Genmab — December 2025

[E_L]

Where Nordic Investors Should Look for Value in 2026
Analysts see upside in Nordic pharmaceuticals, but macro risks remain. https://global.morningstar.com/en-nd/stocks/where-nordic-investors-should-look-value-2026

[E_L]

Europäer mit überragender Pipeline: 5 heiße Biotech-Werte für Ihr Depot https://www.boerse-online.de/nachrichten/aktien/europaeer-mit-ueberragender-pipeline-5-heisse-biotech-werte-fuer-ihr-depot-20391196.html

[gdn55]

pæn omsætning i lukkeaktionen

[Raun]

Imponerende at man igen, igen og igen - skal se en US stigning pist forsvinde i den danske handel - i dag 3% blev annulleret..... Har vi set dette mønster tidligere?

[E_L]

MHRA approves tisotumab vedotin for the treatment of cervical cancer https://www.gov.uk/government/news/mhra-approves-tisotumab-vedotin-for-the-treatment-of-cervical-cancer

[bikube]

Alwais good to see new approwement also in second line. Thanks E L.

[E_L]

Genmab Announces Closing of Private Offering of Senior Secured Notes and Senior Unsecured Notes https://ir.genmab.com/news-releases/news-release-details/genmab-announces-closing-private-offering-senior-secured-notes

[E_L]

some agitation in the Dutch press about the extra-ordinary pay day for the Merus CEO - Topman Merus verdient $205 mln dankzij overname door Genmab https://fd.nl/financiele-markten/1579280/topman-merus-verdient-205-mln-dankzij-overname-door-genmab

[StockBull]

Det er vel en smart, vækstfokusret deal, der sandsynligvis vil styrke Genmabs kurs over tid, selvom der er nogle risici med gælden.

[StockBull]

Analytikere som fra Citi ser det dog som håndterbart, hvis petosemtamab bliver en blockbuster (potentielt >1 mia. dollars i årligt salg fra 2029).

[E_L]

Dec 4, 2025 9:45 AM EST
Citi 2025 Global Healthcare Conference https://ir.genmab.com/events-presentations

[Raun]

E L,.... Kan du hjælpe med tidspunktet her i Danmark?

[Raun]

Beklager - ser nu er conferencen lige er overstået

[E_L]

yes, you can probably listen back if you like, it was Anthony Pagano -always a bit boring

[lahn1]

I don't have the energy to listen to him for 30min. He is simply too american, too much selling the values. God weekend

[E_L]

hopefully he resonates better with the american investors lahn

[E_L]

RAINFOL-01 / Rina-S enlarged by ~200 patients, adding a few cohorts. a bit confusing, part H and J seem the same. maybe a different dosing schedule. They forgot the criteria for H. Interestingly cervical cancer is added.
https://clinicaltrials.gov/study/NCT05579366?tab=history&a=30&b=31&compareMode=sideBySide#version-content-panel

[gentogen]

They have also added 10 locations in Japan, so perhaps they use sub-populations Japan/China versus US

[gentogen]

The timeframe is almost unchanged by the way (nice)

[E_L]

ok, I hadn't thought of that. Japan is also an important market for cervical cancer as vaccination is very low