Biotek-snakken — Januar 2023
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Imponerende at XBrane bare buldrer videre opad i det her depressive marked +4%
…..Men markedsværdien af selskabet er MARKANT lavere iforhold til de få konkurrenter som findes indenfor Biosimilarer. Selvom XBrane er ligeså langt fremme og har en del kurstriggere i 2023. -
Forstår godt hvad du mener, men er ikke overrasket, eller imponeret.. kun temmeligt forventet.. deres similar er godkendt, som forventet, deres platform er bedre end konkurrenternes, deres pipeline robust indtil 2029, deres partnere er internationale og stærke.. så Xbrane er noget nær det sikreste kort man kan have
på hånden.. -
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Listed in the pipeline as recently as October, JNJ-6358 — a bispecific antibody binding to CD3 on T cells and human leukocyte antigen G (HLA-G) on cancer cells — and JNJ-8902 — a CD3 x TMEFF2 bispecific — were nowhere to be found in the latest pipeline presentation.
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Pipeline — Zymeworks
Pipeline Our clinical and preclinical pipeline includes wholly owned and partnered therapeutic candidates targeting difficult-to-treat cancers and other serious diseases. Product Candidate Preclinical Phase 1 Phase 2 Pivotal Partner Clinical Preclinical Partners Innovation Pushing the boundaries of antibody-based therapeutics through novel multispecifics and optimized drug conjugates. learn more
Zymeworks (www.zymeworks.com)
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Jazz, jeg sidder også HELT roligt i båden, med XBrane. De er stille og roligt ved at bygge noget stort op, og så må vi leve med at nogen hopper af på vejen opad, og at aktien laver nogle lidt vilde udsving undervejs.
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Tålmodighed, Jazz, som Helge ville have sagt
Og det har jeg, med mange år på aktiemarkedet, skal der meget til for jeg ryster på hånden, hvis det fundemantale er i orden -
Moderna Announces FDA's Breakthrough Designation For MRNA-1345; Plans License Application In H1 https://www.proinvestor.com/investornyt/933275/moderna-announces-fdas-breakthrough-designation-for-mrna-1345-plans-license-application-in-h1
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10 top M&A targets in biotek for 2023. https://www.fiercebiotech.com/special-reports/top-10-ma-targets-biotech-2023
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