Genmab — Juli 2018
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kigger vi tilbage på de sidste par år har d/d udviklingen i recepttal (~volumental) også været meget behersket i juni og juli månederne.
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jeg tænker nu mere, at JJ har øget listepriserne og ikke er i stand til at gennemtrumfe prisstigningen - dermed forbliver priserne konstante og recepttallene vil automatisk blive 4,5% højere end salgstallene
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Det kunne se ud til, at vi fremadrettet skal regne med 14% ratslør i recepttal/salgstal for US frem for de tidligere 10% ratslør
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Måske godt nyt fra NICE om DARA + Bortezomib. https://www.nice.org.uk/guidance/indevelopment/gid-ta10174/consultation/html-content-2
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Jeg vil mene, at det ikke er tilfældet. For 2 år siden var der 1-1 forhold mellem recepttal og salgstal.
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God morgen
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Future of Myeloma Induction Likely Quadruplet Therapy https://www.targetedonc.com/news/future-of-myeloma-induction-likely-quadruplet-therapy
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Novel drug delivery method to prevent daratumumab infusion-related reactions in MM / http://www.oncologytube.com/video/novel-drug-delivery-method-to-prevent-daratumumab-infusion-related-reactions-in-mm/10004727 (was taped around april)
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Tak E L.
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Tradingrange i aktien har i den seneste vugget frem og tilbage mellem 1.120 og 1.140. Måske vi skal en tand højere op i dag eller i morgen.
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