Genmab — September 2025
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Læs mere om den nye storaktionær: https://www.orbis.com/uk/individual/about-us/about-us
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Børsmeddelelsen er kommet i dag.
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Ok Bikube.
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New Novartis data further support benefits of Kesimpta
in relapsing MS following switch from oral disease modifying therapies https://www.prnewswire.com/news-releases/new-novartis-data-further-support-benefits-of-kesimpta-in-relapsing-ms-following-switch-from-oral-disease-modifying-therapies-302565142.html -
Johnson & Johnson at Bernstein Forum: Strategic Growth and Innovation https://www.investing.com/news/transcripts/johnson--johnson-at-bernstein-forum-strategic-growth-and-innovation-93CH-4253958
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Ugekommentar. Genmab 07.32. Kort video: https://proinvestor.com/boards/128565
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Trump varsler 100 procents told på flere lægemidler https://proinvestor.com/investornyt/1365456/trump-varsler-100-procents-told-pa-flere-laegemidler
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Danske life science: Torsdagsklø, men hvad venter fredag? https://proinvestor.com/boards/128587
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a bit more on Guggenheim's thoughts - Genmab upgraded at Guggenheim; says Darzalex related growth concerns are overblown https://www.msn.com/en-us/money/markets/genmab-upgraded-at-guggenheim-says-darzalex-related-growth-concerns-are-overblown/ar-AA1N8I83
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Forventelig start på dagen når toldmure igen er aktuelle.
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Medicinalsektoren bør spidse ører næste uge: Trump-administrationen rygtes på vej med nyt https://proinvestor.com/investornyt/1365483/medicinalsektoren-bor-spidse-orer-naeste-uge-trump-administrationen-rygtes-pa-vej-med-nyt
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if the 15% EU trade agreement holds i don't see any further impact for now. Genmab will have to work with US manufacturers for future drugs, but that was already clear, see no change there. But you never know for sure with Trump, so sector nervousness remains...
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