Genmab — Maj 2025
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Til sammenligning til EPCORE NHL-2: Background:
First-line (1L) standard of care (SOC) for diffuse large B-cell lymphoma (DLBCL) is rituximab plus C, H, vincristine, and P (R-CHOP), and it continues to evolve with pola-R-CHP showing higher complete response rates (CRR) of 78% and longer progression-free survival (PFS) than R-CHOP (Tilly 2022) -
As said by EL - JNJ nightmare: https://finance.yahoo.com/news/halozyme-j-j-slide-analyst-150056315.html
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Nu kommer deres lobbyister på overarbejde...
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Healthcare worst-performing S&P 500 subsector year to date: Mizuho expert
Tariffs, executive orders, and FTC probes are just some of the problems piling up for the pharmaceutical industry. Trump's actions are pressuring a historically "safe" sector.
Yahoo Finance (finance.yahoo.com)
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Sundhedsaktierne i USA fortsatte nedturen - ikke længere sikker havn https://proinvestor.com/investornyt/1317372/sundhedsaktierne-i-usa-fortsatte-nedturen-ikke-laengere-sikker-havn
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Should You Buy Johnson & Johnson Stock Now? https://proinvestor.com/investornyt/1317399/should-you-buy-johnson-amp-johnson-stock-now
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VIDEO: Response seen with Rina-S in ovarian cancer despite FR-alpha expression levels https://www.healio.com/news/hematology-oncology/20250514/video-response-seen-with-rina-s-in-ovarian-cancer-despite-fr-alpha-expression-levels
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Pharma-aktier er typisk dem, investorer regner for en sikker havn i urolige tider. Men ikke engang dén sektor er fredet længere, hvor Trump kommer med udmeldinger om told og store prissænkninger på medicin i USA. Hvad kan vi som investorer se frem mod? Hvornår slutter dette mareridt? Det giver Helge Larsen sit bud på. Herudover omtales Lundbecks flotte regnskab og Genmabs udsigt til evt. lidt mindre royalty på Darzalex i 2029. Kort video: https://proinvestor.com/boards/126377
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