Genmab — April 2015
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http://www.proinvestor.com/index.php?p=debat_1&postid=72159 Exiqon analyse
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Tror nu ikke det er min analyse. Tror mere folk bare er ved at få øjnene op for aktien. Når folk kigger på casen kan de flest nok se potentialet
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Men selvfølgelig er analysen med til at få folk til at kigge den vej.
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Det eneste der kan bekymre mig mht. Exiqon er at jeg ikke er særlig bull på $ fremadrettet. Men det kan jo hedges
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har en stor portion EUR/$ call optioner fordi flere af mine selskaber som genmab, exiqon mv. er lidt følsomme mod $
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herudover købt CAD/USD fordi jeg mener den canadiske $ er alt for langt nede
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TF-ADC demonstrated effective killing against tumor cell lines with variable levels of target expression. In xenograft models, TF-ADC was relatively potent in reducing tumor growth compared to EGFR- and HER2- ADCs. We hypothesize that the constant turnover of TF on tumor cells, makes this protein specifically suitable for an ADC approach.http://www.ncbi.nlm.nih.gov/pubmed/25724665
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J&J fokuserer på farma frem for medico
Medicinaldivisionen går fremad, mens Johnson & Johnson må se koncernens medicodivision tage et tocifret dyk. Det kan få giganten til at skære medicoaktiviteterne ned.
(medwatch.dk)
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ja vi får abstract release + J&J R&D dag
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