Genmab — November 2025

[Solsen]

Virkelig flot

[E_L]

Fighting Cancer With 'Smart Bombs.' What New Treatments Mean For Wall Street. https://www.investors.com/news/technology/biotech-stocks-antibody-drug-conjugates-adcs-cancer-treatment-chemotherapy/

[Helge_LarsenPI-redaktør]

Transcript : Genmabs præsentation på Jefferies Healthcare Conference med Q&A https://proinvestor.com/investornyt/1385876/transcript-genmabs-praeligsentation-paring-jefferies-healthcare-conference-med-qampa

[E_L]

ASH Late breaker for Teclistamab + Daratumumab
https://x.com/JacobPlieth/status/1992984045823942775/photo/1

[E_L]

@Plimsoller looks like only 6 again, i imagine you were probably hoping for something on epco, but this is nice i would say

[E_L]

seems that dump into that large auction follows huge auction in Novo?

[E_L]

ASH25 LBA-6
Abstract Title : Phase 3 randomized study of teclistamab plus daratumumab versus investigator’s choice
of daratumumab and dexamethasone with either pomalidomide or Bortezomib (DPd/DVd) in patients
(Pts) with relapsed refractory multiple myeloma (RRMM): Results of majestec-3
https://meetings-api.hematology.org/api/abstract/vmpreview/304640 Spectacular
...

[Plimsoller]

@E L Yes, it was epco I had in mind when asking a while back, but this will do Let's hope for a good run up to ASH this year, and an even stronger finish in 2025.

[lahn1]

Havde håbet på Epco i DLBC, det havde en kærkommen julegave. Men tænker ikke de vil vente helt til EHA i Juni ??

[Plimsoller]

Den nyhed er vel kursdrivende, så jeg tror at de kommer med den når data er modne til offentliggørelse? Er der andre bud på det?

[E_L]

BOFA -GMAB top SMID pick with high conviction in 3 26E catalysts for >$5bn peak https://x.com/semodough/status/1993330204442316888

[gentogen]

I US og Kina er primary endpoint OS, så det passer nok meget godt, at data skal 'modne'

[lahn1]

De har vel nået de events der skal til for at data er modne nok. Ellers skulle det måske være for at få en srre adskillelse på Epco og control armen. Men vi ved at endpoint er statistisk signifikant og dermed forskellen til ctrl armen eller hvad ?

[gentogen]

Ret beset ved vi vel ikke noget, men det hedder, at "Overall Survival (OS) is the primary endpoint in USA and in China, with the analysis population including all randomized participants.". Så måske den slags analyser også bare tager længere tid...

[lahn1]

Ja ups, den have jeg lige fået forkert registreret.

[Cupcake]

25/11 21:02 Euroinvestor "Genmab: Stemningen er vendt - Investoren Helge Larsen sætter ord på udviklingen af Genmab aktien" 2 min https://www.euroinvestor.dk/nyheder/genmab-stemningen-er-vendt

[Raun]

Synes nu mere at den seneste tids "lille" optur er mere et udtryk for stemningen her ændret sig i sektoren,,,, Ser lige at Eli Lilly er steget næsten 100% på 2,5 måned

[NiklasZ]

Det er fuldstændig tosset at se på LLYs stigning, især i
forhold til Novo.

[E_L]

Blood: Fixed-duration epcoritamab plus R2 drives favorable outcomes in relapsed or refractory follicular lymphoma https://ashpublications.org/blood/article/doi/10.1182/blood.2025029909/547148/Fixed-Duration-Epcoritamab-Plus-R2-Drives https://ashpublications.org/blood/article/146/22/2617/548279/Better-together-epcoritamab-boosts-R2-in-FL

[gentogen]

Impressive: The efficacy appeared impressive: ORR 96% and CR 88% that were maintained even in patients with high-risk features. Minimal residual disease negativity rate was 86%. Survival outcomes at 2 years look favorable as well: remaining in CR for the duration of the study, 82% = KYSO...