Genmab

	28/1 07:51 af ProInvestorNEWS	Genmabs Darzalex Faspro godkendt til kombinationsbehandling af myelomatose (link)
	27/1 22:16 af JKY_VH	Tak E L:-)
	27/1 22:15 af E L	FDA approves daratumumab and hyaluronidase-fihj with bortezomib, lenalidomide, and dexamethasone for newly diagnosed multiple myeloma (link)
	27/1 20:35 af Solsen	Hope they will tell something about it along with the annual report.
	27/1 20:33 af Solsen	Could very well be it.
	27/1 20:29 af E L	For me the most interesting is that they just opened a new Petosemtamab trial in NSCLC. We have not seen NSCLC data in public yet i believe, but Genmab will have seen it. Timing coincides. My best guess at this moment would be that Genmab goes with Peto for lung cancer.
	27/1 20:28 af E L	EGFR x c-MET is already a crowded space and Genmab now also have MCLA-129 from Merus, an EGFRxc-MET Biclonics. Not sure they are going to keep that one, as the tox profile is not great, but it is a large trial that has been going since 2021, so i think we can expect a decision soon after Genmab fully takes control at Merus.
	27/1 20:27 af E L	The news is 2 weeks old. We’ll hear at some point what the exact reason is, but my guess is that they will go with ‘portfolio prioritisation’ ;-)
	27/1 19:28 af gentogen	Kan såmænd lige så godt være et positivt tegn på, at de har noget andet og bedre inden for samme område, hvis man endelig vil lægge noget i det ...
	27/1 19:27 af gentogen	Det må vist betegnes som forventet. Meget lille studie på 4 klinikker og på ingen måde en vigtig del af baggrunden for købet.
	27/1 19:15 af Raun	Er det ikke samme emne @bb8 havde i aftes?
	27/1 18:36 af nohope	26/1 "Genmab halts enrollment for cancer drug from ProfoundBio buyout" Ingen der har kommentarer til dette ?
	27/1 17:57 af Raun	Det ligner en af de dage, hvor US af en eller anden grund handler aktien op
	27/1 17:42 af concillado	Den ma da gerne falde, når der snart bliver udbetalt udbytte, som skal placeres :D
	27/1 17:41 af concillado	Hvornår har aktien ikke været for billig?? ;-)
	27/1 16:45 af transalp	Samme tanke her.. :)
	27/1 16:42 af JKY_VH	Har jeg misset nogle nyheder eller er den bare blevet for billig +1,75% på en studs
	27/1 08:45 af bibob	God morgen. :-)
	27/1 07:41 af ProInvestorNEWS	Go dmorgen :-)
	27/1 00:36 af bb8	(link) Genmab halts enrollment for cancer drug from ProfoundBio buyout
	26/1 16:33 af E L	small new trial - Testing the Effect of Teclistamab on Recurrent Plasmablastic Lymphoma (link)
	26/1 16:31 af E L	small new trial City of Hope - Epcoritamab, Rituximab, Gemcitabine and Oxaliplatin (R-GemOx) as Salvage Therapy Before Autologous Stem Cell Transplant for the Treatment of Relapsed/Refractory Diffuse Large B-Cell Lymphoma (link)
	25/1 00:15 af peter12	Spændende artikel om Peto (link)
	24/1 12:13 af E L	this could put the Acasunlimab decision in a different light (and even GEN1286)

	24/1 12:10 af E L	i wonder if will get to see some early data from the Ph I / II solid tumors trial, on the NSCLC arm, Primary Completion was 2025-11 , but hasn't been updated for a long time (link)
	24/1 12:00 af E L	New trial sneaking in... : Study to Investigate Petosemtamab in Adults With Metastatic Non-Small Cell Lung Cancer (link) even started recruiting already...
