, i stedet for dem der fokuserer på udbytter og aktietilbagekøb, for det er ligegyldigt. Invester i vækst,” siger Peter Garnry.”
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· Kesimpta's impact on Ocrevus has been minimal and potential 'off-label' use in primary progressive MS (PPMS) is seen as marginal
· KOL highlights that MS field has moved towards earlier adoption of aggressive B-cell depletion therapies with decreased prescribing of oral agents expected in the future
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Hæh - ofatumumabs smertehistorie er ikke overstået endnu...
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Det passer vel meget godt med EL’s oplysning om Q4 salg på usd 14m
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Det kunne være en forklaring - alternativt kan man fremføre, at når Kesimpta blev foræret væk, hvorfor genererede det så en omsætning?
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