Genmab — April 2025
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Roche provides update on Phase III OCREVUS high dose study in people with relapsing multiple sclerosis https://www.roche.com/investors/updates/inv-update-2025-04-02b
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Ocvrevus patients have to deal with the 'crap gap'; the time between infusions where someone goes from feeling relatively stable to suddenly feeling very crappy before the next shot. So Roche tried to prevent this with a higher dose ; and the trial failed.
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I found this article for you: - https://www.investing.com/news/stock-market-news/genmab-downgraded-by-bernstein-amid-darzalex-concerns-3959475
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Turdreich, her er både objektive og subjektive skribenter, nogler håber på at Gmab opkøbes andre tror på at casen kan idvikæe sig positivt og blive en god investering på mellemlang sigt. Ens for alle er en villighed til at diskutere om deres investering.
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W - deres pristarget er under 50% af gennemsnits target fra 15 andre analytikere, det er ekstremt bearish. Artiklen nævner ikke tal men taler om at de ikke tror på Gmab 3 hovedkandidaters peak sales vil nåes, det ved ingen på nuværende tidspunkt med sikkerhed, og de de-risker derfor meget hård på sandsynligheden for at lykkes samt på estimaterne. At de ikke tror på Gmabs muligheder for at lykkes med M&A forstår jeg ikke, efter det ser ud til at Gmab har lavet en kanon handel med Profound Bio.
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Godmorgen
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Toldplan: Tæt på worst case, men er der lyspunkter? https://proinvestor.com/boards/125530
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Danske aktier: Nogle kursfald giver mere mening end andre https://proinvestor.com/boards/125546
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Genmab Sponsors Whole-Genome Sequencing Project to Improve Cancer Care https://www.genmab.com/news-insights/stories/genmab-sponsors-whole-genome-sequencing-project-to-improve-cancer-care
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so far my understanding is that -for now- it is only 10% on pharmaceuticals? Trump signs orders imposing 10% minimum tariff, broader reciprocal tariffs—but exemptions for pharma https://www.fiercehealthcare.com/finance/trump-signs-orders-imposing-10-minimum-tariff-plus-broader-reciprocal-tariffs-and-de
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Daphne Zohar
@daphnezohar
The Office of the U.S. Trade Rep. (USTR) has confirmed that pharmaceuticals are exempt from BOTH the 10% base rate tariff plus additional reciprocal tariffs. Small ray of hope for biotech (for now). https://x.com/daphnezohar/status/1907740006069723192
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