Genmab — Januar 2026
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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 -
Genmab har også noget at indhente, hvis kurstendensen fra sidste år skal gentages i år
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