Medivir faldt 36 % i dag
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bjn Jeg kender ikke Medivir, men jeg kastede lige et hurtigt blik paa presse-meddelelsen:
Futility analysis performed of the phase II combination study with birinapant and Keytruda
in colorectal cancer patients
https://www.medivir.com/investors/press-releases/2019/futility-analysis-performed-of-the-phase-ii-combination-study-with-birinapant-and-keytruda-in-colorectal-cancer-patients
"IDMC's recommendation is that the study should be terminated as the analysis indicates that it is unlikely that the study's objectives will be met. Medivir has therefore decided to discontinue the recruitment of patients and to end the study."Det ser ud til, at de ikke har saa meget andet i pipeline:
https://www.medivir.com/our-projectsHvis de mister 1 ud af 3 produkter i fase 2, saa taenker jeg saadan lidt lav-praktisk, at et fald paa 36% sagtens kan vaere rimeligt.
Jeg haaber, at den kun udgoer en lille del af din portefoelje og du hurtigt rejser dig igen fra det midlertidige tab
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