Genmab — Maj 2025

[Solsen]

Trump mener, at medicinpriserne skal ned med gns 59% og madvarer, benzin mv også skal ned. Væk med inflation. Mon ikke også her han overvurderer sine evner

[Solsen]

Vi må slås med volatilitet i en rum tid.

[lahn1]

Medicare er vel det eneste han kan røre ved. Men det er også $4,5 bn hvis medicare er 60-70% af US revenues. Det kan så også blive 10-15% af Gmabs omsætning der forsvinder ved 50% billigere medicin priser.

[E_L]

let's first see what he comes with this afternoon and if it is even possible without involving congress . He will have to stay within the law -even if he himself seems to think the law doesn't apply to him...

[E_L]

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

[gentogen]

Sådan lige umiddelbart synes jeg nu, at det lyder noget problematisk. Det tyder jo ikke på det vilde engagement undervejs (hvad vi intet officielt hørte om, tværtimod skulle vi jo vente og vente på data...)

[Solsen]

NBI oppe med +3% Ikke mange er bange for at Trump lykkes. Højst overraskende udvikling.

[E_L]

now this is something we could all agree on - *TRUMP: GOING TO 'CUT OUT MIDDLEMEN' TO REDUCE DRUG COSTS

*TRUMP: SELLING DIRECTLY TO AMERICANS WILL LOWER DRUG PRICES

[E_L]

But previous administrations did not succeed on this. it is complicated in the US.

[Bulder]

Enig gentogen, erzo blev en fiasko. Og Winkel har vidst det længe.

[ProinvestorNEWS]

En vild aktiedag - ikke mindst for life science og Genmab https://proinvestor.com/boards/126332

[E_L]

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

[Helge_LarsenPI-redaktør]

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.

[Helge_LarsenPI-redaktør]

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.

[ProinvestorNEWS]

Novo Nordisk, Eli Lilly, life science: Derfor steg aktierne på trods af nye tiltag https://proinvestor.com/boards/126340

[E_L]

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

[E_L]

Barclays analyst Emily Field lowered the price target on Genmab A/S (GEN:DC) (NASDAQ: GMAB) to DKK1,875.00 (from DKK2,100.00) while maintaining a Overweight rating. 13May25

[E_L]

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/

[Solsen]

AFMD der bl.a. har en oral præsentation på ASCO sidst i denne måned går sikkert konkurs https://finance.yahoo.com/news/affimed-announces-filing-opening-insolvency-121500193.html

[Solsen]

Hårde tider for biotech !