Genmab — Oktober 2025

[bibob]

Ja, Jay.

[bibob]

@JKY. . Ja , men man kan håbe at en klatskilling er bedre end en fejl disponering.

[JKY_VH]

ja absolut:-)

[E_L]

Roche presentation Q3 2025 https://assets.roche.com/f/176343/x/a22e1c7d2f/irp251023.pdf

[LP90]

Godmorgen

[Helge_LarsenPI-redaktør]

Godmorgen

[bibob]

God morgen.

[Solsen]

Thanks EL. Columvi 200 mln, Ocrevy impressing +5 bn and still ca 1 bn in Rituxan

[Solsen]

Ocrevus has become a huge succes. Damn GSK !

[w]

at være
first mover, er tydeligvis vigtig

[Solsen]

Look fw to Novartis Q3 and Kesimpta sales.

[Solsen]

@w yes its important

[Solsen]

And Roche salesforce are clever.

[E_L]

So for Q1 Q2 Q3 2025: Columvi

60 , 63 , 79 Lunsumio 21 , 27 , 29 Ocrevus 1778 , 1728 , 1690 all in CHF -if i calculate correctly...

[E_L]

Goldman Sachs has raised its target price for Genmab to 1,996 Danish kroner, up from the previous target of 1,955 Danish kroner, according to BN. The investment bank maintains its neutral rating on the stock. 10/24/2025 https://www.marketscreener.com/news/goldman-sachs-raises-target-price-for-genmab-to-1-996-danish-kroner-maintains-neutral-rating-bn-ce7d5dd9da8aff21

[Solsen]

Thanks again EL Interesting development in Ocrevus. Lets se Kesimpta sales over the same quaters.

[E_L]

we will get them next week

[E_L]

GSK's Blenrep's back in US, but with a narrower label https://pharmaphorum.com/news/gsks-blenreps-back-us-narrower-label

[Raffles]

Merus er pt igang med en præsentation vedr. colorectal cancer og har udsendt lidt data. 100% response rate in 1L left-sided mCRC (n=8 confirmed and unconfirmed). 62% response rate in 2L left and right-sided mCRC (n=13, confirmed and unconfirmed). Det ser vel ganske fornuftigt ud ?? https://ir.merus.nl/news-releases/news-release-details/merus-interim-data-petosemtamab-metastatic-colorectal-cancer

[Raffles]

Det er interim clinical data fra ongoing phase 2 studie med Petosemtamab mod Colorectal cancer. Cut off date 29/7 2025.