Genmab — Juni 2024
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…så nu er det dem, der har været lidt kritiske overfor GEN, der er problemet…
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Det har du ret i! Men uden kritikere, så var tulipaner stadig det vigtigste investeringaktiv, og vi ville ikke have kloakering…
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Godmorgen
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Completion of Share Buy-back Program https://proinvestor.com/investornyt/1178711/completion-of-share-buy-back-program
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Epcoritamab (TEPKINLY
) Receives Positive CHMP Opinion for the Treatment of Adults with Relapsed/ Refractory Follicular Lymphom https://proinvestor.com/investornyt/1178791/epcoritamab-tepkinly-receives-positive-chmp-opinion-for-the-treatment-of-adults-with-relapsed-refractory-follicular-lymphom -
Amivantamab plus lazertinib versus osimertinib : a secondary analysis from MARIPOSA https://www.annalsofoncology.org/article/S0923-7534(24)00702-6/fulltext https://www.nejm.org/doi/abs/10.1056/NEJMoa2403614
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så der vil være 67 dage til EU godkendelse af Epco RR FL om alt går vel
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@huginvest, jeg henviste faktisk til analytikerne og ikke min personlige vurdering. Jeg mener stadig, at Genmab bør handles til omkring PE40, når renten falder, og når Hexa CD38-projektet er afsluttet i samarbejde med JNJ. Derfor er det realistisk at forvente, at kursen på Genmab vil ligge mellem 3500 og 4000 engang i 2025. Potentialet for AI i Genmabs forskningscenter kan have en afgørende indflydelse på selskabets fremtidige udvikling, både positivt og negativt. Men lader ikke til analytikerne
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