Genmab — Marts 2025

[Darvin]

Thanks E L Great to see the pace and quality Genmab is showing with their pipeline. They are managing their resources extremely well.

[E_L]

And their resources have exploded over the last few years with the immens growth in staff. Someone mentioned a concern the other day about the own R&D capacity of Genmab, with all the focus on Rina-S and the disappointment of Hexabody-CD38.

[E_L]

I think we should see much of that in the light of the continued questions by investors about a potential revenue gap in the early 2030s, so Genmab has tried to steer investors attention that way.

[E_L]

But that doesn't mean that they stopped their R&D, on the contrary; we should expect to see a vastly larger stream of R&D news than in the years before i would think.

[Darvin]

Totally agree E L There is a lot going on. Unfortunately, the questions investors ask and the topics discussed, for example, here on PI, affect the perception and formation of opinions about the stock. There is a lot more going on than CD38 and a baseless harassment accusation.

[Darvin]

Right now I'm convinced that those who are patient will be rewarded

[E_L]

I think you will be right, but i also think that many long term investors that were patient for a long time have thrown in the towel. And if you are right they will not benefit. Markets can be brutal. But only time will tell...

[E_L]

Genmab: Laser-skarpt fokus trods HexaBody tilbageslag

David Mygind
tirsdag 25. marts 2025 https://ugebrev.dk/life-science/genmab-laser-skarpt-fokus-trods-hexabody-tilbageslag/

[nohope]

I wouldn´t trust any word from Mygind, he has been perma-bull for the last 15 years and GEN should have been in +5000 according to his writings - long time ago.

[lahn1]

Er det noget økonomisk forhold mellem Mygind og Genmab ?

[JKY_VH]

det er der jo, hvis man er aktionær, men det er nok ikke det du tænker på lahn1:-)

[JKY_VH]

Investor lurer på dansk aktie: “Kursen er banket godt og grundigt i bund”. https://borsen.dk/nyheder/podcast/investor-lurer-pa-dansk-aktie-kursen-er-banket-godt-og-grundigt-i-bund?b_source=borsen&b_medium=row_-1&b_campaign=latest_news_2

[Plimsoller]

Vi kan godt blive enige om at den er banket godt og grundigt i bund, men de skal altså gøre mere end at lure.

[Plimsoller]

Er der iøvrigt nogen der ved om sagsanlægget fra AbbVie er kommet længere end at det stadigvæk blot kan afvises af en dommer hvis vi ellers kunne være så heldige?

[E_L]

RYBREVANT (amivantamab-vmjw) plus LAZCLUZE (lazertinib) outperforms osimertinib with a significant and unprecedented overall survival benefit in patients with EGFR-mutated non-small cell lung cancer https://www.jnj.com/media-center/press-releases/rybrevant-amivantamab-vmjw-plus-lazcluze-lazertinib-outperforms-osimertinib-with-a-significant-and-unprecedented-overall-survival-benefit-in-patients-with-egfr-mutated-non-small-cell-lung-cancer

[E_L]

J&J combo signals new era in EGFR lung cancer with survival win against AstraZeneca’s Tagrisso https://www.fiercepharma.com/pharma/jj-combo-signals-new-era-egfr-lung-cancer-survival-win-against-astrazenecas-tagrisso

[E_L]

X (formerly Twitter) (x.com)

[E_L]

Osimertinib BEATEN!! https://x.com/NReguart/status/1904925845388505345

[Plimsoller]

Excellent news! As far as I remember, Genmab's royalties are in the high single digits to lower double digits. Is that correct?

[Solsen]

Iam not sure Osimertinib is beaten. JNJ belives it. But the benchmark is Osimertinib+chemo not mono Osimertinib. But JNJ have a good chance to get some of the market.