Genmab — Januar 2026
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I mine øjne vil jeg ikke give dig ret @Sukkeralf ..... Der er en faktor der har gjort den store forskel og det er købet af Merus.... Er klar over Darzalex patent udløb om 4-5år, men med de godter Genmab i tiden skilter med. - Der burde være en langt højere forventning til at fremtiden ser lys ud - hvilket burde spejle sig i langt højere grad i
P/E værdien -
Med hensyn til Darzalex så er det jo faste indtægter, mens alle de tiltag Genmab laver giver forhåbninger om indtægter fremadrettet, men vi ved jo ikke om de kommer, hvor meget det bliver og hvor hurtigt. Og går epco, rita og peto igennem så skal det nok blive godt, men det har jo stadig meget lange udsigter - så i takt med positive fase III kommer i hus, så skal kursen nok stige stille og roligt.
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Can epcoritamab reshape salvage DLBCL care? Genmab’s Phase 3 data brings regulatory momentum https://pharmadevicenews.com/can-epcoritamab-reshape-salvage-dlbcl-care-genmabs-phase-3-data-brings-regulatory-momentum/
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Godmorgen
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just to put friday's price action into perspective; expert Hutchings compares the data to STARGLO https://x.com/DocHutchings/status/2012577901636362506 , which is Glofitamab plus chemo, while the epco DLBCL-1 data is monotherapy and has a different population. i really don't think you can do that
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Teclistamab Monotherapy Improves OS and PFS Over SOC in Relapsed/Refractory Multiple Myeloma -reducing disease progression or death risk by 71% and death risk by 40%. -the Independent Data Monitoring Committee recommended unblinding the trial based on the strength of the results.
https://www.onclive.com/view/teclistamab-monotherapy-improves-os-and-pfs-over-soc-in-relapsed-refractory-multiple-myeloma -
Godmorgen
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Genmab viser igen gode takter med kræftmiddel i fase 3-studie https://proinvestor.com/investornyt/1404446/genmab-viser-igen-gode-takter-med-kraeftmiddel-i-fase-3-studie
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How AbbVie’s epcoritamab reshapes the competitive calculus in relapsed diffuse large B-cell lymphoma https://pharmadevicenews.com/how-abbvies-epcoritamab-reshapes-the-competitive-calculus-in-relapsed-diffuse-large-b-cell-lymphoma/
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Matt Phipps
William Blair
Buy Reiterated https://longbridge.com/en/news/272881086?channel=WHAB0002
. I try to Buy European given the current political climate, but unfortunately we are dangerously behind here on these things...Hello! It looks like you're interested in this conversation, but you don't have an account yet.
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