Genmab — Oktober 2022
-
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/
-
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.
-
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…..
-
-
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
-
-
Morn, Ja det er ikke utænkeligt at enten JNJ eller Abbvie kunne være interesseret i at købe Genmab og det skal jo være snart inden kursen kommer op i den høje ende målt på PE værdi. Også en af grundene til jeg stadig har en lang Genmab position på ca. 50% af porteføljen.
-
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind