Genmab — Januar 2016
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sjovt nok er Gilead altid top pick - men de kan sgu ikke rigtigt komme ud over rampen
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De hænger fast i en lav P/E
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hold nu kæft, hvor er de skizofrene derovre - index ned med over-1% og nu oppe med over 1,5%. På 20 minutter
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Den type volatilitet gør mig altid noget nervøs omkring den overordnede retning
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jep - når det er sådan, foretrækker jeg at være helt oppe på tæerne
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EMA-godkendelsen kan komme i ekspresfart "Darzalex was also on this week’s CHMP agenda for adoption of 120-day questions and, according to the accelerated procedure, there will be a CHMP opinion after just 150 days (instead of 210). Hence, there could be an opinion for Darzalex already at the next CHMP meeting (end February), meaning a potential launch of Darzalex in Q2 as well, or at least no later than the summer 2016. We have a Buy on Genmab with a target price of DKK 1,100 per share."
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jeg tror stadig, vi er on-track til godkendelse "før sommer". Så dagens minutes fra chmp er blot bekræftigelse af, at alt kører som skitseret tilbage i september ifm accelerated approval
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Det bliver lidt spændende om castor og pollux (insh allah) også bliver accelerated approval - de kommer jo i konkurrence med elo
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Godt at sove på.
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Godnat og god weekend til alle.
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Dejligt med en stabil og positiv ende på ugen. Vi overlevede endnu engang
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Årsagen til den gode afslutning på dagen: http://realmoney.thestreet.com/articles/01/29/2016/bank-japan-move-means-big-day-market?puc=yahoo&cm_ven=YAHOO God weekend
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