Aktiesnakken — November 2019
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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 -
Rob Williams @robwilliamsNY
Google plans to tag websites that don't download quickly https://www.mobilemarketer.com/news/google-plans-to-tag-websites-that-dont-download-quickly/567103/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue: 2019-11-12 Mobile Marketer [issue:24073]&utm_term=Mobile Marketer … via @mobilemktrdaily $GOOGL -
Peter Schiff @PeterSchiff
President Trump claims that before he was elected America had a slow-growth economy that "experts" agreed was the new normal that would never change. He takes credit for creating an economic boom. But the only things growing faster under Trump are our budget and trade deficits! -
Victoria Guida @vtg2
Since World War II, the fastest GDP growth rates have been 1950 (8.7%), 1951 (8.0%), 1984 (7.2%) and 1955, (7.1%). The fastest in the last 20 years was 1999 (4.8%). https://twitter.com/morningmoneyben/status/1194300494816120832 … -
Bloomberg Markets @markets
Federal Reserve Chairman Jerome Powell is likely to signal again this week that monetary policy is on hold, buttressing the belief that he may steer clear of action through 2020 https://bloom.bg/36ZUh59 -
Fra vores nyhedschat lige nu: Bloomberg Markets @markets
After sitting on the sidelines for most of the year, investors are now rushing to the equity market, afraid of missing out on the brisk rally amid increased optimism about global growth, according to a survey of fund managers by Bank of America Corp https://bloom.bg/2CEkXKy -
Bloomberg Markets @markets
After sitting on the sidelines for most of the year, investors are now rushing to the equity market, afraid of missing out on the brisk rally amid increased optimism about global growth, according to a survey of fund managers by Bank of America Corp https://bloom.bg/2CEkXKy
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