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  3. Genmab
  4. Genmab — Februar 2026

Genmab — Februar 2026

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #77

    searching like this and make sure 'Display' is set to 'Newest first' should give you good idea. https://clinicaltrials.gov/search?term=genmab OR Petosemtamab i think all Rina-S, Peto and Epco trials are recruiting fast so should be on the high side of cost expectations. Offset ofcourse by losing/ stopping a few more trials than expected, notably Acasunlimab

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    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #78

      i would say all Epco Ph3 trials were expected, the Peto and Rina-S for lung cancer possibly not

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      • R Offline
        R Offline
        Raun
        wrote on sidst redigeret af
        #79

        @concillado - Det med dato for regneskab er et mysterium for mig... - Der er mange forskellige datoer der ude, og jeg kan se i historikken at @kkjoel siger direkte at man har ændret datoen på Genmabs egen hjemmeside for nyligt - vel at mærke uden at informere om dette.... Sådan noget kan gøre mig nervøs, også set ift. kursudviklingen der sideløbende med denne ændring har været nedadgående.

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        • G Offline
          G Offline
          gdn55
          wrote on sidst redigeret af
          #80

          Enig, man kan tolke det negativt, eller positivt, jeg vælger det sidste, Jeg tror på en lille opjustering, da vi kender en del af tallene.

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          • L Offline
            L Offline
            lahn1
            wrote on sidst redigeret af
            #81

            EL, du har nok ret +2 nye forsøg og -1stk Acasunlimab. Så muligvis en lille RD øgning.

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            • concilladoC Offline
              concilladoC Offline
              concillado
              wrote on sidst redigeret af
              #82

              @Raun: Sålænge du ikke er ultrakort i aktien, så læn dig tilbage og lad tiden retfærdiggøre kursen. Det fundamentale taler for sig selv og kræver blot tålmodighed og ingen panik
              🙂

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #83

                unfortunately, we can not always control panic lol 😉 what we can -try- to control is the amount of useless information, like, just to name an example, the date of the annual report. and then deduce all sorts of conspiracy theories around a possible change of such date... which then create panic... 😉

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #84

                  it is a bit sad that this is the only think being discussed here..

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                  • E Offline
                    E Offline
                    E_L
                    wrote on sidst redigeret af
                    #85

                    by the way , i have had the 17th in my agenda for quite some time, it was definitely there early january as you can see in this crawl back from Jan 5 ... https://web.archive.org/web/20260105134103/https://ir.genmab.com/events-presentations/ and Google AI suggests it was there from Nov 6 https://www.google.com/search?sca_esv=bab5da91c7c319fb&udm=50&fbs=ADc_l-YGrpJMQtvjQ6h14rj-dfIrPP7TVhGAapzeV7mH-ZwNIXxf1eKOoT-QQ4IMXLLXJFMIy14mkmHsPr2sxjP4aYnCO4fBcEmWmnCHnVHN2Z6LJ5PCRj9FlTM9RCCZ45ZxAF-RBrybErHByK

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                    • R Offline
                      R Offline
                      Raun
                      wrote on sidst redigeret af
                      #86

                      Kan kun give dig ret E L - Det er en meget trist debat der efterhånden er her i Genmab forrummet..... Men kort og godt, så mister alle jo modet på denne aktie - aktien er irrationel som bare pokker og så og sige ingen kan forklare kursudviklingen. for et år siden havde vi jo stort set de samme kurstargets fra divese analysehuse, som vi har i dag. Og nu er Merus jo så kommet ind i billedet og en ny værdisætning er sket ovenpå dette. Så disse targets der var for et år siden skal ses uden Merus

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                      • R Offline
                        R Offline
                        Raun
                        wrote on sidst redigeret af
                        #87

                        Dejligt at høre at du har noteret dig for lang tid siden at regnskabet skulle være d. 17 - det gør at jeg ikke gider at tænke på det længere..... Og nøj, hvor jeg dog savner noget debat om Genmab.... Det store problemm er jo bare at der er ike meget ved at debatere en aktie, som performer så dårligt og har gjort det igennem år...

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                        • P Offline
                          P Offline
                          peter12
                          wrote on sidst redigeret af
                          #88

                          Mon ikke det ville hjælpe lidt på prisen hvis de starter på at udbetale udbytte ?

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                          • J Offline
                            J Offline
                            JKY_VH
                            wrote on sidst redigeret af
                            #89

                            Sikkert for store pensionskasser

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #90

                              Genmab has committed to deleveraging the debt incurred due to the Merus transaction within 2 years to a certain ratio; as conservative as they are i expect all earnings to go towards that effort, so i would be surprised by dividends or share buy backs

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                              • concilladoC Offline
                                concilladoC Offline
                                concillado
                                wrote on sidst redigeret af
                                #91

                                ...so what U are saying EL is, that share buy backs for the next 1-2 years is highly unlikely, yes?

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                                • concilladoC Offline
                                  concilladoC Offline
                                  concillado
                                  wrote on sidst redigeret af
                                  #92

                                  I see a new optimal "buy in price" on Genmab again then! 😄 😉

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #93

                                    i would think so, but we'll hear more next week. hopefully they can get us some other positive price triggers within that time lol

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                                    • R Offline
                                      R Offline
                                      Raun
                                      wrote on sidst redigeret af
                                      #94

                                      Det kunne godt ligne at vi allrede i morgen skal teste 1830..... Prisen lige nu svarende til 1850 i US

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                                      • W Offline
                                        W Offline
                                        w
                                        wrote on sidst redigeret af
                                        #95

                                        Ja, 400 point drop out of the blue. Markedet er neurotisk

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                                        • P Offline
                                          P Offline
                                          peter12
                                          wrote on sidst redigeret af
                                          #96

                                          Her er nogle der mener den er 70% undervurderet 😉 https://finance.yahoo.com/news/genmab-cpse-gmab-attractively-priced-110759280.html

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