Genmab — September 2025
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Mandagens aktier: Genmab i udsat rolle i positivt C25 https://proinvestor.com/investornyt/1366319/mandagens-aktier-genmab-i-udsat-rolle-i-positivt-c25
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before the current CEO, merus had founder Ton Logtenberg as CEO. He is a Professor at Utrecht University, just like Jan. They go back a long time , for example this is an article they co-authored in 1999 https://aacrjournals.org/cancerres/article/59/22/5778/505642/Antitumor-Immune-Effector-Mechanisms-Recruited-by
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Today’s deal was viewed favorably by industry observers, with William Blair analysts pointing to predicted peak sales of $3 billion to $4 billion for petosemtamab in head and neck cancer alone as proof that the acquisition is a “positive” for Genmab. https://www.fiercebiotech.com/biotech/genmab-pays-8b-buy-merus-and-phase-3-stage-bispecific-wowed-analysts
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Leerink Partners raised its price target on Genmab A/S (NASDAQ:GMAB) to $34.00 from $32.00 on Monday, while maintaining an Outperform rating following the company’s proposed acquisition of Merus https://www.investing.com/news/analyst-ratings/leerink-partners-raises-genmab-stock-price-target-on-merus-acquisition-93CH-4261527
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New trial - Combining Loncastuximab Tesirine and Epcoritamab in Relapsed/Refractory Diffuse Large B-cell Lymphoma (DLBCL) (CLEAR) https://clinicaltrials.gov/study/NCT07197307
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Spændende forsøg med Zylonta fra ADC Therapeutics og Epco. Zylonta viser gode takter med Columvi https://ir.adctherapeutics.com/press-releases/press-release-details/2025/ADC-Therapeutics-Reports-Second-Quarter-2025-Financial-Results-and-Provides-Operational-Update/default.aspx Meddelelsen viser også, at ADC kæmper med økonomien.
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