Aktiesnakken — Juli 2012
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og avandia
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jeg ville nok sidde lidt uroligt over de 80K rapporter der blev fundet hos Genentech
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Glaxo anker den ikke, men har "lært" af episoden
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Det viser bare hvor big business det game er. Hvad mon Roche sidder og tænker
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Hvis de rapporter viser noget som helst andet end det som deres kliniske forsøg viser, så er de så screwed
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Det er bøder for at have skjult safety data GSK har fået, men hvorvidt det kan overføres til roche/genetech er blot en spekulation
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Mon ikke den positive stemning omkring Rockwool fortsætter? http://npinvestor.dk/nyheder/avis-rockwool-vil-have-del-af-kinas-byggeboom-247518.aspx
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kan de blive ved med at finde flere penge? http://epn.dk/tema/krakamagerbank/article4741115.ece
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Zealand Pharma (Buy)
Bristol-Myers Squibb (BMS) and AstraZeneca have teamed up to acquire Amylin for USD5.3bn. We believe this should remove the immediate market concerns about Sanofi’s continued commitment to Lyxumia. We expect the Zealand share price to rebound quite significantly following this. We maintain our Buy recommendation and DKK120 per share 12-month target price. -
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