Genmab — Februar 2019

[Teller]

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

[E_L]

@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

[JørgenVarnæs]

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

[E_L]

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

[gdn55]

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

[E_L]

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

[Teller]

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

[JørgenVarnæs]

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

[E_L]

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

[StockBull]

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

[E_L]

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

[E_L]

but let's first get it approved…

[JørgenVarnæs]

...first, let's get Maia

[Teller]

Stockbull - Helt enig

[Teller]

To justify a price hike in the drug market, you need nothing but a new calendar year, 5-10
% is not unusual.

[Teller]

This is on Insulin https://nordic.businessinsider.com/insulin-prices-increased-in-2017-2017-5?r=US&IR=T

[Teller]

230% price hike during the last decade

[Teller]

This is from our friends at JJ 6-7% increase on cancer drugs (2018-2019) https://www.reuters.com/article/us-johnson-johnson-drugpricing/jj-raises-u-s-prices-on-around-two-dozen-drugs-idUSKCN1P42VY

[E_L]

even in our own area, like Revlimid or Pomalyst…

[E_L]

on 14.13 nobody has been able to confirm if Dara was included in that and if so for how much