Aktiesnakken — November 2019
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Bloomberg Markets @markets
Five things you need to know to start your day in Europe https://bloom.bg/32GCmgi -
S&P Future træder vande, afventer nye signaler
https://www.proinvestor.com/investornyt/648398/sampp-future-traeligder-vande-afventer-nye-signaler -
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Hej Zinkler. Jeg har erfaring fra farmabranchen, men er lægmand på onkologi området. Så tag mine ord for at være et partsindlæg.
Oncology Venture har 7 produkter i pipeline, heraf 3 prioriterede. Det er alle 7 produkter, som fejlede i fase 3 hos andre (mest store) medicinalfirmaer. Så produkterne har safety i orden, og masser af data. Desværre viste de ikke signifikant effekt i fase 3 oprindeligt. Men Oncology Venture har nu lavet aftale på alle produkterne, og bruger deres DRP (Drug -
Predictor) og tjekker 200+ gener hos patienterne. Og vha deres DRP og alle de gamle data kan de udvælge de gen-karakteristika som patienten skal have for at det givne produkt skal have effekt. Og dermed kan de i nye forsøg påvise effekt af ellers kasserede produkter.
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De har 3 produkter prioriteret, og et af dem kan der forhåbentlig (intet er sikkert) indsendes NDA (New Drug Application) i USA på allerede i 2020. OV har 7 produkter i pipeline og hele firmaet er samlet set 130 mio SEK værd. GENMAB har 1,5 produkt på markedet, og er 90 Mia DKK værd. Der er med andre ord ca. 900 gange forskel i valuation. Hvis bare et af OV's produkter rammer markedet kan aktien 50-dobles........... Og i min optik gør de alle de rigtige ting med ny ledelse, ny CEO med onkologi e
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@Zinkler. Der er to tråde omkring OV. En hvor Helge lavede Q&A og en hvor OV's nye CFO lavede en længere præsentation på video. Oh, ja, og så ligger der også en med et svensk aktieforum og OVs nye CEO fra USA. Så der er bestemt lidt at gå i lag med.
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Samt på vores Biotek-Chat.
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LiveSquawk @LiveSquawk
US Pres. Trump Says China Is Dying To Make A Trade Deal, Devalues Its Currency - Close To Signing Phase One Trade Deal, Deal Could Happen Soon - US Will Only Accept A Deal If It Is Good For US And US Workers -
LiveSquawk @LiveSquawk
US Pres. Trump Says China Is Dying To Make A Trade Deal, Devalues Its Currency - Close To Signing Phase One Trade Deal, Deal Could Happen Soon - US Will Only Accept A Deal If It Is Good For US And US Workers
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Bloomberg Markets @markets
German businesses are more pessimistic on one of their biggest markets than they’ve been in years https://bloom.bg/33IEMfH -
Peter Schiff @PeterSchiff
Trump cites census data to claim that after-tax medium household income rose by $7,000 since he took office less than 3 years ago. This compares to gains of $400 under 8 years of Bush and $975 under 8 years of Obama. There is no way this statistic is accurate, not even close! -
Greg Ip @greg_ip
Trump is right to extol the strength of the labor market. Whether he should get credit is a different question, but there's no disputing that job creation has been much stronger and unemployment lower than consensus forecasts thought a few years ago. -
Ben White @morningmoneyben
Going to be a lot of bummed out traders If he says nothing positive about China. https://twitter.com/sdonnan/status/1194307673279385600 … -
Bloomberg Markets @markets
Gilts losing their protective buffer, the hard Brexit menace and even socialism with echoes of the 1970s. Debt investors are bracing for all of these scenarios -- and more -- as the U.K.’s second election in less than three years draws nearer https://bloom.bg/2KcrfVR
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