Genmab — Juli 2025
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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
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Roche YTD June 2025 https://assets.roche.com/f/176343/x/3e163d97e6/250724_ir_hy.pdf CHF mn Ocrevus 3,506 8% , Columvi 123 88% , Lunsumio 48 33%
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I dag, torsdag den 24. juli 2025, er en helt speciel dag for mange aktieinvestorer. For C25 er efter en hård 2025 endelig i plus igen. Helge Larsen ser på årsagerne og omtaler Novo Nordisk, Zealand Pharma, ISS, Vestas, Carlsberg og Bavarian Nordic. Og så slutter han af med flere gode nyheder, her fra Anavex, som i går steg 20 procent. Kort video: https://proinvestor.com/boards/127342/
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Small new trial - A Study of Epcoritamab and Ibrutinib in People With Central Nervous System Lymphoma (CNSL) https://clinicaltrials.gov/study/NCT07082868
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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.