Genmab — Januar 2025
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"So, multiple myeloma is really an extraordinary franchise for us. And maybe I will start with Darzalex because our quarter was over 3 billion. It was 3.1 billion and 22% growth, and we continue to really build out share across, you know, the front-line settings in both transplant-eligible and ineligible patients and in triplet and quad regimens.
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Darza royalty ender på ca. 800 mio. kr. over budgettet som Genmab startede med i februar 2024. Det er 800 mio. som kommer "igen" årligt indtil 2030 plus årsvæksten der måtte tilgå (uden renters rente og risiko-vurdering), så er NAV Darza, øget med 100 kurspoint på 11 måneder
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Claus Henrik Johansen er sundhedsinvestor samt stifter og CEO for investeringsafdelingen "IA Invest Global Health Invest". Han har i mere end 20 år arbejdet med sundhedsaktier og -selskaber.
Se med, når han giver sit bud på de tre vigtigste temaer de næste 1-3 år. Han fortæller også, hvorfor han mener, man bør kigge i retning af sundhedsaktier, og hvordan man kan opdele de forskellige selskaber i kategorier, når man skal opbygge sin portefølje. Video: https://proinvestor.com/boards/124357
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Godmorgen
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Genmab får sakset 15 pct. af kursmålet hos amerikansk børshus https://proinvestor.com/investornyt/1268962/genmab-far-sakset-15-pct-af-kursmalet-hos-amerikansk-borshus
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det ligner et hak i tuden i dag, desværre....
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genmab er så billig, at man får alt gratis, hvis man trækker Darzalex og egenkapital fra. Det er helt til grin
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New Mount Sinai Trial Reveals Major Advance in Treatment of Aggressive Lymphoma https://www.mountsinai.org/about/newsroom/2025/new-mount-sinai-trial-reveals-major-advance-in-treatment-of-aggressive-lymphoma
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Danish biotech Genmab (CPH: GMAB) today announced it has named Leslie Amendola senior vice president and general manager of its US business. https://www.thepharmaletter.com/genmab-names-us-general-manager https://www.linkedin.com/posts/genmab_newsupdate-activity-7288199613231120386-i8xM/
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Godmorgen
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why would Genmab sponsor anything for hemophilia care? https://www.surveymonkey.com/r/H7HFWZ5 (could it have something to do with bleeding side effects from Tisotumab?)( i am assuming it is not related to Hemab, why would it go via Genmab
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