Genmab — Januar 2026

[E_L]

let's hope it's only a quick kiss on the cheek to say a final goodbye before taking off again...

[ProinvestorNEWS]

Genmabs kursklø efter nye data er overdreven mener Handelsbanken https://proinvestor.com/investornyt/1404483/genmabs-kursklo-efter-nye-data-er-overdreven-mener-handelsbanken

[nohope]

Det er jeg ikke enig i, det er dårligt varsel for de resultater, der kommer senere i år.

[E_L]

why do you think that?
they are all combination trials, and they have PFS as Primary Outcome Measure (OS Secondary )

[StockBull]

Ser ud til kurs 2000 holder - valgt at genkøbe lidt i 2050.

[Darvin]

I completely agree E L

[E_L]

in separate news, the AbbVie trial is on hold for now, until final resolution of the related U.S. International Trade Commission (ITC) investigation https://www.pacermonitor.com/public/case/57357486/AbbVie_Inc_v_Genmab_AS_et_al

[StockBull]

Kursen skulle omkring 2020 holde nogenlunde heroppe, hvis den ikke skulle ryge ud gennem bunden i trendkanalen fra september. Et luk under 2000 åbner døren ned mod 1850.

[StockBull]

Det potentielle kurstarget 2500–2600 i april? Skal revurderes – rejsen ser ud til at blive noget længere.

[E_L]

Xian Deng
UBS
Buy Kr.2,750.00 Maintained Today

[gentogen]

Hvis man ikke har fulgt med i, hvad kombinationsbehandlingerne har vist, så kan dette link anbefales. https://ir.genmab.com/news-releases/news-release-details/genmab-announces-data-multiple-clinical-trials-showing-treatment

[E_L]

Analyst Charlie Haywood from Bank of America Securities reiterated a Buy rating on Genmab A/S and increased the price target to DKK2,500.00 from DKK2,250.00 https://www.tipranks.com/news/ratings/maintaining-buy-on-genmab-epkinly-combination-potential-outweighs-monotherapy-setback-ratings

[E_L]

While the Epkinly Phase III monotherapy study in second-line DLBCL failed to show an overall survival benefit, Haywood views this as a relatively minor financial issue, representing only a small fraction of his valuation. He emphasizes that the most significant value drivers are the first- and second-line combination trials, which target the vast majority of the DLBCL population and have progression-free survival as their main endpoint, an outcome measure already supported by encouraging prior

[E_L]

data. He also notes that the missed monotherapy trial does not materially alter the investment case because Genmab’s strategy has always been more focused on combinations, where early-stage results have been notably stronger.

[Plimsoller]

It would be nice if he could tell come more people.

[Plimsoller]

*some

[StockBull]

Vi har nu brudt ned og ud af den kanal, jeg tidligere linkede til.
Jeg opfatter det ikke som særligt alarmende endnu, men et dybere brud under 2000 ville absolut være negativt.
Med al den frygt der præger markedet lige nu (Trump, etc.), regner jeg med at supplere med lidt flere gennemsnitskøb i området omkring 2000. Har ikke kigget på FA så ret TA vurdering som jeg selv handler efter.

[E_L]

JP Morgan remains Neutral | Price Target Dkr 2,050 https://x.com/_ShahKruti/status/2013574730918527445

[E_L]

Ram Selvaraju
H.C. Wainwright
Buy $39.00 Reiterated 20-1-26 (from $40
i think)

[gentogen]

Regarding the China Sub phase 3 in R/R DLBCL, the reason for splitting may be that the China part started in 2022-10, wheres as the main study started in 2021-1 (so we may need to wait a bit longer for results, I suppose)