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Genmab — Januar 2014

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • 1 Offline
    1 Offline
    120281
    wrote on sidst redigeret af
    #536

    Update fra J.P Morgan http://medwatch.dk/Medicinal___Biotek/article6413398.ece?utm_source=Feed&utm_medium=top&utm_campaign=Morgen&utm_content=2014-01-20+08%3A13%3A00

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    • 1 Offline
      1 Offline
      120281
      wrote on sidst redigeret af
      #537

      Interessant: Kvalitetsjournalistik kræver investeringer. Del venligst denne artikel med andre ved at bruge nedenstående link. http://medwatch.dk/Medicinal___Biotek/article6413398.ece?utm_source=Feed&utm_medium=top&utm_campaign=Morgen&utm_content=2014-01-20+08%3A13%3A00#ixzz2qvZb9XlE
      Kopier og videresend ikke artiklen. Det er i strid med ophavsretsloven og vores abonnementsbetingelser: http://medwatch.dk/service/betingelser

      Samtidig mener Bruce Booth, at aktiviteterne og snakken på konferenc

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      • investor1989I Offline
        investor1989I Offline
        investor1989
        wrote on sidst redigeret af
        #538

        Link Preview Image
        JPM 2014: Broad Optimism About Biotech Innovation - LifeSciVC

        The annual biotech pilgrimage to San Francisco has come to an end, and the upbeat, optimistic sentiment from #JPM14 bodes well as a barometer of the healthcare industry. Amidst the presentations and partying, there was lots of bullish thinking about

        favicon

        LifeSciVC (lifescivc.com)

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        • G Offline
          G Offline
          gentogen
          wrote on sidst redigeret af
          #539

          Link Preview Image
          PAGE NOT FOUND | J.P. Morgan

          favicon

          (www.jpmorgan.com)

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          • G Offline
            G Offline
            gentogen
            wrote on sidst redigeret af
            #540

            In FY2013 (Oct 2012 to Sep 2013) 103 requests for breakthrough designation were
            made with 32 requests granted and 62 denied

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            • G Offline
              G Offline
              gentogen
              wrote on sidst redigeret af
              #541

              We continue to believe
              that the biotech industry is in the early innings of an innovation cycle with many labelexpansion
              opportunities and novel agents in phase 2 or 3 trials that are largely
              unaccounted for in Street models. Hence, we are bullish on the group for 2014.

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              • 1 Offline
                1 Offline
                120281
                wrote on sidst redigeret af
                #542

                Genmab måtte da gerne have været nævnt.

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                • 1 Offline
                  1 Offline
                  120281
                  wrote on sidst redigeret af
                  #543

                  Kan så se Janssen og GSK står på med Gen produkterne under BTD

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                  • investor1989I Offline
                    investor1989I Offline
                    investor1989
                    wrote on sidst redigeret af
                    #544

                    Genmab er den usynlige engine der skaber produkterne 🙂 de andre tager fame for dem

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                    • JørgenVarnæsJ Offline
                      JørgenVarnæsJ Offline
                      JørgenVarnæs
                      wrote on sidst redigeret af
                      #545

                      næh - gode nyheder. Kempen hæver kursmål fra 200 til 285

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                      • 1 Offline
                        1 Offline
                        120281
                        wrote on sidst redigeret af
                        #546

                        Ja men stadig overrasket over fordelingen på 10 analytikere hedder 4 køb, 2 neutral og 4 negative. Men dejligt med en mere der justere til små 300.

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                        • J Offline
                          J Offline
                          JKY_VH
                          wrote on sidst redigeret af
                          #547

                          God morgen

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                          • R Offline
                            R Offline
                            Repsac
                            wrote on sidst redigeret af
                            #548

                            Der er da heldigvis kommet lidt mere volumen i Gen i dag.

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                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #549

                              Sydbank køber pænt igen

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                              • J Offline
                                J Offline
                                JKY_VH
                                wrote on sidst redigeret af
                                #550

                                Mon deres analyse er ved at gå i trykken?

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                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #551

                                  Det kunne man da håbe 🙂

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                                  • J Offline
                                    J Offline
                                    JKY_VH
                                    wrote on sidst redigeret af
                                    #552

                                    De er pt. stadig dagens største nettokøber, så jeg tror på, at der er en positiv analyse på trapperne.

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                                    • S Offline
                                      S Offline
                                      Sukkeralf
                                      wrote on sidst redigeret af
                                      #553

                                      Vi trænger til lidt nyt 🙂

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                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #554

                                        Ja, i allerhøjeste grad. GEN vælter rundt uden retning, og der bliver spundet alle mulige historier. I dag er GS en af de store købere og NDA en af de store sælgere... Det giver ikke rigtig mening

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                                        • S Offline
                                          S Offline
                                          Sukkeralf
                                          wrote on sidst redigeret af
                                          #555

                                          Eller også givet det netop mening - Nordea ved deres kursmål er for højt og GS deres for lavt 🙂

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