Genmab — Januar 2017
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Enig.
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https://play.borsen.dk/klip/5873e11045628ff8171f7f96 Michael Friis er positiv
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Celgene's opjustering af Rev-salget er nok ikke kun pga forventet succes i kombi med dara i 2.+linje; men nok så meget at Rev bliver standard of care i 1. linje - som det fremgik af pre-ASH-symposiet. Der går jo lidt tid endnu inden dara skal forsøge sig helt fremme.
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Enig Bulder.
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60-70 mio herfra, andre der er meget højere, men det er nok ret realistisk
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