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Kollaps
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  4. Genmab — Maj 2025

Genmab — Maj 2025

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • L Offline
    L Offline
    lahn1
    wrote on sidst redigeret af
    #123

    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.

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #124

      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...

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #125

        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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        • G Offline
          G Offline
          gentogen
          wrote on sidst redigeret af
          #126

          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...)

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          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #127

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

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #128

              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

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #129

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

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                • BulderB Offline
                  BulderB Offline
                  Bulder
                  wrote on sidst redigeret af
                  #130

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

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                  • P Offline
                    P Offline
                    ProinvestorNEWS
                    wrote on sidst redigeret af
                    #131

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

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #132

                      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

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                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #133

                        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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                        • Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktørH Offline
                          Helge_LarsenPI-redaktør
                          wrote on sidst redigeret af
                          #134

                          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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                          • P Offline
                            P Offline
                            ProinvestorNEWS
                            wrote on sidst redigeret af
                            #135

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

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #136

                              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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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #137

                                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

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                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #138

                                  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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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #139

                                    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

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #140

                                      Hårde tider for biotech !

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #141

                                        pffff... AFMD -80% .... meanwhile Halozyme today -24%... but also larger healthcare, for example UnitedHealth today -13%; -45% for the month, that is DOW company... troubled times indeed...

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #142

                                          GSK has also stopped development of their anti-TIGIT antibody https://www.fiercebiotech.com/biotech/gsk-axes-tigit-drug-midphase-survival-data-disappoint-promoting-partner-iteos-cut-costs

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