	23/1 16:16 af E L	RAINFOL-05 (lung) starts recruiting (link)
	23/1 11:18 af E L	UBS (link)
	23/1 09:56 af Zipo	Er FDA-artiklen en kurs-trigger for Genmab? ❌ Kort svar: Nej – ikke i sig selv ✅ Længere, præcis vurdering: Hvorfor ikke en direkte trigger Genmab har ingen egen myelom-studier Ingen kommende MRD-readouts Ingen regulatoriske events direkte koblet til artiklen Hvorfor den alligevel betyder noget Forbedrer royalty-option value på BCMA-bispecifics Øger strategisk værdi af DuoBody-platformen Sænker regulatory risk for myelom-partnerskaber
	21/1 23:36 af Sukkeralf	(link)
	21/1 23:36 af Sukkeralf	Sad that Hexabody CD38 did not make it……
	21/1 21:24 af gentogen	About EL 10:34. Yes, that may also explain why Genmab split the study, bu t it was quite complex as Roche had severa "Inconsistent results" that did look strange and made it hard to interpret the results. See here for example: (link)
	21/1 21:07 af E L	Led by Darzalex surge, J&J expects revenue to reach $100B in 2026 (link)
	21/1 20:39 af Helge Larsen/PI-redaktør	jky 17.02..enig.
	21/1 18:33 af ProInvestorNEWS	Onsdagens aktier: Novo i bunden og Genmab i toppen af rødt C25 (link)
	21/1 18:02 af JKY_VH	Jeg har nu altid syntes, at Mcjean var klarsynet. Håber på, at han "genopstår" herinde.
	21/1 17:06 af E L	that would be great... in the mean time Dara just keeps performing, just amazing... ignoring the clusterfuck arbitrage, it is just an amazing success. i still remember us all laughing with McJean predicting 15bn in sales... i thought it was impossible at the time...
	21/1 17:05 af ProInvestorNEWS	Hansen og Larsen diskuterer i denne uges afsnit af Investeringspodcasten Novo Nordisks comeback, Genmab og hvad Trumps trusler betyder for de danske investorer. (link)
	21/1 14:32 af Sukkeralf	Very nice numbers indeed - and Ryb/Tec/Tal will probably start to accelerate much faster the comming years.
	21/1 14:11 af E L	TALVEY Q4 2025 149 (Q3 122), totals 463 (287) /// TECVAYLI 176 (Q3 177) totals 670 (549)
	21/1 14:05 af E L	RYBREVANT / LAZCLUZE Q4 2025 US 146 Intl 70 WW 216 (Q3 2025 US 136 Intl 61 WW 198) (total 2025 734 vs 327 2024)
	21/1 13:43 af Peter Panik	Isoleret set et stærkt resultat
	21/1 13:40 af Peter Panik	Det viser onsdagens regnskab fra Johnson & Johnson. Darzalex-salget lander dermed over Genmabs prognose for 2025 om et salg på 13,7 til 14,1 mia. dollar. Genmab estimerede i sit seneste regnskab, at det vil modtage royalties fra salget af Darzalex på 2,3-2,4 mia. dollar i 2025.
	21/1 13:40 af Peter Panik	Genmabs amerikanske partner Johnson & Johnson overgår analytikernes forventninger med sine salgstal for kræftmidlet Darzalex i fjerde kvartal. Salget af Darzalex løber op i 3903 mio. dollar i perioden, mens analytikere havde ventet 3748 mio. dollar ifølge Bloomberg News. I forhold til samme kvartal sidste år er Darzalex-salget steget 24 pct. i lokal valuta. For hele 2025 endte Johnson & Johnsons salg af Darzalex, som Genmab får procenter af, på 14.351 mio. dollar.
	21/1 13:37 af Bulder	Far above top end of prognosis interval.
	21/1 13:36 af E L	(link)
	21/1 13:31 af E L	- 4Q DARZALEX REVENUE $3.90B, EST. $3.75B
	21/1 11:35 af E L	and that was Columvi chemo combination and they still have the accelerated approval
	21/1 11:34 af E L	hey gentogen , thinking again on that China part of the trial ; too many Asian patients in the trial was where Roche/Genentech got in trouble with Columvi wasn't it; they got a Complete Response Letter from the FDA for the reason that OS was much better in Asian patients compared to non-Asian patients so FDA determined OS was not proven for Americans
	21/1 08:11 af ProInvestorNEWS	DNB Carnegie løfter Genmabs anbefaling til "køb" og skruer pænt op for kursmålet (link)