Genmab — November 2024
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After ProfoundBio buy, Genmab open to more M&A if it makes 'strategic sense,’ CFO says https://www.fiercebiotech.com/biotech/after-profoundbio-buy-genmab-open-further-ma-make-strategic-sense-says-cfo
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(Link kræver ikke abonnement)
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Der sker noget på M&A fronten. Roche køber lidt Car-t til en præmium på +200% https://finance.yahoo.com/quote/PSTX/
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Nykredit var i sin morgenkommentar i går ude at sige "Baseret på de foreløbige data er det vores vurdering, at Janssen vil udnytte optionen på GEN3014, hvilket vil sende både optionsbetalingen (150 mio USD) og udviklingsmilepæl (op til 125 mio. USD) og potentielt set betydelige fremtidige royaltybetalnger til Genmab". De fastholder køb og kurs 2300.
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Roche's TIGIT prospect fails another phase 3 lung cancer test https://www.fiercebiotech.com/biotech/roches-tigit-prospect-fails-another-phase-3-lung-cancer-test
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A throng of new medicines hit the Japanese market on November 20 upon their reimbursement listing, including Amgen’s Tepezza (teprotumumab) .... https://pj.jiho.jp/article/252053
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Genmab er blandt de nævnte"Analytikere: Disse fem C25-aktier ses stige over 50 pct." https://borsen.dk/nyheder/investor/analytikere-disse-fem-c25-aktier-ses-stige-over-50-pct?b_source=borsen&b_medium=row_0&b_campaign=news_3&utm_source=nyhedsbrev&utm_medium=email&utm_campaign=28.11.24-morningbrief&utm_placement=10&utm_batch=38674800402c9db#newsletter
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Ud fra kurshistorikken, så kunne de bare ændre titlen for Genmabs vedkommende til 100 pct.
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Genmab/SHB: Skærer kursmål og gentager "market perform" https://proinvestor.com/investornyt/1248292/genmab-shb-skaerer-kursmal-og-gentager-market-perform
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Børsen - FEM C25-AKTIER SES STIGE OVER 50 PCT.
Analytikerne peger på fem C25-aktier med særligt stort kurspotentiale efter den danske regnskabssæson. Det er Vestas, GN Store Nord, Torm, Bavarian Nordic og Genmab. (Side 37)
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