Genmab — Marts 2020
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Analytiker: Genmab skal ikke frygte Sanofi-udfordring
Umiddelbart kunne det lyde som om en dårlig nyhed for Genmab, at Sanofi har fået godkendt en konkurrent til Darzalex, men ifølge analytiker Søren Løntoft Hansen fra Sydbank er Sarclisa næppe en trussel mod Darzalex' dominans.
(medwatch.dk)
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indeed. this article was from november https://www.evaluate.com/vantage/articles/events/upcoming-events/upcoming-events-kalvista-aims-acuity-and-me-too-sanofi
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I de næste 4 måneder kommer der 5 triggere: 1) Partnerdeal 2) SC dara godkendelse 3) TV data 4) Ofa MS godkendelse 5) Andromeda data. Jeg vil formode alle 5 falder positivt ud, og så er Genmab kursen nok noget højere...
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plus cd3xcd20 data på ASCO, så helt ærligt så er der 6 triggere
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Genmab + 6,6% i 2020 (markedet negativt) - whats not to like...
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Har du lige snakket med Jørgen Varnæs pensionist
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