Genmab — Februar 2026

[BuyLow]

EL re epkinly/Tivdak sales outlook. Yes, that didn't make sense to me either. In Presentation on page 7-8-9 the numbers it states Epkinly alone was 468 +67%, Epco, Tivdak Combined 632 +54%, Not sure how we get only 11,5% growth next year

[w]

Er det
fordi 3. linie i epco og 2. Line tivdak ikke har flere patienter

[E_L]

yes, that is the reason why growth will slow, but from 67% to 11.5% is a big drop, also given the approval of 2nd line FL and the constant focus on community centers with the subcutaneaous formulation, where i had hoped additional growth could come from

[StockBull]

Marts er ofte en relativt sløv periode. Jeg holder derfor tørt krudt på sidelinjen og venter på et potentielt pull-back (f.eks. mod 1.780–1.820 eller RSI <27–30 på daily), før jeg overvejer yderligere supplering. Det giver bedre risk/reward før eventuel opgang i april/maj.

[StockBull]

skulle være 1.720–1.780

[E_L]

Tepkinly – Epcoritamab - on the EMA CHMP agenda: Scope: Extension of indication to include in combination with rituximab and lenalidomide treatment of patients with relapsed/refractory follicular lymphoma (FL) for Tepkinly https://www.ema.europa.eu/en/documents/agenda/agenda-chmp-meeting-23-26-february-2026_en.pdf

[E_L]

NICE Recommends TEPKINLY▼ (epcoritamab), a Subcutaneous Bispecific Antibody for Adults With Relapsed/Refractory (R/R) Follicular Lymphoma (FL) After Two or More Lines of Systemic Therapy https://www.abbvie.co.uk/media/nice-recommends-tepkinly-epcoritamab-a-subcutaneous-bispecific-antibody-for-adults-with-relapsed-refractory-follicular-lymphoma-after-two-or-more-lines-of-systemic-therapy.html

[E_L]

so the UK is behind, but the EU extension mentioned above is also under review in UK for publication date Sep26

[E_L]

RAINFOL-02 goes to Active, not recruiting https://clinicaltrials.gov/study/NCT06619236?tab=history&a=16&b=17#version-content-panel

[E_L]

innovaTV 301 Completed

[Raun]

Genmab Buyback And Abkinley Approval Reframe Growth And Risk Balance https://finance.yahoo.com/news/genmab-buyback-abkinley-approval-reframe-050838816.html

[bikube]

Godt at få deres syn på sagen også.

[npo]

@Raun 17:07 - tak for link/
heads-up

[Helge_LarsenPI-redaktør]

Godmorgen

[LP90]

Godmorgen

[bibob]

God morgen.

[Sukkeralf]

Genmab trak stikket på blockbusterdrøm – nu viser andre selskaber interesse

Genmab-topchef er overbevist om, at det tidligere spået blockbuster-håb acasunlimab ville have nået markedet, men konkurrencen gjorde det nødvendigt at droppe udviklingen, siger Jan van de Winkel.

(medwatch.dk)

[Sukkeralf]

Ville da være dejligt hvis Genmab kunne skippe acasunlimab videre til et andet selskab

[E_L]

does it mention what companies are
showing interest?

[gentogen]

No. Just now I was able to read the whole text. So try again. Jan mentions that they continue treating the patients enrolled in the phase 3.