Genmab — Oktober 2025

[E_L]

1166P - Tisotumab vedotin plus carboplatin or pembrolizumab in recurrent or metastatic cervical cancer: 5-year results from the innovaTV 205/GOG-3024/ENGOT-cx8 study https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal_2/presentation/list?q=tisotumab

[E_L]

1327MO - Amivantamab in recurrent/metastatic head & neck squamous cell cancer (HNSCC) after disease progression on checkpoint inhibition and chemotherapy: Results from the phase Ib/II OrigAMI-4 study https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal/presentation/list?q=amivantamab

[E_L]

and a few posters for amivantamab https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal_2/presentation/list?q=amivantamab

[E_L]

Merus Announces Petosemtamab in Metastatic Colorectal Cancer Abstract Selected for Plenary Session Oral Presentation at the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics https://ir.merus.nl/news-releases/news-release-details/merus-announces-petosemtamab-metastatic-colorectal-cancer

[Solsen]

Sounds good - thanks EL

[JKY_VH]

Spændende, hvad Johnson & Johnson´s Q3 viser omkring salgstallet for Darzalex

[concillado]

Hvad tid (DK) bliver tallene publiceret og hvor meget vil det reelt påvirke kursen i forhold til tidligere?

[JKY_VH]

plejer det ikke at være omkring kl 13?. Eventuel kurspåvirkningen skal jeg ikke gøre mig klog på:-)

[royal]

1430 ish

[E_L]

Darzalex Q3 2025 US 2088 ROW 1584 = 3672 total

[E_L]

Johnson & Johnson Reports Q3 2025 Results; Raises 2025 Sales Outlook https://www.businesswire.com/news/home/20251013198483/en/Johnson-Johnson-Reports-Q3-2025-Results-Raises-2025-Sales-Outlook

[E_L]

Genmab Announces Net Sales of DARZALEX (daratumumab) for Third Quarter of 2025 https://ir.genmab.com/news-releases/news-release-details/genmab-announces-net-sales-darzalexr-daratumumab-third-quarter-6

[E_L]

RYBREVANT / LAZCLUZE Q3 2025 US 136 Intl 61 WW 198 -that's not growing a lot yet Q/Q
...

[E_L]

TALVEY 122, TECVAYLI 177
Q3 2025

[E_L]

Genmab’s estimate of DARZALEX 2025 net sales of $13.7 – 14.1 billion, so
mid-point $13.9bn -we are now at $10.448 bn so need $3.452bn in Q4 to get there. 0 growth in Q4 would get us to $14.12bn, the top of the estimate.

[Legolas23]

enig @EL. Vi ser ind i endnu en opjustering på et tidspunkt..

[ProinvestorNEWS]

Genmab-partners Darzalex-salg lidt under det ventede https://proinvestor.com/investornyt/1370744/genmab-partners-darzalex-salg-lidt-under-det-ventede

[Epko]

Hvilket tal er korrekt? Euroinvestor skriver dette "Faldet kommer i kølvandet på, at Genmab har offentliggjort tal for guldægget Darzalex, som viser et salg på 3,7 mia. dollar.

På forhånd havde analytikerne ellers sat næsen op efter, at tallet ville lande på 3,9 mia. dollar, viser tal fra Bloomberg."

[Epko]

Her på siden står dette "Salget af Darzalex løb op i 3,67 mia. dollar, hvor analytikerne ifølge Bloomberg News havde ventet 3,69 mia. dollar."

[Epko]

Der er stor forskel på 200 mio $ og 20 mio $.