Genmab — Februar 2025
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Royalties from Darzalex are providing ample cash flow, as the company works to develop its pipeline
and prioritize commercialization efforts for Epkinly/Tepkinly (codeveloped with wide-moat AbbVie),
which has received regulatory approvals for the treatment of diffuse large B-cell lymphoma and
follicular lymphoma in several markets, including the United States, Europe, and Japan. Epkinly has had
a strong launch, and it generated DKK 1.7 billion in net product sales in the US and Japan in 2024. -
We
forecast Epkinly/Tepkinly to be on track to generate over DKK 10 billion in sales toward the end of our
10-year forecast period.
During the year, Genmab ’ s operating expenses increased 24% compared with 2023, reflecting
investments in Genmab ’ s pipeline, postlaunch expenses for Epkinly, and profit-sharing commitments to AbbVie related to Epkinly sales. While these investments should contribute to future growth, cost
management will be important in the longer term to drive operating margins. -
We like that Genmab ’ s acquisition of Profound Bio gives it worldwide rights to three antibody-drug
conjugate candidates in clinical development, led by Rina-S, which is enrolling patients in its phase 3
ovarian cancer trial. We assign Rina-S a 40% probability of approval in our base case, and we think it
could reach the market as early as 2027. -
Darzalex udgjorde 65% af omsætningen i 2024
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I øvrigt faldet støt fra 82% i 2021.
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Jeg prøvede lige at sammenligne Darzelex andel af omsætningen de sidste 5 år. https://proinvestor.com/boards/124771/
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https://seekingalpha.com/article/4758476-genmab-a-s-gmab-q4-2024-earnings-conference-call-transcript Genmab A/S (GMAB) Q4 2024 Earnings Conference Call Transcript
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Blandt de aktier, der har stor indflydelse på indeksene, er Nvidia, som steg 2,6 procent til 138,85 dollar pr. Tesla er stort set uændret og handles til $355,84 per aktie. Apple er også i grønt for dagen, en stigning på 1,3 procent til $244,60 per aktie. På listen over aktier med den højeste handelsvolumen finder vi halvlederproducenten Super Micro Computers, som steg markant med 13,5 procent til 48,00 USD pr.
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J&J’s Lazcluze, Genmab’s Tivdak, and More Up for MHLW Panel Review on Feb. 27 (Japan) https://pj.jiho.jp/article/252495
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InnovaTV 205 Completion dates extended by > 1 year ; i can only imagine this being done to capture longer Overal Survival in the data than previously anticipated?
they stopped recruiting Jan23 https://clinicaltrials.gov/study/NCT03786081?tab=history&a=25&b=26&compareMode=sideBySide#version-content-panel -
Teknisk: Genmab løftes yderligere i USA efter dansk lukketid, trendvending på vej efter halvering de seneste år? https://proinvestor.com/investornyt/1278893/teknisk-genmab-loftes-yderligere-i-usa-efter-dansk-lukketid-trendvending-pa-vej-efter-halvering-de-seneste-ar
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Optimal Dosing Regimen for Epcoritamab, a Subcutaneous Bispecific Antibody, in Relapsed or Refractory Large B-Cell Lymphoma https://ascpt.onlinelibrary.wiley.com/doi/10.1002/cpt.3588
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Genmab/Deutsche Bank: Kursmålet sænkes til 2100 kr. fra 2250 kr. - "køb" gentages https://proinvestor.com/investornyt/1279192/genmab-deutsche-bank-kursmalet-saenkes-til-2100-kr-fra-2250-kr-kob-gentages
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Genmab - 2 neglebider uger med stor betydning https://proinvestor.com/boards/124798
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Regimen may become new standard for relapsed/refractory diffuse large B-cell lymphoma https://www.healio.com/news/hematology-oncology/20250212/regimen-may-become-new-standard-for-relapsedrefractory-diffuse-large-bcell-lymphoma
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“We expected the clinical outcomes to be good but were surprised about how good they were,” Joshua D. Brody, MD, director of the lymphoma immunotherapy program at The Tisch Cancer Institute at Mount Sinai, told Healio. “CD20xCD3 bispecific antibodies plus Gem-Ox will likely become a new standard of care for patients with relapsed/refractory DLCBL.”
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