Genmab — Juli 2022
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Tecvayli: New Drug for Multiple Myeloma
Teclistamab by Johnson & Johnson is a new hope for refractory or relapsing multiple myeloma. https://biopharma.media/tecvayli-new-drug-for-multiple-myeloma-5004/ -
small sign of life of GEN1047 (DuoBody
-CD3xB7H4) https://www.clinicaltrials.gov/ct2/history/NCT05180474?A=2&B=3&C=merged#StudyPageTop . I COULD say 'they are ditching some indications' but I am gonna say 'they are focussing their efforts on the indications where they think it will work best'
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USA/lukning: Powell talte aktier yderligere op - Nasdaq steg 4,1 pct. https://www.proinvestor.com/investornyt/856653/usa-lukning-powell-talte-aktier-yderligere-op-nasdaq-steg-41-pct
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Godmorgen
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Godmorgen
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Torsdagens aviser med Norden, Danske Bank og Nordea https://www.proinvestor.com/investornyt/856912/torsdagens-aviser-med-norden-danske-bank-og-nordea
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Hurra! Der er kommet bud på min aktie - hvad gør jeg? https://www.proinvestor.com/boards/104806
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PBAC recommends daratumumab for newly diagnosed AL amyloidosis - Australia - https://www.leukaemia.org.au/stories/pbac-considering-daratumumab/
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Monoclonal antibody pairs "zipper" to target cancer https://www.bioworld.com/articles/521076-monoclonal-antibody-pairs-zipper-to-target-cancer -usefull -usefull review of the Hexelect article in Nature
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Myeloid checkpoint blockade improves killing of T-acute lymphoblastic leukemia cells by an IgA2 variant of daratumumab https://www.frontiersin.org/articles/10.3389/fimmu.2022.949140/abstract
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Aktier/middag: Nyt fra USA sender grønne aktier op - Mærsk følger med
https://www.proinvestor.com/investornyt/856998/aktier-middag-nyt-fra-usa-sender-gronne-aktier-op-maersk-folger-med -
Kort video: Onsdag aften kom FED med en rentestigning på 0,75%. Det medførte, at aktierne steg og dollaren og renterne generelt faldt. Helge Larsen kommer også ind på Bavarian Nordic og Genmab og prissætning generelt på aktiemarkederne - hvorfor en aktie ikke nødvendigvis stiger efter et godt regnskab, hvorfor aktier, der stiger i en stærk trend, ikke stiger uafbrudt, og hvorfor de stiger efter FED's rentestigning. https://www.proinvestor.com/boards/104816/
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US synes at Gen skal ned i dag.
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Det samme gælder Novo og Zealand Pharma.
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Kan være rebalancering efter en en god måned i biotek og pharma. Det er jo månedslut i morgen.
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