Genmab — April 2026
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"The winner takes it all" . Det globale aktiemarked er presset for tiden - men for NASDAQ-indekset i USA kører det forrygende. Der sættes hele tiden nye kursrekorder trods krig, stigende oliepriser osv. Helge Larsen ser på årsagerne og kommer sidst i ugekommentaren også ind på, hvorfor pharma ikke er en sikker havn i disse urolige tider. Kort video: https://proinvestor.com/boards/132062
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Petosemtamab Ph3 goes from 500 to 700 patients , same completion dates
https://clinicaltrials.gov/study/NCT06525220 -
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Mim8 fra Børsen "Rival skoser udfordrer fra Novo Nordisk". “Vi ser faktisk ikke rigtig nogen klinisk forskel i forhold til Mim8 for at være ærlig,” siger Teresa Graham, adm. direktør for Roche Pharmaceuticals, om de to produkter.", men det skal han jo sige.
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"Analytikerne estimerer, at Novo Nordisks produkt når et topsalg på 12 mia. kr. i midten af næste årti – en del under salget af Hemlibra, der nåede tæt på 38 mia. kr. i 2025", skriver Børsen https://borsen.dk/nyheder/virksomheder/rival-skoser-udfordrer-fra-novo-nordisk?b_source=borsen&b_medium=row_0&b_campaign=news_3
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Novartis Q1 2026 - Kesimpta (USD 1 164 million, +26% cc) sales grew across all regions, driven by increased demand https://www.novartis.com/sites/novartis_com/files/q1-2026-investor-presentation.pdf
and strong access. https://www.novartis.com/sites/novartis_com/files/q1-2026-media-release-en.pdf
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