Genmab — Januar 2026
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It is inherent to biotech... you can never fully 100% predict the outcome of a drug in real life trials, nor can you completely predict the changing competitive landscape. You must adapt and change though, if results arent what you hoped for.... Plenty examples of trials of even the largest companies that failed -even much later stage...
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Det er nemlig rigtigt Cupcake. Op på hesten igen hedder det(der hvor jeg kommer fra) Og hør nu(ikke dig)...naturen omkring biotek er, at det meste mislykkedes. Lad være med at se disse selvskaber som lottokuponer. Der er faktisk mening med tingene. Hos Genmab ved man at noget fejler og det tager de højde for. Og husk så også, at selskaber er forpligtet til at fremlægge al kursfølsomt materiale med det samme. Også div. projekter i deres opstart, som fx det skrottede. Det er bar ikke det samme...
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Synes I helt glemmer, hvor tæt på vi har hørt at Genmab stadig havde store forventninger... - Sådan en beslutning bliver altså ikke foretaget henover natten - der ligger lange og store overvejelser bag, og som jeg er overbevidst om at de godt vidste, da de for nyligt sagde de var meget positive.... Ja, der er en risiko ved at investerer i denne branche, og den risiko har jeg levet med i over 20 år med Genmab.... Det er først nu at min tillid er bristet....
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Kun omkring 30% af phase 2-projekter går videre til phase 3, selv når data er lovende. Set i det lys er Genmabs beslutning om at stoppe - trods opmuntrende data - ikke usædvanlig i branchen. https://www.inderes.dk/en/articles/probabilities-of-success-in-drug-development? Frustrationen er dog forståelig, når kommunikationen kort tid før har været positiv. PS Gid bestyrelsen i Bavarian i "nogle tilfælde" havde udvist tilsvarende rettidig omhu...
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Fandt nogle positive artikler på yahoo finance https://www.investors.com/stock-lists/stock-spotlight/genmab-biotech-stock-gmab-fights-cancer-buy-zone-earnings-soar
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Genmab to Present at the 44th Annual J.P. Morgan Healthcare Conference 3:45 PM PST / 6:45 PM EST on January 13, 2026, 12:45 AM CET on January 14, 2026. https://ir.genmab.com/news-releases/news-release-details/genmab-present-44th-annual-jp-morgan-healthcare-conference
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Europæiske life science-aktier tager teten efter afvist sparemanøvre fra Trump https://proinvestor.com/investornyt/1400080/europaeiske-life-science-aktier-tager-teten-efter-afvist-sparemanovre-fra-trump
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Johnson & Johnson submits application to the European Medicines Agency for TECVAYLI
▼ (teclistamab) in combination with DARZALEX (daratumumab) subcutaneous formulation for patients with relapsed/refractory multiple myeloma https://www.jnj.com/media-center/press-releases/johnson-johnson-submits-application-to-the-european-medicines-agency-for-tecvayli-teclistamab-in-combination-with-darzalex-daratumumab-subcutaneous-formulation-for-patients-with-relapsed-refractory-multiple-myeloma -
genmab was still adding hospitals to the ABBIL1TY NSCLC trial just last month... probably testament to how sudden the decision was to stop acasunlimab development
... https://clinicaltrials.gov/study/NCT06635824?tab=history&a=14&b=15#version-content-panel
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