Genmab — November 2025
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Novartis venter vækst på 5-6 pct. på mellemlang sigt
Novartis forventer samtidig, at salget af sklerosemidlet Kesimpta, som Genmab har del i, fortsat når et topsalg på mere end 6 mia. dollar.
(medwatch.dk)
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Fighting Cancer With 'Smart Bombs.' What New Treatments Mean For Wall Street. https://www.investors.com/news/technology/biotech-stocks-antibody-drug-conjugates-adcs-cancer-treatment-chemotherapy/
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Transcript : Genmabs præsentation på Jefferies Healthcare Conference med Q&A https://proinvestor.com/investornyt/1385876/transcript-genmabs-praeligsentation-paring-jefferies-healthcare-conference-med-qampa
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ASH Late breaker for Teclistamab + Daratumumab
https://x.com/JacobPlieth/status/1992984045823942775/photo/1 -
@Plimsoller looks like only 6 again, i imagine you were probably hoping for something on epco, but this is nice i would say
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ASH25 LBA-6
Abstract Title : Phase 3 randomized study of teclistamab plus daratumumab versus investigator’s choice
of daratumumab and dexamethasone with either pomalidomide or Bortezomib (DPd/DVd) in patients
(Pts) with relapsed refractory multiple myeloma (RRMM): Results of majestec-3
https://meetings-api.hematology.org/api/abstract/vmpreview/304640 Spectacular
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@E L Yes, it was epco I had in mind when asking a while back, but this will do
Let's hope for a good run up to ASH this year, and an even stronger finish in 2025. -
Den nyhed er vel kursdrivende, så jeg tror at de kommer med den når data er modne til offentliggørelse? Er der andre bud på det?
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BOFA -GMAB top SMID pick with high conviction in 3 26E catalysts for >$5bn peak https://x.com/semodough/status/1993330204442316888
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Ret beset ved vi vel ikke noget, men det hedder, at "Overall Survival (OS) is the primary endpoint in USA and in China, with the analysis population including all randomized participants.". Så måske den slags analyser også bare tager længere tid...
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25/11 21:02 Euroinvestor "Genmab: Stemningen er vendt - Investoren Helge Larsen sætter ord på udviklingen af Genmab aktien" 2 min https://www.euroinvestor.dk/nyheder/genmab-stemningen-er-vendt
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Blood: Fixed-duration epcoritamab plus R2 drives favorable outcomes in relapsed or refractory follicular lymphoma https://ashpublications.org/blood/article/doi/10.1182/blood.2025029909/547148/Fixed-Duration-Epcoritamab-Plus-R2-Drives https://ashpublications.org/blood/article/146/22/2617/548279/Better-together-epcoritamab-boosts-R2-in-FL
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