Genmab — November 2025
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supported research and development and
commercialization, increased ownership will offer greater long-term profit capture opportunities.
g Genmab ’ s acquisition of Merus is on track to close in early 2026. Merus ’ late-stage bispecific
antibody, petosemtamab, is being evaluated in head and neck cancer, with phase 3 readouts
expected in 2026 and a potential 2027 launch. We assign a 40% approval probability and estimate $1
billion in probability-weighted sales by 2034. -
Genmab Announces Proposed Private Offering of Senior Secured Notes and Senior Unsecured Notes and Syndication of New Senior Secured Term Loan Facility https://ir.genmab.com/news-releases/news-release-details/genmab-announces-proposed-private-offering-senior-secured-notes
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Fitch Ratings on Monday assigned an expected first-time long-term issuer default rating of BB to Genmab https://www.fitchratings.com/research/corporate-finance/fitch-rates-genmab-a-s-bb-exp-outlook-stable-10-11-2025
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S&P - Danish Pharmaceutical Company Genmab A/S Assigned 'BB+' Rating; Outlook Stable https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3475716
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Moody's Ratings assigns Ba2 rating to Genmab, outlook stable https://ratings.moodys.com/ratings-news/454170
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Samtidig forventes nyhedsflowet for resten af 2025 og begyndelsen af 2026 at blive mere afdæmpet, hvor resten af 2025 byder på: 1) Potentiel godkendelse af Epkinly i FL, hvor FDA har sat godkendelsesdatoen til 30. november 2025. Genmab ser ingen årsager til, at produktet ikke skulle blive godkendt.
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- Opfølgende fase 2-data på acasunilimab i NSCLC, som bliver præsenteret på ESMO den 10.–12. december. Ser vi frem mod 2026, begynder året roligt, mens andet halvår byder på fase 3-data for Epkinly + R-CHOP i 1L DLBCL (EPCORE DLBCL-2) og data i 2L DLBCL (EPCORE DLBCL-1) samt fase 3-data for RINA-S i RAINFALL-02-studiet.
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i am a bit troubled by the fact that they still show a P/E of 124 in their analysis, they still have mistakes in their spreadsheet, probably mixing $ and DKK... via the pdf here
https://www.jyskebank.dk/finansnyt/aktier/publikation/oktober-2025 -
https://clinicaltrials.gov/study/NCT07226752 new trial in China, while Chinese centers in EPCORE DLBCL-1 are removed, looks like they want to separate the Chinese part
https://clinicaltrials.gov/study/NCT04628494?tab=history&a=49&b=50&compareMode=sideBySide#version-content-panel -
https://pj.jiho.jp/article/254090 anssen Pharmaceutical (J&J) said on October 31 that it has filed the combination of its bispecific antibodies Talvey (talquetamab) and Tecvayli (teclistamab) in rMM - i don't think they have filed this with the FDA already?
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Reduced Risk of Cardiovascular Disease Observed With Teprotumumab vs Corticosteroids https://www.aao.org/education/editors-choice/reduced-risk-of-cardiovascular-disease-observed-wi
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BioNTech Innovation Series R&D Day 2025 https://investors.biontech.de/system/files-encrypted/nasdaq_kms/assets/2025/11/11/13-27-51/BNTX Innovation Series (R%26D) Day 2025_final_ website.pdf mostly for BNT314 /GEN1059 , GEN1042 still in the pipeline
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