Genmab

	9/5 05:45 af Helge Larsen/PI-redaktør	Godmorgen :-)
	9/5 02:37 af StockBull	hvilket understøtter yderligere værdiskabelse.
	9/5 02:37 af StockBull	Genmab leverer et stærkt regnskab, som bør løfte aktien over 1.400 kr. på kort sigt. Selskabet er kun marginalt påvirket af told eller geopolitiske udfordringer, hvilket gør køb under 1.300 kr. attraktive for investorer med tillid til pipelinen – især lovende kandidater. Længere sigt kan positive data fra pipelinen drive kursen mod 2.000 kr. eller mere. Eksisterende succesprodukter genererer betydelige indtægter, og selskabets voksende likviditetsbeholdning styrker deres finansielle position,
	8/5 22:24 af Raun	Suk, hvor er det efterhånden bare håbløst..... US luk på svarende 1289dkr
	8/5 18:06 af ProInvestorNEWS	Genmab/Sydbank: Stærk toplinje og lavere end ventede omkostninger giver flot drift (link)
	8/5 18:01 af bikube	Kursen i US er steget mkroskopisk efter regnskabet, og kursen er nede med over 5 % på dagen.
	8/5 17:44 af ProInvestorNEWS	Genmab fastholder prognosen trods stærkt første kvartal pænt over konsensus (link)
	8/5 17:19 af ProInvestorNEWS	Genmab Announces Financial Results for the First Quarter of 2024 (link)
	8/5 17:15 af JKY_VH	as the first and only antibody-drug conjugate (ADC) approved in both Japan and the European Union (EU) for the treatment of recurrent or metastatic cervical cancer after prior therapy Gen mab r evenue increase d 19% compared to the first quarter of 2024, to $715 million
	8/5 17:13 af JKY_VH	Highlights EPKINLY ® (epcoritamab) approved by the Japan Ministry of Health, Labour and Welfare (MHLW) for additional indication as a treatment for relapsed or refractory follicular lymphoma (FL) Rinatabart sesutecan (Rina-S ® ) continues to show encouraging antitumor activity in patients with advanced ovarian cancer in data presented at the 2025 Society of Gynecologic Oncology Annual Meeting on Women's Cancer ® (SGO) Tivdak ® (tisotumab vedotin) approved by the Japan MHLW and by the European C
	8/5 17:13 af Plimsoller	De har ifølge deres hjemmeside lige offentliggjort deres Q1 regnskab for 2024..... Jeg har før brokket mig over deres kommunikationsevner, men det her slår alligevel rekorden ;-)
	8/5 15:57 af E L	doubt that it will impact Genmab at all for the coming years, but it is just 'sell first, ask later'...
	8/5 15:56 af E L	yeah... Trump said something again on MFN / internation drug pricing & medicaid... and healthcare the worst sector again... what a mess...
	8/5 15:43 af LP90	er det frygt for regnskabet der giver faldet eller er det USA der igen banker vores aktier ned Novo-Zealand osv.
	8/5 15:09 af Pensionisten	Ja, lidt trist p.t. - Novo, Genmab og Zealand gør godt nok det meget lidt kønne for porteføljen p.t. - Vi må nok væbne os med en stor portion af tålmodighed ;-)
	8/5 14:18 af YPE	Det er vel non-event?
	8/5 14:12 af gdn55	Meget lille tiltro til regnskabet, der kommer idag efter luk.
	8/5 14:09 af gdn55	i
	8/5 09:36 af E L	Lundbeck will present on the phase II AMULET trial, investigating amlenetug as a potential new treatment option targeting the rare neurological disorder, multiple system atrophy (MSA), -at the 2025 International MSA Congress in Boston, U.S., May 9-11. (link)
	7/5 20:15 af E L	Amgen’s TEPEZZA®▼ (teprotumumab) Granted Marketing Authorisation as the First Targeted Treatment Specifically for Adults With Moderate-to-severe Thyroid Eye Disease (TED) in the United Kingdom (link)
	7/5 17:59 af Raun	;-)
	7/5 14:00 af E L	can you also ask them to correct he mistake from kursmål 2000 DKK to kursmål 3000 DKK ? ;-) I think they had 3750 dkk at some point...
	7/5 13:32 af bikube	Handelsbanken har rettet fejlen i dag til kursmål 2000 DKK.
