Genmab — Juli 2023
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S&P500 healthcare er steget pænt siden 7/7. https://www.spglobal.com/spdji/en/indices/equity/sp-500-health-care-sector/
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Enig Bulder. Pharma har klaret sig pænt i den seneste tid.
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Vedr. Genmabs seneste stigning se med her: https://www.proinvestor.com/boards/113589/
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Iflg JNJs H1 pressemøde så er de presset på Imbruvicas omsætning (Epco er fremtiden og US salg bigføres af Genmab). De har næsten $30 bn i kassebeholdning og mere i vente ved salg af Kenvue
ejerandele. Genmabs bispecifics i deres pipeline godkendes på stribe og ventes omsætte $bns. Deres nøgletal presses grundet stigende royalties til Genmab. Og de udtaler: -
And then we'll always be on the hunt for real good strategic opportunities that fit with either the clinical or science expertise we have or commercial capabilities that we can offer that drive more value out of a potential asset in our hands than where it currently resides.
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