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  4. Genmab — November 2025

Genmab — November 2025

Planlagt Fastgjort Låst Flyttet Genmab
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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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    • 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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        • 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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          • B Offline
            B Offline
            bibob
            wrote on sidst redigeret af
            #56

            God morgen. 🙂

            1 Reply Last reply
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            • 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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              • 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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                  • 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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                    • 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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                      • 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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                        • 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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                          • 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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                            • 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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                              • E Offline
                                E Offline
                                E_L
                                wrote on sidst redigeret af
                                #66

                                William Blair analyst Matt Phipps has reiterated their bullish stance on GMAB stock, giving a Buy rating

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                                • P Offline
                                  P Offline
                                  ProinvestorNEWS
                                  wrote on sidst redigeret af
                                  #67

                                  Genmab-partner sikrer sig ny godkendelse til supersællert https://proinvestor.com/investornyt/1380316/genmab-partner-sikrer-sig-ny-godkendelse-til-supersaellert

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #68

                                    @StockwatchDK

                                    SEB reiterates Buy on Genmab and lifts its 12M TP to DKK2,350 from DKK2,300 after the Q3 report. https://x.com/StockwatchDK/status/1986726674596057488

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #69

                                      Vincent Rajkumar: Historic and Paradigm Changing – The First Ever Treatment for High-Risk SMM https://oncodaily.com/voices/vincent-rajkumar-404341

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                                      • L Offline
                                        L Offline
                                        lahn1
                                        wrote on sidst redigeret af
                                        #70

                                        EL what was Genmabs q1, q2 and q3 epkinly WW sales ?

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                                        0
                                        • L Offline
                                          L Offline
                                          lahn1
                                          wrote on sidst redigeret af
                                          #71

                                          please 🙂

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