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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #572

    Just a moment...

    favicon

    (www.firstwordpharma.com)

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    • DarvinD Offline
      DarvinD Offline
      Darvin
      wrote on sidst redigeret af
      #573

      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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      • DarvinD Offline
        DarvinD Offline
        Darvin
        wrote on sidst redigeret af
        #574

        NB! Fra Børsen

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #575

          Denne står vel lidt i skærende kontrast til hvad vi ellers har hørt !!

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #576

            Just a moment...

            favicon

            (www.firstwordpharma.com)

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            0
            • S Offline
              S Offline
              Sukkeralf
              wrote on sidst redigeret af
              #577

              Summary points from expert feedback:

              · KOL explains that Kesimpta uptake has been slow, in part due to economic benefits derived from Ocrevus (Roche) infusions

              · Promotional activities for Kesimpta have been hampered by the COVID-19 pandemic

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              • S Offline
                S Offline
                Sukkeralf
                wrote on sidst redigeret af
                #578

                · 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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                • JørgenVarnæsJ Offline
                  JørgenVarnæsJ Offline
                  JørgenVarnæs
                  wrote on sidst redigeret af
                  #579

                  Hæh - ofatumumabs smertehistorie er ikke overstået endnu...

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                  • JørgenVarnæsJ Offline
                    JørgenVarnæsJ Offline
                    JørgenVarnæs
                    wrote on sidst redigeret af
                    #580

                    Det passer vel meget godt med EL’s oplysning om Q4 salg på usd 14m

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                    • S Offline
                      S Offline
                      Sukkeralf
                      wrote on sidst redigeret af
                      #581

                      Det dårlige salg var vel mest af alt begrundet med, at Kesimpta blev givet væk gratis

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                      • JørgenVarnæsJ Offline
                        JørgenVarnæsJ Offline
                        JørgenVarnæs
                        wrote on sidst redigeret af
                        #582

                        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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                        • StockBullS Offline
                          StockBullS Offline
                          StockBull
                          wrote on sidst redigeret af
                          #583

                          ja 14m https://www.fiercepharma.com/pharma/novartis-not-leaving-any-stone-unturned-for-kesimpta-leqvio-as-entresto-cosentyx-drive

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #584

                            skal ikke kunne sige hvad Genmabs andel potentiels kan blive men det er store tal der nævnes her MS markethttps://www.fortunebusinessinsights.com/industry-reports/multiple-sclerosis-drugs-market-100386

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #585

                              Novartis themselves called it "Broad adoption" in their Q4 presentation, with ~1000 patients treated in 1st 4 months
                              of launch, and pointed at sales ramp up in H2 due to Pandemic impact
                              on MS Market
                              in H1

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                              • W Offline
                                W Offline
                                w
                                wrote on sidst redigeret af
                                #586

                                https://www.investing.com/rates-bonds/u.s.-10-year-bond-yield, 3%ned

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                                • W Offline
                                  W Offline
                                  w
                                  wrote on sidst redigeret af
                                  #587

                                  Link Preview Image
                                  US 10 Year Treasury Yield - Investing.com

                                  Get our 10 year Treasury Bond Note overview with live and historical data. The yield on a 10 yr treasury bill represents the return an investor will receive by holding the bond for 10 years.

                                  favicon

                                  Investing.com (www.investing.com)

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                                  • P Offline
                                    P Offline
                                    Peter_Panik
                                    wrote on sidst redigeret af
                                    #588

                                    God morgen...jamen så kender vi da retningen igen. Nu må der godt snart komme købere på banen...et fantastisk købstilbud 🙂

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                                    • StockBullS Offline
                                      StockBullS Offline
                                      StockBull
                                      wrote on sidst redigeret af
                                      #589

                                      https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/91756_bundvending.png tyder på en bundvending

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #590

                                        når den grønne tråd krydser den røde er det et klart købssignal. Har selv taget forskud på glæderne 🙂

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                                        • P Offline
                                          P Offline
                                          Peter_Panik
                                          wrote on sidst redigeret af
                                          #591

                                          Pensionisten: Det tror jeg bestemt, at du har ret i.

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