Genmab — April 2025
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Talquetamab Continuous To Demonstrate High Overall Response Rates in Heavily Pretreated Patients with Relapsed or Refractory Multiple Myeloma -Findings from the MonumenTAL-1 study
Date:
01 Apr 2025 https://www.esmo.org/oncology-news/talquetamab-continuous-to-demonstrate-high-overall-response-rates-in-heavily-pretreated-patients-with-relapsed-or-refractory-multiple-myeloma?utm_source=esmo.org&utm_medium=referral&utm_campaign=ESMONewsAll -
Man klør sig i hovedbunden over at man er havnet i to aktier Gmab og Novo som begge ser ind i patent kløfter og som begge kæmper med at overbevise markedet om at de har en arvtager i pipelinen. Genmab har et par best in class på vej, mens det er mere usikkert hvad dagen bring hos novo. Hvem har bedste chance for at komme over patent kløften ?? Novo er stor og kan næsten gør hvad de vil for at nå i mål. Men Gmab har også mulighed for at købe hvad de mangler.
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Roche provides update on Phase III OCREVUS high dose study in people with relapsing multiple sclerosis https://www.roche.com/investors/updates/inv-update-2025-04-02b
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Ocvrevus patients have to deal with the 'crap gap'; the time between infusions where someone goes from feeling relatively stable to suddenly feeling very crappy before the next shot. So Roche tried to prevent this with a higher dose ; and the trial failed.
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I found this article for you: - https://www.investing.com/news/stock-market-news/genmab-downgraded-by-bernstein-amid-darzalex-concerns-3959475
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Turdreich, her er både objektive og subjektive skribenter, nogler håber på at Gmab opkøbes andre tror på at casen kan idvikæe sig positivt og blive en god investering på mellemlang sigt. Ens for alle er en villighed til at diskutere om deres investering.
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W - deres pristarget er under 50% af gennemsnits target fra 15 andre analytikere, det er ekstremt bearish. Artiklen nævner ikke tal men taler om at de ikke tror på Gmab 3 hovedkandidaters peak sales vil nåes, det ved ingen på nuværende tidspunkt med sikkerhed, og de de-risker derfor meget hård på sandsynligheden for at lykkes samt på estimaterne. At de ikke tror på Gmabs muligheder for at lykkes med M&A forstår jeg ikke, efter det ser ud til at Gmab har lavet en kanon handel med Profound Bio.
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Godmorgen
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Toldplan: Tæt på worst case, men er der lyspunkter? https://proinvestor.com/boards/125530
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Danske aktier: Nogle kursfald giver mere mening end andre https://proinvestor.com/boards/125546
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Genmab Sponsors Whole-Genome Sequencing Project to Improve Cancer Care https://www.genmab.com/news-insights/stories/genmab-sponsors-whole-genome-sequencing-project-to-improve-cancer-care
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