Genmab — Juni 2020
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Ligeså her anncba & P, tilbagefaldet er uden betydning med mindre man vil spekulere i det. Det er igen sektorrotation og dernæst naturlig gevinsthjemtagning - tror jeg. Lige nu er det iøvigt særdeles svært at lave troværdige TA streger grundet Coronaudfaldet. Hvis man er ude og vil købe, ville jeg ikke vente til 1600 eller 1720. Ikke med udsigt til nyheder. Det giver iøvrigtingen mening at stipulere ud fra Coronabunden. Har ikke bestemt min bund for speku-delen, men når den nåes bliver det Bull.
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Jeg vil heller ikke anbefale folk at sælge alle deres genmab aktier og vente på kurs 1720. Personligt benytter jeg mest CFDer og beholder mine langsigtede genmab aktier. Nu hvor trenden er ned shorter jeg selvfølgelig og omvendt den anden vej
Forventer umidlbare trenden vil være ned i Juni. Derudover justere jeg mit CFD stop loss dagligt -
Jeg har faktisk ikke oplevet hype nogen steder i forbindelse med stigningen i Genmab.
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a bit more on Ofa - FDA delays decision on Novartis’ potential blockbuster MS drug, wiping away priority review - https://endpts.com/fda-delays-decision-on-novartiss-potential-blockbuster-ms-drug-wiping-away-priority-review/
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Bryan Garnier cuts to Neutral from Buy, fair value 1950 vs 1900
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In view of the current valuation, and even though fundamentals are strong and coming months will be rich with catalysts, we are downgrading our rating
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We believe the market has already priced in most if not all positive developments. We also note though the 3-month delay in the approval of scofatumumab announced by Novartis yesterday
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BioNTech collaboration adds DKK50/share to our Fair Value
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H.C. Wainwright reiterates Buy on Genmab, says ofatumumab delay not impactful Genmab's (GMAB) partner Novartis (NVS) announced yesterday that the Prescription Drug User Fee Act approval decision date on ofatumumab for treatment of relapsing-remitting multiple sclerosis had been pushed back three months to September 20, H.C. Wainwright analyst Raghuram Selvaraju tells investors in a research note
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Since the analyst always assumed that royalty-based revenues from ofatumumab sales in the U.S. would only begin accruing to Genmab starting in early 2021, he does not view the delay as impactful and is not making any changes to forecasts. Selvaraju, who notes that Novartis continues to expect ofatumumab approval for the MS indication in Europe during Q2 of 2021, reiterates a Buy rating on Genmab with a $34 price target.
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GOLDMAN SACHS belässt NOVARTIS AG auf 'Buy'
Die US-Investmentbank Goldman Sachs hat die Novartis-Aktie angesichts einer erweiterten US-Prüfung des Multiple-Sklerose-Medikaments Ofatumumab auf der "Conviction Buy List" mit einem Kursziel von 110 Franken belassen. Eine Verzögerung um drei Monate habe wohl keine bedeutende Auswirkungen auf den Kapitalwert des Pharmakonzerns, schrieb Analyst Keyur Parekh in einer am Mittwoch vorliegenden Studie.
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