Genmab — November 2023
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patient report- Cycle 4, Epcoritamab Trial for CLL / SLL https://cllsociety.org/2023/11/cycle-4-epcoritamab-trial-for-cll-sll/
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Renten bliver normalt sænket meget hvis der er recession. En recession er jo tegn på økonomien går ad H til. Typisk vil en recession være årsagen til, at obligationskurserne stiger – og renterne falder meget – da det får centralbanken til at sænke renten og stimulere økonomien, mens investorerne søger sikker havn i statsobligationerne.
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Novartis approximates Kesimpta Peak sales at $4bn in their investor presentation https://www.novartis.com/sites/novartiscom/files/novartis-investors-r-d-day-2023.pdf
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FDA Investigating Serious Risk of T-cell Malignancy Following BCMA-Directed or CD19-Directed Autologous Chimeric Antigen Receptor (CAR) T cell Immunotherapies https://www.fda.gov/vaccines-blood-biologics/safety-availability-biologics/fda-investigating-serious-risk-t-cell-malignancy-following-bcma-directed-or-cd19-directed-autologous
Flere og flere inklusiv Jefferies forventer recession i H1-2024 så vel derfor earnings bliver justeret ned over hele linien. Tror ikke det er specifikt Genmab de er ude efter.
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