Genmab — Februar 2019

[JørgenVarnæs]

well, I guess that depends on what you see as the price driver - is it the treatment itself or is it the amount of mg's you give to the patient

[E_L]

yes. and i don't know the answer to that.

[StockBull]

solgte lidt i 1086 og købt igen i 1076. For risikabelt at være ude

[E_L]

mind you, IF SC is indeed better (and less toxicity) SC 'treatment itself 'could also warrant a price hike

[E_L]

but let's first get it approved…

[JørgenVarnæs]

...first, let's get Maia

[Teller]

Stockbull - Helt enig

[Teller]

To justify a price hike in the drug market, you need nothing but a new calendar year, 5-10
% is not unusual.

[Teller]

This is on Insulin https://nordic.businessinsider.com/insulin-prices-increased-in-2017-2017-5?r=US&IR=T

[Teller]

230% price hike during the last decade

[Teller]

This is from our friends at JJ 6-7% increase on cancer drugs (2018-2019) https://www.reuters.com/article/us-johnson-johnson-drugpricing/jj-raises-u-s-prices-on-around-two-dozen-drugs-idUSKCN1P42VY

[E_L]

even in our own area, like Revlimid or Pomalyst…

[E_L]

on 14.13 nobody has been able to confirm if Dara was included in that and if so for how much

[Teller]

They are still just introducing Darzalex. Price hikes on Darzalex will be a reality soon enough.

[Solsen]

4% increase in january

[Teller]

You might want to include a 7-10% increase in sales price from 2020, maybe going from 2020-2021.

[E_L]

@Solsen thanks, you got that via an analyst?

[Parasitism]

Ja det er lidt vildt så mange aktier der bliver solgt fra de danske aktører i dag

[Hugininvest]

De har fået forkert rådgivning, de danske investorer.

[Bulder]

Der er åbenbart stadig en del som er røvtrætte af aktien og bare vil ud. Det overrasker mig lidt at det er så mange. Men på et tidspunkt er der vel ikke flere tilbage, og så kan vi begynde at klatre lidt på kommende nyheder i stedet for at falde på nyheder - som vi ellers plejer.