Genmab — September 2025
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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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the press release for the Mim8 news Goose3 referred to yesterday
https://www.prnewswire.com/news-releases/novo-nordisk-submits-biologics-license-application-bla-to-fda-for-mim8-an-investigational-prophylaxis-treatment-for-people-living-with-hemophilia-a-with-or-without-inhibitors-302568838.html -
Jyske om Genmab "Trods økonomisk modvind i 2026 og 2027 anser vi købet af Merus som strategisk fornuftigt, hvor Genmab tilføjer styrke til den sene del af pipelinen, som har været efterspurgt af markedet. Med opkøbet har Genmab efter potentiel godkendelse flere interessante lanceringer (Epkinly, Rina-S, Acasunlimab, Mim8 og petosemtamab), inden de bliver ramt af Darzalex-patentudløbet i 2030" https://www.jyskebank.dk/finansnyt/morgennyt/9cfca03d-6866-4a35-aec6-392c2d09c609/!ut/p/z1/rVRdc6owEP0tf
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Fortjent start på dagen
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