Genmab — April 2025

[Raun]

Har levet ovenpå de sidste par år...

[royal]

Er der plads til én til? Jeg har kold hvidvin med.

[E_L]

Cancer Control Month https://x.com/AlbertBourla/status/1908189760977318280?t=X6MVXNiytQbn6g_tBGnbjQ&s=19

[transalp]

Humor er sgu ikk af vejen, sådan en dag.. tak og go weekend..

[Helge_LarsenPI-redaktør]

Godmorgen

[E_L]

from the Genedata website you can find they work with all major players https://www.genedata.com/customers/meet-our-customers , so I think it is fair to say that such an award is somewhat of a testimonial of Genmab's innovative strength. This is a Genmab case from that page https://www.genedata.com/fileadmin/4.Resources/Case-studies/Ex_Genmab_BispecificABs_19E12.pdf

[lahn1]

Very interesting and it will give Gmab somewaht of a competitive advantage, having aldready onboarded this system. Great to se that Gmab is living out their AI ambitions and increasing efficiency in the lab.

[E_L]

https://www.dnb.no/seg-fundamental/fundamentalweb/inst/GetReport.aspx?file=CMP4_254575.pdf&uid=1154&auth=2jMoUXPS1%2FJy8ZNikSg5XXKm0kY%3D&pwd=&popup=n I don't think this Research report from DNB Markets from last month was posted yet

[lahn1]

Thx EL, funny to see how low they set peaksales for acasunlimab and high on Gen1042, btw first est I have seen on Gen1042. Even Mim8 included, nice!

[Raun]

Er det kun mig der ikke kan åbneDNB reporten?

[gentogen]

Når jeg klikker, downloades en pdf med rapporten

[lahn1]

Den ligger også i debatten hvis linket ikke virker

[concillado]

Så er der sgu snart aktier til en tusse!

[w]

PE under 10

[E_L]

European Commission approves Johnson & Johnson’s subcutaneous DARZALEX (daratumumab)-based quadruplet regimen for the treatment of patients with newly diagnosed multiple myeloma, regardless of transplant eligibility -CEPHEUS
https://www.globenewswire.com/news-release/2025/04/07/3056498/0/en/European-Commission-approves-Johnson-Johnson-s-subcutaneous-DARZALEX-daratumumab-based-quadruplet-regimen-for-the-treatment-of-patients-with-newly-diagnosed-multiple-myeloma-regard.html

[Raffles]

Vedr. DNB Markets Research Report: De har launch af Acasunlimab i 2026. Er det ikke lige tidligt nok? Jeg forventer launch i 2027/2028. Tilsvarende har de launch af Mim8 i 2025 - har Novo indgivet ansøgning endnu??

[kkjoel]

Nej, Raffles -
disse studsede jeg osse over. Novo indgiver ansøgning i løbet af 2025, men har ikke gjort det end nu.. så indtægter blir tidligst fra 2026.

[E_L]

Transactions In Connection with Share Buy-back Program
Apr 7, 2025 https://ir.genmab.com/news-releases/news-release-details/transactions-connection-share-buy-back-program-49

[Raffles]

Vedr. et eventuelt fremtidigt salg kan samme salgsstyrke vel stå for salget at Tivdak og Rina-S (Cervial, Ovarian og Endometrial cancer). Men kan samme salgsstyrke også stå for et evt. salg af Acasunlimab i NSCLC eller kræver det en anden salgsstyrke? Nogen med kendskab til Pharmasalg der kan bidrage?

[Plimsoller]

Hvis de fastholder det nuværende tempo mht. aktietilbagekøb, så er de jo færdige midt i maj.