Lisa Drachman er på investorkonference idag. One-on-one med en masse analytikere. Det bliver spændende at se om det vil kunne ses på kursen ovenpå et regnskab som jo ikke just blev vel modtaget.
4/3 2009 16:09 Mr. Buffet 0
3596 Det må vi håbe - jeg synes nu, at hun plejer at gøre det rigtig godt, men intet er jo sikkert i dette marked.
4/3 2009 17:09 Solsen 03600 (Release at 0500 GMT Tues Mar 3)
LONDON, March 3 (Reuters) - Index Ventures said on Tuesday it had closed a 350 million euros ($441 million) early-stage technology fund, its fifth in 10 years, in a sign of continuing venture capital interest in young firms despite the downturn.
Index Ventures V will focus on early investments in the technology, biotechnology and clean technology sectors across Europe, the United States and Israel.
The cash was raised almost entirely from the Swiss-based group's existing base of limited partners.
Index -- best known for backing Internet phone-calling leader Skype before it was bought by online auction house eBay (EBAY.O) -- has backed a range of up-and-coming technology and biotech firms.
Others include Swedish open-source database firm MySQL, which was sold to Sun Microsystems (JAVA.O) for $1 billion; British online betting group Betfair; and Danish antibody drug specialist Genmab (GEN.CO).
Partner Francesco De Rubertis said the recession was causing "natural selection" among start-ups by killing off those companies that lacked original or disruptive technologies.
The dire economic backdrop has also hit valuations.
"It is a great moment (to invest)," he told Reuters. "There are not of lot funds that are fully financed and that gives us some competitive strength."
Around 60 percent of the new fund is expected to go into young information technology companies, with biotech making up most of the remainder and clean tech accounting for a relatively small proportion.
The typical investment size will be between 5 million and 15 million euros.
Index also announced that Ben Holmes, a London-based member of the technology team since 2002, had been named a partner of the firm.
(Reporting by Ben Hirschler; Editing by David Cowell)
http://www.reuters.com/article/marketsNews/idINL231545420090303?rpc=44
LONDON, March 3 (Reuters) - Index Ventures said on Tuesday it had closed a 350 million euros ($441 million) early-stage technology fund, its fifth in 10 years, in a sign of continuing venture capital interest in young firms despite the downturn.
Index Ventures V will focus on early investments in the technology, biotechnology and clean technology sectors across Europe, the United States and Israel.
The cash was raised almost entirely from the Swiss-based group's existing base of limited partners.
Index -- best known for backing Internet phone-calling leader Skype before it was bought by online auction house eBay (EBAY.O) -- has backed a range of up-and-coming technology and biotech firms.
Others include Swedish open-source database firm MySQL, which was sold to Sun Microsystems (JAVA.O) for $1 billion; British online betting group Betfair; and Danish antibody drug specialist Genmab (GEN.CO).
Partner Francesco De Rubertis said the recession was causing "natural selection" among start-ups by killing off those companies that lacked original or disruptive technologies.
The dire economic backdrop has also hit valuations.
"It is a great moment (to invest)," he told Reuters. "There are not of lot funds that are fully financed and that gives us some competitive strength."
Around 60 percent of the new fund is expected to go into young information technology companies, with biotech making up most of the remainder and clean tech accounting for a relatively small proportion.
The typical investment size will be between 5 million and 15 million euros.
Index also announced that Ben Holmes, a London-based member of the technology team since 2002, had been named a partner of the firm.
(Reporting by Ben Hirschler; Editing by David Cowell)
http://www.reuters.com/article/marketsNews/idINL231545420090303?rpc=44
Ja, men det er en early stage tech fond, så nok mere ProInvestor end Genmab der kunne investeres i 
4/3 2009 17:48 Solsen 03604 Kunne du ikke tegne nogle linier på toppe og bunde over en lidt længere tidshorisont.
Så tror jeg vi har nogle modstande og støtter
Så tror jeg vi har nogle modstande og støtter
1.832 226,25 227,00 200
316 226,00 227,50 365
1.308 225,75 228,00 350
136 224,25 229,00 450
1.448 223,75 230,00 370
316 226,00 227,50 365
1.308 225,75 228,00 350
136 224,25 229,00 450
1.448 223,75 230,00 370
4/3 2009 19:06 lefthand 03612 Har vovet mig frem igen her til eftermiddag, efter at have praktiseret en fuld 5 dags strudseteknik med hovedet stukket i jorden, medens verden gik under. Og her er vi så i go´e gamle 226,5, det er sgu lidt trist, men yoyo´en er på vej op igen, så det går nok. Håber Lisa gir dem en på frakken, så de vågner lidt op
4/3 2009 22:33 Solsen 03628 The prospect of new generic versions of expensive biologic drugs, as outlined in President Barack Obama's proposed budget last week, may be inevitable, but their development faces a long, tough road to realization.
