Genmab — Maj 2023

troldmanden

Men der bruges ekstreme beløb på lobby. Herunder donationer til riiiiiiiigtig mange amerikanske politikere på begge fløje og også ned på stats niveau.

Bulder

Lahn1, kender ikke lovgivningen godt nok, men det kunne tænkes at være grunden. Altså at holde prisen oppe.

troldmanden

Så der sker ikke noget fordi så saver politikerne i den gren de sidder på

Teller

Lækker udvikling...

nohope

Med risiko for at blive tage fejl: hvis I skal have solgt,så er det nu, det her holder ikke til luk.

Teller

Tror bare jeg holder fast lidt endnu... Har ikke solgt i15 år efterhånden, med undtagelse af skattehensyn.

Cupcake

@Troldmanden - langt hen ad vejen er det pharmacy benefit managers (PBM), der bestemmer prisen, idet de tjener mere, jo mere medicinen koster. Patienterne taber. De lever en skjulet tilværelse. https://content.naic.org/cipr-topics/pharmacy-benefit-managers Også god forklarende artikel og video her... https://www.menendez.senate.gov/newsroom/press/sen-menendez-slams-pharmacy-benefits-managers-practices-that-prioritize-profits-and-drive-up-the-cost-of-prescription-drugs-for-patients

troldmanden

Det er jeg heller ikke så overbevist om Nohope. Men hvis og såfremt de får godkendelsen, så bør den vel kunne bryde 3000. Måske over en periode derefter komme i nærheden af ATH.

troldmanden

Cupcake ja det er grotesk. Pharma industrien har dog også ekstrem stor interesse i at det overordnet set er status quo. Hvis de kørte det med auktioner som i DK, så er de tæt på at kunne gå over til en en ren dansk model. Hvor ALLE har adgang til medicin uden meget dyre privat forsikringer

troldmanden

Men det kommer ikke til at ske. For det er jo social staten. Det værste skræmmebillede for R

E_L

New trial by Hoosier Cancer Research Network (Genmab collaborates) Safety and Efficacy of Epcoritamab With Gemcitabine, Dexamethasone, and Cisplatin (GDP) Salvage Chemotherapy in Relapsed Refractory Large B-cell Lymphoma
https://clinicaltrials.gov/ct2/show/NCT05852717

E_L

nice to see other parties starting trials on your drug before it is even approved...

E_L

and another 2 arms for EPCORE NHL-2 - https://clinicaltrials.gov/ct2/history/NCT04663347?A=8&B=9&C=merged#StudyPageTop - Enrollment from 396 to 662 patients

E_L

@Legolas breaking the april 18 high of 2947 would confirm your cuphandle.. would target 3450ish if it can stay above that hurdle...

E_L

@Bulder can you try sending me a test
message here through proinvestor?

E_L

i think my main message from the earnings call, if you read between the lines, is that they seem to have much more going on pre-clinical than even i thought

E_L

they have done smaller deals we don't know about...

E_L

they have interest from big pharma that they don't want to give in to because they want to stick to the 50/50 profit
share (and i agree)

E_L

he actually said a minimum of 50/50...

E_L

we had a discussion on ADC mid april, and it seems we were spot on there; they are fully working on that and also with AbbVie as we suggested...