Genmab — November 2020
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Artikel om epco-ræset mod Roche i børsen - https://borsen.dk/nyheder/virksomheder/genmab-rival-stiler-efter-at-levere-noget-storartet
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Roche nedtoner kapløbet
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Roche taler om at det er kræften, der er fjenden og ikke konkurrerende programmer...
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Ellers henviser Børsen til JW’s udtalelse om, at Epco’s resultater meget tidlige resultater ser stærkere ud end Roche og Regenerons - og at respons udvider sig med tiden
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Og at der til ASH kommer opdaterede resultater, der kun er 7 dag gamle
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“Vi føler os mere og mere sikre på, at vi har et molekyle, der er best-in-class”
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Så er der da varmet op
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Roche also recently downplayed the fight with Kesimpta "I think the fact is that the anti-CD 20 pathway is an excellent choice for treating MS. And so I wouldn't be surprised to see Ocrevus growing at the same time that another anti-CD 20 therapy could grow. But again, we see good demand for Ocrevus."
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Yup
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Der er ingen grund til at skynde sig ind i aktien.
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I remember somebody asking or encouraging EL for hacking news - could
there be a connection to Ritzau-gate? -
Hopefully it will bring a smile on a miserable day. Lousy weather and a lousy portfolio today. Yet tomorrow is a new day
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@Pensionisten:
Ser den da teknisk interessant ud? Jeg synes det ikke. -
Jeg syns til gengæld at pipelinen forekommer, at være meget spændende og nyheder har det med at komme uanmeldt.
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Når Jan breaker vitale nyheder, de nyheder vi ikke fik på CMD, ved ASH i december, er denne gråvejrsdag blot en del af historien for Genmabs rejse siden 2010
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