Genmab — Januar 2017
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@JohnW, I believe that the interview that has been conducted over the weekend in the WP regarding Trump's stand on the pricing issue is one of the drivers. I expect the NBI to react tomorrow. https://www.washingtonpost.com/politics/trump-vows-insurance-for-everybody-in-obamacare-replacement-plan/2017/01/15/5f2b1e18-db5d-11e6-ad42-f3375f271c9c_story.html?utm_term=.9e14fd81251a
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Í don't expect innovative drugs as Dara to be impacted. However big money funds (algo's) will always sell on bad biotech news and are not very selective unfortunately. So I believe also Genmab's stock price will be impacted on drug pricing news, however I believe it will also move back up quickly seen there is no real earnings impacted expected for Genmab. The pharma's / biotechs that develop and sell regular prescription drugs are more likely to be impacted. I hope Trump will regulate fast so w
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we can move on.
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Yes, I agree @globalmacro7
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Regarding the article a few statements are quite worrying and can have impact:
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“Moving ahead, Trump said that lowering drug prices is central to reducing health-care costs nationally — and that he will make it a priority as he uses his bully pulpit to shape policy. When asked how exactly he would force drug manufacturers to comply, Trump said that part of his approach would be public pressure “just like on the airplane,” a nod to his tweets about Lockheed Martin’s F-35 fighter jet, which Trump said was too costly.”
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In other words he states that he'll blackmail drug companies using Twitter..
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I by the way totally agree that abnormal price increases are the worst kind of financial engineering and should be reversed. For us as biotech investors however these are not great circumstances that we need to deal with. Luckly for us we have found the biggest rough diamond of the industry.
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So in the end we'll be more than okay
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God morgen.
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