Genmab

	5/2 19:57 af E L	How Does Rina-S Work in Patients With Pretreated Endometrial Cancer? (link)
	5/2 18:55 af kkjoel	I dette tilfælde er den bare - tyst - ændret??!
	5/2 18:54 af kkjoel	Nogen (/Helge) der har set dette før: hvis man endelig rykker datoen senere, vil man da normalt annoncere det, ja?
	5/2 18:52 af kkjoel	Tilsyneladende har Genmab rykket datoen for Q4 - på deres hjemmeside står den nu til 17.02: "Feb 17, 2026, Publication of the Annual Report for 2025 (after 5:00 PM CET)"
	5/2 18:42 af Joakim Von And	Skulle regnskab ikke komme idag kl 17 ? Kommer det efter kl 22?
	5/2 16:46 af E L	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..
	5/2 16:43 af Raun	Hvad skete der lige med kursen på ganske få minutter?
	5/2 15:49 af E L	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
	5/2 15:48 af E L	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.
	5/2 15:48 af E L	Novartis AG (NYSE:NVS) Q4 2025 Earnings Call Transcript (link) 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.
	4/2 17:17 af E L	Another New Trial: Trial to Evaluate the Safety and Preliminary Efficacy of GEN1079 in Participants With Advanced Solid Tumors (link)
	4/2 15:05 af E L	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
	4/2 14:57 af E L	2nd try: AbbVie Q4 2025 Epkinlyc US 22 Internat 59 Total 81 // Full year 86, 185, 271 (link)
	4/2 14:19 af E L	sorry that is Q3 :-D
	4/2 14:18 af E L	AbbVie Q4 2025 Epkinlyc US 21 Internat 48 Total 69 (link)
	4/2 12:07 af E L	Goldman Sachs Lowers Price Target for Genmab to 1,793 Danish Kroner (from 1,880), Reiterates Neutral - BN Feb04/2026
	4/2 11:58 af E L	- - remember, Tepezza was approved by EMA somewhere mid last year, so that should show some grow in europe this year i would think
	4/2 11:57 af E L	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.
	4/2 11:56 af E L	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.
	4/2 11:56 af E L	Amgen (AMGN) Q4 2025 Earnings Call Transcript (link) 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.
	4/2 11:50 af E L	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"
	4/2 09:58 af E L	Fitch Assigns Genmab A/S Final 'BB' Rating; Outlook Stable (link)
	4/2 09:49 af bibob	God morgen. :-)
	4/2 09:48 af E L	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 (link) (link)

	4/2 09:41 af E L	that was FY US 1,758 , FY ROW 145 total 2025 = 1903 (FY 2024 was 1851)
	4/2 09:39 af E L	Amgen - TEPEZZA® (teprotumumab-trbw) sales decreased 1% year-over-year to $457 million in the fourth quarter, primarily driven by 13% lower inventory levels and unfavorable changes to estimated sales deductions, partially offset by 11% volume growth and higher net selling price. Sales increased 3% for the full year, primarily driven by higher net selling price. FY 1,758 (link)
	4/2 08:07 af Stroka	God morgen :-)
	4/2 07:44 af Helge Larsen/PI-redaktør	Godmorgen :-)
	3/2 16:13 af E L	New Trial: First-in-human (FIH) Trial of GEN3018 in Relapsed or Refractory (R/R) Acute Myeloid Leukemia (AML) or Higher-risk Myelodysplastic Syndrome (HR-MDS) (link)
	3/2 14:11 af E L	looks like Pfizer does not record international sales anymore now, will have to wait for Genmab numbers to get the full picture.
	3/2 14:09 af E L	Tivdak Q4 2025 32 (Q4 2024 36) , Full year 2025 147 ( 2024 131) (link)
	2/2 19:17 af gdn55	Tak for svar, det er også min mening. Imorgen falder vi vel godt og vel stigningen idag
	2/2 18:42 af Raun	Vil tro det er samme årsag, som når den pludselig falder 5%
	2/2 18:09 af gdn55	Hvorfor stiger den pludselig godt 3%?
	31/1 13:52 af E L	The collective assessment of analysts points to an estimated 'Net Revenue- Epkinly- International' of $48.50 million. --U.S' will reach $26.75 million. (link)
	30/1 21:10 af Solsen	Det er vel også en “stille periode” op til regnskab.
	30/1 18:32 af Vitus	Vi må i sandhed også sige det er en tavs og usynlig ledelse Genmab har anskaffet sig….
	30/1 18:08 af gdn55	Ja det blev det. Hvorfor er der ingen der ved, måske
	30/1 18:04 af KWC	Blev der handlet en del aktier hen mod luk ???
	29/1 18:32 af E L	EGFR x cMet - The line-up is revealed to include Merck & Co and J&J itself. (link)
	29/1 09:18 af E L	Roche FY 2025 CHF: Ocrevus 7,010 (Q4 25 1,688), Columvi 288 , Lunsumio 114
	28/1 17:09 af gentogen	But: "Other expansion cohorts may be considered for monotherapy or combination treatment in the future."
	28/1 17:07 af gentogen	I think they just had forgotten to mention this as an included condition as Esophageal Cancer is also mentioned as a closed arm. Thay have added the info that "Enrollment is currently being explored in mCRC (RAS/RAF wild type) patients in the 3L/4L/5L" (i.e.metastatic colorectal cancer). All other arms seem to be closed.
	28/1 16:40 af E L	an extra arm in the original Petosemtamab trial for Colorectal Cancer with FOLFOX chemo (link) they now also mention Esophageal Cancer separately from Gastroesophageal-junction Cancer
	28/1 15:01 af E L	H.C. Wainwright has reiterated a Buy rating and $39.00 price target on Genmab A/S (NASDAQ:GMAB) following FDA approval of DARZALEX FASPRO for newly-diagnosed multiple myeloma patients. (link)
	28/1 11:25 af E L	on the EGFR x cMet crowded space - Two more companies try to outdo Rybrevant (link)
	28/1 11:00 af concillado	Enig. En hurtig gevinsthjemtagning og mulighed for supplering, når den ryger tilpas ned i bunden af kanalen (igen-igen).
	28/1 10:58 af Raun	Vi har set dette scenarie så mange gange efterhånden. Så absolut ingen overraskelse her. - aktien er styret og absolut ikke modtagelig for TA
	28/1 10:32 af w	har du de fire første tal til aftenens trækning?
	28/1 10:30 af nohope	Tror jeg dropper aktier og går over til Lotto. Lotto virker mere forudsigeligt.