Aktiesnakken — November 2019
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Bloomberg Markets @markets
U.S. Defense Secretary Mark Esper makes a rare trip to Wall Street to celebrate Veteran’s Day by ringing the closing bell at Nasdaq and taking part in a question and answer session at Goldman Sachs Group Inc. hosted by Chief Executive Officer David Solomon https://bloom.bg/2NDLBtx -
Bloomberg Markets @markets
Subprime mortgages may have wreaked havoc on the U.S. economy over the past decade, but they have been very good to Tom Marano https://bloom.bg/2X1skoU -
Bloomberg Markets @markets
Uber Technologies Inc. CEO Dara Khosrowshahi said in an interview that the murder of journalist Jamal Khashoggi was “a mistake” by the Saudi Arabian government, and compared it to Uber’s accident with a self-driving car that killed a woman https://bloom.bg/2Q8uKQZ -
Bloomberg Markets @markets
Apple Inc. and Goldman Sachs Group Inc., two of the most recognizable companies in tech and finance, are caught up in a growing debate over whether lenders unintentionally discriminate when they use complex models to determine how Americans borrow money https://bloom.bg/2K7z5Ac -
Bloomberg Markets @markets
Gold futures tumbled to a three-month low as contracts equal to over 3 million ounces changed hands in half an hour https://bloom.bg/33BjnVD -
God morgen.
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Tirsdagens danske & udenlandske regnskaber og økonomiske
nøgletalhttps://www.proinvestor.com/investornyt/648405/tirsdagens-danske-amp-udenlandske-regnskaber-og-oslashkonomiske-noslashgletal -
Tirsdagens danske & udenlandske regnskaber og økonomiske nøgletalhttps://www.proinvestor.com/investornyt/648405/tirsdagens-danske-amp-udenlandske-regnskaber-og-oslashkonomiske-noslashgletal
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God morgen derude
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Hang Seng i Hongkong op
0,08 prosent
Nikkei 225 i Tokyo op 0,13 prosent
Kospi i Seoul op 0,19 prosent
Shanghai Composite ned 0,44 prosent
STI i Singapore op 0,31 prosent
ASX 200 i Sydney ned 0,52 prosent -
Bloomberg Markets @markets
Five things you need to know to start your day in Europe https://bloom.bg/32GCmgi -
S&P Future træder vande, afventer nye signaler
https://www.proinvestor.com/investornyt/648398/sampp-future-traeligder-vande-afventer-nye-signaler -
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Hej Zinkler. Jeg har erfaring fra farmabranchen, men er lægmand på onkologi området. Så tag mine ord for at være et partsindlæg.
Oncology Venture har 7 produkter i pipeline, heraf 3 prioriterede. Det er alle 7 produkter, som fejlede i fase 3 hos andre (mest store) medicinalfirmaer. Så produkterne har safety i orden, og masser af data. Desværre viste de ikke signifikant effekt i fase 3 oprindeligt. Men Oncology Venture har nu lavet aftale på alle produkterne, og bruger deres DRP (Drug -
Predictor) og tjekker 200+ gener hos patienterne. Og vha deres DRP og alle de gamle data kan de udvælge de gen-karakteristika som patienten skal have for at det givne produkt skal have effekt. Og dermed kan de i nye forsøg påvise effekt af ellers kasserede produkter.
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De har 3 produkter prioriteret, og et af dem kan der forhåbentlig (intet er sikkert) indsendes NDA (New Drug Application) i USA på allerede i 2020. OV har 7 produkter i pipeline og hele firmaet er samlet set 130 mio SEK værd. GENMAB har 1,5 produkt på markedet, og er 90 Mia DKK værd. Der er med andre ord ca. 900 gange forskel i valuation. Hvis bare et af OV's produkter rammer markedet kan aktien 50-dobles........... Og i min optik gør de alle de rigtige ting med ny ledelse, ny CEO med onkologi e
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