Genmab — Juli 2016
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Kongetallet i massivt comeback.
http://borsen.dk/nyheder/oekonomi/artikel/1/327646/kongetallet_goer_massivt_comeback_287000_nye_job_i_usa.html -
Bristol Myers' small deal underscores how hot immuno-oncology is - MedCity News
BMS' purchase of Cormorant shows that no deal is too small when it comes to immuno-oncology.
MedCity News (medcitynews.com)
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Er overrasket over at HSBC kunne ligge en dæmper på aktien efter den latterlige kursmål. Jeg forstår ikke man tage sådan et kursmål seriøst, og undrer mig over at den ikke stiger mere i et ellers positivt marked.
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@Sukkeralfie / Fra BMSs site: "The rights to HuMax-IL8 were acquired by Cormorant from Genmab A/S in 2012 under an exclusive license agreement". Skal det forstås sådan, at (patent-)ejerskabet stadig er GENs, men at al brug og udvikling af proteinet er solgt til BMS?
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Og er det først og fremmest afhængigt af teknologi-typen (et protein/en fremføringsmekanisme) hvor høj royalty-satsen er? (mener jeg på et tidspunkt hørte, at NOVO skulle betale 1% til Emisphere for brugen af deres 'orale-afleverings-platform', Eligen, ved fremtidigt salg af evt. Oralts Semaglutid)
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Spændende hvad den lukker i
US indekséne nærmer sig os ATH og det er smukt grønt over hele linjen
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