Genmab — November 2025
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i am a bit troubled by the fact that they still show a P/E of 124 in their analysis, they still have mistakes in their spreadsheet, probably mixing $ and DKK... via the pdf here
https://www.jyskebank.dk/finansnyt/aktier/publikation/oktober-2025 -
https://clinicaltrials.gov/study/NCT07226752 new trial in China, while Chinese centers in EPCORE DLBCL-1 are removed, looks like they want to separate the Chinese part
https://clinicaltrials.gov/study/NCT04628494?tab=history&a=49&b=50&compareMode=sideBySide#version-content-panel -
https://pj.jiho.jp/article/254090 anssen Pharmaceutical (J&J) said on October 31 that it has filed the combination of its bispecific antibodies Talvey (talquetamab) and Tecvayli (teclistamab) in rMM - i don't think they have filed this with the FDA already?
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Reduced Risk of Cardiovascular Disease Observed With Teprotumumab vs Corticosteroids https://www.aao.org/education/editors-choice/reduced-risk-of-cardiovascular-disease-observed-wi
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BioNTech Innovation Series R&D Day 2025 https://investors.biontech.de/system/files-encrypted/nasdaq_kms/assets/2025/11/11/13-27-51/BNTX Innovation Series (R%26D) Day 2025_final_ website.pdf mostly for BNT314 /GEN1059 , GEN1042 still in the pipeline
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Genmab pushes rina-S into its third phase 3
13 November 2025 https://www.oncologypipeline.com/apexonco/genmab-pushes-rina-s-its-third-phase-3 -
Epcoritamab for Relapsed/Refractory EBV+ Post-Transplant Lymphoproliferative Disorder of DLBCL-Type https://onlinelibrary.wiley.com/doi/10.1002/jha2.70156
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Merus and Halozyme Enter Global Collaboration and License Agreement to Develop Subcutaneous Formulation of Petosemtamab https://www.prnewswire.com/news-releases/merus-and-halozyme-enter-global-collaboration-and-license-agreement-to-develop-subcutaneous-formulation-of-petosemtamab-302616859.html
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