Genmab — September 2025

[bikube]

Er det ikke ca. 14 dage siden, at vi sidst snakkede om den nyhed.

[Helge_LarsenPI-redaktør]

Børsmeddelelsen er kommet i dag.

[Raun]

Er der et modstandspunkt her 1820-1830 stykker - Synes det virker til at aktien har det svært i dette niveau?

[Dusør]

En lille pause efter 500 kr op på rekord tid. Så er den klar til et ryk mere, samme størrelse vil være fint.

[bikube]

Vi så tidligere listen over de største aktionærer, og Orbis stod der med to fonde, der tilsammen havde over 5%.

[Helge_LarsenPI-redaktør]

Ok Bikube.

[E_L]

New Novartis data further support benefits of Kesimpta in relapsing MS following switch from oral disease modifying therapies https://www.prnewswire.com/news-releases/new-novartis-data-further-support-benefits-of-kesimpta-in-relapsing-ms-following-switch-from-oral-disease-modifying-therapies-302565142.html

[E_L]

Johnson & Johnson at Bernstein Forum: Strategic Growth and Innovation https://www.investing.com/news/transcripts/johnson--johnson-at-bernstein-forum-strategic-growth-and-innovation-93CH-4253958

[lahn1]

Var der noget nyt fra Pagano på Bank of America Global Health conference ?

[GUHO]

Thanks for the link EL. The outlook for Rybrevant seems very encouraging. As I understand it, they indicate that Rybrevant can reach 4 billion dollars as fast as in 2028 with a peak above 5 billion

[ProinvestorNEWS]

Ugekommentar. Genmab 07.32. Kort video: https://proinvestor.com/boards/128565

[ProinvestorNEWS]

Trump varsler 100 procents told på flere lægemidler https://proinvestor.com/investornyt/1365456/trump-varsler-100-procents-told-pa-flere-laegemidler

[ProinvestorNEWS]

Danske life science: Torsdagsklø, men hvad venter fredag? https://proinvestor.com/boards/128587

[E_L]

a bit more on Guggenheim's thoughts - Genmab upgraded at Guggenheim; says Darzalex related growth concerns are overblown https://www.msn.com/en-us/money/markets/genmab-upgraded-at-guggenheim-says-darzalex-related-growth-concerns-are-overblown/ar-AA1N8I83

[JKY_VH]

Tak E L

[Plimsoller]

Forventelig start på dagen når toldmure igen er aktuelle.

[nohope]

Hvad kommer en 100% told på medicin Genmab ved ?

[ProinvestorNEWS]

Medicinalsektoren bør spidse ører næste uge: Trump-administrationen rygtes på vej med nyt https://proinvestor.com/investornyt/1365483/medicinalsektoren-bor-spidse-orer-naeste-uge-trump-administrationen-rygtes-pa-vej-med-nyt

[E_L]

if the 15% EU trade agreement holds i don't see any further impact for now. Genmab will have to work with US manufacturers for future drugs, but that was already clear, see no change there. But you never know for sure with Trump, so sector nervousness remains...

[nohope]

Sure I understand sector being nervous, but GEN is probably one of the least affected.