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Genmab — Februar 2019

Planlagt Fastgjort Låst Flyttet Genmab
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  • Den_FattigeD Offline
    Den_FattigeD Offline
    Den_Fattige
    wrote on sidst redigeret af
    #2132

    nohope@ det lyder fornuftigt. kan godt forstå din frustration. selv havde jeg set det komme og derfor solgte jeg ud i morges ved åbningen. jeg er stadig ikke sikker på hvor vi er på vej hen. måske længere ned end tidligere ? ja jeg ved godt at det ikke løfter stemningen, men jeg er usikker på om den lange trend skal sende kursen ned under 700 (ja jeg mener det) !

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    • JørgenVarnæsJ Offline
      JørgenVarnæsJ Offline
      JørgenVarnæs
      wrote on sidst redigeret af
      #2133

      delivery capacity, ease of use, use in maintenance setting etc will be driving sales

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      • T Offline
        T Offline
        Teller
        wrote on sidst redigeret af
        #2134

        EL - That will be very interesting indeed, also at what rate JJ successfully can implement price hikes during the Trump era.

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        • T Offline
          T Offline
          Teller
          wrote on sidst redigeret af
          #2135

          JV - 700 lol

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          • T Offline
            T Offline
            Teller
            wrote on sidst redigeret af
            #2136

            600+ trods alt

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            • Den_FattigeD Offline
              Den_FattigeD Offline
              Den_Fattige
              wrote on sidst redigeret af
              #2137

              teller@ måske 😉 lover ikke at 600 er bunden 😉

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              • T Offline
                T Offline
                Teller
                wrote on sidst redigeret af
                #2138

                Jeg solgte da også lidt i og omkring 1090 når den sådan stikker af, men kun for at samle det samme + lidt mere op igen idag. jeg venter til omkring 15:30 for lige at se hvad USA gør

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #2139

                  @JV , agree on all those. However, we have seen the huge price increases in other cancer products over the last few years. it will be interesting to see if JNJ can participate in that

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                  • JørgenVarnæsJ Offline
                    JørgenVarnæsJ Offline
                    JørgenVarnæs
                    wrote on sidst redigeret af
                    #2140

                    I'm a happy camper as long as we don't see excessive discounts!

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #2141

                      IV= 1300mg dose, SC 1800; that would be a 39% price hike if they could convert that (i do NOT think they will), but a significant price hike is not out of the question

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                      • G Offline
                        G Offline
                        gdn55
                        wrote on sidst redigeret af
                        #2142

                        Til den stakkels fattige. Bunden er nul. Toppen er ?

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #2143

                          i think we should ban the word 'discount' here just like we banned 'factory' 😉

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                          • T Offline
                            T Offline
                            Teller
                            wrote on sidst redigeret af
                            #2144

                            We can be fairly certain that sales will grow and prices will go up, maybe discounts will remediate some of that, but not all.

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                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #2145

                              well, I guess that depends on what you see as the price driver - is it the treatment itself or is it the amount of mg's you give to the patient

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #2146

                                yes. and i don't know the answer to that.

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                                • StockBullS Offline
                                  StockBullS Offline
                                  StockBull
                                  wrote on sidst redigeret af
                                  #2147

                                  solgte lidt i 1086 og købt igen i 1076. For risikabelt at være ude

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #2148

                                    mind you, IF SC is indeed better (and less toxicity) SC 'treatment itself 'could also warrant a price hike

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #2149

                                      but let's first get it approved…

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                                      • JørgenVarnæsJ Offline
                                        JørgenVarnæsJ Offline
                                        JørgenVarnæs
                                        wrote on sidst redigeret af
                                        #2150

                                        ...first, let's get Maia

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                                        • T Offline
                                          T Offline
                                          Teller
                                          wrote on sidst redigeret af
                                          #2151

                                          Stockbull - Helt enig

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                                          0

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