Genmab — Februar 2021
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E L - therefore it looks like Roche is planning for Mosunetuzumab for first line and Glofitamab for later lines
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and we know Jan want to put Epcoritamab in first line, and Epcoritamab is much more efficiant than Mosunetuzumab, therefore big advantage for Genmab
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Ingen nyheder med nu +17% i Seagen https://finance.yahoo.com/quote/SGEN?p=SGEN Besynderligt...
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Jeg sidder også og roder efter nyheder. Mon der er noget M&A hurlumhej i beggrunden?
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...potential inclusion in s&p 500
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Lidt anderledes end første gang GEN kom i C20 - dengang var reaktionen lodret ned og ud på røv og albuer...
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God morgen.
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Meg Tirrell
@megtirrellA deep dive into the effect of the Defense Production Act on a rare disease drug, Horizon’s Tepezza, for thyroid eye disease, and the impact it’s had on patients as manufacturing lines were diverted to a #covid19 vaccine https://twitter.com/megtirrell/status/1357851653152641024
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Jan fortalte allerede for flere år siden at Jansen havde over 400 ansatte der arbejde fuld tid med dara. Det var inden den blev lanceret. Så der venter en meget kraftig stigning i antal ansatte hos genmab de næste 24 mdr (nu løfter Abb heldigvis også en stor del af det, men der kommer ikke til at gå så lang tid inden de runder 1000 ansatte)
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de kunne bare begynde at betale udbytte
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Uhhhh ..... Det forbudte ord.... Genmab havde ca. 11 mia. i "likvider" ultimo 2019 og vel ca. 20 mia. ultimo 2020. Hvad mon afkastet er på denne klump af working capital?
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de kunne købe Bitcoin for pengene
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Samtidigt med at man selvfølgelig skal finansiere den igangværende udvikling, skal man også hensætte ikke ubetydelige midler til JvW afskedsreception i 2025
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det var selvfølgelig en joke, men investere i andre healthtech selskaber, specielt med focus på Artificial Intelligence i healttech vil give rigtig god mening...
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