Genmab — Maj 2026
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Whether or not Genmab did right or wrong in disclosing the details of that Peto increase; i still believe in their technological platform and their scientific rigour and i like their disciplined approach and their ruthless cutting of programs that don't meet their standards (as much as it hurts...).
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At the same time they are massively investing in Peto and Rina-S; given the above I find it very hard to believe they would do this if they had ANY doubt about these programs. It is all about execution, speedy and broad approvals with a clear (and statistically strong) outperformance over other drugs.
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Too many people around me are developing cancer, all kinds of cancer. Maybe my wish for Genmab to succeed is colored by this, but I believe they are on the right track to help a lot of patients. If science and data prove them right; earnings calls will be a lot easier...
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Major Shareholder Announcement https://proinvestor.com/investornyt/1442512/major-shareholder-announcement
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NICE issues Final Draft Guidance recommending that RYBREVANT
▼ (amivantamab) with carboplatin and pemetrexed can be used during a managed access period for untreated advanced non-small cell lung cancer (NSCLC) with activating epidermal growth factor receptor (EGFR) exon 20 insertion mutations in adults https://www.jnj.com/innovativemedicine/uk/media-center/press-releases/nice-guidance-rybrevant-nsclc-egfr-exon20-managed-access -
Denecimig excels at reducing bleeds in hemophilia A patients: Study https://hemophilianewstoday.com/news/denecimig-excels-reducing-bleeds-hemophilia-a-patients/
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The study of GEN1057 has been terminated due to marginal anti-tumor activity not supporting further development, Ref ClinicalTrials (NCT06573294) 8/5 2026. This was one of the 100% owned Genmab antibodies. The study started 28/8 2024 and stopped after enrolling 23 patients.
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Genmab får gentaget "køb" hos Jefferies efter frustrationsreaktioner på forskningsnyt https://proinvestor.com/investornyt/1442956/genmab-far-gentaget-kob-hos-jefferies-efter-frustrationsreaktioner-pa-forskningsnyt
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Stockwatch DK
@StockwatchDK
$GMAB
UBS reiterates its Buy rating on Genmab with a price target of DKK 2,600, saying the Q1 results were broadly in line with expectations. https://x.com/StockwatchDK/status/2053765010724159767 -
RYBREVANT
▼ (amivantamab) with LAZCLUZE
▼ (lazertinib) is accepted for use within NHS Scotland as a first-line treatment for adult patients with untreated advanced non-small cell lung cancer (NSCLC) with epidermal growth factor receptor (EGFR) exon 19 deletions or exon 21 L858R substitution mutations https://www.jnj.com/innovativemedicine/uk/media-center/press-releases/rybrevant-amivantamab-with-lazcluze-lazertinib-is-accepted-for-use-within-nhs-scotland
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