Genmab — Januar 2025

[Legolas23]

Folk har solgt op til årsskiftet og genkøber vel igen. Jeg vil se en fortsat stigning før jeg tænker optrend

[YPE]

Jeg ser helt klart positive signaler i måden aktien handles på i disse dage. Jeg venter gode nyheder.

[gentogen]

Gode nyheder plejer at have den modsatte virkning...

[ProinvestorNEWS]

Danske helårsregnskaber 2024: Fokus på guidance, moderat vækst og fremtidens USA https://proinvestor.com/boards/123960

[E_L]

At the recent IRT conference, Genmab USA’s IRT manager, Madeline Tremont, discussed how the company implemented IRT systems for their first-in-human (FIH) clinical trials. https://informaconnect.com/streamlining-first-in-human-trials-with-irt-systems/ What is Interactive Response Technology (IRT)? https://www.suvoda.com/insights/blog/what-is-interactive-response-technology-irt

[E_L]

Top 25 Biotech Companies Heading Into 2025 https://www.genengnews.com/industry-news/top-25-biotech-companies-heading-into-2025/ - -
will Genmab manage to get back into that list again...?

[Raun]

Efter at aktien er stille og roligt blevet nedbrudt henover mange måneder. Så er den i min verden bare blevet frigjort og det vi ser nu, - er at aktien bliver handlet frit og uden de såkaldte spekulanter.

[Solsen]

Tyder på at prisen er over 3000 kr

[Raun]

[ProinvestorNEWS]

Life Science vinderaktier 2024 – sådan gik det https://proinvestor.com/investornyt/1262130/life-science-vinderaktier-2024-sadan-gik-det

[Solsen]

Rybrevant https://finance.yahoo.com/news/rybrevant-amivantamab-vmjw-plus-lazcluze-130000654.html

[Helge_LarsenPI-redaktør]

J&J's Rybrevant, Lazcluze combo significantly improves survival over Tagrisso in lung cancer https://firstwordpharma.com/story/5925447

[E_L]

quite a few cancer centers in Asia added to the Acasunlimab /Pembro Ph3 trial. maybe the local presence/office in Japan helps here. a bit surprised they still name Biontech as Collaborator. https://clinicaltrials.gov/study/NCT06635824?tab=history&a=4&b=5#version-content-panel

[E_L]

Sachin Jain

Bank of America Securities Buy Kr.2,700.00 Reiterated Today

[Bulder]

Healthcare +0,6% (incl NBI +0,9%
) klarede sig rimeligt i et ellers ræverødt us her i aften.

[Aaanditsgone]

Hvordan vurderer I gårsdagens Rybrevant-data? Er de ikke ret positive? Og gør det ikke GEN1286 ekstra spændende, når den ifølge Jan er meget bedre end amivantamab i prækliniske studier?

[YPE]

Deadline for jnj beslutning må være 28. feb. - tror på en hurtig afklaring her i jan.

[Raun]

Hvis der kommer en hurtig afklaring fra JnJ. Så er det fordi de kommer med et bud på Genmab.... - Ellers er jeg ret sikker på at afklaringen bliver trukket i det længste...

[E_L]

Sachin Jain’s rating is based on Genmab’s promising pipeline and strategic developments. One of the key factors is the anticipated progress of the HexaBody-CD38, which is set for a critical opt-in decision by JNJ in the first quarter of 2025. This decision will determine the future of the drug, which has shown encouraging data in comparison to Darzalex in multiple myeloma.
Another significant reason for the Buy rating is the potential of Rina-S,

[E_L]

an antibody-drug conjugate targeting the folate receptor alpha. Rina-S has demonstrated a compelling safety and efficacy profile, with notable antitumor activity, positioning it as a strong competitor against existing treatments like AbbVie’s Elahere.