Zealand Pharma — December 2023
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Den her er ret nice: https://fortune.com/europe/2023/12/13/novo-nordisk-has-been-outgained-by-smaller-and-local-pharma-rival/ "Novo Nordisk became Europe’s most valuable company with the rise of Wegovy and Ozempic, but it’s facing stiff competition from a local pharma rival" (gæt selv hvem)
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tak CS
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Dejligt at man er inde hos begge selskaber:-)
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"stiff competition" er nok liiiiiige en tand overdrevet
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Gubra and Boehringer Ingelheim sign 4th partnership, expanding their successful obesity treatment discovery collaboration
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BI får adgang til billigere peptid obesity deal med Gubra
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Det er i princippet samme targets som ZP (og Novo) arbejder med. Gubra bruger dog en anden teknologisk platform i research og lead generering
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Det er en research deal og ikke en aftale om ét specifikt stof der allerede er i pipeline. Så på den vis kunne den samme aftale i princippet også være lavet hos ZP. Dog væsentligt at sige BI allerede har haft en R&D deal med ZP i mange år. Så på den vis giver det god mening at prøve med en anden teknologisk platform via Gubra
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Godmorgen
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Shortpositioner på danske aktier torsdag d. 14. december 2023 https://www.proinvestor.com/boards/117264
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God morgen
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