Genmab — Juni 2023
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Enig, @bikube. Som jeg erindrer det,har forventningens glæde været størst, ved disse lidt større events. Lad os håbe, at det denne gang bliver modsat
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"Samtidig udvikler økonomien sig bedre; gældsloftet i USA er blevet løftet og mulighederne for en blød økonomisk landing er til stede
Sidstnævnte har fået investorerne til at søge mod selskaber med en lidt højere økonomisk kursfølsomhed
Det betyder lidt udsalg af defensive aktier og indkøb af mere økonomisk følsomme aktier". https://www.proinvestor.com/boards/112950
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@gdn - Nu er det vel ikke et fald med baggrund i Genmabs performance - det forekommer mig at være meget mere brancheorienteret. Mej ja, lidt øv
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Har den her været diskuteret?
https://medwatch.dk/Medicinal___Biotek/article15123434.ece -
Fra CC: I think it is actually likely that we see more deals and more activity from Genmab and perhaps even in the M&A field, but not necessarily with large cap pharma because they are likely not going to be very enthusiastic of giving up 50% of the upside or more to a biotech company. Han har ikke været mere specifik, så vidt jeg ved.
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Transcropt Johnson & Johnson at Sanford C Bernstein Strategic Decisions
Conference
MAY 31, 2023 https://johnsonandjohnson.gcs-web.com/static-files/e22032c6-cbe2-4741-9c8f-64d64c0d3d1b
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