Exelixis møder primær endpoint

Vores anden play i onkologi, Exelixis, har idag annonceret at deres head-to-head studie (Cabosun) med Sunitinib mødte sit primære endpoint og demonstrerede en forbedring i progression-free-survival for patienter i 1st line. Husk at Cabometyx allerede er godkendt siden sen april 2016 i 3rd line indikationen. Head to head studier med konkurrenter er meget stærke markedsføringsværktøjer overfor læger. Exelixis er steget over …

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Tanker update maj 2016
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Genmab - Europæisk godkendelse forventet

Idag fik Genmab en betinget europæisk godkendelse til Darzalex. Det var for så vidt forventet og lægger sig i slipstrømmen på en række gode nyheder fra selskabets side. Hvor Darzalex succes til fulde er indregnet i kursen, så viste Genmab også takter fra en anden del af deres pipeline sidste uge, hvor et af deres mange duobody samarbejder med Janssen udløste …

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The gateway to small- and midcap stocks in Scandinavia. Steen has more than 15 years hands-on expericence in analysing and investing in stocks. He is a weekly contributor and analyst in “Aktieugebrevet”, one of the leading sources of independent analysis in Denmark.

Peter Hildebrandt, also known as “Akademikeren”, has been investing for more than 17 years. Mainly invests in Undervalued technology and biotech stocks and is currently rotating towards dividend stocks in energy and shipping.

I’m a ten year veteran of biotechnology, and currently pursuing my MBA from UCLA.  I use my knowledge of the industry and business to make my investing decisions.  I look for small to mid-cap biotech companies with innovative research and buy into their company during clinical trials.

Andreas is providing stock tips with deep fundamental research behind each stock he recommends. He is privately a portfolio manager at his own Investment company where he Invest in stocks, options, CFD’s etc. with a balanced long/short approach.

Jacob’s approach is to search for that which is undervalued and where the discount to the intrinsic value provides a large margin of safety. He believes sectors that are either out of favor or in distress typically offer the best opportunities.