Genmab — Oktober 2018

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

jkj

US spurter forsat flot op, NBI taber dog pusten lidt, så verdens mest magtfulde mand fik alligevel ødelagt festen inden rigtig kom igang