Genmab — Oktober 2022
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Fik købt en ekstra, kort klump i 2430, d. 26.09 (hvor kursen åbenlyst var kommet aaalt for langt ned) - mhp. nemme 20% INDEN nytår. Solgte - med lidt ekstra forsigtighed in mente - så meget af klumpen i går, at årets fortjeneste til lav skattesats nu er realiseret. Har typisk afholdt mig fra den slags dispositioner.. men den skal da bare have gas fremover, når GEN - sine 1-2 gange om året - falder 20-30% tilbage.. selv med 42% skattesats er det en overordentlig fin forretning!
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Her blir det moden Chateauneuf du Pape (2012 Pégau, Cuvée Laurence) til pandestegt Shawarmakød med hele baduljen: humus, Ajvar, grovpita, salat m/hvidløgsdressing og feta, oliven, den hotte strøg-chili(!) og turşu-chilier (tyrkiske sursyltede, milde grønne chilipebre). God weekend og Bon appetit
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AbbVie Inc. (ABBV) Q3 2022 Earnings Call Transcript
https://seekingalpha.com/article/4550412-abbvie-inc-abbv-q3-2022-earnings-call-transcript -
I et bear-marked, hvor der raser recession på de økonomiske globale markeder, er det vigtig, man som investor har polstret sine porteføljer med aktier, som er både stresstestet og trykprøvet i deres evne til ikke at falde dybt ned, når der kommer negative nyheder. Og hvilke sektorer og aktier mener jeg, det er godt at være i? Det kan du høre om i denne video. https://www.proinvestor.com/boards/107378
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Highlight Abbvie Earnings Call "We're seeking accelerated approval based on the positive Phase 2 study results for epcoritamab in this indication where we saw very deep and durable responses in these highly refractory patients. We expect decisions in both U.S. and Europe in 2023."
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Se ugens mange regnskaber: https://www.proinvestor.com/finanskalender
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'While AbbVie does face several near-term pressures, we believe the firm is making strides with its pipeline, but probably needs to augment internal efforts with increased acquisitions. Within the pipeline, we are bullish on recently filed lymphoma drug epcoritamab.' https://www.morningstar.com/articles/1121828/abbvie-posts-solid-q3-earnings-but-uncertain-outlook-for-humira-likely-weighing-on-stock
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