Genmab — April 2025
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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 -
BeiGene abandons TIGIT antibody after lung cancer flop https://pharmaphorum.com/news/beigene-abandons-tigit-antibody-after-lung-cancer-flop
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Knock-Your-Socks-Off-News – April 2025 https://www.linkedin.com/pulse/knock-your-socks-off-news-april-2025-genmab-flote/
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