Genmab — April 2026
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Der er ingen logik bag. - Der er et mønster, som jeg gjorde opmærksom på for over 5 måneder siden. - Da alle sagde aktien nu var i uptrend og det kunne kun gå en vej. - Om jeg har haft ret i at jeg kunne se mønsteret, så er fakta i hvert fald. - jeg fik ret i udviklingen.
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Hvis man leder længe nok, vil man jo altid kunne komme op med en grund. Men uanset hvilken grund du finder, så giver det ingen mening. - Kig på sektore, kig på peers. Og Genmab har sit vigtigste år nogensinde, når man ser bort fra Darzalex..... Det er absurd, hvad det er man ser synes jeg..... Men indrømmet jeg bliver nervøs, da jeg frygter for nogen ved noget...
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Og så glemte jeg - Kig på analysehusenes targets igennem de sidste 3 år..... I mine 35 år i aktiemarkedet har jeg aldrig set targets være så langt fra virkeligheden på en aktie jeg vil mene der er kommet væsentligt mere posetivt end negarivt fra igennem perioden.
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Hemab Therapeutics files for a $100 million IPO https://www.renaissancecapital.com/IPO-Center/News/118229/Coagulation-disorder-biotech-Hemab-Therapeutics-files-for-a-$100-million-IP
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What the filing does reveal, though, is that Hemab plans to use the IPO raise for sutacimig, an investigational bispecific antibody being trialed for Glanzmann thrombasthenia and Factor VII deficiency—both congenital and severe bleeding disorders that have no subcutaneous prophylactic treatment options. https://www.biospace.com/business/ipo-tracker-2026
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Hemab Therapeutics Receives FDA Breakthrough Therapy Designation for Sutacimig in Glanzmann Thrombasthenia https://www.hemab.com/news-items/hemab-therapeutics-receives-fda-breakthrough-therapy-designation-for-sutacimig-in-glanzmann-thrombasthenia
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@Raun: Det er den klassiske "Buy on rumour, sell on fact". Hvis man har en god mavefornemmelse for pipeline ("rumour"), så er det nu man skal købe og så (evt.) sælge, når resultaterne foreligger og kursen brager op.
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@concillado..... Den tese synes jeg ikke passer ind i dette scenarie.
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posters/presentations at SGO Annual Meeting on April 10-13, 2026 via https://www.genmabmedicalaffairs.com/congress?filv1=28
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Tisotumab vedotin plus carboplatin or pembrolizumab in recurrent or metastatic cervical cancer: 5-year results from the innovaTV 205/ENGOT-cx8/GOG-3024 study https://www.sciencedirect.com/science/article/pii/S0090825826008012
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Godmorgen
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AACR
1761 / 6 - Tissue Factor expression is associated with B7-H4-mediated immune evasion in ovarian clear cell carcinoma and with response to tisotumab vedotin in preclinical models https://www.abstractsonline.com/pp8/#!/21436/presentation/4318
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