Genmab — April 2026
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Regnskabet bliver sandsynligvis neutral-til-let positivt teknisk set (vi er allerede oversolgt), men det store drive mod 2.400 DKK kommer først med de rigtige H2 2026 readouts (Epkinly frontline, Rina-S, petosemtamab). Kort sigt: stadig chance for det savtakkede rebound fortsætter.
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Darzalex-royalties og Epkinly-trenden er allerede kendt (stærke Q1-tal fra J&J 14. april).
Ingen pivotal data readouts forventet på selve earnings-dagen.
EPS/revenue vil sandsynligvis lande tæt på konsensus (~0,13–0,16 USD EPS, ~910–925 mio. USD revenue) – ingen kæmpe overraskelse forventet. -
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Novo Nordisk får fine bløderdata med i New England Journal of Medicine
Blødermidlet mim8, der er sendt til godkendelse i USA, er udviklet i samarbejde med Genmab.
(medwatch.dk)
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here is the abstract for that article SugarAlf referred to - The New England Journal of Medicine - Mim8 Bispecific Antibody Prophylaxis in Hemophilia A with or without Inhibitors - https://www.nejm.org/doi/full/10.1056/NEJMoa2517384
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and a press release - Denecimig (Mim8) significantly reduced annualized bleeding rate in people with hemophilia A, regardless of inhibitor status, in phase 3 data published in NEJM https://www.prnewswire.com/news-releases/denecimig-mim8-significantly-reduced-annualized-bleeding-rate-in-people-with-hemophilia-a-regardless-of-inhibitor-status-in-phase-3-data-published-in-nejm-302757974.html
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AbbVie Pipeline Update
April 2026
(for Epkinly ) https://investors.abbvie.com/static-files/5bb173b5-053e-4e6e-b028-c82cf2ee96a0 -
Jan van de Winkel, Ph.D.
Taking the stage as a keynote speaker at the Antibody & ADC Summit in Shanghai https://www.linkedin.com/posts/janvandewinkel_biotech-innovationinscience-patientimpact-activity-7455280931638132736-2yD1
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time frame
for outcome measures all reduced to 1.5yrs for RAINFOL-02 https://clinicaltrials.gov/study/NCT06619236?tab=history&a=18&b=19&compareMode=sideBySide#version-content-panel
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