Genmab — Juni 2025
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Erstat med Rina-S og gange med faktor 3 https://finance.yahoo.com/news/elahere-market-opportunities-strategies-2034-125800564.html
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Hvilken aktie vurderer Ingvar størst potentiale fra nuværende niveau? Genmab, Novo eller Coloplast. Genmab virker utrolig billig målt på nøgletal. Ser også ud til de får støt voksende indtjening for andet end Dara inden patentudløb. Coloplast virker fornuftigt ift historisk værdisætning. Stadig til den lidt høje side. Dog et stabilt foretagende med forholdsvis sikker indtjening. Novo er sønderbombet. Virker meget billig værdisat. Dog med utrolig stor konkurrence på fedmemarkedet fremadrettet.
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Trump Vows To Cut 'The Best Deal' On Drug https://www.investors.com/news/technology/drug-prices-most-favored-nation-biotech-stocks/
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"Far from its previous peaks, the biotech sector is now trading at the same levels it reached back in 2015.
That’s a full decade of underperformance, an anomaly in a market driven by innovation, disruption, and long-term growth". Læs mere i denne tråd fra X: https://x.com/nataninvesting/status/1938931955422113924
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