Top 10 udgoer cirka 50% af vaerdien. Amgen, som udgoer 8-9%, var billig tidligere i aar, men er steget en del i H2. Jeg har kun fidus til Gilead (7-8%) og Biogen (5%) nu hvad angaar koeb.

Biomarin udgoer 2% af den samlede vaerdi og er den mindste blandt top 10:
https://www.biomarin.com/about
Biomarin har blandt andet Vosoritide i pipeline:
https://www.biomarin.com/products/pipeline/bmn-111/
Vosoritide is designed for the treatment of achondroplasia, the most common form of dwarfism.
BioMarin Announces Cumulative Additional Height Gain of 9.0 cm over 54 months versus Natural History in Children with Achondroplasia Treated with Vosoritide in Phase 2 Study
https://investors.biomarin.com/2019-11-14-BioMarin-Announces-Cumulative-Additional-Height-Gain-of-9-0-cm-over-54-months-versus-Natural-History-in-Children-with-Achondroplasia-Treated-with-Vosoritide-in-Phase-2-Study

Seattle Genetics er stukket helt af. De samarbejder i en europaeisk kontekst bl.a. med Genmab om Tisotumab Vedotin (aeggestokke-kraeft og livmoderhals-kraeft):
https://www.seattlegenetics.com/pipeline/tisotumab-vedotin
http://www.genmab.com/product-pipeline/products-in-development/humax-tf-adc

https://invst.ly/p48nd