Genmab — Marts 2025

[E_L]

AACR25 7331 / 17 - Antitumor activity of amivantamab in diffuse pleural mesothelioma https://www.abstractsonline.com/pp8/?utm_source=salesforce-marketing-cloud&utm_medium=email&utm_campaign=AM25+-+Itinerary+Planner&utm_term=PROGRAM+PLANNER#!/20273/presentation/8400

[E_L]

AACR25 3644 / 6 - Mechanistically explainable AI model for predicting synergistic cancer therapy combinations https://www.abstractsonline.com/pp8/?utm_source=salesforce-marketing-cloud&utm_medium=email&utm_campaign=AM25+-+Itinerary+Planner&utm_term=PROGRAM+PLANNER#!/20273/presentation/3279

[E_L]

Genmab Announces Initiation of Share Buy-Back Program https://ir.genmab.com/news-releases/news-release-details/genmab-announces-initiation-share-buy-back-program-4

[lahn1]

On the 5788 abstract, Way above my pay grade BUT seems this could be a game changer for Acasunlimab ! Improve efficacy outcomes by selecting better responders.
Enhance safety by avoiding hyper-toxic patients.
Differentiate acasunlimab from competitors in the 4-1BB space. And be implemented in the ongoing ph3 study as a biomarker

[LP90]

Godmorgen lad os håbe aktie tilbagekøb
er det der vender trenden

[JKY_VH]

Ja lad os det LP90. Det er i hvert fald et godt tidspunkt at aktivere tilbagekøbsprogrammet og god morgen:-)

[transalp]

Ja de for da aktier for pengene..

[transalp]

Go morgen..

[JKY_VH]

Aktietilbagekøbsprogrammet på op til 4 mia. kr. løber frem til den 10 juli 2025. Der skal altså handles en del aktier de næste 3,5 måneder.

[JKY_VH]

Mon de regner med gode nyheder indenfor den tidshorisont, således at aktien er selvkørende herefter?

[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 ?