Genmab — Oktober 2025
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Jeg har haft en position i Genmab siden 2007, og jeg ser fortsat et stort potentiale i deres pipeline, især med stærke Darzalex-salg og lovende kandidater som epcoritamab. På trods af udfordringer som det kommende patentudløb for Darzalex, mener jeg, at Genmabs solide cashflow og innovative tilgang gør dem til en mulig 100% bagger inden for måske 2 år.
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Nearly half of endometrial cancer patients respond to Rina-S in trial https://rarecancernews.com/news/nearly-half-endometrial-cancer-patients-respond-rina-s-trial/
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Investeringspodcasten: I denne uges afsnit af Investeringspodcasten dykker vi ned i Tesla-regnskabet, Genmab-faldet, Bavarian Nordic-buddet og Novo Nordisks aktieudsigter. Hør om ovenstående aktier, markedsreaktioner og meget mere i afsnit 294. https://proinvestor.com/boards/129081
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ESMO 2025 posters via https://www.genmabmedicalaffairs.com/congress?filv1=25 - Rinatabart Sesutecan & Tisotumab Vedotin
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Michael Novod, Nordea, går til Novo, iflg. Børsen...
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Takeda signs deal worth up to $11.4bn with Innovent for cancer drug hopefuls -$1.2bn upfront, while Innovent will also be eligible to cash in on up to $10.2bn worth of milestone payments. https://www.pharmaceutical-technology.com/news/takeda-innovent-oncology-licensing-deal-11-4bn-adc-bispecifics/?cf-view
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Roche presentation Q3 2025 https://assets.roche.com/f/176343/x/a22e1c7d2f/irp251023.pdf
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Godmorgen
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