Genmab

	6/2 18:51 af Raun	Hvor ser du det -Vitus?
	6/2 18:19 af Vitus	Den 27. Januar var datoen nu også fastsat til 17. Februar !
	6/2 18:06 af gdn55	Køb
	6/2 17:23 af Raun	Er det bare gynger og karruseller på legepladsen der stadig bare er gang i?.... Hvad tænker i andre?
	6/2 17:11 af Raun	Siden d. 27012026 har aktien tabt 200 point... - Det er da bekymrende
	6/2 17:01 af Raun	Vi er vant til at se at Genmab aktien går imod det generelle marked. Men ovenpå at blive gjort bekendt med at regnskabsdatoen er ændret - gør den faldende kursudvikling mig da særdeles bekymret
	6/2 16:49 af Raun	Det er da mystisk at der nu står "Genmab har officielt fastsat datoen for offentliggørelsen af årsregnskabet for 2025 til den 17. februar 2026 efter kl. 17:00."
	6/2 16:49 af Raun	Ændringen eller præciseringen af datoen ser ud til at være sket for nylig, da flere kilder og handelsplatforme tidligere opererede med andre forventninger: Tidligere forventning: Platforme som Nordnet og MarketBeat angav så sent som i starten af februar 2026, at regnskabet forventedes den 11. eller 12. februar 2026.
	6/2 16:48 af Raun	Nuv ærende status: Ifølge Genmabs officielle finansielle kalender er den endelige dato nu bekræftet til tirsdag den 17. februar 2026. Der er ikke udsendt en specifik selskabsmeddelelse om selve flytningen, men datoen er blevet opdateret i selskabets investor-materiale inden for de seneste dage.
	6/2 15:47 af gdn55	Der kommer da en opjustering
	6/2 15:39 af Vitus	Hvis man spørger Genmab’s hjemmeside kommer årsregnskabet 17.02. efter kl 17.00
	6/2 13:58 af w	folk er vel bange for den skal 10% ned som de andre ovenpå regnskab
	6/2 13:21 af Raun	Vi kan kun krydse fingre for at der indenfor en kort fremtid, bliver fundet andre legepladser...... Scenariet vi har været vidne til igennem de sidste 3 måneder advarede jeg faktisk imod. - Trods det at alle de TA kyndige sagde noget andet...
	6/2 10:00 af concillado	Men skal vi lige teste støtten igen monstro?
	6/2 09:58 af concillado	Forhåbentlig følger kursen ikke temperaturen lige p.t. ;-)
	6/2 09:39 af bibob	God morgen i snestorm fra Sæby. :-)
	6/2 08:03 af LP90	regnskabet står til at komme 12 februar på nordnet ?
	6/2 07:59 af LP90	Godmorgen :-)
	6/2 07:40 af Helge Larsen/PI-redaktør	Godmorgen :-)
	5/2 20:05 af Joakim Von And	Selvfølgelig , hvis de afventer en godkendelse på noget der kan rykke deres fremtidige indtjening væsentligt positivt eller negativt, så kan jeg forstå at de udskyder det, men ellers ikke. Glæder mig til at se regnskabet.
	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.