Genmab — April 2019
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Infusionsstolene er jo kun et midlertidigt problem så kan ikke se det er noget at gå og ryste i bukserne over. Markedet burde allerede nu begynde at indregne den den subkutane version i deres dispositioner. Det er jo nok også derfor vi ser de store drenge igang med at samle billige Genmab aktier op og shorterne reducere.
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Kapacitetsproblemerne har vel kun været adresseret i USA. Såvidt jeg ved har det ikke været beskrevet som et problem ROW.
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