Genmab — Maj 2026
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@Stockbull..... Problemet er jo ikke selve udvidelsen - problemet er måden man forklarer udvidelsen på. Eller mangel på samme
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Det er helt normal praksis, at Genmab ikke sender en børsmeddelelse om de 200 ekstra patienter. Det er derfor ikke usædvanligt, at det kun kom via ClinicalTrials.gov og først blev kommenteret på earnings call’et.
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Mange professionelle investorer og advokater vil sige, at det er misvisende at kalde en stille opdatering på ClinicalTrials.gov for "tidligere kommunikeret". Det er en af de klassiske gråzoner i biotech-kommunikation.
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Lytter pt til cc og mit indtryk er, at der er fuld damp på og selvfølgelig skal der data til for at vi bliver overbeviste om at de opkøbte stoffer har været en god ide. Indfrier data forventingerne så skal vi nok blive belønnet. Men som de også påpeger så er der hård konkurrence på de sygdomme de arbejder med.
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Whether or not Genmab did right or wrong in disclosing the details of that Peto increase; i still believe in their technological platform and their scientific rigour and i like their disciplined approach and their ruthless cutting of programs that don't meet their standards (as much as it hurts...).
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At the same time they are massively investing in Peto and Rina-S; given the above I find it very hard to believe they would do this if they had ANY doubt about these programs. It is all about execution, speedy and broad approvals with a clear (and statistically strong) outperformance over other drugs.
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Too many people around me are developing cancer, all kinds of cancer. Maybe my wish for Genmab to succeed is colored by this, but I believe they are on the right track to help a lot of patients. If science and data prove them right; earnings calls will be a lot easier...
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Major Shareholder Announcement https://proinvestor.com/investornyt/1442512/major-shareholder-announcement
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NICE issues Final Draft Guidance recommending that RYBREVANT
▼ (amivantamab) with carboplatin and pemetrexed can be used during a managed access period for untreated advanced non-small cell lung cancer (NSCLC) with activating epidermal growth factor receptor (EGFR) exon 20 insertion mutations in adults https://www.jnj.com/innovativemedicine/uk/media-center/press-releases/nice-guidance-rybrevant-nsclc-egfr-exon20-managed-access -
Denecimig excels at reducing bleeds in hemophilia A patients: Study https://hemophilianewstoday.com/news/denecimig-excels-reducing-bleeds-hemophilia-a-patients/
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