Genmab — December 2023
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Genmab’s data-driven strategies speed up drug commercialization https://www.drugdiscoverytrends.com/genmabs-data-driven-strategies-speed-up-drug-commercialization/ "Already, the company has succeeded in winning FDA approval for the antibody epcoritamab in lymphoma within five years after the first patient was dosed. The approval timeline was “a world record,” van de Winkel told Medwatch, adding that the company believes its investments in data science will unlock further breakthroughs."
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@The Note, der er mange mere eller mindre fantasifulde spekulationer omkring kursudviklingen (se længere nede i chatten). Biotech er jo generelt hårdt ramt i det højere rentemarked. Der er en del uafklarede fundamentale forhold i aktien og anken på voldgiftssagen der spøger. Måske er aktien bare "usexet" for tiden (citat Helge Larsen)
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Månedskort ligner vel meget de niveauer som blev besøgt i 2021 og 2022. Genmab vækster +35% per år og vi har lige været i 1940 så der er ingen logik for vi skal længere ned. Omvendt var der heller ingen logik i Genmab blev handlet i PE70 en overgang i 2021/22. Genmab adskiller sig ikke fra de fleste andre biotech firmaer som sammen med health sektorer jo er i minus 5% for i år year to date
lidt useriøst, men det er mønsteret...
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