Genmab — Januar 2024
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Svaret burde jo være simpelt. Jan påstår at selskabet udvikler nye programmer - kunne man ikke investere her?
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Atså i klinikken og ikke præ-klinik. Eller er jeg helt ved siden af skiven? 30 mia burde da kunne understøtte et eller 2 fase 3 programmer….
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Vi kan jo håbe lidt på, at Jan nu kan lukke lidt mere op for posen - nu er voldgiftsbåndet væk.Må indrømme, at jeg håber lidt på, at kvartalsregnskabet følges op med en lidt håndfast strategi.
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Synes Jan sagde på ASH eller JP Morgan, at de i højere grad retter fokus mod development og holder lidt igen på research. Sikkert klogt med patentudløb på daratumumab for øje. Drømmer stadig om at GEN1042 kan noget særligt, men blev lidt nervøs da vi intet hørte i slutningen af 2023.
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NJ Stock: What to Consider Before Its Next Dividend Hike https://www.proinvestor.com/investornyt/1108802/jnj-stock-what-to-consider-before-its-next-dividend-hike
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Perseus video https://www.youtube.com/watch?v=mpiSaMj0kFY
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All About TALVEY (talquetamab) - video https://www.youtube.com/watch?v=sUQnK-a4TvY
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'epcoritamabe' was also in approved in Brazil last dec
https://jornaldr1.com.br/anvisa-aprova-primeiro-anticorpo-biespecifico-para-tratar-tipo-agressivo-de-cancer-no-sangue/ -
Alligator Bioscience Announces Positive Mitazalimab OPTIMIZE-1 Phase 2 Results Meeting Primary Endpoint and Demonstrating Clinically Relevant Survival Benefits in 1st Line Pancreatic Cancer – Alligator Bioscience
Top-line readout demonstrates Objective Response Rate of 40.4%, meeting primary endpoint and confirming the benefit of mitazalimab in combin ...
(alligatorbioscience.se)
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