Genmab — August 2016
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De første effekt data før tilføjelse af dosis 2.0 mg ses også på slide 14 her http://files.shareholder.com/downloads/AMDA-KPIBN/1175816724x0x862700/D54C6287-FBF4-48F3-A7B5-30EBBD7EC562/Jefferies_Investor_Presentation_vNov_16_public.pdf
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en CEO med selvtillid og som er en vinder. Det er guf
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Med Pfizer Medivation dealen øges presset igen på Gilead http://seekingalpha.com/article/4001244-gilead-strikes-medivation?auth_param=10beaj:1brm00s:ae73c0f6d620098c9f0471131d1f2e84&uprof=45&dr=1
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Jeg syntes vi hørte Jan sige på et tidligt tidspunkt, der var styr på bivirkningerne i TF selv om det var giftigt stads. Med udvidelsen af pjaske 1/2 må man have knækket koden i en kræftform, som vi snart vil høre mere om. Jeg ser TF som det næste guldæg, samt Dara uden for MM.
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Jeg ved ikke om denne har været nævnet, men det ser meget godt ud http://borsen.dk/nyheder/avisen/artikel/11/148821/artikel.html
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God morgen. Der er masser af guf for M&A spekulanter hvis man læser børsen og Medivation opkøb efter hinanden: http://www.fiercebiotech.com/biotech/medivation-could-accept-14b-pfizer-bid-week-ft
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@Legolas I præsentation af TF fra post ASH står der, at de rekrutterer yderligere 30 pts med Cervical og Endometrial cancer - så måske er det her, der er bedst chancer for gode resultater - slide 74 http://files.shareholder.com/downloads/AMDA-KPIBN/1175816724x0x865457/88AE6A8A-9ACE-4556-98E8-F20D51DBF87F/Genmab_RD_update_08Dec15_vFINAL_website.pdf
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Fra Yahoo: “Historically, M&A activity tends to ramp up toward the end of the summer… Our expectation in January of this year was that in [the second half of 2016], as volatility in the space likely waned, M&A would re-accelerate and catalyze the sector, given the strong strategic incentive for large-cap biotech and pharma companies to bring in additional assets through acquisitions, and we believe we could start to see this theme begin to play out.” according to Jefferies’ Brian Abrahams.
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Enig. De skal ikke finde en "afløser", men gøre produktpaletten bredere.
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