Genmab — Januar 2026
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Der blev lidt tavst på chatten ! Er det Over and out, and RIP?
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Man skulle da lige have taget lidt gevinsthjemtagning i 2250
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...inden Trump-babyen gik i gang igen. "Kun" 3 år tilbage med hans rablende infantile vanvid xD
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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
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hey gentogen , thinking again on that China part of the trial ; too many Asian patients in the trial was where Roche/Genentech got in trouble with Columvi wasn't it; they got a Complete Response Letter from the FDA for the reason that OS was much better in Asian patients compared to non-Asian patients so FDA determined OS was not proven for Americans
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Genmabs amerikanske partner Johnson & Johnson overgår analytikernes forventninger med sine salgstal for kræftmidlet Darzalex i fjerde kvartal.
Salget af Darzalex løber op i 3903 mio. dollar i perioden, mens analytikere havde ventet 3748 mio. dollar ifølge Bloomberg News.
I forhold til samme kvartal sidste år er Darzalex-salget steget 24 pct. i lokal valuta.
For hele 2025 endte Johnson & Johnsons salg af Darzalex, som Genmab får procenter af, på 14.351 mio. dollar.
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Det viser onsdagens regnskab fra Johnson & Johnson.
Darzalex-salget lander dermed over Genmabs prognose for 2025 om et salg på 13,7 til 14,1 mia. dollar.
Genmab estimerede i sit seneste regnskab, at det vil modtage royalties fra salget af Darzalex på 2,3-2,4 mia. dollar i 2025.
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Isoleret set et stærkt resultat
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Hansen og Larsen diskuterer i denne uges afsnit af Investeringspodcasten Novo Nordisks comeback, Genmab og hvad Trumps trusler betyder for de danske investorer. https://proinvestor.com/boards/130810
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that would be great... in the mean time Dara just keeps performing, just amazing... ignoring the clusterfuck arbitrage, it is just an amazing success. i still remember us all laughing with McJean predicting 15bn in sales... i thought it was impossible at the time...
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