Genmab — Juli 2025
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Ja det er helt vildt så lavt prissat Gmab er. Dara og øvrige lancerede produkter er mere værd end mcap. Så pipelinen trækker simpelhen ned i værdisætningen af Gamb. Det virker jo tosset. Så måske årsagen skal findes i at markedet ikke vil ligge i Gmab før vi er nærmere på afgørende data og kommerciel lancering af Rina-S og Acasunlimab. Så igen er Gmab døde penge i en længere periode.
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Ej, hvor meget jeg gerne vil forstå markedet, så kommer jeg aldrig til at forstå kursudvinklingen de sidste par år..... Vi kan kaste skylden på døde penge, og det havde også været gangbart, hvis der kun var Darzalex indtægterne at forholde sig til - lige med lidt småtterier ved siden af. Men der skal godt nok gå meget galt, hvis RinaS ikke skulle ramme markedet + Epco jo også bare blomstrer..... Jeg er ikke bange for at sige det, - i min verden er der en skjult agenda....
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European Commission approves DARZALEX
(daratumumab) as the first licensed treatment for patients with high-risk smouldering multiple myeloma https://www.globenewswire.com/news-release/2025/07/23/3120055/0/en/European-Commission-approves-DARZALEX-daratumumab-as-the-first-licensed-treatment-for-patients-with-high-risk-smouldering-multiple-myeloma.html -
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this was the AACR 2025 abstract on GEN1059 https://aacrjournals.org/cancerres/article/85/8_Supplement_1/6075/759848/Abstract-6075-The-combination-of-an-EpCAMx4-1BB?searchresult=1
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repeat -
from BioNTech at AACR 2025 -Preclinical data for the EpCAMx4-1BB antibody candidate BNT314/GEN1059, which is being developed in collaboration with Genmab S/A (“Genmab”), will be presented in a poster session. BNT314/GEN1059 was evaluated in combination with PD-1 inhibition in a tumor model unresponsive to each single treatment -
The data showed anti-tumor activity, delayed tumor outgrowth and prolonged survival for the combination treatment compared to both single treatments. The immunomodulatory activity of BNT314/GEN1059 was further potentiated in combination with PD-1 blockade.
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yes, i was confused when the last update of the GEN1059 deleted the arm with Pembro so shortly after that abstract https://clinicaltrials.gov/study/NCT06150183?tab=history&a=13&b=14&compareMode=sideBySide#version-content-panel , worried it was the end of 1059. Now it seems they just switched Pembro with BNT327 and immediately hope springs again lol
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Fra MW "Genmab har fået hævet kursmålet til 1916 kr. fra 1785 kr. hos storbanken Goldman Sachs, som dog holder fast i sin neutrale anbefaling af aktien.
Det fremgår af Bloomberg News.
Trods den neutrale anbefaling indikerer kursmålet 32,2 pct. potentielt afkast over de kommende 12 måneder, efter at Genmab-aktien onsdag steg 4,7 pct. til 1449,50 kr."
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the Tepezza EMA EPAR - Public assessment report for those interested -153 pages- https://www.ema.europa.eu/en/documents/assessment-report/tepezza-epar-public-assessment-report_en.pdf
samme stigning op til regnskab som vi har set mange gange før, måske kan vi holde stigningen denne gang. Men 4,5% på lille omsætning siger mig der ikke er meget til salg i det her niveau.Hello! It looks like you're interested in this conversation, but you don't have an account yet.
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