Genmab — September 2025
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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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Godmorgen
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Genmab får løftet kursmålet af Cowen med 36 pct. efter kæmpeopkøb https://proinvestor.com/investornyt/1366477/genmab-far-loftet-kursmalet-af-cowen-med-36-pct-efter-kaempeopkob
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Genmabs kursmål løftes 6 pct. hos Leerink efter milliardopkøb https://proinvestor.com/investornyt/1366476/genmabs-kursmal-laeftes-6-pct-hos-leerink-efter-milliardopkob
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Tirsdagens danske avisuddrag med Genmab, Novo og Søstrene Grene https://proinvestor.com/investornyt/1366486/tirsdagens-danske-avisuddrag-med-genmab-novo-og-sostrene-grene
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'Reporting from Bloomberg News on Sunday revealed that several pharmas have been courting the cancer biotech in recent weeks, and that Genmab appeared to have been leading the pack.' https://www.biospace.com/business/genmab-buys-rising-cancer-star-merus-for-8b
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