Genmab — Maj 2025

[Stroka]

God morgen

[LP90]

Godmorgen utroligt der ikke var en stigning i USA på de fine tal ( der mangler bare et aktietilbagekøb)

[ProinvestorNEWS]

Genmabs topchef spår tre lægemiddelkandidater milliardsalg i dollar https://proinvestor.com/investornyt/1314693/genmabs-topchef-spar-tre-laegemiddelkandidater-milliardsalg-i-dollar

[ProinvestorNEWS]

Genmab får sænket kursmål hos TD Cowen efter regnskab https://proinvestor.com/investornyt/1314700/genmab-far-saenket-kursmal-hos-td-cowen-efter-regnskab

[PederT]

Den slags aktie

[PederT]

Vrøvl. Kursmålsudmeldinger som TD Cowens har altid forundret mig. Regnskab godt og bedre end forventet, og fremtidsudsigterne er fortsat fornuftige,
ergo burde tallene i deres model skrues op. Resultat? Downgrade. I just don't get it.

[Sukkeralf]

Synes ikke Jan lød specielt positiv på GEN1042, hvilket er et skuffende. Håber de udnytter tidens pres på biotek og får købt en ting eller to i løbet af året.

[JKY_VH]

Novod siger køb! men reducerer kursmålet"We upgrade Genmab to Buy (Hold) and set a DCF-derived target price of DKK 2,009 (previous fair value: DKK 2,178"

[transalp]

Go morgen, i andre hårdtprøvede aktionærer, go og grøn fredag derude..

[E_L]

Benzinga vs
Estimate

May 08, 2025
Genmab reported quarterly earnings of $0.31 per share which beat the analyst consensus estimate of $0.23 by 34.78 percent. This is a 6.9 percent increase over earnings of $0.29 per share from the same period last year. The company reported quarterly sales of $715.00 million which missed the analyst consensus estimate of $748.58 million by 4.49 percent. This is a 19.08 percent increase over sales of $600.43 million the same period last year.

[E_L]

Reuters - GMAB reported quarterly adjusted earnings of 31 cents​​ per share for the quarter ended March 31, higher than the same quarter last year, when the company reported EPS of 29 cents. The mean expectation of four analysts for the quarter was for earnings of 24 cents per share. Wall Street expected results to range from 21 cents to 28 cents per share.

• Revenue rose 18.5% to $715.00 million from a year ago; analysts expected $756.69 million.

[lahn1]

Nej sukkeralf det slog mig også fordi, han gled hurtigt henover Gen1042.

[E_L]

they ask the same question over and over again. the answer is still the same; waiting for the data.

[lahn1]

Er ikke klar over hvad det er Jan henviser til med udviklingen af behandling i HNC. Er de blevet overhalet af udviklingen af behandling ligesom med HexabodyCD38 ?

[ProinvestorNEWS]

Genmab løftes til "køb" hos Nordea https://proinvestor.com/investornyt/1314718/genmab-loftes-til-kob-hos-nordea

[E_L]

they are waiting for their own data on head and neck and will compare that to the latest data they see from competitors. It could be that the data is good, but that competitors data by now is even better - then it will not make sense to proceed

[E_L]

similar to what we can assume happened with Tivdak

[E_L]

but that is a very logical process, no real news there

[E_L]

it is just unfortunate we have to wait so long for the GEN1042 data, but on the other hand that could also mean that the data is good...

[E_L]

i am surprised no analyst asked about potential tariff impact for Genmab -as we can clearly see Genmab stock being hit each time it is discussed.