Genmab — Januar 2019
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Uanset vi kan ønske os, at “dommedagsprofeterne” fik et drag over nakken, så tror jeg det vil blive stående på ønskesedlen meget længe endnu. Man kan mistænke dem for, at de har meget nære bånd til “profeterne”.....det har de vel også....nej vi almindelige investorer har i sandhed fat i den meget korte ende af rebet....omend mange ikke gerne vil indrømme det. Novod er vel efterhånden bleven realist .....
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Fra rapporten: Given the uncertainty of
the timing of Darzalex's US MAIA 1L label expansion, we believe that Genmab will issue a
broader guidance range for Darzalex in 2019 than 2018. As a result, the Q4 report, due on 20
February, could be a risky event. -
Spændende hvor vi ender i dag.
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Næh...1 skridt frem...2 tilbage...dag for dag siden meddelelse om milestone.
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safety study ofatumumab /MS started recruiting.
https://clinicaltrials.gov/ct2/history/NCT03650114?A=1&B=2&C=merged
Han har ikke læst PI, hvor JW sagde, at de ville vælge to vindere og udlicitere eller skrotte resten.
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