Genmab — Maj 2015
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Valeant stormer op Repsac. tæt på 250 nu
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Spændende gentogen
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Gilead er jeg hoppet helt ud af
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Nej har været med fra 65 så syntes det var tid at tage profitten.
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Firmaet handles til 11-12 gange indtjeningen, så ikke dyr. Syntes bare at den fremtidige vækst i deres Hepatits forretning er begrænset og når så har en 60% margin tror jeg det er uholdbart i længden..
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