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  4. Genmab — Februar 2025

Genmab — Februar 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #423

    We like that Genmab ’ s acquisition of Profound Bio gives it worldwide rights to three antibody-drug
    conjugate candidates in clinical development, led by Rina-S, which is enrolling patients in its phase 3
    ovarian cancer trial. We assign Rina-S a 40% probability of approval in our base case, and we think it
    could reach the market as early as 2027.

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    • R Offline
      R Offline
      Raun
      wrote on sidst redigeret af
      #424

      Thanks EL.... Fair Value 2650dkr 🙂

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      • J Offline
        J Offline
        JKY_VH
        wrote on sidst redigeret af
        #425

        Det må vel være uden Hexa?

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        • G Offline
          G Offline
          gentogen
          wrote on sidst redigeret af
          #426

          Ja. En lille krølle er i øvrigt, at det er rigtigt, at Dara udgør 80% af lige præcis royalties, men Genmab tjener også på (salg og milestones etc.)

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          • A Offline
            A Offline
            Aaanditsgone
            wrote on sidst redigeret af
            #427

            Darzalex udgjorde 65% af omsætningen i 2024

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            • A Offline
              A Offline
              Aaanditsgone
              wrote on sidst redigeret af
              #428

              I øvrigt faldet støt fra 82% i 2021.

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              • HenrikhotH Offline
                HenrikhotH Offline
                Henrikhot
                wrote on sidst redigeret af
                #429

                Jeg prøvede lige at sammenligne Darzelex andel af omsætningen de sidste 5 år. https://proinvestor.com/boards/124771/

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #430

                  https://seekingalpha.com/article/4758476-genmab-a-s-gmab-q4-2024-earnings-conference-call-transcript Genmab A/S (GMAB) Q4 2024 Earnings Conference Call Transcript

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                  • B Offline
                    B Offline
                    bikube
                    wrote on sidst redigeret af
                    #431

                    Kursen sluttede 10 kr højere i U S 1514,40.

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                    • P Offline
                      P Offline
                      ProinvestorNEWS
                      wrote on sidst redigeret af
                      #432

                      Blandt de aktier, der har stor indflydelse på indeksene, er Nvidia, som steg 2,6 procent til 138,85 dollar pr. Tesla er stort set uændret og handles til $355,84 per aktie. Apple er også i grønt for dagen, en stigning på 1,3 procent til $244,60 per aktie. På listen over aktier med den højeste handelsvolumen finder vi halvlederproducenten Super Micro Computers, som steg markant med 13,5 procent til 48,00 USD pr.

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #433

                        J&J’s Lazcluze, Genmab’s Tivdak, and More Up for MHLW Panel Review on Feb. 27 (Japan) https://pj.jiho.jp/article/252495

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #434

                          InnovaTV 205 Completion dates extended by > 1 year ; i can only imagine this being done to capture longer Overal Survival in the data than previously anticipated?
                          they stopped recruiting Jan23 https://clinicaltrials.gov/study/NCT03786081?tab=history&a=25&b=26&compareMode=sideBySide#version-content-panel

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                          • P Offline
                            P Offline
                            ProinvestorNEWS
                            wrote on sidst redigeret af
                            #435

                            Teknisk: Genmab løftes yderligere i USA efter dansk lukketid, trendvending på vej efter halvering de seneste år? https://proinvestor.com/investornyt/1278893/teknisk-genmab-loftes-yderligere-i-usa-efter-dansk-lukketid-trendvending-pa-vej-efter-halvering-de-seneste-ar

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #436

                              Optimal Dosing Regimen for Epcoritamab, a Subcutaneous Bispecific Antibody, in Relapsed or Refractory Large B-Cell Lymphoma https://ascpt.onlinelibrary.wiley.com/doi/10.1002/cpt.3588

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                              • P Offline
                                P Offline
                                ProinvestorNEWS
                                wrote on sidst redigeret af
                                #437

                                Genmab/Deutsche Bank: Kursmålet sænkes til 2100 kr. fra 2250 kr. - "køb" gentages https://proinvestor.com/investornyt/1279192/genmab-deutsche-bank-kursmalet-saenkes-til-2100-kr-fra-2250-kr-kob-gentages

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                                • P Offline
                                  P Offline
                                  ProinvestorNEWS
                                  wrote on sidst redigeret af
                                  #438

                                  Genmab - 2 neglebider uger med stor betydning https://proinvestor.com/boards/124798

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #439

                                    Regimen may become new standard for relapsed/refractory diffuse large B-cell lymphoma https://www.healio.com/news/hematology-oncology/20250212/regimen-may-become-new-standard-for-relapsedrefractory-diffuse-large-bcell-lymphoma

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #440

                                      “We expected the clinical outcomes to be good but were surprised about how good they were,” Joshua D. Brody, MD, director of the lymphoma immunotherapy program at The Tisch Cancer Institute at Mount Sinai, told Healio. “CD20xCD3 bispecific antibodies plus Gem-Ox will likely become a new standard of care for patients with relapsed/refractory DLCBL.”

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #441

                                        Der er ikke opdateringer på tilbagekøb endnu. Mon ikke det kommer sammen med JNJs melding ?

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #442

                                          Årsregnskabet blev præsenteret med vægt på Genmabs indtjeningsmuligheder efter dara. Så måske en indikation på udfaldet af JNJs svar….

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