Genmab — Maj 2025

[E_L]

Reuters - GMAB reported quarterly adjusted earnings of 31 cents​​ per share for the quarter ended March 31, higher than the same quarter last year, when the company reported EPS of 29 cents. The mean expectation of four analysts for the quarter was for earnings of 24 cents per share. Wall Street expected results to range from 21 cents to 28 cents per share.

• Revenue rose 18.5% to $715.00 million from a year ago; analysts expected $756.69 million.

[lahn1]

Nej sukkeralf det slog mig også fordi, han gled hurtigt henover Gen1042.

[E_L]

they ask the same question over and over again. the answer is still the same; waiting for the data.

[lahn1]

Er ikke klar over hvad det er Jan henviser til med udviklingen af behandling i HNC. Er de blevet overhalet af udviklingen af behandling ligesom med HexabodyCD38 ?

[ProinvestorNEWS]

Genmab løftes til "køb" hos Nordea https://proinvestor.com/investornyt/1314718/genmab-loftes-til-kob-hos-nordea

[E_L]

they are waiting for their own data on head and neck and will compare that to the latest data they see from competitors. It could be that the data is good, but that competitors data by now is even better - then it will not make sense to proceed

[E_L]

similar to what we can assume happened with Tivdak

[E_L]

but that is a very logical process, no real news there

[E_L]

it is just unfortunate we have to wait so long for the GEN1042 data, but on the other hand that could also mean that the data is good...

[E_L]

i am surprised no analyst asked about potential tariff impact for Genmab -as we can clearly see Genmab stock being hit each time it is discussed.

[E_L]

Genmab could have made a statement as well really...

[w]

Tiltro til pipelinen er 0,0. Meget besynderligt

[w]

Underligt vi ikke stiger sammen med Novo og Zealand. Regnskab godt, ingen dårlige nyheder, måske manglende nyt der trykker

[E_L]

Carnegie
up to 2 288 dkk (2 263), remains buy, Goldman Sachs 1 785 dkk (1 764), remains neutral, William Blair reiterated Buy 9may25

[Pensionisten]

Synes som om, at der begynder at blive indregnet bortfald af indtægter i 2029/30. Det er påtrængende, at der kommer flere nye produkter på markedet. Kunne være en af årsagerne .....

[gentogen]

I øvrigt lyder det ganske lovende at de laver en Post-ASCO event kun om Rina-S https://ir.genmab.com/events/event-details/post-asco-rd-update

[gentogen]

Angående 1042 så har de på CT netop udskudt primary completion med tre måneder fra 06-25 til 09-25, hvilket vel kan være positivt, men som Sukkeralf har nævnt, så lød Jan omvendt ikke just optimistisk...

[Sukkeralf]

Nej han plejer jo at sige at både Genmab og BioNTech er meget optimistiske - denne gang blev det istedet efterfuldt af, at man skal prioriterere pipelinen og kun gå videre med de helt rigtige produkter.

[E_L]

even though i have to admit it did also sound a bit more negative to me, i also think we shouldn't overreact to each word he says ; wasn't he just explaining the process as we know it? It was only 3 month ago on the last call that he reïterated the potential for GEN1042 as Sukkeralf just said. It will really be up to the data and we simply have to wait for it - as much as I dislike that...

[E_L]

GEN1046 was also continuously delayed. The GEN1046 Safety Trial just reached Primary Completion in April (while it was expected Feb26). It is hard to predict recruitment etc