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A look back: The Expert Briefing on 13 Nov 17, page-2

  1. 578 Posts.
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    Thanks Dave
    I have just finished watching that one again, yes you are right certainly Hoos gives a good indication or opinion on valuation from around the 59 minute mark,

    another gem is around the 56:30 to 56:45 minute mark where his answer in response to a question
    To quote Axel (from 56:25 he said

    "So of couse your question went some way towards, you kow, to saying is this going to be profitable? you know, what were doing here? that is what I understood, and of course looking at the numbers that I showed you in the begining, oncology has always been profitable what ever pricing environment you find yourself in!, this has shifted over the last two decades or so quite substantually, I suspect it shall shift again, but the probability that we will not be profitable with a meaningfull medicine is very very small, so I don't think that, that will be a problem"

    he then goes on to explain that because of the way we make these vaccines that they have the opertunity to put 2 or even three medicines into one vaccine and to be able to price them as though they were pricing just one medicine.

    To me that sound like it will bode very well for the many people who will likely benefit from these vaccines

    all the best to all
    kind regards fp
 
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