Genmab — Februar 2019

[nohope]

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

[Teller]

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.

[nohope]

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

[nohope]

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

[E_L]

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.

[E_L]

question is; how much more can JNJ charge?

[JørgenVarnæs]

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

[Den_Fattige]

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) !

[JørgenVarnæs]

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

[Teller]

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

[Teller]

JV - 700 lol

[Teller]

600+ trods alt

[Den_Fattige]

teller@ måske lover ikke at 600 er bunden

[Teller]

Jeg solgte da også lidt i og omkring 1090 når den sådan stikker af, men kun for at samle det samme + lidt mere op igen idag. jeg venter til omkring 15:30 for lige at se hvad USA gør

[E_L]

@JV , agree on all those. However, we have seen the huge price increases in other cancer products over the last few years. it will be interesting to see if JNJ can participate in that

[JørgenVarnæs]

I'm a happy camper as long as we don't see excessive discounts!

[E_L]

IV= 1300mg dose, SC 1800; that would be a 39% price hike if they could convert that (i do NOT think they will), but a significant price hike is not out of the question

[gdn55]

Til den stakkels fattige. Bunden er nul. Toppen er ?

[E_L]

i think we should ban the word 'discount' here just like we banned 'factory'

[Teller]

We can be fairly certain that sales will grow and prices will go up, maybe discounts will remediate some of that, but not all.