Genmab — Oktober 2018
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Ja det er lidt ambivalent at man skal sidde over juble over dette..;-)
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Nogen har jo nok jnjs tal idag...
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Hele markedet retter sig, så det har nok ikke noget med Genmab at gøre.
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Dara på programmet hos NICE igen https://www.nice.org.uk/event/tacb-november-2018
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Legolas
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For en md siden talte vi om Poseidas P-BCMA-101 CAR-T. Her på dansk: https://haematologisktidsskrift.dk/sygdomme/myeloma/502-car-t-celleterapi-viser-respons-mod-refraktaer-myelomatose.html
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Lidt om BB2121 og AMG-420 sidstnævnte som Bernstein i Børsen mente bekymrede Genmabs aktionærer som en mulig konkurrent til dara - læs og bliv overbevist om, at her er analytikerne helt vildfarne https://canaccordgenuity.bluematrix.com/sellside/EmailDocViewer?encrypt=bdd2b843-d31d-403b-b1b9-ddbbbf890581&mime=pdf&co=Canaccordgenuity&[email protected]&source=mail
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Bluebird der har udviklet bb2121 er faldet 50% fra toppen og nu giver analytikerne AMG-420 skylden https://finance.yahoo.com/news/apos-why-bluebird-bio-dropped-174100893.html . Mon ikke det er fordi, at man indser, at duration ikke kan konkurrere med dara.
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