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  4. Genmab — November 2025

Genmab — November 2025

Planlagt Fastgjort Låst Flyttet Genmab
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  • S Offline
    S Offline
    Sukkeralf
    wrote on sidst redigeret af
    #46

    GEN1042 lagt halvt i graven

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    • S Offline
      S Offline
      Sukkeralf
      wrote on sidst redigeret af
      #47

      Skuffende at 4-1 bb ikke kaster mere af sig i forhold til det omfattende arbejde der er lagt i dette target - og de udmeldinger der er kommet fra Jan undervejs.

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      • SolsenS Offline
        SolsenS Offline
        Solsen
        wrote on sidst redigeret af
        #48

        Vel egentlig god mening i at lægge 1042 i head and neck i graven, når man har peto i pipelinen. Spændende om acasunlimab kan holde data til december.

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        • SolsenS Offline
          SolsenS Offline
          Solsen
          wrote on sidst redigeret af
          #49

          2026 ligner et år med data og ikke så meget på bundlinien. Mon markedet kan klare det ?

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          0
          • SolsenS Offline
            SolsenS Offline
            Solsen
            wrote on sidst redigeret af
            #50

            Epco bliver fantastisk og Rina-S bliver også godt. Men Lilly kommer nogle år efter. Så her skal deres salgsstyrke virkelig på arbejde.

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            • SolsenS Offline
              SolsenS Offline
              Solsen
              wrote on sidst redigeret af
              #51

              Genmab er meget forsigtige med at sige noget godt om Merus ud over peto i head and neck. Tror de ser frem til at handelen er endelig i Q126.

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              • J Offline
                J Offline
                JKY_VH
                wrote on sidst redigeret af
                #52

                Ja, det er jo i modsætning til Novo der har travl med at "lovprise" Metsera. Foretrækker så afgjort Genmabs forhandlingsstrategi.

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                0
                • Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktørH Offline
                  Helge_LarsenPI-redaktør
                  wrote on sidst redigeret af
                  #53

                  Godmorgen 🙂

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                  • L Offline
                    L Offline
                    LP90
                    wrote on sidst redigeret af
                    #54

                    Godmorgen 🙂

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                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #55

                      so the way i read it is that GEN1042 is not completely dead, 'only' the head-neck arm is discontinued?

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                      0
                      • B Offline
                        B Offline
                        bibob
                        wrote on sidst redigeret af
                        #56

                        God morgen. 🙂

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #57

                          Truist Securities maintained Genmab A/S GMAB coverage with Buy and target $48
                          Past Target Price: $49
                          Issuance Date: 2025-11-06

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                          0
                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #58

                            DARZALEX FASPRO® is the first and only treatment approved by the U.S. FDA for patients with high-risk smoldering multiple myeloma https://www.jnj.com/media-center/press-releases/darzalex-faspro-is-the-first-and-only-treatment-approved-by-the-u-s-fda-for-patients-with-high-risk-smoldering-multiple-myeloma

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                            • Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktørH Offline
                              Helge_LarsenPI-redaktør
                              wrote on sidst redigeret af
                              #59

                              Genmab-direktør mener ny godkendelse til kræftmidlet Epkinly kan være på trapperne https://proinvestor.com/investornyt/1380318/genmab-direktor-mener-ny-godkendelse-til-kraeftmidlet-epkinly-kan-vaere-pa-trapperne

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                              0
                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #60

                                where does that 280 mio come from? : Global net sales of EPKINLY/TEPKINLY were $333 million in the first nine months of 2025 Net product sales of EPKINLY in the U.S. and Japan recorded by Genmab were $272 million in the first nine months of 2025
                                Net sales of TEPKINLY in territories where Genmab receives royalty revenue were $61 million in the first nine months of 2025

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #61

                                  Global net sales of EPKINLY/TEPKINLY were $122 million in the third quarter of 2025

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #62

                                    Genmab said on November 6 that it has filed for a label expansion in Japan for its bispecific antibody Epkinly (epcoritamab) to allow its use together with rituximab and lenalidomide (R2) as a second-line treatment for relapsed or refractory follicular https://pj.jiho.jp/article/254128

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                                    0
                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #63

                                      " the price target reduction, which Truist attributed specifically to the shelving of GEN1042"

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #64

                                        Truist Securities highlighted that Genmab faces a substantial catalyst lineup in 2026, including three pivotal readouts for Epkinly, one for RinaS, and one to two for Peto, describing the next 12-18 months as "possibly the most transformative period in the company’s history."

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                                        0
                                        • P Offline
                                          P Offline
                                          ProinvestorNEWS
                                          wrote on sidst redigeret af
                                          #65

                                          Transcript fra Genmab Investor Call Q3: ‘We will deliver significant profitability in 2026’ https://proinvestor.com/investornyt/1380327/transcript-fra-genmab-investor-call-q3-we-will-deliver-significant-profitability-in-2026

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