Genmab — Maj 2025
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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/ -
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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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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Acasunlimab + PD-1 Blockade: Combining Forces to Boost Anti-Tumor Immunotherapy https://www.youtube.com/watch?v=qcUcA1epnWA
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finally found a Genmab A/S Q1 2025 Earnings Call Transcript -that is not behind a paywall - https://www.marketbeat.com/earnings/reports/2025-5-8-genmab-as-stock/
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Jeg bruger denne som en app til min iPhone, der er live streaming og transskription lavet af live streaming, sikkert lavet med et eller andet whisperprogram.
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Det er som at gå at høre podcast for investorer.
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Undskyld jeg spammer chatten. Linket er et direkte link fra mobilappen til Genmab Q1 2025 live event med transskription. Appen er helt gratis at bruge og guf for investornørder
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