Genmab — Januar 2026

[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)

[E_L]

that's towards the end of the covid pandemic isn't it... could be really interesting to see if there is a difference. Also they may have other practice regime used for follow up therapies

[E_L]

the whole trial went 'Active, not recruiting' already in june 23 and after the split both had the same Primary Completion date, Oct25, so we may not have to wait that long for the China part. Actually, maybe it is already included, it is a sub-study of DLBCL-1 ?

[Pensionisten]

Føj......(-:

[w]

genmab classic

[Vitus]

Massakren er en realitet

[gentogen]

The number of patients in the recent data shows that China is not included so far

[Pensionisten]

Der blev lidt tavst på chatten ! Er det Over and out, and RIP?

[concillado]

Man skulle da lige have taget lidt gevinsthjemtagning i 2250

[gdn55]

Hvorfor det

[concillado]

...inden Trump-babyen gik i gang igen. "Kun" 3 år tilbage med hans rablende infantile vanvid xD

[E_L]

ok gentogen , than we have something to look forward to

[ProinvestorNEWS]

DNB Carnegie løfter Genmabs anbefaling til "køb" og skruer pænt op for kursmålet https://proinvestor.com/investornyt/1405261/dnb-carnegie-lofter-genmabs-anbefaling-til-kob-og-skruer-paent-op-for-kursmalet