Genmab — Oktober 2025

[concillado]

@lahn1: Fedt, tak for info!

[Raun]

Ok @Solsen - håber du remmer den lige i røven

[concillado]

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).

[ProinvestorNEWS]

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

[gentogen]

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....

[Raun]

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

[lahn1]

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

[lahn1]

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

[Helge_LarsenPI-redaktør]

Godmorgen

[LP90]

Godmorgen

[E_L]

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

[JKY_VH]

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

[JKY_VH]

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."

[E_L]

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

[bibob]

God formiddag

[E_L]

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)

[E_L]

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)

[E_L]

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