Genmab — Februar 2026

[E_L]

• • remember, Tepezza was approved by EMA somewhere mid last year, so that should show some grow in europe this year
    i would think

[E_L]

Goldman Sachs Lowers Price Target for Genmab to 1,793 Danish Kroner (from 1,880), Reiterates Neutral - BN
Feb04/2026

[E_L]

AbbVie Q4 2025 Epkinlyc
US
21

Internat
48

Total
69 https://news.abbvie.com/2025-10-31-AbbVie-Reports-Third-Quarter-2025-Financial-Results

[E_L]

sorry that is Q3

[E_L]

2nd try: AbbVie Q4 2025 Epkinlyc US 22 Internat 59 Total 81 // Full year 86,
185,

271 https://news.abbvie.com/2026-02-04-AbbVie-Reports-Full-Year-and-Fourth-Quarter-2025-Financial-Results

[E_L]

i think that should get us to roughly $475mn total Epkinly sales once Genmab reports, versus Roche's Lunsumio+Columvi at CHF402mn which is a bit higher atm

[E_L]

Another New Trial: Trial to Evaluate the Safety and Preliminary Efficacy of GEN1079 in Participants With Advanced Solid Tumors https://clinicaltrials.gov/study/NCT07387068

[E_L]

Novartis AG (NYSE:NVS) Q4 2025 Earnings Call Transcript https://www.insidermonkey.com/blog/novartis-ag-nysenvs-q4-2025-earnings-call-transcript-1689424/ Kesimpta grew 36% to $4.4 billion on the year. You can see the continued steady performance of this brand, driven by the continued expansion of the B-cell class within MS. In the U.S., we had 27% growth in quarter 4.

[E_L]

Importantly, we see increasing adoption in naive patients, which are now 50% of our NBRx is now in first line. Outside of the U.S., we are leading now with NBRx share in 9 out of the 10 of the major markets that we track. And the core opportunity we see ex U.S. going forward is to continue to expand B-cell therapies in the 67% of patients who are not on B-cell therapies and receiving disease-modifying therapies in MS.

[E_L]

So we continue to generate additional value for Kesimpta. We continue to progress also our every 2-month formulation for Kesimpta. So I think we’re on a solid track with this brand to fully achieve our peak sales guidance of $6 billion plus

[Raun]

Hvad skete der lige med kursen på ganske få minutter?

[E_L]

strong reaction for now from that ~dkk1975 area which Genmab has been trying to hold for the last 3 months... the erratic price action lately is partially to blame on Novo i would think... volumes also seem low, possibly adding to volatility..

[Joakim_Von_And]

Skulle regnskab ikke komme idag kl 17 ? Kommer det efter kl 22?

[kkjoel]

Tilsyneladende har Genmab rykket datoen for Q4 - på deres hjemmeside står den nu til 17.02: "Feb 17, 2026, Publication of the Annual Report for 2025 (after 5:00 PM CET)"

[kkjoel]

Nogen (/Helge) der har set dette før: hvis man endelig rykker datoen senere,
vil man da normalt annoncere det, ja?

[kkjoel]

I dette tilfælde er den bare - tyst - ændret??!

[E_L]

How Does Rina-S Work in Patients With Pretreated Endometrial Cancer? https://www.oncnursingnews.com/view/how-does-rina-s-work-in-patients-with-pretreated-endometrial-cancer-

[Joakim_Von_And]

Selvfølgelig , hvis de afventer en godkendelse på noget der kan rykke deres fremtidige indtjening væsentligt positivt eller negativt, så kan jeg forstå at de udskyder det, men ellers ikke. Glæder mig til at se regnskabet.

[Helge_LarsenPI-redaktør]

Godmorgen

[LP90]

Godmorgen