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Kollaps
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  3. Genmab
  4. Genmab — Januar 2026

Genmab — Januar 2026

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • nohopeN Offline
    nohopeN Offline
    nohope
    wrote on sidst redigeret af
    #201

    Det er jeg ikke enig i, det er dårligt varsel for de resultater, der kommer senere i år.

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    0
    • E Offline
      E Offline
      E_L
      wrote on sidst redigeret af
      #202

      why do you think that?
      they are all combination trials, and they have PFS as Primary Outcome Measure (OS Secondary )

      1 Reply Last reply
      0
      • StockBullS Offline
        StockBullS Offline
        StockBull
        wrote on sidst redigeret af
        #203

        Ser ud til kurs 2000 holder - valgt at genkøbe lidt i 2050.

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        0
        • DarvinD Offline
          DarvinD Offline
          Darvin
          wrote on sidst redigeret af
          #204

          I completely agree E L

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          0
          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #205

            in separate news, the AbbVie trial is on hold for now, until final resolution of the related U.S. International Trade Commission (ITC) investigation https://www.pacermonitor.com/public/case/57357486/AbbVie_Inc_v_Genmab_AS_et_al

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            • StockBullS Offline
              StockBullS Offline
              StockBull
              wrote on sidst redigeret af
              #206

              Kursen skulle omkring 2020 holde nogenlunde heroppe, hvis den ikke skulle ryge ud gennem bunden i trendkanalen fra september. Et luk under 2000 åbner døren ned mod 1850.

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              • StockBullS Offline
                StockBullS Offline
                StockBull
                wrote on sidst redigeret af
                #207

                Det potentielle kurstarget 2500–2600 i april? Skal revurderes – rejsen ser ud til at blive noget længere.

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                0
                • E Offline
                  E Offline
                  E_L
                  wrote on sidst redigeret af
                  #208

                  Xian Deng
                  UBS
                  Buy Kr.2,750.00 Maintained Today

                  1 Reply Last reply
                  0
                  • G Offline
                    G Offline
                    gentogen
                    wrote on sidst redigeret af
                    #209

                    Hvis man ikke har fulgt med i, hvad kombinationsbehandlingerne har vist, så kan dette link anbefales. https://ir.genmab.com/news-releases/news-release-details/genmab-announces-data-multiple-clinical-trials-showing-treatment

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                    0
                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #210

                      Analyst Charlie Haywood from Bank of America Securities reiterated a Buy rating on Genmab A/S and increased the price target to DKK2,500.00 from DKK2,250.00 https://www.tipranks.com/news/ratings/maintaining-buy-on-genmab-epkinly-combination-potential-outweighs-monotherapy-setback-ratings

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #211

                        While the Epkinly Phase III monotherapy study in second-line DLBCL failed to show an overall survival benefit, Haywood views this as a relatively minor financial issue, representing only a small fraction of his valuation. He emphasizes that the most significant value drivers are the first- and second-line combination trials, which target the vast majority of the DLBCL population and have progression-free survival as their main endpoint, an outcome measure already supported by encouraging prior

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                        0
                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #212

                          data. He also notes that the missed monotherapy trial does not materially alter the investment case because Genmab’s strategy has always been more focused on combinations, where early-stage results have been notably stronger.

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                          0
                          • P Offline
                            P Offline
                            Plimsoller
                            wrote on sidst redigeret af
                            #213

                            It would be nice if he could tell come more people.

                            1 Reply Last reply
                            0
                            • P Offline
                              P Offline
                              Plimsoller
                              wrote on sidst redigeret af
                              #214

                              *some

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                              0
                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #215

                                Vi har nu brudt ned og ud af den kanal, jeg tidligere linkede til.
                                Jeg opfatter det ikke som særligt alarmende endnu, men et dybere brud under 2000 ville absolut være negativt.
                                Med al den frygt der præger markedet lige nu (Trump, etc.), regner jeg med at supplere med lidt flere gennemsnitskøb i området omkring 2000. Har ikke kigget på FA så ret TA vurdering som jeg selv handler efter.

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                                0
                                • E Offline
                                  E Offline
                                  E_L
                                  wrote on sidst redigeret af
                                  #216

                                  JP Morgan remains Neutral | Price Target Dkr 2,050 https://x.com/_ShahKruti/status/2013574730918527445

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                                  0
                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #217

                                    Ram Selvaraju
                                    H.C. Wainwright
                                    Buy $39.00 Reiterated 20-1-26 (from $40
                                    i think)

                                    1 Reply Last reply
                                    0
                                    • G Offline
                                      G Offline
                                      gentogen
                                      wrote on sidst redigeret af
                                      #218

                                      Regarding the China Sub phase 3 in R/R DLBCL, the reason for splitting may be that the China part started in 2022-10, wheres as the main study started in 2021-1 (so we may need to wait a bit longer for results, I suppose)

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                                      0
                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #219

                                        that's towards the end of the covid pandemic isn't it... could be really interesting to see if there is a difference. Also they may have other practice regime used for follow up therapies

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                                        0
                                        • E Offline
                                          E Offline
                                          E_L
                                          wrote on sidst redigeret af
                                          #220

                                          the whole trial went 'Active, not recruiting' already in june 23 and after the split both had the same Primary Completion date, Oct25, so we may not have to wait that long for the China part. Actually, maybe it is already included, it is a sub-study of DLBCL-1 ?

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