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  4. Genmab — November 2025

Genmab — November 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • SolsenS Offline
    SolsenS Offline
    Solsen
    wrote on sidst redigeret af
    #49

    2026 ligner et år med data og ikke så meget på bundlinien. Mon markedet kan klare det ?

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    • SolsenS Offline
      SolsenS Offline
      Solsen
      wrote on sidst redigeret af
      #50

      Epco bliver fantastisk og Rina-S bliver også godt. Men Lilly kommer nogle år efter. Så her skal deres salgsstyrke virkelig på arbejde.

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      0
      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #51

        Genmab er meget forsigtige med at sige noget godt om Merus ud over peto i head and neck. Tror de ser frem til at handelen er endelig i Q126.

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        0
        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #52

          Ja, det er jo i modsætning til Novo der har travl med at "lovprise" Metsera. Foretrækker så afgjort Genmabs forhandlingsstrategi.

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          0
          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #53

            Godmorgen 🙂

            1 Reply Last reply
            0
            • L Offline
              L Offline
              LP90
              wrote on sidst redigeret af
              #54

              Godmorgen 🙂

              1 Reply Last reply
              0
              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #55

                so the way i read it is that GEN1042 is not completely dead, 'only' the head-neck arm is discontinued?

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                0
                • B Offline
                  B Offline
                  bibob
                  wrote on sidst redigeret af
                  #56

                  God morgen. 🙂

                  1 Reply Last reply
                  0
                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #57

                    Truist Securities maintained Genmab A/S GMAB coverage with Buy and target $48
                    Past Target Price: $49
                    Issuance Date: 2025-11-06

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #58

                      DARZALEX FASPRO® is the first and only treatment approved by the U.S. FDA for patients with high-risk smoldering multiple myeloma https://www.jnj.com/media-center/press-releases/darzalex-faspro-is-the-first-and-only-treatment-approved-by-the-u-s-fda-for-patients-with-high-risk-smoldering-multiple-myeloma

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                      0
                      • Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktørH Offline
                        Helge_LarsenPI-redaktør
                        wrote on sidst redigeret af
                        #59

                        Genmab-direktør mener ny godkendelse til kræftmidlet Epkinly kan være på trapperne https://proinvestor.com/investornyt/1380318/genmab-direktor-mener-ny-godkendelse-til-kraeftmidlet-epkinly-kan-vaere-pa-trapperne

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #60

                          where does that 280 mio come from? : Global net sales of EPKINLY/TEPKINLY were $333 million in the first nine months of 2025 Net product sales of EPKINLY in the U.S. and Japan recorded by Genmab were $272 million in the first nine months of 2025
                          Net sales of TEPKINLY in territories where Genmab receives royalty revenue were $61 million in the first nine months of 2025

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #61

                            Global net sales of EPKINLY/TEPKINLY were $122 million in the third quarter of 2025

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                            0
                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #62

                              Genmab said on November 6 that it has filed for a label expansion in Japan for its bispecific antibody Epkinly (epcoritamab) to allow its use together with rituximab and lenalidomide (R2) as a second-line treatment for relapsed or refractory follicular https://pj.jiho.jp/article/254128

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #63

                                " the price target reduction, which Truist attributed specifically to the shelving of GEN1042"

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #64

                                  Truist Securities highlighted that Genmab faces a substantial catalyst lineup in 2026, including three pivotal readouts for Epkinly, one for RinaS, and one to two for Peto, describing the next 12-18 months as "possibly the most transformative period in the company’s history."

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                                  0
                                  • P Offline
                                    P Offline
                                    ProinvestorNEWS
                                    wrote on sidst redigeret af
                                    #65

                                    Transcript fra Genmab Investor Call Q3: ‘We will deliver significant profitability in 2026’ https://proinvestor.com/investornyt/1380327/transcript-fra-genmab-investor-call-q3-we-will-deliver-significant-profitability-in-2026

                                    1 Reply Last reply
                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #66

                                      William Blair analyst Matt Phipps has reiterated their bullish stance on GMAB stock, giving a Buy rating

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                                      0
                                      • P Offline
                                        P Offline
                                        ProinvestorNEWS
                                        wrote on sidst redigeret af
                                        #67

                                        Genmab-partner sikrer sig ny godkendelse til supersællert https://proinvestor.com/investornyt/1380316/genmab-partner-sikrer-sig-ny-godkendelse-til-supersaellert

                                        1 Reply Last reply
                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #68

                                          @StockwatchDK

                                          SEB reiterates Buy on Genmab and lifts its 12M TP to DKK2,350 from DKK2,300 after the Q3 report. https://x.com/StockwatchDK/status/1986726674596057488

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