Aktiesnakken — Juni 2019
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For lige at præcisere 10:02. The Kaplan–Meier estimate of the percentage of patients who were alive without disease progression at 30 months was 70.6% (95% confidence interval [CI], 65.0 to 75.4) in the daratumumab group and 55.6% (95% CI, 49.5 to 61.3) in the control group. The median progression-free survival was not reached in the daratumumab group and was 31.9 months (95% CI, 28.9 to not reached) in the control group.
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Ny udvikling @Rex Pacis: god formiddag
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Gooood mornings
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Er der nogle her som er med i SOBI. Jeg er gået ind i den her hvor det ser ud som om der er en bund. Har fået mange stryg på Q1 regnskab som missede estimater med ca. 200 MSEK. PGA sen overtagelse af rettigheder til Synagis. Den er iøvrigt bund-solid
med god indtjening og vækster flot, så en PE 15 virker meget billig. Eneste rønnebær som jeg ser det er at markedet er lidt nervøse på om Elocta kan hold væksten pga konkurrence fra Roches' Hemlibra. -
Måske Teva er oversolgt. ?? https://seekingalpha.com/amp/article/4268415-buy-teva-recent-downgrade-overblown-late-party
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Teva. Jo man kan jo nok regne sig frem til at faldet er overgjort. Men usikkerheden omkring lawsuits er enorm. Som DDB.. på den lange bane nok undervurderet..men i modsætning til feks DDB købte man sig jo allerede ind, før opioid sagerne, i, at Teva “nok” ville vokse sig fri af gæld og bøvl. Så der var allerede en del usikkerhed inden. Kunne selv være fristet til at sænke mit GAK, men gør det ikke i Teva, (men har gjort det i DDB). Der skal være en kæmpe rabat på Teva lige nu... og
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Godmorgen derude
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Teva chairman buys shares for $2m
Sol Barer's vote of confidence has helped Teva's share price rise 10% over the past few days from last week's 20-year lows.
(en.globes.co.il)
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Godmorgen
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Lidt Teva opdatering i den stille pinsetid. https://www.barrons.com/amp/articles/how-the-opioid-litigation-against-drug-companies-could-play-out-51559914560
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God morgen. :-). Opioid sagen. https://www.bloomberg.com/amp/news/articles/2019-06-11/johnson-johnson-fueled-opioid-crisis-trial-witness-testifies
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