	7/5 08:53 af E L	small mistake in the currency

	7/5 08:51 af E L	Handelsbanken raises Genmab to buy (hold), target price SEK 2,000 (1,350) Published on 05/07/2025 (link)
	7/5 08:17 af gentogen	Se også 20:07 fra i aftes (EL)
	7/5 08:11 af Plimsoller	@LP90 Mon ikke det er Trumps melding om at der kommer en medicintold indenfor 14 dage?
	7/5 07:14 af Sukkeralf	NBI faldt 6% så massive børsbank til biotek generelt
	7/5 06:49 af LP90	Godmorgen :-) nogen forklaring på et fald i USA på 5,24% det dobbelte af det den faldt i DK ?
	6/5 20:54 af E L	World Ovarian Cancer Day & WOCCoalition @OvCancerDay · 3 u The World Ovarian Cancer Coalition is grateful to partners like @Genmab for its commitment to helping raise awareness of #ovariancancer globally and supporting all women at risk of, or diagnosed with, ovarian cancer, to help us reach our goal of #NoWomanLeftBehind. #WOCD2025 (link)
	6/5 20:33 af E L	Bispecific antibodies are generally regulated by CDER . CBER still regulates certain biologics like vaccines, blood products, and gene therapies, but for most bispecific antibodies used as therapeutics (such as those for cancer or autoimmune diseases), CDER is the responsible center
	6/5 20:23 af E L	To be clear : Although most biologics are regulated by the Center for Biologics Evaluation and Research (CBER), monoclonal antibodies, therapeutic proteins, and immunomodulators fall under CDER's regulatory oversight.
	6/5 20:07 af E L	awful day in pharma / bio on Vinay Prasad made Director of the Center for Biologics Evaluation and Research (CBER) at the US FDA. What a complete mess this administration... NBI , XBI , IBB all down 5 - 6 %
	6/5 19:35 af Raun	Så bløder vi igen :-(
	6/5 08:11 af E L	;-)
	6/5 07:43 af JKY_VH	Det indikerer et fortsat kurspotentiale på 58% iflg. Carnegie, så det går nok og god morgen:-)
	6/5 07:02 af ProInvestorNEWS	Genmab får lavere kursmål hos Carnegie (link)
	5/5 17:11 af Joakim Von And	Tak
	5/5 16:08 af gentogen	(link)
	5/5 14:41 af Joakim Von And	Hvornår er ASCO, det plejer at være ca. nu på året... Jeg har ikke fulgt så godt med.
	5/5 09:10 af lahn1	Købte lidt Bull næsten på bunden og tænker de for lov at sidde på bogen hen over regnskabet, mit kaffegrums siger stemminger vender med et godt regnskab og positiv FA overtager
	2/5 18:16 af Helge Larsen/PI-redaktør	Knock-Your-Socks-Off-News – May 2025 (link)
	2/5 15:24 af E L	As Amgen's trio of Horizon drugs disappoint, execs urge analysts to give them more time (link)
	2/5 13:54 af E L	In the European Union, we are preparing to launch following the recent positive opinion issued by the committee for medicinal products for human use on the approval of TEPEZZA for the treatment of moderate to severe thyroid eye disease in adults. This marks a significant step forward for patients living with TED who currently have no approved disease-modifying therapies available to them in Europe.
	2/5 13:54 af E L	Access has also improved for patients with more than 85% of medical plans, removing clinical activity score requirements. We are advancing our international expansion of TEPEZZA in Japan, TEPEZZA is now the first and only approved therapy for active thyroid eye disease. And in the first full quarter since launch, we've seen strong uptake and positive physician engagement.
	2/5 13:54 af E L	In the U.S., there are roughly 100,000 patients suffering from TED who could benefit from TEPEZZA and to reach them, we've intensified our efforts to engage a broad prescriber base of oculoplastic surgeons, ophthalmologists and endocrinologists. We are encouraged by the feedback that we are receiving from the medical community, including an increase in intent to prescribe reported by endocrinologists during the first quarter.
	2/5 13:54 af E L	Amgen Inc. (AMGN) Q1 2025 Earnings Call Transcript (link) I would note that within this portfolio, sales of TEPEZZA and KRYSTEXXA were adversely impacted in the quarter by changes to U.S. wholesaler inventory levels. We do not expect similar reductions in inventory levels for the remainder of the year. Since launch, TEPEZZA has had a positive impact for thousands of patients living with thyroid eye disease.
	2/5 11:56 af E L	;-)
	2/5 11:32 af lahn1	Thank you to ELNews :-)
	2/5 09:41 af E L	maybe easier to share the link also for the other AACR 25 posters for epcoritamab, tisotumab and Rina-s (link)