Teva og Trump
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IBI: Teva liability on price fixing could be $1b
https://en.globes.co.il/en/article-ibi-teva-liability-on-price-fixing-could-be-1b-1001337220
Following a settlement just agreed by Taro, IBI analyst Steven Tepper estimates that Teva will have to pay hundreds of millions and maybe $1 billion to settle claims.Drug Pricing Executive Orders Not Likely to Affect Fair Value Estimates
https://www.morningstar.com/articles/993594/drug-pricing-executive-orders-not-likely-to-affect-fves
We don't expect these actions by President Trump to significantly affect our fair value estimates or moat ratings due to limited details, challenging implementation, and only minor impacts.Man kan ikke beskylde ham for ikke at vaere en show-mand og god til iscenesaettelse:
President Trump signs executive orders intended to lower drug prices - 7/24/2020
https://www.youtube.com/watch?v=94SJa_tWcfE
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Det er sjov at kigge lidt tilbage i tiden:
Fearing Democratic tidal wave, the drug industry is pouring money into GOP coffers
With a fight over drug prices looming, the drug industry is seeking to ensure the White House and Congress don't both fall into the hands of one party.
STAT (www.statnews.com)
PBMs vil nok ikke bidrage til Trumps valg (mere).
Hvis man vil være helt fri for planøkonomi har det sin pris:
The true story of America’s sky-high prescription drug prices
Vox is a general interest news site for the 21st century. Its mission: to help everyone understand our complicated world, so that we can all help shape it. In text, video and audio, our reporters explain politics, policy, world affairs, technology, culture, science, the climate crisis, money, health and everything else that matters. Our goal is to ensure that everyone, regardless of income or status, can access accurate information that empowers them.
Vox (www.vox.com)
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Hyst Gode artikler. Tak. Det sætter tingene i relief. Det har forresten både sine fordele og ulemper, når staten skal vurdere mere end blot effektiviteten af et lægemiddel.
Benjamin på ti år kan ikke få sin medicin mod muskelsvind: 'Hvilken funktion er den næste, jeg mister?'
https://www.dr.dk/nyheder/indland/benjamin-paa-ti-aar-kan-ikke-faa-sin-medicin-mod-muskelsvind-hvilken-funktion-er-den
Medicinrådet mener ikke, at firmaet bag dyr medicin kan dokumentere virkningen.Medicinrådet står med en dårlig sag på hænderne, hvis du spørger mig, fordi EMA har sagt god for effekten. Hvis Medicinrådet blot havde sagt, at det er for dyrt i stedet for at henvise til virkningen, så havde det været en ærlig sag.
Jeg skal skynde mig at nævne, at jeg har aktier i Biogen, der producerer Spinraza.
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Der er mange etiske dilemmaer i livet.
Kan den marginale effekter af et lægemiddel retfærdiggøre at masserne ikke får de bassale lægemidler?
Jeg skal ikke dømme - heldigvis.
Og så er der endelig charlatanerne, som foregøgler at de kan helbrede dødsyge børn - hvor forældrene sælger hus og have for behandling et sted i verden - men børne går bort efter kort tid. Men det høre vist til udbud og efterspørgsel - men det knuger mit hjerte.
https://www.dr.dk/nyheder/viden/kroppen/laeger-frygter-klinik-i-usa-udnytter-doedssyge-danske-boern-med-kraeftAlle lande og systemer har en eller anden form for statsregulering.
Må lige tilføjet har TEVA og NOVO - mit etiske dilemma?
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