Genmab — Oktober 2022
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Renter stiger og aktier falder efter jobtal https://www.proinvestor.com/investornyt/887711/renter-stiger-og-aktier-falder-efter-jobtal-ny
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MajesTEC-9- A Study Comparing Teclistamab Monotherapy Versus Pomalidomide, Bortezomib, Dexamethasone (PVd) or Carfilzomib, Dexamethasone (Kd) in Participants With Relapsed or Refractory Multiple Myeloma https://clinicaltrials.gov/ct2/show/NCT05572515
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also new- Study of Teclistamab in Combination in Elderly Patients With Multiple Myeloma (IFM 2021-01) -with Dara or Len
https://clinicaltrials.gov/ct2/show/NCT05572229 -
Den omvendte SHS med et "omvendt" hoved, koster en ny ferie. Solgte 20 % af beholdningen i 2740, genkøbt i 2440, solgt i 2770. Jeg kunne jo ikke vente på, at andre skulle kalde en SHS. God weekend til jer alle fra Caribien
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Der kom en jobrapport forbi hovedet.
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PS: Tillykke med det flotte sving. God weekend.
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Fredagens aktier: Kollektiv nedtur på dag med positiv jobrapport https://www.proinvestor.com/investornyt/887813/fredagens-aktier-kollektiv-nedtur-pa-dag-med-positiv-jobrapport
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Mathai Mammen der pludselig forlod JNJ er kandidat som Biogens nye CEO https://endpts.com/mathai-mammen-emerges-as-top-candidate-for-biogen-ceo-job-stat/
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Vitus...BSInvest har vist ikke lovet os noget med den formation, han var så venlig at oplyse os om. Den udspillede sig perfekt indtil vi fik arbejdsmarkedstal i US, som sendte alverdens pharma- og biotekaktier ned.
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Jeg er overhovedet ikke i tvivl om at der kommer en stor stigning ….om det bliver det næste halve år eller der går 3 år betyder vel ikke noget. Dette med baggrund i selskabets både nuværende og kommende salg….at de så taber et par voldgiftssager klarer de også. Teori er fint nok, meeeen…..
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We expect large-cap biopharma to largely build upon their core therapeutic areas, and we anticipate companies could utilize both M&A and collaborative partnerships to supplement their portfolios. But with M&A, it is difficult to predict individual companies’ future actions because targets need to be willing to sell, and it is a highly competitive market. We note that partnerships can be very successful (e.g., ABBV and GMAB, SAN FP and REGN) and in some cases, these can be precursors to future
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