Genmab

	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)
	20/1 17:50 af E L	ok gentogen , than we have something to look forward to
	20/1 17:40 af concillado	...inden Trump-babyen gik i gang igen. "Kun" 3 år tilbage med hans rablende infantile vanvid xD
	20/1 17:40 af gdn55	Hvorfor det +

	20/1 17:39 af concillado	Man skulle da lige have taget lidt gevinsthjemtagning i 2250 ;-)
	20/1 17:17 af Pensionisten	Der blev lidt tavst på chatten ! Er det Over and out, and RIP?
	20/1 16:38 af gentogen	The number of patients in the recent data shows that China is not included so far
	20/1 16:36 af Vitus	Massakren er en realitet
	20/1 16:34 af w	genmab classic
	20/1 16:34 af Pensionisten	Føj......(-:
	20/1 14:51 af E L	the whole trial went 'Active, not recruiting' already in june 23 and after the split both had the same Primary Completion date, Oct25, so we may not have to wait that long for the China part. Actually, maybe it is already included, it is a sub-study of DLBCL-1 ?
	20/1 14:39 af E L	that's towards the end of the covid pandemic isn't it... could be really interesting to see if there is a difference. Also they may have other practice regime used for follow up therapies
	20/1 14:28 af gentogen	Regarding the China Sub phase 3 in R/R DLBCL, the reason for splitting may be that the China part started in 2022-10, wheres as the main study started in 2021-1 (so we may need to wait a bit longer for results, I suppose)
	20/1 14:26 af E L	Ram Selvaraju H.C. Wainwright Buy $39.00 Reiterated 20-1-26 (from $40 i think)
	20/1 14:24 af E L	JP Morgan remains Neutral \| Price Target Dkr 2,050 (link)
	20/1 14:16 af StockBull	Vi har nu brudt ned og ud af den kanal, jeg tidligere linkede til. Jeg opfatter det ikke som særligt alarmende endnu, men et dybere brud under 2000 ville absolut være negativt. Med al den frygt der præger markedet lige nu (Trump, etc.), regner jeg med at supplere med lidt flere gennemsnitskøb i området omkring 2000. Har ikke kigget på FA så ret TA vurdering som jeg selv handler efter.
	20/1 13:01 af Plimsoller	*some
	20/1 13:00 af Plimsoller	It would be nice if he could tell come more people.
	20/1 10:08 af E L	data. He also notes that the missed monotherapy trial does not materially alter the investment case because Genmab’s strategy has always been more focused on combinations, where early-stage results have been notably stronger.
	20/1 10:08 af E L	While the Epkinly Phase III monotherapy study in second-line DLBCL failed to show an overall survival benefit, Haywood views this as a relatively minor financial issue, representing only a small fraction of his valuation. He emphasizes that the most significant value drivers are the first- and second-line combination trials, which target the vast majority of the DLBCL population and have progression-free survival as their main endpoint, an outcome measure already supported by encouraging prior
	20/1 10:02 af E L	Analyst Charlie Haywood from Bank of America Securities reiterated a Buy rating on Genmab A/S and increased the price target to DKK2,500.00 from DKK2,250.00 (link)
	19/1 13:46 af gentogen	Hvis man ikke har fulgt med i, hvad kombinationsbehandlingerne har vist, så kan dette link anbefales. (link)
	19/1 13:11 af E L	Xian Deng UBS Buy Kr.2,750.00 Maintained Today
	19/1 12:29 af StockBull	Det potentielle kurstarget 2500–2600 i april? Skal revurderes – rejsen ser ud til at blive noget længere.
	19/1 12:20 af StockBull	Kursen skulle omkring 2020 holde nogenlunde heroppe, hvis den ikke skulle ryge ud gennem bunden i trendkanalen fra september. Et luk under 2000 åbner døren ned mod 1850.
	19/1 12:07 af E L	in separate news, the AbbVie trial is on hold for now, until final resolution of the related U.S. International Trade Commission (ITC) investigation (link)
	19/1 11:30 af Darvin	I completely agree E L
	19/1 11:12 af StockBull	Ser ud til kurs 2000 holder - valgt at genkøbe lidt i 2050.
	19/1 11:11 af E L	why do you think that? they are all combination trials, and they have PFS as Primary Outcome Measure (OS Secondary )
	19/1 10:58 af nohope	Det er jeg ikke enig i, det er dårligt varsel for de resultater, der kommer senere i år.