Genmab

	18/11 11:34 af E L	TALVEY®▼ (talquetamab) receives positive NICE recommendation in Final Draft Guidance for treating relapsed and refractory multiple myeloma after three or more lines of treatment (link)
	18/11 10:47 af bibob	Følger bare markedet. ;-)
	18/11 10:30 af JKY_VH	synes nok at lyset blev slukket lidt for hurtigt:-)
	18/11 10:01 af bibob	@JKY. Ja det må være julelyset der er blevet tændt. Og stjernen på toppen. ;-)
	18/11 09:48 af JKY_VH	Nogen har set lyset "Genmab/Rothschild: Hæver kursmålet til 3060 kr. fra 2860 kr. Genmab har fået hævet sit kursmål til 3060 kr. fra 2860 kr. af finanshuset Rothschild & Co. Redburn. Den positive anbefaling "køb" bliver i samme ombæring gentaget, viser data fra Bloomberg News. Genmab-aktien lukkede fredag med et fald på 0,6 pct. i 1953,50 kr., hvilket giver et potentiale på 56,7 pct. i forhold til Rothschild & Co. Redburns nye kursmål. .\\˙ MarketWire"
	18/11 09:09 af bibob	God morgen. :-)
	18/11 08:51 af Helge Larsen/PI-redaktør	Godmorgen :-)
	18/11 07:59 af LP90	Godmorgen :-)
	17/11 22:21 af Sukkeralf	(link)
	17/11 14:39 af E L	;-) Tahi Ahmadi spoke about life cycle management on the Q3 call when asked about SC for Peto, so I sort of thought they would wait a bit with it... But speeding things up makes sense with strong competition
	17/11 14:08 af Sukkeralf	Nice - and this time no JNJ to steal all the money :-)
	17/11 14:05 af E L	Merus and Halozyme Enter Global Collaboration and License Agreement to Develop Subcutaneous Formulation of Petosemtamab (link)
	17/11 09:24 af JKY_VH	Lige præcis bibob :-)
	17/11 08:55 af bibob	Tak @jky. Så er der plads til mere og en købsanbefaling. D :-D
	17/11 08:34 af JKY_VH	Genmab/Kepler: Dækning genoptages med neutral anbefaling og kursmål på 2100 kr.
	16/11 10:41 af lahn1	Nice story EL
	15/11 15:07 af gentogen	Thanks. Fantastic case.
	15/11 14:22 af E L	Epcoritamab for Relapsed/Refractory EBV+ Post-Transplant Lymphoproliferative Disorder of DLBCL-Type (link)
	14/11 14:57 af E L	Genmab pushes rina-S into its third phase 3 13 November 2025 (link)
	14/11 11:45 af lahn1	what the chance they vote down the takeover ? :-D
	12/11 17:27 af E L	Merus will hold it's Extraordinary General Meeting December 9, 2025
	12/11 13:15 af gentogen	Nr. 42 og 133 ....
	12/11 11:55 af Sukkeralf	175 slides :-)
	12/11 11:29 af E L	BioNTech Innovation Series R&D Day 2025 (link) mostly for BNT314 /GEN1059 , GEN1042 still in the pipeline

	12/11 10:55 af E L	Reduced Risk of Cardiovascular Disease Observed With Teprotumumab vs Corticosteroids (link)
	12/11 10:54 af E L	(link) anssen Pharmaceutical (J&J) said on October 31 that it has filed the combination of its bispecific antibodies Talvey (talquetamab) and Tecvayli (teclistamab) in rMM - i don't think they have filed this with the FDA already?
	11/11 22:49 af Raun	Op ned op ned op ned....... 4.5% oppe i US til aften :-) ... Ca. svarende til 1950dkr.
	11/11 12:06 af E L	(link) new trial in China, while Chinese centers in EPCORE DLBCL-1 are removed, looks like they want to separate the Chinese part (link)
	11/11 11:15 af lahn1	Ja EL det er foruroligende for passer nogle af deres tal så :-)
	11/11 10:35 af E L	i am a bit troubled by the fact that they still show a P/E of 124 in their analysis, they still have mistakes in their spreadsheet, probably mixing $ and DKK... via the pdf here (link)
	11/11 10:22 af lahn1	2) Opfølgende fase 2-data på acasunilimab i NSCLC, som bliver præsenteret på ESMO den 10.–12. december. Ser vi frem mod 2026, begynder året roligt, mens andet halvår byder på fase 3-data for Epkinly + R-CHOP i 1L DLBCL (EPCORE DLBCL-2) og data i 2L DLBCL (EPCORE DLBCL-1) samt fase 3-data for RINA-S i RAINFALL-02-studiet.
	11/11 10:21 af lahn1	Samtidig forventes nyhedsflowet for resten af 2025 og begyndelsen af 2026 at blive mere afdæmpet, hvor resten af 2025 byder på: 1) Potentiel godkendelse af Epkinly i FL, hvor FDA har sat godkendelsesdatoen til 30. november 2025. Genmab ser ingen årsager til, at produktet ikke skulle blive godkendt.
