Biotek-snakken — September 2021
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AZN : Imfinzi Plus Chemotherapy Triples Patient Survival At 3-yrs In ES-Small Cell Lung Cancer https://www.proinvestor.com/investornyt/706313/azn-imfinzi-plus-chemotherapy-triples-patient-survival-at-3-yrs-in-es-small-cell-lung-cancer
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Cantargia: Cantargia fremlage under ESMO konferancen "tilsydenladende" stærke data inden for lungekræft men kursudviklingen har desvære været negativ. Hvad skyldes den negative kursudvikling. Er der fremlagt konkurerende data som er stærkere. Er der en af Proinvestors mange kloge biotekskribenter som har fulgt med under ESMO og har et bud?
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Moderna's Bigger Catalyst: Full FDA
Approval or Booster Authorization? https://www.proinvestor.com/investornyt/706328/modernas-bigger-catalyst-full-fda-approval-or-booster-authorization -
Here's Why Moderna's Stock Could Crash Before the End of 2021 https://www.proinvestor.com/investornyt/706343/heres-why-modernas-stock-could-crash-before-the-end-of-2021
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Could Pfizer and Merck Be Big Winners
With COVID Pills? https://www.proinvestor.com/investornyt/706352/could-pfizer-and-merck-be-big-winners-with-covid-pills -
2 Biotech Stocks to Buy Right Now https://www.proinvestor.com/investornyt/706367/2-biotech-stocks-to-buy-right-now
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Is AbbVie a Bad News Buy?
https://www.proinvestor.com/investornyt/706379/is-abbvie-a-bad-news-buy -
Will Biogen Stock Come Back Amid
Pessimism Surrounding Aduhelm Rollout?https://www.proinvestor.com/investornyt/706441/will-biogen-stock-come-back-amid-pessimism-surrounding-aduhelm-rollout -
AstraZeneca Enhertu Data Unprecedented, Should Boost Share Today, Analysts
Sayhttps://www.proinvestor.com/investornyt/706449/astrazeneca-enhertu-data-unprecedented-should-boost-share-today-analysts-say -
Ja når man nu har Zymeworks, så er det lidt ærgeligt at se Enhertu´s triumftog, når man tænker på at ZW49 burde have (haft) gode chancer med et klart bedre antistof. Måske det halter lidt på ADC/linker teknologien, men svært at vide før vi ser data sidst på året.
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Spero - ret interessant at se GSK tage en pæn bid af Spero forleden https://newsfilter.io/a/fbfc463bc1d397541d2f1d3c2bc6e7a8. Så både Pfizer og GSK gør sig lækre. Aquilo Capital er på indkøbslisten næsten hver dag. Bliver interessant at se hvad det ender ud i med et stort antal short også...
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Jeg er meget enig i det der blev sagt på CC, for man burde have taget det i omvendt rækkefølge - altså først kombi med godkendt checkpoint hæmmer og så kunne man eksperimenterer med en ny, så ja jeg tænker det udelukker BP med egen godkendt checkpoint inhibitor.
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