Aktiesnakken — December 2020
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Richard Paulsen @richardpaulsen
Ofte holder det å gjøre en topp down analyse. Det skal dog sies at endring i forbruksmønster og fremveksten av teknologiløsninger har vært rimelig åpenbar for de fleste. De som mistet båten, var de som fokuserte på PE multipler. Helt feil variabel på slike vekstselskaper. https://twitter.com/vekstportef/status/1343264533184393224 … -
SEB @SEBGroup
Nordic Alert Monday: ????????
️Stock markets in Asia are rising as Trump approved $900bn stimulus package. Bitcoin has taken another leap over the holidays. ????????Upside risks to Swedish growth in Q4. ????????Norwegian data coming today. https://research.sebgroup.com/macro-ficc/reports/13620 … -
Roger Berntsen @BullBerntsen
Vi tror Oslo Børs (OBX indeksen) åpner opp 0,4%, eller innenfor intervallet [0,2, 0,6]%. Krisepakken i USA vedtatt. Brexit-avtalen også i boks. Les vår morgenoppdatering her https://www.nordnet.no/blogg/oppgang-i-vente-krisepakken-i-usa-vedtatt-brexit-avtalen-ogsa-i-boks/ … #nordnet -
SEB @SEBGroup
Morning Alert måndag:Klart med stimulanspaket i USA och Brexitavtal på julafton.️Stigande börser i Asien och terminer för USA och Europa pekar upp. vå svenska indikatorer svagare än väntat. https://research.sebgroup.com/macro-ficc/reports/13621 … -
Bloomberg @business
From the global pandemic and our changed world, to unrest and elections, this is 2020 in pictures: https://trib.al/NXpYgXE -
DNB Markets @DNBMarkets
God morgen; Siden stengetid i Oslo på onsdag er S&P Futures +0.7%, Brent +0.7%, Equinor i USA -0.5%, Frontline +0.1%, Golden Ocean -0.3%, Nikkei i dag +0.6%, Hang Seng i dag -0.1%. Fokus i dag på BORR, CLOUD, HAFNI, SSO, Brexit, støttepakke, vaksineutrulling -
FINWIRE NEWS @Finwire
God morgon! De nordiska börserna öppnar idag efter julhelgen med tre handelsdagar kvar på året. Börserna i London och Toronto har helgstängt, som kompensation för att Annandag jul inföll på lördagen. Nelly Group handlas efter omvänd split 1:10. -
@Spinner0402: Ninja Trader findes stadig https://ninjatrader.com/ ellers kan du prøve med https://tradingview.com
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Holger Zschaepitz
@Schuldensuehner
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2h
Party like it's 1999! #Germany's Dax Index just hits intraday record high >13.8k. -
God morgen.
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Tirsdagens danske avisuddrag med Egmont, Jysk og Brexithttps://www.proinvestor.com/investornyt/670700/tirsdagens-danske-avisuddrag-med-egmont-jysk-og-brexit
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Fra Redeye.
Orphazyme: Our View to the Regulatory Update in NPCRedeye Research Note 2020/12/28
Redeye reiterates its probability rate for arimoclomol in NPC. While the extended NDA review, from previously March 17, 2021, updated to June 17, 2021, is initially disappointing, we also note that all outstanding information has now been submitted to the FDA. We consequently see a small risk for additional delays.
Background
The FDA has extended the NDA review period for arimoclomol in Niemann-Pick D -
(NPC) with a standard 90 days extension. The NDA remains under Priority Review, and the extension does not impact the eligibility for a potential Priority Review Voucher (PRV). The updated PDUFA date is set to June 17, 2021, extended from previously March 17, 2021.
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Our View
We had looked forward to March 17, and believe we share the initial disappointment with the management team and investors on this delay. In the press release, we learn that Orphazyme has “responded to all FDA information requests and submitted all outstanding information regarding the arimoclomol NDA for NPC.” It also encompasses the crucial QTc clinical data. Thus, we see a small risk for additional delays. Based on the arguments below, we even believe that a potential decision by the
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