Genmab — November 2023
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Yes correct EL. GDP for Q3 was very high but many CEO guided lower earnings in Q4. Usually in high interest environment GDP drop with 2-3% per Q so maybe 2.5% in Q4 and -0.5% in Q1-2024. Time will show. So Q4 / annual reports and 2024 guiding for 2024 thats coming in January to February will be very interesting for the marked.
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Men ja, også muligt Joe Biden fortsætter med at stimulere økonomien med store summer og derved kan holde ernings oppe. Men så kommer renten jo ikke ned hvis økonomien er er i top og alle har jobs. Den høje rente vil bare gøre USAs gæld større og større og koste ca. 1.5T per år i renter. Det er jo fordi Biden stort set bare har fortsat covid stimulus at gælden vokser vildt og nu ikke kan tæmmes. Hele lokummet kan vælte som i 2009.
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Godmorgen
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nejm -Amivantamab plus Chemotherapy in NSCLC with EGFR Exon 20 Insertions
https://www.nejm.org/doi/full/10.1056/NEJMoa2306441 -
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Yes you are right. Majestec 1 was mono. In Majestec 2: the overall response rate (ORR) was 93.5 percent.1 Among all patients in the trial, VGPRs or better were achieved by 90.3 percent of patients, and 54.8 percent of patients achieved a complete response (CR) or better.
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