Gorm Boe Petersen
700 posts

Gorm Boe Petersen
@gormboepetersen
Sekretariatschef, Dansk Offshore. Tweeter mest om energi og klima. Tlf: 4119 9163. mail: [email protected] retweet ikke nødvendigvis enig.
København, Danmark Katılım Nisan 2009
606 Takip Edilen155 Takipçiler

#Biopick2026 wk15. No changes again at the top, but $anl is now a ten-bagger and running away 🏃♂️👇
1. $anl +1060%
2. $eras +429%
3. $ibrx +281%
Individual leaders:
1. @blankspacenom (anl)
2. @moleriks (eras)
3. @elijahwc (ibrx)
Full Standings:
drive.google.com/file/d/1848K8d…
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@FidelisAurelius Reason for not hypothising is strange. Read my post
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Her er der tydeligvis en, der kræver sin ret uden at have gjort sin pligt. Jeg foreslår, at Rune-lejren bruger nogle millioner af deres egne penge på at finde en løsning. #dkpol .
bt.dk/tennis/aneke-r…
Dansk

@JoseRestonVA I also read the call and increased. Fully support BD initiatives. Furthermore, the 13F from Baker Bros gave me the confidence to go deeper. Halved my position in q4. Will neither increase or descrease from here.
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@vonderleyen What about the Trade war the US just started With Thise countries who have soldiers in Greenland
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Us to tarif all countries with soldiers in Greenland. The ball is yours @vonderleyen - protect us through throwing out the deal from this summer
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@lilleFruLarsen @JoachimBOlsen Bedste outcome vi kunne håbe på. Men jokeren er Trump. Aner ikke hvad han finder på i morgen…
Dansk

@Biotech2k1 @JoseRestonVA @a_a_free I am long $mdgl. I NEVER buy a share that can only deliver via a BO. Undervalued companies is what one should look for. I have an scoreboard for evaluating each company. To match each alternative up against others. I have deleveraged in mdgl - as it is not that undervalued more.
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@JoseRestonVA @a_a_free Yes, buyout is always my last reason for owning as it just takes too much time and work to find great companies just to get a small pop on a buyout.
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As expected, $MDGL will be a standalone company and happy for them,
Bio Stocks™@BioStocks
$MDGL announces exclusive global license agreement with $PFE for Ervogastat, a clinical-stage oral DGAT-2 inhibitor. $PFE to receive $50M upfront
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COURT DATE SET: Venezuelan dictator Nicolás Maduro will be arraigned in federal court in New York City at 12 p.m. ET on Monday, authorities announced.
Maduro faces multiple charges, including narco-terrorism conspiracy, cocaine importation conspiracy, and weapons offenses following his capture in a daring U.S. military operation.

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What a great #ASH that $gmab has had. The EPCORE FL-1 trial, promises a new SOC therapy in FL. With ORR of 95% and 83 CR. And OS close to 100%. $GMAB will get 50% of sales. But don’t forget MajesTEC-3 results. New SOC in Multiple Myoloma, 2. line. $gmab will get 5% in royalties.
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@MadsStrange_ Vi har mange generationsproblemer. Men det er ikke ud fra et velstandssynspunkt nødvendigvis et problem. Men det vil presse renterne ned. Og betyde at aktivpriser i Europas yderområder vil falde.
Dansk

@doepke_michel Well i typically start invest in biotech - especially oncology when they have a phase3 asset. They had 415 mio US before - now 52x’ish. Enough for 2 years+.
I expect a raise in 2026 when SUPRAME reads out. The chance for a raise allready at the interim read out is less now.
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$IMTX Announces $125 Million Underwritten Offering at $10 per share. I really like the company and the pipeline, but they did too many offerings in the past imo. Consequently, the stock has not really moved in the last 5 years (was a SPAC deal) $IMCR investors.immatics.com/news-releases/…

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@doepke_michel Agree - they are interesting to follow. I always follow their top increases in nominal shares each quarter. And look on the companies behind. Their strategy is not always mine. But if a company falls inside my strategy, then I take a closer look.
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Baker Bros are not always right, but I consider them to be among the top investors in the biotech scene. Many very successful stocks and M&A candidates with high weighting. 👇 $MDGL $INSM $RYTM $RVMD $CELC $GRAL $ABVX $ARWR fintel.io/i/baker-bros-a…

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@SaicharanAitha @JoseRestonVA @jfais20 0 here - but $mdgl up 100 pct, $celc up 500 pct and sold $mp at 250 pct. $gmab up 35 pct. So pretty happy too
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@JoseRestonVA @jfais20 I had $RNA (+100%) $CDTX (+220%) $STWX (-30%) weirdly lost money as i bought calls after the rumor and there was barely any premium
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Would love to have some $$ free up here for new entries...
@JoseRestonVA getting 6+ buyouts this year and all I can get is $SWTX 😂
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@PM_ViktorOrban No thank you to this peace deal. It will not guarantee Europe safety, it will give Russia a veto on who should join Nato. What Kiev thinks is not my business - but for these two reasons alone, you ought to be against it yourself.
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The Russian–Ukrainian war has brought Europe to a historic turning point. President @realDonaldTrump has not given up on bringing peace to Ukraine.
Europe now faces two paths.
We can turn back from this dead end and finally unite behind President Trump’s peace initiative, including the Brusselian bureaucrats. This would require the pro-war leaders to face the fact that over the past 3.5 years they have wasted the hard-earned money of Europeans on a war that cannot be won on the battlefield.
The other path leads straight into war. If Europe’s pro-war leaders continue to pour money and weapons into Ukraine without the support of the United States, they will pave the way for a European–Russian conflict. Europe knows all too well where that road leads, and the consequences have been tragic.
There is no question which path Hungary chooses: the path of peace. This is the mandate given to us by the Hungarian people, and it is what morality and common sense demand. Today, I am sending a letter to the President of the European Commission in this spirit.

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