Genmab — Maj 2025
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Aktiemarkedet er og bliver en nervøs k*lling og Genmab har altid været en volatil aktie. Det vil altid være ens egen mavefornemmelse, erfaring men fremfor alt ens egen personlige investeringsstrategi man altid skal holde for øje uanset hvordan markedet reagerer her og nu.
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Derfor er medicinpriserne høje i USA https://proinvestor.com/boards/126327
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hexabody-cd38 trial ended up only enrolling 130 of the expected 252 patients -so at least costs are a bit lower as expected... https://clinicaltrials.gov/study/NCT04824794?tab=history&a=25&b=26&compareMode=sideBySide#version-content-panel
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En vild aktiedag - ikke mindst for life science og Genmab https://proinvestor.com/boards/126332
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but a lot of the other stuff he is saying is bullshit. POTUS
on Most Favored Nation prescription drug pricing: "We are going to pay the lowest price there is in the world. Whoever is paying the lowest price, that is the price we're going to get — so we're no longer paying ten times more than another country." That can never work. The US will always have to pay more than the lowest income countries that simply can't afford higher prices -
Donald Trump kan ikke alene bestemme, at medicinpriserne skal sættes ned i USA. Han kan foreslå politikker, udstede bekendtgørelser eller presse for lovgivning, men betydelige prisændringer kræver kongressens godkendelse samt ændret lovgivning/regulativer.
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Det kiksede for ham da han under sin første embedsperiode prøvede at implementere foranstaltninger som "most favored nation"-prissætning. Her stod juraen og praktikken i vejen.
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Novo Nordisk, Eli Lilly, life science: Derfor steg aktierne på trods af nye tiltag https://proinvestor.com/boards/126340
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Bolt Biotherapeutics Reports Q1 2025 - Collaborations with Genmab and Toray continue to progress. Genmab and Bolt have now selected a second product to advance into development, while the companies also continue research and development on additional programs. https://investors.boltbio.com/news-releases/news-release-details/bolt-biotherapeutics-reports-first-quarter-2025-financial
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for those interested on drug pricing/Trump -
Discussing President Trump’s executive order to lower drug prices: Gottlieb on CNBC’s ‘Squawk on the Street’ https://www.aei.org/press/discussing-president-trumps-executive-order-to-lower-drug-prices-gottlieb-on-cnbcs-squawk-on-the-street/
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