Genmab — Maj 2022
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Kan tilføje, at jeg også tror det stiger nominelt, men jeg er ikke sikker på, at Genmab kommer væsentligt over 50 % til RD
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Med udgangspunkt i Stockbulls fremskrivning af omsætning frem mod 2030 giver det 180 mia, til RD de kommende 8 år ved 50 % investering. Så er overliggeren på plads
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Genmab har vel ligget omkring 50 % de seneste 5 år. I runde tal, med undtagelse af 2020, hvor Abbvie kom med nogle småpenge
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Jeg håber det bedste @Stockbull og så indregner jeg en risikopræmie. Det regneark dannede blot grundlag for en hurtig fremskrivning af RD investeringen ud fra Pensionistens forudsætninger, frem mod 2030 og det giver intet mindre end 180 mia.
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EPCORE DLBCL-1 update on clinicaltrials (finally...) (good increase in trial locations) https://clinicaltrials.gov/ct2/history/NCT04628494?A=7&B=8&C=merged#StudyPageTop
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USA/åbning: Rentefrygt tynger stemningen i blandet handelsstart https://proinvestor.com/investornyt/817852/usa-abning-rentefrygt-tynger-stemningen-i-blandet-handelsstart
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God morgen.
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God morgen.
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Redirecting T-cell activity with anti-BCMA/anti-CD3 bispecific antibodies in Chronic Lymphocytic Leukemia and other B-cell lymphomas https://twitter.com/ImmunoHematAMS/status/1521505131396751360
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https://aacrjournals.org/cancerrescommun/article/doi/10.1158/2767-9764.CRC-22-0083/694767/Redirecting-T-cell-activity-with-anti-BCMA-anti In conclusion, our data show that BCMA expression is not only limited to MM, but can also be detected to various levels on other B-NHL subtypes and CLL. [] CLL cells, which expressed low levels of BCMA could be efficiently targeted by teclistamab, providing proof of principle that BCMA-directed therapies might be beneficial for other B-cell malignancy patients
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