Genmab — Februar 2026
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Risikovurdering (kort oversigt): Bullish scenario (sandsynlighed: medium – afhængig af volumen & newsflow)
Stærk afvisning / bounce fra 1.804–1.810 → høj chance for midlertidig bund + rebound mod 1.850–1.900 (og potentielt højere ved fortsat buy-back eller positive selskabsnyheder). -
Bearish scenario (sandsynlighed: medium-høj i nuværende momentum)
Klar brud under 1.804 (lukning under + øget salgspres) → acceleration ned mod næste store støttezone ved 1.780–1.760 DKK. Et sådant brud vil sandsynligvis teste markedets tillid yderligere og kan åbne for lavere niveauer (1.700-området ikke udelukket på længere sigt, hvis bredere sektor- eller makrotryk fortsætter). -
Over 2000 DKK er realistisk på lang sigt - 12 mdr, og med succesfuld pipeline-execution kan det blive væsentligt højere. 2026 bliver et "defining year" med mange binære events, så volatiliteten vil være høj. Hold øje med de store readouts og newsflow.
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Godmorgen, og mange tak for den tekniske analyse med forskellige tidshorisonter @StockBull!
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Morningstar - Genmab Earnings: Darzalex Royalties Drive Growth as Epkinly Sales Gain Momentum 19 Feb 2026 Genmab's 2025 revenue rose 19% year over year, totaling $3.7 billion, with Darzalex royalties comprising $2.4 billion. Management targets 2026 revenue of $4.0 billion-$4.4 billion, implying continued double-digit growth.
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Why it matters: Genmab's 2025 results reflected broad-based strength across both its partnered and proprietary portfolio, driven by robust royalty revenue from Darzalex (for multiple myeloma) combined with total net product sales of $398 million, up 11% from the prior year
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Epkinly's net product sales expanded 67% year over year, driven by strong uptake across diffuse large B-cell lymphoma and follicular lymphoma patient populations. With regulatory approvals in over 65 countries and expansions into earlier lines of therapy, Epkinly is well-positioned to become a core treatment across B-cell malignancies
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Genmab is focused on transitioning from a royalty-based revenue model to a more independent firm. We expect six data readouts in 2026, including expanded indications for Epkinly, plus data for Rina-S (for endometrial cancer) and petosemtamab (for head and neck squamous cell carcinoma), which could reach the market in 2027, further strengthening Genmab ’ s position as a more diversified biotechnology firm.
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Our 2026 outlook assumes 20% revenue growth, supported by Epkinly's expansion and durable royalty strength from partnered assets.gWe anticipate elevated operating expenses in 2026 rising to roughly 64% of revenue, up from 60% in 2025, as Genmab focuses on investments in late-stage programs and prepares for launches in key markets. Over our 10-year forecast period, we project operating expenses will decline to the mid-30s as a percentage of
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...and thx @EL for your fundemental analyzis as always!
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Very true, but herein lies the true strength of our combined views in this forum, both on short and longsight evaluation of the stock price.
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Genmabs topchef om vækstudsigter: Vi vil forhåbentlig kunne vokse hen over patentudløb på Darzalex https://proinvestor.com/investornyt/1413663/genmabs-topchef-om-vaekstudsigter-vi-vil-forhabentlig-kunne-vokse-hen-over-patentudlob-pa-darzalex
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Ugekommentar. Regnskaber fra Genmab og Zealand Pharma og nyt fra Novo Nordisk. Kort video: https://proinvestor.com/boards/131204/
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