Genmab — September 2024
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The Inclacumab trial completed, curious if we will see anything on this https://clinicaltrials.gov/study/NCT04935879?tab=history&a=11&b=12&compareMode=sideBySide#version-content-panel
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Winkel did talk about the patent issue for faspro. The extension the bastards got and that became the achillesheal for the shareprice. He said if JNJ should get rid of that uncertainty they should op.in on hexa38. He was refering to a Novo issue about this. Do anyone have somthing about that ?
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https://www.nejm.org/doi/full/10.1056/NEJMc2407150 https://www.nejm.org/doi/full/10.1056/NEJMc2408786 Can't read these, but 2 NEJM articles on Teclistamab in Autoimmune Disease https://x.com/grieshaber/status/1831568931896623243 https://x.com/VivekSubbiah/status/1831537396837474654
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De første var vist om små
14 dage. Men der er en række konferencer. ESMO, ASCO etc ESMO 13-17. sep https://www.esmo.org/ -
https://finance.yahoo.com/news/biontech-present-clinical-data-updates-111500882.html Biontech flager nogle af indlæggene her
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Kort video: Investorernes største ønske i september er lidt som at blæse og have mel i munden. Økonomien skal bremse tilpas meget op, så inflationen går ned, men uden vi havner i en recession. Mere herom i denne ugekommentar, hvor Helge Larsen omtaler Bavarian Nordic, Ambu og Genmab.https://proinvestor.com/boards/122132
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Godmorgen

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