	11/11 10:17 af lahn1	Jyske sætte Gmab på HOLD PT2000. Efter et pænt kursrun anses Genmab-aktien nu for at være mere fair værdiansat.
	11/11 10:10 af E L	Moody's Ratings assigns Ba2 rating to Genmab, outlook stable (link)
	11/11 10:08 af E L	S&P - Danish Pharmaceutical Company Genmab A/S Assigned 'BB+' Rating; Outlook Stable (link)
	11/11 10:06 af E L	Fitch Ratings on Monday assigned an expected first-time long-term issuer default rating of BB to Genmab (link)
	10/11 14:22 af E L	Genmab Announces Proposed Private Offering of Senior Secured Notes and Senior Unsecured Notes and Syndication of New Senior Secured Term Loan Facility (link)
	10/11 13:51 af E L	H.C. Wainwright raised the firm's price target on Genmab (GMAB) to $41 from $40 and keeps a Buy rating on the shares following the Q3 report.
	10/11 13:49 af E L	supported research and development and commercialization, increased ownership will offer greater long-term profit capture opportunities. g Genmab ’ s acquisition of Merus is on track to close in early 2026. Merus ’ late-stage bispecific antibody, petosemtamab, is being evaluated in head and neck cancer, with phase 3 readouts expected in 2026 and a potential 2027 launch. We assign a 40% approval probability and estimate $1 billion in probability-weighted sales by 2034.
	10/11 13:49 af E L	The bottom line: We maintain our DKK 2,650 fair value estimate for narrow-moat Genmab and view shares as undervalued, currently trading in 4-star territory. We continue to have a positive long-term outlook on the firm ’ s advancing pipeline, and we believe the market is not fully appreciating its potential to reach blockbuster status. We view Genmab ’ s strategic shift toward g a wholly owned model as a meaningful evolution for its long-term growth profile. While partnerships effectively support
	10/11 13:48 af E L	Genmab continues to make progress in its late-stage pipeline, with the potential approval of Epkinly in second-line follicular lymphoma and positive endometrial cancer data for Rina-S offering a path to support revenue diversification beyond its current royalty base.
	10/11 13:48 af E L	Morningstar Equity Analyst Report7 Nov 2025 Genmab Earnings: Royalty Revenue Sustains Near-Term Growth With Pipeline Advancement in Progress / Strong demand for Epkinly and royalties from Darzalex and Kesimpta underpinned Genmab ’ s top-line performance this quarter. We view this sustained momentum as reinforcing nearterm revenue visibility, as the company continues to prioritize expanding its internal pipeline.
	10/11 09:54 af StockBull	06:21:Ikke Alzheimer men: Præsentationer ved ASH-mødet (6.-9. december 2025): Over 20 abstracts om epcoritamab, inklusive fulde pivotal-resultater fra Phase 3 EPCORE FL-1 (oral præsentation). Dette inkluderer data på tværs af B-celle-maligniteter som DLBCL og FL, der kan vise langsigtede effekter og understøtte yderligere udvidelser. :-)
	10/11 07:56 af ProInvestorNEWS	Genmab får hævet kursmålet til 2000 kr. hos Barclays (link)
	10/11 07:21 af StockBull	Godmorgen :-) TA er stadig i bunddannelse – ikke helt klart, men vi peger snart opad. Gode nyheder vil være raketbrændstof. Mange venter på Alzheimer-dataene: Gode resultater sender os over 2200 før jul, ringe data ned mod 1750 igen. Jans 2026-profitudmelding bør snart løfte kursen, da investorerne vil frontløbe den forventede fremgang.
	9/11 15:01 af ungeee	Et teknisk spørgsmål. Er uptrende stadig intakt? og stærk?
	7/11 20:01 af E L	TD Cowen opjustereDE kursmålet for Genmab til 2158 kr. fra 2015 kr. (link)
	7/11 16:41 af E L	Genmab A/S (GMAB.CO) Q3 FY2025 earnings call transcript (link)
	7/11 12:27 af E L	Yatin Suneja, Truist Securities Post-Earnings Update (Nov 6, 2025) "Epkinly's Q3 flatness reflects third-line saturation, but three pivotal readouts in 2026 (including frontline DLBCL) position it for transformative growth. Near-term, Japan FL launch adds $20–30M in Q4. Overall, next 12–18 months could be Genmab's most pivotal period." (Lowers PT to $48 from $49 on unrelated GEN1042 news, but keeps Buy.)
	7/11 12:23 af E L	Shan Akar, UBS Q3 Earnings Call (Nov 6, 2025) "The miss in Epkinly this quarter [sequential growth] was notable, but we see it as launch normalization in third-line DLBCL/FL. The real unlock is the R2 combo approval—expect gradual Q4 uptake, accelerating in H1 2026 as community adoption ramps. Peak sales still >$3B." ( UBS maintains Buy, PT $42.)