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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • B Offline
    B Offline
    bibob
    wrote on sidst redigeret af
    #2118

    Der er jo kæmpe forskel på om man får 4 pt igennem pr stol pr time , end 2 pr stol pr dag. Jo mere du har gennemgang des højere vil fortjenesten vel også være.

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    • nohopeN Offline
      nohopeN Offline
      nohope
      wrote on sidst redigeret af
      #2119

      Nej, men de sidder helt sikkert og regner på om det kan betale sig.

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      • nohopeN Offline
        nohopeN Offline
        nohope
        wrote on sidst redigeret af
        #2120

        Enig i volumen fordele, men der skal jo altså være patienter til det.

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        • B Offline
          B Offline
          bibob
          wrote on sidst redigeret af
          #2121

          Mon ikke også onkologerne har noget at skulle have sagt. Færre bivirkninger , mindre arbejde til dem. 😉

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          • nohopeN Offline
            nohopeN Offline
            nohope
            wrote on sidst redigeret af
            #2122

            Er det et argument for eller imod sc ?

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            • I Offline
              I Offline
              ienk1
              wrote on sidst redigeret af
              #2123

              Det er også voldsomt ubehageligt at få medicin iv i forhold sc

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              • B Offline
                B Offline
                bibob
                wrote on sidst redigeret af
                #2124

                For

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                • nohopeN Offline
                  nohopeN Offline
                  nohope
                  wrote on sidst redigeret af
                  #2125

                  Syge mennesker er business i US. Ikke noget Florence Nightinggale.

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                  • T Offline
                    T Offline
                    Teller
                    wrote on sidst redigeret af
                    #2126

                    EL - It is not the drug but access to the drug that is expensive. SC It will be more expensive, but not proportional to the dosage. The higher cost will mostly reflect the added benefits of a shorter treatment time.

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                    • nohopeN Offline
                      nohopeN Offline
                      nohope
                      wrote on sidst redigeret af
                      #2127

                      æv - kursen siver, nede med knap 25 point i forhold til højeste kurs i dag.

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                      • nohopeN Offline
                        nohopeN Offline
                        nohope
                        wrote on sidst redigeret af
                        #2128

                        Tror jeg går ud og tramper på nogen krokus istedet for at sidde her og se på kursen.

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #2129

                          i understand, i am interested in the extra revenue it can generate for Genmab if the price per dose is higher. I have no doubt; SC will be used over IV.

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #2130

                            question is; how much more can JNJ charge?

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                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #2131

                              I don't think you should be focusing too much on the extra dose in the SC formulation - the direct cost is veryvery marginal compared to the product price, especially when we look ahead 12 months. At that point yearly revenue will be at +usd 3b and production volumes very high

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                              • Den_FattigeD Offline
                                Den_FattigeD Offline
                                Den_Fattige
                                wrote on sidst redigeret af
                                #2132

                                nohope@ det lyder fornuftigt. kan godt forstå din frustration. selv havde jeg set det komme og derfor solgte jeg ud i morges ved åbningen. jeg er stadig ikke sikker på hvor vi er på vej hen. måske længere ned end tidligere ? ja jeg ved godt at det ikke løfter stemningen, men jeg er usikker på om den lange trend skal sende kursen ned under 700 (ja jeg mener det) !

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                                • JørgenVarnæsJ Offline
                                  JørgenVarnæsJ Offline
                                  JørgenVarnæs
                                  wrote on sidst redigeret af
                                  #2133

                                  delivery capacity, ease of use, use in maintenance setting etc will be driving sales

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                                  • T Offline
                                    T Offline
                                    Teller
                                    wrote on sidst redigeret af
                                    #2134

                                    EL - That will be very interesting indeed, also at what rate JJ successfully can implement price hikes during the Trump era.

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                                    • T Offline
                                      T Offline
                                      Teller
                                      wrote on sidst redigeret af
                                      #2135

                                      JV - 700 lol

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                                      • T Offline
                                        T Offline
                                        Teller
                                        wrote on sidst redigeret af
                                        #2136

                                        600+ trods alt

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                                        • Den_FattigeD Offline
                                          Den_FattigeD Offline
                                          Den_Fattige
                                          wrote on sidst redigeret af
                                          #2137

                                          teller@ måske 😉 lover ikke at 600 er bunden 😉

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