Roche, Novo og Mr. Market
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Roche stiger i dag ca. 5%, og Novo falder tilsvarende.
Nyheden er et positivt fase-1 resultat med et GLP-1 middel. * Fase 1 *
Så mangler Roche "bare" fase 2 og fase 3. Og en godkendelse (hvor deres middel ikke kun skal matche de eksisterende, men overgå dem). Og Roche skal nok også lige bygge et par fabrikker. Men så er de klar til feje Novo og Lilly af banen.Jamen, det berettiger da ikke dagens kursudsving.
Jeg har i øvrigt aktier i både Novo og Roche. Og Roche kunne have fortjent en bedre kursudvikling de seneste par år. Af andre grunde end dagens nyhed.
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Roche doubles down on its Alzheimer's ambitions as next-gen amyloid-lowering drug excites scientists
https://endpoints.news/roche-doubles-down-on-its-alzheimers-ambitions-as-next-gen-amyloid-lowering-drug-excites-scientists/
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