Genmab — Oktober 2025
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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 -
Merus presentation - Petosemtamab (MCLA-158) monotherapy or with chemotherapy in metastatic colorectal cancer: Preliminary antitumor activity and safety data from a phase 2 trial - https://merus.nl/wp-content/uploads/2025/10/MCLA-158-mCRC-oral-presentation-AACR-NCI-EORTC2025-FINAL.pdf
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Lahn og et meget positivt CC - og godt at de dermed fik vallideret deres linker og payload, så er da mere håb for pipelinen. Og rart at de lader til at være åbne overfor en partner tidligt - det er nok ret fornuftigt i et efterhånden meget kompetitivt marked.
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Patient preferences for attributes of bispecific antibodies for relapse/refractory diffuse large B-cell lymphoma in the US https://www.tandfonline.com/doi/full/10.1080/14796694.2025.2572784?src=#abstract
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MARKETWIRE
Schweiziske Novartis, der er partner med Genmab, har leveret en indtjening i tredje kvartal, der er marginalt under det ventede.
Indtjeningen per aktie er opgjort til 2,25 dollar mod ventet 2,26 dollar.
Novartis formåede dog at lande et bedre end ventet salg af sklerosemidlet Kesimpta, som Genmab har del i.
Novartis solgte i tredje kvartal Kesimpta for 1,22 mia. dollar, mens der blandt analytikerne var ventet et salg på 1,1 mia. dollar ifølge Bloomberg.
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Der er tale om et pænt løft fra foregående kvartal, hvor salget løb op i lige under 1,1 mia. dollar.
Genmab får 10 pct. af indtægterne fra salget som royalties.
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Novartis Q3 Results Climb, Despite Generic Erosion In US; Confirms FY25 Outlook https://proinvestor.com/investornyt/1375520/novartis-q3-results-climb-despite-generic-erosion-in-us-confirms-fy25-outlook
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Har vi flere højdepunkter planlagt for resten af året, som kan være kurspåvirkende eller skal vi ind i det nye år?
Interesting development in Ocrevus. Lets se Kesimpta sales over the same quaters.
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