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  3. Genmab
  4. Genmab — December 2025

Genmab — December 2025

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #8

    Genmab Announces Closing of Private Offering of Senior Secured Notes and Senior Unsecured Notes https://ir.genmab.com/news-releases/news-release-details/genmab-announces-closing-private-offering-senior-secured-notes

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #9

      some agitation in the Dutch press about the extra-ordinary pay day for the Merus CEO - Topman Merus verdient $205 mln dankzij overname door Genmab https://fd.nl/financiele-markten/1579280/topman-merus-verdient-205-mln-dankzij-overname-door-genmab

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      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #10

        Det er vel en smart, vækstfokusret deal, der sandsynligvis vil styrke Genmabs kurs over tid, selvom der er nogle risici med gælden.

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        • StockBullS Offline
          StockBullS Offline
          StockBull
          wrote on sidst redigeret af
          #11

          Analytikere som fra Citi ser det dog som håndterbart, hvis petosemtamab bliver en blockbuster (potentielt >1 mia. dollars i årligt salg fra 2029).

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #12

            Dec 4, 2025 9:45 AM EST
            Citi 2025 Global Healthcare Conference https://ir.genmab.com/events-presentations

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            • R Offline
              R Offline
              Raun
              wrote on sidst redigeret af
              #13

              E L,.... Kan du hjælpe med tidspunktet her i Danmark?

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              • R Offline
                R Offline
                Raun
                wrote on sidst redigeret af
                #14

                Beklager - ser nu er conferencen lige er overstået

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #15

                  yes, you can probably listen back if you like, it was Anthony Pagano -always a bit boring 😉

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                  • L Offline
                    L Offline
                    lahn1
                    wrote on sidst redigeret af
                    #16

                    I don't have the energy to listen to him for 30min. He is simply too american, too much selling the values. God weekend

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #17

                      hopefully he resonates better with the american investors lahn 😉

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #18

                        RAINFOL-01 / Rina-S enlarged by ~200 patients, adding a few cohorts. a bit confusing, part H and J seem the same. maybe a different dosing schedule. They forgot the criteria for H. Interestingly cervical cancer is added.
                        https://clinicaltrials.gov/study/NCT05579366?tab=history&a=30&b=31&compareMode=sideBySide#version-content-panel

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                        • G Offline
                          G Offline
                          gentogen
                          wrote on sidst redigeret af
                          #19

                          They have also added 10 locations in Japan, so perhaps they use sub-populations Japan/China versus US

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                          • G Offline
                            G Offline
                            gentogen
                            wrote on sidst redigeret af
                            #20

                            The timeframe is almost unchanged by the way (nice)

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #21

                              ok, I hadn't thought of that. Japan is also an important market for cervical cancer as vaccination is very low

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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #22

                                Genmab Announces Data From Multiple Clinical Trials Showing Treatment with Fixed-Duration Epcoritamab Led to Remissions in First-Line Diffuse Large B-Cell Lymphoma (DLBCL) and Follicular Lymphoma (FL) https://ir.genmab.com/news-releases/news-release-details/genmab-announces-data-multiple-clinical-trials-showing-treatment

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                                • L Offline
                                  L Offline
                                  lahn1
                                  wrote on sidst redigeret af
                                  #23

                                  You are fast EL ! 😄

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #24

                                    Results from two arms of the EPCORE® NHL-2 trial, evaluating first-line, fixed-treatment duration epcoritamab in combination with chemotherapies, demonstrated overall response rates (ORR) of 93% (Arm 😎 and 98% (Arm 1) in patients with newly-diagnosed DLBCL, while a third arm (Arm 3) demonstrated a three-year overall survival (OS) rate of 96% in patients with FL following first-line combination treatment.

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #25

                                      😉 by chance,
                                      i was just behind the pc

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                                      • Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktørH Offline
                                        Helge_LarsenPI-redaktør
                                        wrote on sidst redigeret af
                                        #26

                                        Det er data som viser generelt høje responsrater, dybe og langvarige remissioner samt en håndterbar sikkerhedsprofil, især i udfordrende patientgrupper som ældre eller højrisikopatienter. Umiddelbart ser det ud til at epcoritamab på de fleste parametre giver baghjul til glofitamab og mosunetuzumab. Patientvenligheden med subkutan fixed-duration er et yderligere plus.

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #27

                                          Godmorgen 🙂

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