Genmab — Januar 2026
-
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.
-
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.
-
Isoleret set et stærkt resultat
-
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
-
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...
-
Onsdagens aktier: Novo i bunden og Genmab i toppen af rødt C25 https://proinvestor.com/investornyt/1405493/onsdagens-aktier-novo-i-bunden-og-genmab-i-toppen-af-rodt-c25
-
jky 17.02..enig.
-
Led by Darzalex surge, J&J expects revenue to reach $100B in 2026 https://www.fiercepharma.com/pharma/led-darzalex-surge-jj-expects-revenue-reach-100b-2026
-
About EL 10:34. Yes, that may also explain why Genmab split the study, bu t it was quite complex as Roche had severa "Inconsistent results" that did look strange and made it hard to interpret the results. See here for example: https://www.fiercepharma.com/pharma/roches-columvi-expansion-bid-danger-fdas-makary-pazdur-push-changes
-
-
Er FDA-artiklen en kurs-trigger for Genmab?
Kort svar: Nej – ikke i sig selv
Længere, præcis vurdering:Hvorfor ikke en direkte trigger
Genmab har ingen egen myelom-studier
Ingen kommende MRD-readouts
Ingen regulatoriske events direkte koblet til artiklen
Hvorfor den alligevel betyder noget
Forbedrer royalty-option value på BCMA-bispecifics
Øger strategisk værdi af DuoBody-platformen
Sænker regulatory risk for myelom-partnerskaber
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind