Genmab — Februar 2026
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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
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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.
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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
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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 -
RAINFOL-02 goes to Active, not recruiting https://clinicaltrials.gov/study/NCT06619236?tab=history&a=16&b=17#version-content-panel
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Genmab Buyback And Abkinley Approval Reframe Growth And Risk Balance https://finance.yahoo.com/news/genmab-buyback-abkinley-approval-reframe-050838816.html
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Godmorgen
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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)
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Nu kan jeg ikke læse artiklen. men udover det da lyder positivt at Genmab har haft "en del" henvendelser på stoffet. Så er der altså noget der lyder forkert.... Jeg er klar over at det er meget dyrt for Genmab at køre stoffet alene igennem et fase 3 studie og satsningen blev da også for stor. Men nu skal det hedde sig at JW er overbevist om at "hvis" de havde taget stoffet videre vil det nå markedet?... Der er for mig noget forkert i konteksten, når der nu skulle være interesser for stoffet.
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