Genmab — Februar 2019

[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

[Teller]

They are still just introducing Darzalex. Price hikes on Darzalex will be a reality soon enough.

[Solsen]

4% increase in january

[Teller]

You might want to include a 7-10% increase in sales price from 2020, maybe going from 2020-2021.

[E_L]

@Solsen thanks, you got that via an analyst?

[Parasitism]

Ja det er lidt vildt så mange aktier der bliver solgt fra de danske aktører i dag