Biotek-snakken — Juli 2022
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Copenhagen Compounder @cphcompounder/Twitter ·$XBI er oppe 17% siden den bund i Maj som også var bunden i ‘18 og ‘20. Den lavere rente pga frygt for recession sender lige nu investorerne ud af ‘value’ og tilbage ind i bl.a. biotech - og tror først lige den bevægelse er startet. https://twitter.com/cphcompounder/status/1544550148788944896
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Merck Reportedly In Advanced Talks To Buy Seagen https://www.proinvestor.com/investornyt/847084/merck-reportedly-in-advanced-talks-to-buy-seagen
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Holder øje med Lava Therapeutics, men er ikke hoppet med på vognen. Som jeg husker det er de kun på vej ind i de forventede relevante doser, hvor der forventes effekt. Så tænker vi skal frem til næste opdatering, som vist først kommer i 2023 lød det til (synes tidligere de har sagt ASh i december).
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Key opinion leaders (KOLs) – interviewed for a new FirstWord Therapy Trends report on the current and future gastric cancer treatment landscape – are confident that confirmatory Phase III trial data will read out positively to cement its status as a second-line treatment option, but are less enthusiastic about its potential role in the first-line setting.
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2 Top Healthcare Stocks to Buy Right Now https://www.proinvestor.com/investornyt/848220/2-top-healthcare-stocks-to-buy-right-now
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Video med TA-analyse af
XBI,
Bavarian,
Novo Nordisk,
Genmab,
Zealand Pharma og
Hansa Biopharma. https://www.proinvestor.com/boards/104411/
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