Genmab — Marts 2018
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Det kan også være, at deres balance er for skæv, fordi alle vil have Bull og ingen Bear
og det er nok ikke en god forretning for dem at skulle afdække sig med rigtige aktier... -
I plus !
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CD38+ M-MDSC expansion characterizes a subset of advanced colorectal cancer patients
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Tak Helge. Et af BMS-studierne med dara + nivo - Checkmate142 - går netop på colorectal cancer https://www.clinicaltrials.gov/ct2/show/NCT02060188?term=daratumumab+bms&rank=2
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Spændende artikel om Novartis https://www.bloomberg.com/gadfly/articles/2018-03-27/novartis-glaxo-asset-un-swap-a-sign-of-things-to-come
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Jeg ved ikke om de har flere MS drugs ? Men det virker til at være et vigtigt område for deres nye CEO https://www.weforum.org/agenda/2018/01/3-things-change-medicine-2018-big-data-healthcare/
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yes, they are good in MS. They recently published some data on siponimod https://www.novartis.com/news/media-releases/phase-iii-data-lancet-show-novartis-siponimod-significantly-improves-outcomes-patients-secondary-progressive-ms , and this is from last year https://www.novartis.com/news/media-releases/novartis-confirms-leadership-multiple-sclerosis-ms-scientific-advancements-and
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God fantasi: Novartis køber Gen for 20+bn usd. Sælger dara royalty + evt. De duo aftaler der er til jnj. Novartis bevarer Gen som en selvstændig afd. I Utrecht. Novartis sparer fremtidig royalty på Arzerra. Gen bliver så ikke selvstændig , knock your socks of company, 2025.
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