Genmab — Marts 2021
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Nu skal aktien skynde sig op - ellers begynder analytikerne at nedjustere, bare fordi kursen er lav
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IV administration - det bliver spændende at se, om det er en seriøs konkurrencefordel
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Ved vi egentlig, om Novartis er begyndt at kræve penge for Kesimpta?
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Og gad vide, hvordan det egenlig fungerer. De amerikanske sygekasser kan ikke være specielt interesserede i gratis produkter
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"Sales of Kesimpta notched just $14 million in the fourth quarter, but Novartis executives told reporters in January that the slow start doesn't change its overall expectations for the med—it's still anticipating a market share grab of up to 40%.
" https://www.fiercepharma.com/marketing/novartis-study-nurses-and-ms-patients-give-thumbs-up-to-kesimpta-for-ease-use -
Thx EL
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