Genmab — Februar 2023
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Teprotumumab
improves dry eye symptoms https://onlinelibrary.wiley.com/doi/10.1111/ceo.14208 -
Pharma og biotek - opdatering - Helge Larsen gennemgår det sidste nye om virksomhederne inden for pharma og biotek ud fra den kvalificerede debat og chat på proinvestor. https://www.proinvestor.com/boards/110036/
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(Novo Nordisk ' Bavarian Nordic ' Zealand Pharma)
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Ser lige i Stiften, at Genmab er på en 8. plads over de selskaber, der har betalt mest i selskabsskat i 2022. 968 mio. blev det til. Listen toppes af Novo Holdings med 8,3 mia. Kr.
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Cantor Fitzgerald is previewing its thoughts on a potential interim analysis for Johnson & Johnson's
Phase 3 MARIPOSA study of Rybrevant (amivantamab) + lazertinib in first-line epidermal growth factor receptor (EGFR) mutation (Ex19del or L858R) positive nonsmall cell lung cancer (NSCLC).
Cantor says it is an important study for the company, and positive data here could help close the disconnect between what JNJ has said about Rybrevant + lazertinib's opportunity in -
in NSCLC ($5B+ peak sales potential) versus where consensus numbers are at $734 million in 2028E sales for Rybrevants. https://www.benzinga.com/analyst-ratings/analyst-color/23/02/30693552/johnson-johnsons-upcoming-lung-cancer-data-could-offer-another-blockbuster-opportun
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Troværdighed er en særdeles betydende faktor, når kursen skal fastsættes. Fantastisk at se DSV stige 8,6% på dagen, hvor de skærer EBIT 2023 32,5% ned fra realiseret 2022. Jeg har det lidt på samme måde med Genmab. De skriver ikke ofte omkring nyheder - men når noget kommer, er det sædvanligvis noget, vi kan stole på. Så tavshed kan stadig være guld.
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Is A Rise Imminent For Johnson & Johnson Stock After An 8% Fall In A Month? https://www.proinvestor.com/investornyt/935796/is-a-rise-imminent-for-johnson-amp-johnson-stock-after-an-8-fall-in-a-month
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Sarclisa sold 86mn Q4, 294mn '22 https://ml-eu.globenewswire.com/Resource/Download/d262b473-3732-4b2e-bdd3-35c114256045 so not really taking any significant share so far
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