Genmab — August 2023
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Ja, renten har en direkte virkning på Genmabs kurs. Bare snak om eventuel renteforhøjelse i US så bakker den kursmæssigt. Men mon ikke vi har nået smertegrænsen for hvad de mange zombie-firmaer som lever på lav rentenåde i US kan klare. Vi har nået pivot foreløbig, når renten sænkes på et tidspunkt, så må der komme en kursmæssig ketchup-effekt ved genberegning af DCF-modellerne
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I am a bit surprised to see GEN3009 under Testikelkræft / testicular cancer here? maybe a mistake https://www.cancer.dk/testikelkraeft-testescancer/behandling/forsoegsbehandling/forsoegsbehandlinger/1079007/1079007/
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Det går den rigtige vej...den skal da også have lidt fart på hvis 2800 skal rundes medio sep.
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Medicinalbranchen holder vejret: Ti store lægemidler skal have forhandlet pris i USA https://www.proinvestor.com/investornyt/1041121/medicinalbranchen-holder-vejret-ti-store-laegemidler-skal-have-forhandlet-pris-i-usa
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Genmab to Present at Morgan Stanley 21st Annual Global Healthcare Conference https://www.proinvestor.com/investornyt/1041205/genmab-to-present-at-morgan-stanley-21st-annual-global-healthcare-conference
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small new Dara trial; The goal of this clinical trial is to test the safety and tolerability of anti-CD38 monoclonal antibody (mAb), daratumumab, in combination with KRAS vaccine (Targovax TG-01/Stimulon QS-21) when given with anti-PD-1 (programmed cell death protein 1) mAb (nivolumab) in patients with advanced non-small cell lung cancer (NSCLC) or pancreatic ductal adenocarcinoma (PDAC). https://clinicaltrials.gov/study/NCT06015724?tab=table
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Endelig et indlæg idag
Tak for det, @EL. -
Kan ikke mindes nogen dag, overhovedet, hvor der har været så lidt trafik på PI’s chats….. Og det endda til trods for, at det faktisk blev en ret god børsdag.
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Jep
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Måske forventet, men dara var ikke på IRA drug listen https://www.hhs.gov/about/news/2023/08/29/hhs-selects-the-first-drugs-for-medicare-drug-price-negotiation.html
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Interessant. IRA drug listen vil blive fornyet årligt, så det kan jo være dara kommer med på et tidspunkt: "In future years, CMS will select for negotiation up to 15 more drugs covered under Part D for 2027, up to 15 more drugs for 2028 (including drugs covered under Part B and Part D), and up to 20 more drugs for each year after that, as outlined in the Inflation Reduction Act"
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