Genmab — December 2015
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Ja det bliver årets julegyser. Jeg har selv brugt dagen i dag til at sælge lidt ud af mine
aktiebeholdninger (undtagen Genmab selvfølgelig) da jeg frygter at reaktionen bliver negativ uanset -
det er sgu altid forvirrende at spå om retningen. Det kan vel ligesågodt være en eller anden form for relief-rally bagefter
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dow ligger jo ligefrem et par % lavere i dag end primo året
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og sp500 er helt vandret
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Helt enig Dingle, det er også kun mine danske beholdninger jeg er gået ud af da jeg føler prisansættelsen gør at ricisien er alt for stor
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0,25%
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Kvalitetsjournalistik kræver investeringer. Del venligst denne artikel med andre ved at bruge nedenstående link. http://medwatch.dk.esc-web.lib.cbs.dk/secure/Top_picks_in_english/article8305619.ece#ixzz3uVpPmBLq
Kopier og videresend ikke artiklen. Det er i strid med ophavsretsloven og vores abonnementsbetingelser: http://medwatch.dk/service/betingelserBut the most recent development speaking in favor of Janssen buying Genmab relates to the companies’ partnership concerning Genmab’s DuoBody t
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But the most recent development speaking in favor of Janssen buying Genmab relates to the companies’ partnership concerning Genmab’s DuoBody technology platform, according to Jefferies. The banking firm is now for the first time factoring in this partnership with an estimated value of USD 750 million, as the most advanced candidate, JNJ-61186372, has reached phase I and there are 10 additional programs in the making. The collective DuoBody collaboration could yield milestone payments of up to US
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3.6 billion to Genmab.
“Furthermore, we believe this agreement helps underpin a potential strategic argument for Janssen to acquire Genmab, which could remove the Darzalex related USD 850 million in milestones still owed and a 12-20% royalty on worldwide sales,” Jefferies writes in a recent analysis. -
Nice! Tak Sibelius. US ser ud til at tage godt imod renten
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Jeg har læst lidt om DR5 target som Genmab laver Hexa på. Det er virkelig en leapfrog kandidat og en fantastisk måde at tænke på. Når konkurrenterne prøver at finder en markør i patienterne der indikerer deres DR5 stof virker, går Genmab efter at forbedre virkningen generelt. Denne her har en masse god info hvis man er interesseret i den slags: http://www.ncbi.nlm.nih.gov/pmc/articles/PMC2883819/
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