Biologic drugs are made by culturing specially engineered organisms, and no approval path for generic versions exists in the U.S. Legislation allowing generic versions of biologics is expected to be part of Mr. Obama's legislative agenda.
If such a law is drafted and passed, the producers of these complex generics -- often called biosimilars -- will likely face tough regulatory scrutiny, as well as high development and ...
http://online.wsj.com/article/SB123614292238326905.html?mod=yahoo_hs&ru=yahoo
For $1,99 får du resten
Biologic drugs are made by culturing specially engineered organisms, and no approval path for generic versions exists in the U.S. Legislation allowing generic versions of biologics is expected to be part of Mr. Obama's legislative agenda.
If such a law is drafted and passed, the producers of these complex generics -- often called biosimilars -- will likely face tough regulatory scrutiny, as well as high development and ...
http://online.wsj.com/article/SB123614292238326905.html?mod=yahoo_hs&ru=yahoo
For $1,99 får du resten
4/3 2009 22:45 collersteen 03630 Her er lidt mere:
http://www.kaisernetwork.org/daily_reports/rep_index.cfm?DR_ID=57301
Som regel kan man finde hele artiklen ved at gå via google news, men der er den ikke kommet på endnu.
http://www.kaisernetwork.org/daily_reports/rep_index.cfm?DR_ID=57301
Som regel kan man finde hele artiklen ved at gå via google news, men der er den ikke kommet på endnu.
4/3 2009 23:06 Solsen 03631 Obama samt DNA patentet satte Genmab under pres i sidste uge - samt lidt småforsinkelser !
Nu er der lidt modvind til Obamas smarte ide.
Nu er der lidt modvind til Obamas smarte ide.
4/3 2009 23:20 Solsen 03633 Ok
Warrants udnyttes hvilket medfører udfald på ei....blot hertil at sige:
Der er ikke udsted warrants !
De er blot udnyttet så ikke mere udvanding end tidligere kendt
0,04 % af selskabets aktiekapital....uha da da.
Og udnyttelsen er til omkring halvdelen af dagens kurs - så vi taler om nålen i høstakken.
Det kan opfattes positivt, idet dem der udnytter warrants nu ser det som en økonomisk fordel at udnytte her, hvor de mener Genmab er i en lav kurs (skattefordel)
Warrants udnyttes hvilket medfører udfald på ei....blot hertil at sige:
Der er ikke udsted warrants !
De er blot udnyttet så ikke mere udvanding end tidligere kendt
0,04 % af selskabets aktiekapital....uha da da.
Og udnyttelsen er til omkring halvdelen af dagens kurs - så vi taler om nålen i høstakken.
Det kan opfattes positivt, idet dem der udnytter warrants nu ser det som en økonomisk fordel at udnytte her, hvor de mener Genmab er i en lav kurs (skattefordel)
Ahh Genmab på EI. Det svarer at se nyhederne på Kanal 6.
4/3 2009 23:31 Anden 03635 Lad os nu bare komme i en opadgående trend. Ser vel egentligt positivt ud de næste par dage?
4/3 2009 23:32 Solsen 03636 Ja det er snart slemt
Mon det var bunden vi så i markederne.
Kiggede i en analyse fra DDB der talte om stabilisering i dag.....mon det blot var et udtryk for håb....... ?
Mon det var bunden vi så i markederne.
Kiggede i en analyse fra DDB der talte om stabilisering i dag.....mon det blot var et udtryk for håb....... ?
4/3 2009 23:38 lefthand 03638 Solsen, hvad er det der er smart ved Obama´s idé. Jeg kan ikke rigtig få øje på, hvad han har ud af at lange lussinger ud i den retning. Nogen bud ?
Altså ud fra et samfundsøkonomisk synspunkt er der massive fordele ved at brugekopimedicin, da den er væsentligt billigere. Så det gør sundhedssystemet væsentligt billigere.
Det der så er problemet er at du jo defacto gør den meget dyre kræftudvikling, og hele testing systemet utroligt meget mere risikabelt for first movers.
Så det er med til at ødelægge privat sundhedsforskning.
Det der så er problemet er at du jo defacto gør den meget dyre kræftudvikling, og hele testing systemet utroligt meget mere risikabelt for first movers.
Så det er med til at ødelægge privat sundhedsforskning.
4/3 2009 23:59 Solsen 03640 Jeg kom med mine betragtninger ud fra en egoistisk synsvinkel plus det akademikeren skriver ....
5/3 2009 00:12 lefthand 03641 Men amerikanske firma er jo i høj grad selv ofre for den billige kopi medicin, så der er jo også en modsatrettet økonomisk interesse + der må være en heftig lobyisme fra de amerikanske udviklere. Jeg tror han vil få svært ved at komme igennem med et sådant tiltag også selvom der er en umiddelbar her og nu gevinst for sunhedssystemet (staten)
