Genmab — Oktober 2025

[Helge_LarsenPI-redaktør]

Godmorgen

[LP90]

Godmorgen

[E_L]

ESMO 2025 1121P - Rinatabart sesutecan (Rina-S) for patients with advanced or recurrent endometrial cancer (a/r EC): Update from dose expansion cohort B2 of RAINFOL-01 https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal_2/presentation/list?q=Rinatabart+

[E_L]

Genmab target price increased to $39 by Leerink Partners, up from $34.

[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..