Genmab — Februar 2026

[Darvin]

Hvad markedet så vil på kort sigt, er noget andet. Men jeg startede på at følge op på min tro i sidste uge, da den dykkede under 1.800. OG. Har tænkt mig at følge op igen, efter egen daglige vurdering.

[Darvin]

Børsen: https://borsen.dk/nyheder/investor/dagens-analytikeraendringer-genmab-far-lagt-paent-til-kursmalet?b_source=investor&b_campaign=investor-feed&b_medium=investor-feed_8

[E_L]

what i don't really get is how they only anticipate ~11.5% growth for Epkinly+Tivdak, i think it is one of the points that disappoint investors. not sure what i am missing here

[E_L]

30dkk jump on you statement Darwin , keep talking

[w]

11.5% growth inside 3. Line epco?

[Darvin]

[Darvin]

Og nu er det 50 dkk, men - muligvis ikke mit indlæg

[E_L]

don't be too modest Darwin

[E_L]

w : Net product sales and collaboration revenue consists of EPKINLY net product sales in the US and Japan, and
Tivdak ex-US net product sales plus Genmab's share of US gross profits : was 468 in 2025 ; outlook for 2026 490 - 555 ; midpoint
522

[Darvin]

Skrev nu også”muligvis” men nu hvor vi er kommet i andet gear, og nu hvor vejret er ved at fjerne sneen, så syntes jeg det ville være dejligt med en tur i det grønne. Foråret er jo om hjørnet, så jo grønnere jo bedre

[E_L]

the new GEN1106 also already starts recruiting

[concillado]

Så redder aktietilbagekøbsprogrammet lige dagskursen igen kl. 15:25

[BuyLow]

EL re epkinly/Tivdak sales outlook. Yes, that didn't make sense to me either. In Presentation on page 7-8-9 the numbers it states Epkinly alone was 468 +67%, Epco, Tivdak Combined 632 +54%, Not sure how we get only 11,5% growth next year

[w]

Er det
fordi 3. linie i epco og 2. Line tivdak ikke har flere patienter

[E_L]

yes, that is the reason why growth will slow, but from 67% to 11.5% is a big drop, also given the approval of 2nd line FL and the constant focus on community centers with the subcutaneaous formulation, where i had hoped additional growth could come from

[StockBull]

Marts er ofte en relativt sløv periode. Jeg holder derfor tørt krudt på sidelinjen og venter på et potentielt pull-back (f.eks. mod 1.780–1.820 eller RSI <27–30 på daily), før jeg overvejer yderligere supplering. Det giver bedre risk/reward før eventuel opgang i april/maj.

[StockBull]

skulle være 1.720–1.780

[E_L]

Tepkinly – Epcoritamab - on the EMA CHMP agenda: Scope: Extension of indication to include in combination with rituximab and lenalidomide treatment of patients with relapsed/refractory follicular lymphoma (FL) for Tepkinly https://www.ema.europa.eu/en/documents/agenda/agenda-chmp-meeting-23-26-february-2026_en.pdf

[E_L]

NICE Recommends TEPKINLY▼ (epcoritamab), a Subcutaneous Bispecific Antibody for Adults With Relapsed/Refractory (R/R) Follicular Lymphoma (FL) After Two or More Lines of Systemic Therapy https://www.abbvie.co.uk/media/nice-recommends-tepkinly-epcoritamab-a-subcutaneous-bispecific-antibody-for-adults-with-relapsed-refractory-follicular-lymphoma-after-two-or-more-lines-of-systemic-therapy.html

[E_L]

so the UK is behind, but the EU extension mentioned above is also under review in UK for publication date Sep26