Genmab — Januar 2026
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Isoleret set et stærkt resultat
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Hansen og Larsen diskuterer i denne uges afsnit af Investeringspodcasten Novo Nordisks comeback, Genmab og hvad Trumps trusler betyder for de danske investorer. https://proinvestor.com/boards/130810
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that would be great... in the mean time Dara just keeps performing, just amazing... ignoring the clusterfuck arbitrage, it is just an amazing success. i still remember us all laughing with McJean predicting 15bn in sales... i thought it was impossible at the time...
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Onsdagens aktier: Novo i bunden og Genmab i toppen af rødt C25 https://proinvestor.com/investornyt/1405493/onsdagens-aktier-novo-i-bunden-og-genmab-i-toppen-af-rodt-c25
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jky 17.02..enig.
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Led by Darzalex surge, J&J expects revenue to reach $100B in 2026 https://www.fiercepharma.com/pharma/led-darzalex-surge-jj-expects-revenue-reach-100b-2026
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About EL 10:34. Yes, that may also explain why Genmab split the study, bu t it was quite complex as Roche had severa "Inconsistent results" that did look strange and made it hard to interpret the results. See here for example: https://www.fiercepharma.com/pharma/roches-columvi-expansion-bid-danger-fdas-makary-pazdur-push-changes
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Er FDA-artiklen en kurs-trigger for Genmab?
Kort svar: Nej – ikke i sig selv
Længere, præcis vurdering:Hvorfor ikke en direkte trigger
Genmab har ingen egen myelom-studier
Ingen kommende MRD-readouts
Ingen regulatoriske events direkte koblet til artiklen
Hvorfor den alligevel betyder noget
Forbedrer royalty-option value på BCMA-bispecifics
Øger strategisk værdi af DuoBody-platformen
Sænker regulatory risk for myelom-partnerskaber
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RAINFOL-05 (lung) starts recruiting https://clinicaltrials.gov/study/NCT07288177?tab=history&a=2&b=3#version-content-panel
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New trial sneaking in... : Study to Investigate Petosemtamab in Adults With Metastatic Non-Small Cell Lung Cancer https://clinicaltrials.gov/study/NCT07353957 even started recruiting already...
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i wonder if will get to see some early data from the Ph I / II solid tumors trial, on the NSCLC arm, Primary Completion was 2025-11 , but hasn't been updated for a long time https://clinicaltrials.gov/study/NCT03526835
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