Genmab — Oktober 2025
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Roche presentation Q3 2025 https://assets.roche.com/f/176343/x/a22e1c7d2f/irp251023.pdf
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Godmorgen
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Goldman Sachs has raised its target price for Genmab to 1,996 Danish kroner, up from the previous target of 1,955 Danish kroner, according to BN. The investment bank maintains its neutral rating on the stock. 10/24/2025 https://www.marketscreener.com/news/goldman-sachs-raises-target-price-for-genmab-to-1-996-danish-kroner-maintains-neutral-rating-bn-ce7d5dd9da8aff21
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GSK's Blenrep's back in US, but with a narrower label https://pharmaphorum.com/news/gsks-blenreps-back-us-narrower-label
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Merus er pt igang med en præsentation vedr. colorectal cancer og har udsendt lidt data. 100% response rate in 1L left-sided mCRC (n=8 confirmed and unconfirmed). 62% response rate in 2L left and right-sided mCRC (n=13, confirmed and unconfirmed). Det ser vel ganske fornuftigt ud ?? https://ir.merus.nl/news-releases/news-release-details/merus-interim-data-petosemtamab-metastatic-colorectal-cancer
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Flotte men tidlige data n=24 i ph1 fra Zyme. ADC ZW191 in FRa gynecological cancer participants
all dose levels → ORR 50%
6.4 mg/kg to 9.6 mg/kg → 64% ORR
Responses were observed in tumors with low/negative levels of FRa expression! Så kan på sigt blive en konkurrent til Rina-S
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