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  4. Genmab — Oktober 2025

Genmab — Oktober 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • R Offline
    R Offline
    Raun
    wrote on sidst redigeret af
    #412

    Ok @Solsen - håber du remmer den lige i røven 😉

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    • concilladoC Offline
      concilladoC Offline
      concillado
      wrote on sidst redigeret af
      #413

      Enig, jeg krydser også fingre herfra. Jeg var lidt for utålmodig selv og fyrede den allerede af omkring 1950 (100 point under mit tidligere salg).

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      • P Offline
        P Offline
        ProinvestorNEWS
        wrote on sidst redigeret af
        #414

        Kort ugekommentar med omtale af Genmabs seneste kursudvikling sidst i videoen: https://proinvestor.com/boards/129285/

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        0
        • G Offline
          G Offline
          gentogen
          wrote on sidst redigeret af
          #415

          Epco fase 3 i DLBCL ramte actual primary completion den 13/10-25 (efter at være fuldt rekrutteret helt tilbage i juni 2023!), så mon ikke der relativt snart kommer nyt....

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          • R Offline
            R Offline
            Raun
            wrote on sidst redigeret af
            #416

            Det må vel også betyde at jo længere tid der går - jo bedre?

            1 Reply Last reply
            0
            • L Offline
              L Offline
              lahn1
              wrote on sidst redigeret af
              #417

              Gad vide hvad taget event var i det studie. var den 70% og en HR 0.60. så kunne mOS være 26-34 mdr. 😮

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              0
              • L Offline
                L Offline
                lahn1
                wrote on sidst redigeret af
                #418

                Og lige i tide til at blive en late breaking abstract på ASH

                1 Reply Last reply
                0
                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #419

                  Godmorgen 🙂

                  1 Reply Last reply
                  0
                  • L Offline
                    L Offline
                    LP90
                    wrote on sidst redigeret af
                    #420

                    Godmorgen 🙂

                    1 Reply Last reply
                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #421

                      Epcoritamab as bridging therapy to successful second allogeneic HSCT in relapsed DLBCL after UCBT and CAR T cell therapy https://link.springer.com/article/10.1007/s12185-025-04091-0

                      1 Reply Last reply
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                      • J Offline
                        J Offline
                        JKY_VH
                        wrote on sidst redigeret af
                        #422

                        Flash "Nordea höjer riktkursen för Genmab till 2 021 danska kronor (2 000),
                        upprepar köp"

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                        0
                        • J Offline
                          J Offline
                          JKY_VH
                          wrote on sidst redigeret af
                          #423

                          Afskedssalut fra Novod "Investment case
                          We believe the Genmab stock is undervalued, both on a DCF valuation and based on
                          high single-digit to low double-digit P/E multiples in 2026E-27E. We see upside to
                          our peak sales estimates for Epkinly and Rina-S, and think that Genmab is very well
                          funded with more than USD 3bn in cash."

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #424

                            lahn referred to this the other day- The month ahead: November’s upcoming events - Epkinly expansion? https://www.oncologypipeline.com/apexonco/month-ahead-novembers-upcoming-events-0

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                            0
                            • B Offline
                              B Offline
                              bibob
                              wrote on sidst redigeret af
                              #425

                              God formiddag 🙂

                              1 Reply Last reply
                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #426

                                Epkinly Q3 2025 AbbVie 21 + 48 = 69, YTD 190 ( https://news.abbvie.com/2025-10-31-AbbVie-Reports-Third-Quarter-2025-Financial-Results ) (versus Q2 2025 AbbVie 22 + 48 = 70)

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #427

                                  Roche YTD Lunsumio 77 + Columvi 202 = 279CHF ~= USD 347, so it is very close to Epkinly (AbbVie only reports it's share, so it will be a bit less than 2 x 190)

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #428

                                    Genmab and cancer drugmaker Merus have filed paperwork with the US antitrust authorities for their $8 billion deal and the waiting period under the Hart-Scott-Rodino Act is set to expire on Nov. 12

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                                    0

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