Biotek-snakken — Januar 2026
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Europæiske life science-aktier tager teten efter afvist sparemanøvre fra Trump https://proinvestor.com/investornyt/1400080/europaeiske-life-science-aktier-tager-teten-efter-afvist-sparemanovre-fra-trump
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Cessatech; hov; fik ikke linket med til analysen: https://stokvalue.substack.com/p/the-one-stock-im-buying-for-my-kids?utm_campaign=post-expanded-share&utm_medium=web&triedRedirect=true
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Hør Pila Pharmas præsentation fra Investor Konferencen den 26. november https://proinvestor.com/investornyt/1400112/hor-pila-pharmas-praesentation-fra-investor-konferencen-den-26-november
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$ZYME, Zani combo med tislelizumab (PD-1) + chemotherapy slår trastuzumab + chemo. mOS 26.4 vs 19.2 months og bliver ny 1L SoC. Market reaktion udeblev i først omgang da Zani+Chemo også var forventet at slå Tras+Chemo, Median OS 24.4 vs 19.2 months HR 0.80 p = 0.0564 lige akkurat ikke stat sig. i denne OS interim, men har en OS trend som ved næste iterim OS mid-2026 børe blive stat sig.
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Monte Rosa Therapeutics Announces Proposed Public Offering of Common Stock and Pre-Funded Warrants
BOSTON, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Monte Rosa Therapeutics, Inc. (“Monte Rosa”) (Nasdaq: GLUE), a clinical-stage biotechnology company developing novel molecular glue degrader (MGD)-based medicines, today announced that it has commenced an underwritten public offering of $200.0 million of shares of its common stock and, in lieu of common stock to certain investors, pre-funded warrants to purchase shares of common stock. All of the shares of common stock and pre-funded warrants to purchase
Yahoo Finance (finance.yahoo.com)
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Sukkeralf, tillykke med Monte Rosa. Zani data var big time anitklimaks. Skuffede (levede ikke op til håbene) på ORR i begge arme og skuffende chemo OS ikke blev nået. Diaree ser lidt slem ud, men det vil ikke afholde læger fra at bruge Zani combo som ny SoC. PFS var flot og OS med Tisle var en home run. anitklimaks særligt fordi vi skal vente ydereliger 6 mdr for at se Chemo combi o dermed lidt usikkerhd om Zani kan afsætte SoC uden Tisle.
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Har ikke fået kigget nærmere på data endnu, for havde egentlig regnet med de først kom i dag - umiddelbart også skuffet og særdeles skuffet over at Kenneth har indikeret særdeles gode data......har i princippet afventet data og ikke solgt ud endnu, hvilket med dagens kurs så er lidt skuffende. Havde håbet vi kunne ramme kurs 30 i dag, men det sker nok ikke!
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