Genmab — Februar 2025
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Genmabs topchef om vigtig partnerafgørelse: Langsigtede investorer sidder på deres hænder https://proinvestor.com/investornyt/1277751/genmabs-topchef-om-vigtig-partnerafgorelse-langsigtede-investorer-sidder-pa-deres-haender
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Genmab planlægger tilbagekøb af omkring 1,9 mio. egne aktier https://proinvestor.com/investornyt/1277750/genmab-planlaegger-tilbagekob-af-omkring-19-mio-egne-aktier
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1277754/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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Ifølge DB skulle det jo være godt for europæiske aktier https://danskebank.dk/privat/news/investeringsnyt/forside---investeringsnyt/2025/fred-i-ukraine-kan-genantaende-europaeiske-aktier?sc_cid=em|em|em-art-mar-InvesteringsnytW06b-em-2502|2
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Novod løfter kursmålet til 2178, men fortsat hold "Genmab reported solid Q4 revenue of DKK 6,441m, up 38% y/y and 1% ahead of company-compiled consensus and our estimate. Q4 EBIT came in at DKK 2,160m, up 29% y/y and 7% ahead of consensus. For 2025, the company guides for revenue of DKK 24.05-26.35bn (midpoint: DKK 25.2bn) and EBIT of DKK 6.44-9.83bn (midpoint: DKK 8.14bn). Thus, we raise our 2025 top-line estimate by 2% and our EBIT estimate by 18%. We expect consensus estimate revisions of
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~1-2% on the top line as well and 10-15% on EBIT. We finally see estimate revisions going in the right direction, but we stay on the sidelines, as we are still awaiting a high-risk decision from JnJ on Hexabody-CD38, which is still expected in Q1 2025. We maintain our Hold rating, with a higher DCF-derived fair value of DKK 2,178 (2,056)."
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the announcement of a new Phase 3 trial in 2L+ endometrial cancer by end of year is very promising -in addition to the believe that it will also work in non-small cell lung cancer with patients who have EGFR mutations (with patients currently
enrolling in that cohort) -
Jan on GEN1042 -I can tell you that not only we, but also Biontech is very excited about what we have seen up to now with 1042 -- great potential for combining 1042 with different ADCs -- we'll need a bit more data to get a better feeling for durability, but a high level of excitement.
burde der ikke være basis for ca. 5% op USA gik 4,24% frem og med et muligt aktie tilbagekøb så vi håber 
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