Genmab — Januar 2017
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“Moving ahead, Trump said that lowering drug prices is central to reducing health-care costs nationally — and that he will make it a priority as he uses his bully pulpit to shape policy. When asked how exactly he would force drug manufacturers to comply, Trump said that part of his approach would be public pressure “just like on the airplane,” a nod to his tweets about Lockheed Martin’s F-35 fighter jet, which Trump said was too costly.”
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In other words he states that he'll blackmail drug companies using Twitter..
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I by the way totally agree that abnormal price increases are the worst kind of financial engineering and should be reversed. For us as biotech investors however these are not great circumstances that we need to deal with. Luckly for us we have found the biggest rough diamond of the industry.
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So in the end we'll be more than okay
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God morgen.
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Så mangler GS jo bare at forstå hvor god dara casen er, så vi kan få kursmålet op på 1500 - 1600.
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Og når GS så ser at Darzalex salger stiger måned for måned, og hurtigere end analytiker skøn, så kan de så passende øge deres kursmål i samme tempo.
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well, det er kun 9mdr siden, at GS havde et 2016 salg af darzalex på $200-250mio og et kursmål på 950, så lidt er der da sket..
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