Genmab — November 2020
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En ikke at forglemme, Genmab har potentielt over 3 milliarder $ tilgode i milepælsbetalinger fra AbbVie...
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Epco er formidabel. GEN1046 er en svær størrelse og jeg tror også at de ikke selv er helt klar over hvilken vej den går. Det lød som om andre indikationer end NSCLC også er interessante. Fund af biomarkører vil være yderst vigtig for potentialet - Kate Sasser arbejder hårdt på det.
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Gen's Curevac aktiepost har steget ca 50% siden regnskabet (320Mkr) https://boerse.ard.de/aktien/curevac-geht-auf-partnersuche100.html
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God morgen.
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Sukkeralfs link (23:23) er til en daratumumab biosimilar! Er sådanne ikke først tilladt efter patentudløb? Eller er der andre regler for dette i Kina?
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Genmab (Hold, TP: DKK2352.00) - Becoming a fully integrated biotech
Today Genmab hosted a virtual CMD with the key focus on its strong innovation engine and the commercialisation efforts paving the way for it to become a fully integrated biotech company. We note that 2021e should be another eventful year with a significant number of data read-outs in the pipeline. We reiterate our HOLD and DKK2,352 target price.
13/11/2020 -
Thank you @E L and good morning. Who is the sender?
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Jeg forstår nu godt Novod fiskede efter en anelse guidens på udgifter når Genmab selv flasher omsætning.....
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Jeg ser udgifterne tage et gevaldigt hop næste år. Plus 5 mia
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