{"id":3255,"date":"2021-01-18T12:35:27","date_gmt":"2021-01-18T12:35:27","guid":{"rendered":"https:\/\/rhepa.se\/bud-pa-alexion-pharmaceuticals-bidrog-till-positiv-avkastning-for-rhenman-healthcare-equity-l-s-i-december\/"},"modified":"2021-01-18T12:35:27","modified_gmt":"2021-01-18T12:35:27","slug":"bud-pa-alexion-pharmaceuticals-bidrog-till-positiv-avkastning-for-rhenman-healthcare-equity-l-s-i-december","status":"publish","type":"post","link":"https:\/\/rhepa.se\/en\/bud-pa-alexion-pharmaceuticals-bidrog-till-positiv-avkastning-for-rhenman-healthcare-equity-l-s-i-december\/","title":{"rendered":"Bud p\u00e5 Alexion Pharmaceuticals bidrog till positiv avkastning f\u00f6r Rhenman Healthcare Equity L\/S i december"},"content":{"rendered":"<p>Fonden Rhenman Healthcare Equity L\/S steg 3,42 procent i december. Under 2020 har fonden avkastat 12,54 procent. Det framg\u00e5r av en m\u00e5nadsrapport.<\/p>\n<p>Fonden avslutar \u00e5ret med en stark m\u00e5nad trots valutamotvind d\u00e4r den starka dollarn bed\u00f6ms ha bidragit med -3 procent f\u00f6r fondens avkastning.<\/p>\n<p>Under december bidrog en uppg\u00e5ng p\u00e5 hela 38 procent i bolaget Novocure till den positiva avkastningen. \u00c4ven innehavet i Alexion Pharmaceuticals gynnade fonden d\u00e5 AstraZeneca lade ett bud med en premie om 45 procent. <\/p>\n<p>I den negativa v\u00e5gsk\u00e5len f\u00f6r m\u00e5naden fanns AstraZeneca som f\u00f6ll d\u00e5 marknaden inte uppskattade budet p\u00e5 Alexion Pharmaceuticals. Mirati Therapeutics bidrog med negativ avkastning under m\u00e5naden efter att aktien har utvecklats v\u00e4ldigt starkt under 2020.<\/p>\n<p>&#8221;V\u00e5r \u00f6vertygelse, att nya stora sjukv\u00e5rdsreformer med svag majoritet i senaten \u00e4r sv\u00e5ra att driva igenom, kvarst\u00e5r. \u00c5terst\u00e4llningen av den ursprungliga Affordable Care Act (ACA) som demokraterna nu har i \u00e5tanke, efter olika justeringar som republikanerna gjort, kr\u00e4ver budgetf\u00f6rst\u00e4rkningar och skatteh\u00f6jningar. Fr\u00e5gan om s\u00e4nkta l\u00e4kemedelspriser f\u00f6r Medicare kommer att vara en naturlig del av arbetet med att f\u00f6rst\u00e4rka ACA. Detta \u00e4r sannolikt den mest betydelsefulla fr\u00e5ga som fonden kommer att beh\u00f6va f\u00f6rh\u00e5lla sig till under 2021&#8221;, kommenterar f\u00f6rvaltarna Henrik Rhenman och Susanna Urdmark ang\u00e5ende utsikterna inf\u00f6r det kommande \u00e5ret.<\/p>\n<table>\n<tbody>\n<tr>\n<td>Alexion Pharmaceuticals, %<\/td>\n<td>december, 2020<\/td>\n<\/tr>\n<tr>\n<td>Fond MM, f\u00f6r\u00e4ndring i procent<\/td>\n<td>3,42<\/td>\n<\/tr>\n<tr>\n<td>Fond \u00e5r 2020, f\u00f6r\u00e4ndring i procent<\/td>\n<td>12,54<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/p>\n<p>Joakim Nilsson<br \/>Nyhetsbyr\u00e5n Finwire<br \/>funds@finwire.se<\/p>","protected":false},"excerpt":{"rendered":"<p>Fonden Rhenman Healthcare Equity L\/S steg 3,42 procent i december. Under 2020 har fonden avkastat 12,54 procent. Det framg\u00e5r av en m\u00e5nadsrapport. Fonden avslutar \u00e5ret med en stark m\u00e5nad trots valutamotvind d\u00e4r den starka dollarn bed\u00f6ms ha bidragit med -3 procent f\u00f6r fondens avkastning. Under december bidrog en uppg\u00e5ng p\u00e5 hela 38 procent i bolaget [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-3255","post","type-post","status-publish","format-standard","hentry","category-finnwire"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/posts\/3255","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/comments?post=3255"}],"version-history":[{"count":0,"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/posts\/3255\/revisions"}],"wp:attachment":[{"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/media?parent=3255"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/categories?post=3255"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rhepa.se\/en\/wp-json\/wp\/v2\/tags?post=3255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}