Genmab — Juli 2025
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Genmab Announces Net Sales of DARZALEX
(daratumumab) for Second Quarter of 2025 https://proinvestor.com/investornyt/1339636/genmab-announces-net-sales-of-darzalex-daratumumab-for-second-quarter-of-2025 -
Vækst på 22%. 100 mio USD over konsensus.
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Johnson & Johnson Reports Q2 2025 Results; Raises 2025 Outlook https://www.investor.jnj.com/news/news-details/2025/Johnson--Johnson-Reports-Q2-2025-Results-Raises-2025-Outlook/default.aspx
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RYBREVANT / LAZCLUZE Q1 2025 US 139 Intl 41 WW 179 https://d18rn0p25nwr6d.cloudfront.net/CIK-0000200406/896e0cd5-e1e5-4de5-9c2b-28582ac9497f.pdf
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Fra MW "Den schweiziske Genmab-partner Novartis formåede at løfte salget af sklerosemidlet Kesimpta, som Genmab har del i.
Novartis solgte i andet kvartal Kesimpta for 1,08 mia. dollar, mens der blandt analytikerne var ventet et salg på 1,06 mia. dollar.
Der er samtidig tale om et solidt løft fra foregående kvartal, hvor salget løb op i 899 mio. dollar.
Genmab får 10 pct. af indtægterne fra salget som royalties."
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Ugekommentar: I forhold til selskaber kigger Helge Larsen på Genmab, hvor partnerne J&J og Novartis melder om stærkt salg af Darzalex og Kempsita. Desuden omtales to spændende "early stage"-forsøg med GLP1 inden for hjertesygdom og brystkræft samt Novo Nordisks fase 3-forsøg inden for Alzheimers. Kort video: https://proinvestor.com/boards/127254
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