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  4. Genmab — April 2026

Genmab — April 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
    #67

    'Erzo-gate' 😄

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    • P Offline
      P Offline
      Peter_Panik
      wrote on sidst redigeret af
      #68

      Hvornår mon Genmab har tænkt sig at stige igen. De fine Darzalex tal er jo allerede udvisket.. Virker ikke tiol den store interesse i aktien mere.

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      • concilladoC Offline
        concilladoC Offline
        concillado
        wrote on sidst redigeret af
        #69

        Bare rolig til sommer falder den typisk yderligere i agurketiden 😉

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        • concilladoC Offline
          concilladoC Offline
          concillado
          wrote on sidst redigeret af
          #70

          Hvis man tror på det fundamentale i aktien, så er lavinteresse-perioder blot perfekte opkøbsmuligheder.

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          • B Offline
            B Offline
            Bella1
            wrote on sidst redigeret af
            #71

            Efterhånden er der vist tale om helårsagurker...

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            • E Offline
              E Offline
              E_L
              wrote on sidst redigeret af
              #72

              Teclistamab on the CHMP agenda : Scope: Extension of indication to include in combination with daratumumab treatment of adult patients with relapsed or refractory multiple myeloma who have received at least one prior therapy for TECVAYLI

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              • E Offline
                E Offline
                E_L
                wrote on sidst redigeret af
                #73

                this is a nice new trial! : Study to Assess the Efficacy and Safety of Rina-S in Participants With Advanced Gastrointestinal (GI) Cancers (RAINFOL-09) https://clinicaltrials.gov/study/NCT07539311

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                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #74

                  so they
                  have a RAINFOL-01 - 05 and 09, but no 6, 7, 8...? is that correct?

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                  • R Offline
                    R Offline
                    Raun
                    wrote on sidst redigeret af
                    #75

                    Der er i hvert fald ikke meget om 06 og 07 - Slet ikke om 08: RAINFOL-06 & 07: Disse forventes at dække yderligere kombinationsbehandlinger eller nye sygdomsområder (indikationer), hvor Folat Receptor alfa (FRα) er udtrykt.
                    Genmab har indikeret, at de vil udforske Rina-S i kombination med andre terapier (som f.eks. immunterapi eller andre målrettede midler) for at flytte behandlingen tidligere ind i sygdomsforløbet.

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #76

                      asco abstract titles are out, i see for peto, rina-s, tiso and epco, but they make it very hard to copy/paste. titles only for now, text
                      in May

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #77

                        you can search ASCO 2026 via https://meetings.asco.org/meetings/2026-asco-annual-meeting/335/program-guide/scheduled-sessions/search?q=epcoritamab

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

                          ideally we'll get a late breaking Epco abstract, but we'll see

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #79

                            @Raun did you find any info there on Rainfol 6 /7 or is that some AI generated stuff...?

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                            • R Offline
                              R Offline
                              Raun
                              wrote on sidst redigeret af
                              #80

                              Det er AI: Genmab's strategic investor materials and recent pipeline updates indicate plans to expand Rina-S (Rinatabart Sesutecan) studies, including anticipated developments in late-stage portfolios that likely cover combinations such as RAINFOL-06 and 07. These materials indicate a focus on assessing Rina-S in combination with bevacizumab or immunotherapy, building on data from the RAINFOL-01 trial

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                              • R Offline
                                R Offline
                                Raun
                                wrote on sidst redigeret af
                                #81

                                Information om RAINFOL-06 og -07 studiernes fokus på yderligere kombinationsbehandlinger og nye indikationer for Folat Receptor alfa (FRα) findes i Genmabs investorpræsentationer og opdaterede pipelinedokumenter. Disse strategiske udvidelser og den generelle Rina-S programacceleration beskrives i selskabets finansielle rapporter, herunder materialer relateret til deres Q3 2025 Interim Report og 2025 Annual Report

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                                • P Offline
                                  P Offline
                                  ProinvestorNEWS
                                  wrote on sidst redigeret af
                                  #82

                                  Genmab i kridthuset hos Goldman: Ser potentiale på 27 pct. https://proinvestor.com/investornyt/1434655/genmab-i-kridthuset-hos-goldman-ser-potentiale-pa-27-pct

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

                                    ok, so AI does not know more than we do. RAINFOL-06 to 08 was not mentioned anywhere before. It is logical to assume these names are in use for other indications so we'll have to wait to see which indications they are and if initial data is sufficiently strong to bring them into trial. Breast cancer maybe?

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

                                      Or maybe cervical cancer which could explain the silence on further development of Tivdak, I would not be surprised to see efficacy with Rina-S at a much better tox profile than Tivdak

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

                                        https://x.com/StockwatchDK/status/2046891046001381686 on Goldman

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                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #86

                                          BNP Paribas Upgrades Genmab to Outperform from Neutral, Boosts PT to dkk2.400 (from 1.300)

                                          MT Newswires
                                          ·
                                          Apr 22 2026

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