Genmab — Oktober 2018

[StockBull]

Nemlig

[JørgenVarnæs]

du har helt ret - men GEN havde tilsyneladende ikke taget ved lære af post As

[JørgenVarnæs]

ASH blamagen - det markedet så på CMD var en udvidelse af cash burn, mens der ikke blev peget på nogen indtægtskilder

[JørgenVarnæs]

så de inspirerede ikke ligefrem tillid til deres equity story

[E_L]

they should have never called it a CMD, analysts expected
numbers. it was simply a (very good) pipeline update

[E_L]

or clinical update, however you want to call it

[JørgenVarnæs]

cash magically dissapears?

[E_L]

from Celgene: POMALYST/IMNOVID net sales increased by 23% year-over-year. In the US, POMALYST net sales grew 34% year-over-year, driven by the continued adoption of the triplet regimen of POMALYST, daratumumab and dexamethasone for relapsed refractory myeloma

[jkj]

Trumpetten siger på twiitter novatis, pfizer hævede deres priser, jeg ringende til dem, og så sænkede de priser igen, det bliver meget billigere, det er helt fantastisk

[JørgenVarnæs]

hahaha, hvor er det fantastisk! Han er en ven af folket

[JørgenVarnæs]

kan han ikke også ringe til min netto, og sige at de skal få Løgismoses boller i karry tilbage? Og prisen skal ned?

[E_L]

Celgene transcript (revlimid. car t) https://www.fool.com/earnings/call-transcripts/2018/10/25/celgene-corp-celg-q3-2018-earnings-conference-call.aspx

[E_L]

you wonder how much of these
Trump plans will actually be implemented, it certainly sounds 'great' before the mid-term elections...

[E_L]

hard to interpret impact for Dara if we don't even know the real prices…

[JørgenVarnæs]

isn't the list price for dara the same across the world?

[nohope]

Gilead is selling Sovaldi in Egypt at 1% of the US price.

[nohope]

Could sink Gilead seriously if they were forced to lower the US price 99%

[JStudsgaard]

And sink Egypt if they turned their price up by 10000%

[JStudsgaard]

I love %

[nohope]

#MeToo