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  3. Genmab
  4. Genmab — Februar 2026

Genmab — Februar 2026

Planlagt Fastgjort Låst Flyttet Genmab
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  • E Offline
    E Offline
    E_L
    wrote on sidst redigeret af
    #11

    Novartis - Q4 2025 Kesimpta (USD 1 228 million, +27% cc) sales grew across all regions driven by increased demand and strong access FY 2025 4 426 https://www.novartis.com/sites/novartis_com/files/q4-2025-media-release-en.pdf https://www.novartis.com/sites/novartis_com/files/q4-2025-investor-presentation.pdf

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      bibob
      wrote on sidst redigeret af
      #12

      God morgen. 🙂

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      • E Offline
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        E_L
        wrote on sidst redigeret af
        #13

        Fitch Assigns Genmab A/S Final 'BB' Rating; Outlook Stable https://www.fitchratings.com/research/corporate-finance/fitch-assigns-genmab-a-s-final-bb-rating-outlook-stable-03-02-2026

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        • E Offline
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          E_L
          wrote on sidst redigeret af
          #14

          not sure anyone wants to hear the name Novo today..., but at least for Genmab they state "we are preparing for the launch of denecimig (Mim8) for people living with haemophilia A"

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          • E Offline
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            E_L
            wrote on sidst redigeret af
            #15

            Amgen (AMGN) Q4 2025 Earnings Call Transcript https://www.theglobeandmail.com/investing/markets/stocks/AMGN/pressreleases/6356/amgen-amgn-q4-2025-earnings-call-transcript/ TEPEZZA grew 3% to $1.9 billion in '25 driven by higher net selling price.

            Over 25,000 patients have received treatment since launch in The U.S. With growing interest from both new and returning prescribers. We continue to see increased prescribing by endocrinologists and a broadening base of specialists.

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              E_L
              wrote on sidst redigeret af
              #16

              In Japan, approximately 1,200 patients have been treated since launch, reflecting growing awareness of the burden of thyroid eye disease among both patients and prescribers. We plan to launch TEPEZZA in additional markets in 2026, expanding access to this important therapy globally.

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                E_L
                wrote on sidst redigeret af
                #17

                our international launches, our launch in Japan has gone extremely well. We're seeing nice uptake there. We're seeing a very well-received product for higher clinical activities for patients, and we're in the process of launching in multiple markets around the world as we speak. So overall, TEPEZZA will be a good growth driver for us this year.

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                • E Offline
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                  E_L
                  wrote on sidst redigeret af
                  #18
                    • remember, Tepezza was approved by EMA somewhere mid last year, so that should show some grow in europe this year
                      i would think
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                  • E Offline
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                    E_L
                    wrote on sidst redigeret af
                    #19

                    Goldman Sachs Lowers Price Target for Genmab to 1,793 Danish Kroner (from 1,880), Reiterates Neutral - BN
                    Feb04/2026

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                    • E Offline
                      E Offline
                      E_L
                      wrote on sidst redigeret af
                      #20

                      AbbVie Q4 2025 Epkinlyc
                      US
                      21

                      Internat
                      48

                      Total
                      69 https://news.abbvie.com/2025-10-31-AbbVie-Reports-Third-Quarter-2025-Financial-Results

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                        E_L
                        wrote on sidst redigeret af
                        #21

                        sorry that is Q3 😄

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                          E_L
                          wrote on sidst redigeret af
                          #22

                          2nd try: AbbVie Q4 2025 Epkinlyc US 22 Internat 59 Total 81 // Full year 86,
                          185,

                          271 https://news.abbvie.com/2026-02-04-AbbVie-Reports-Full-Year-and-Fourth-Quarter-2025-Financial-Results

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                            E_L
                            wrote on sidst redigeret af
                            #23

                            i think that should get us to roughly $475mn total Epkinly sales once Genmab reports, versus Roche's Lunsumio+Columvi at CHF402mn which is a bit higher atm

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                              E_L
                              wrote on sidst redigeret af
                              #24

                              Another New Trial: Trial to Evaluate the Safety and Preliminary Efficacy of GEN1079 in Participants With Advanced Solid Tumors https://clinicaltrials.gov/study/NCT07387068

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                              • E Offline
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                                E_L
                                wrote on sidst redigeret af
                                #25

                                Novartis AG (NYSE:NVS) Q4 2025 Earnings Call Transcript https://www.insidermonkey.com/blog/novartis-ag-nysenvs-q4-2025-earnings-call-transcript-1689424/ Kesimpta grew 36% to $4.4 billion on the year. You can see the continued steady performance of this brand, driven by the continued expansion of the B-cell class within MS. In the U.S., we had 27% growth in quarter 4.

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                                  E_L
                                  wrote on sidst redigeret af
                                  #26

                                  Importantly, we see increasing adoption in naive patients, which are now 50% of our NBRx is now in first line. Outside of the U.S., we are leading now with NBRx share in 9 out of the 10 of the major markets that we track. And the core opportunity we see ex U.S. going forward is to continue to expand B-cell therapies in the 67% of patients who are not on B-cell therapies and receiving disease-modifying therapies in MS.

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                                    E_L
                                    wrote on sidst redigeret af
                                    #27

                                    So we continue to generate additional value for Kesimpta. We continue to progress also our every 2-month formulation for Kesimpta. So I think we’re on a solid track with this brand to fully achieve our peak sales guidance of $6 billion plus

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                                    • R Offline
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                                      Raun
                                      wrote on sidst redigeret af
                                      #28

                                      Hvad skete der lige med kursen på ganske få minutter?

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                                        E_L
                                        wrote on sidst redigeret af
                                        #29

                                        strong reaction for now from that ~dkk1975 area which Genmab has been trying to hold for the last 3 months... the erratic price action lately is partially to blame on Novo i would think... volumes also seem low, possibly adding to volatility..

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                                        • J Offline
                                          J Offline
                                          Joakim_Von_And
                                          wrote on sidst redigeret af
                                          #30

                                          Skulle regnskab ikke komme idag kl 17 ? Kommer det efter kl 22?

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                                          With your input, this post could be even better 💗

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