Genmab — Januar 2017
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Direkte+ indirekte kostnader MS Patienter idag 8.525-54.240 Us dollars År. Der findes 400000 amerikaner med MS I verden 2.500.000 patienter med Multiple Scleros. Azerra har vist 90 % reduktion av nye läsioner i hjärnan i fas 2 forsök Nu körer fas 3 Genmab kan her OGSÅ HA EN BLOCKBURSTER
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My guess is that we'll be seeing more uptrend in Genmab driven by the Actelion deal. When the deal was first announced smart money moved out of EU biotech into Actelion (would also explain the fact that Genmab almost didn’t move after all the fantastic data shared on ASH). Now that the deal is announced smart money is slowly moving out of Actelion and moving back into EU biotech. After completion Genmab is the no.1 EU biotech, it wouldn’t surprise me if we’re going to see big inflow in Genmab
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the coming months, especially after all Actelion stakeholders receiver their funds. Until now only +/- 5% off shares have been traded hands at the 272-276 CHF level.
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