Genmab

	20/5 09:58 af Vitus	Godnat Genmab !
	20/5 09:11 af E L	Subcutaneous Bispecifics Ease Hospital Burden in DLBCL (link)
	19/5 18:49 af lahn1	Syntes at nettet strammes om Genmab. Flere udvidelse af forsøg som tilsyneladende er forårsaget af konkurrenternes press. Erfaringer fra tidligere genmab udvidelser er så vidt jeg husker ikke god.
	19/5 07:08 af ProInvestorNEWS	Karakterbogen: C25- Q1 2026: Det forventede udfordrende kvartal, men også med gode momenter. (link)
	18/5 14:56 af E L	the Petosemtamab mono Ph3 also gets enlarged, from 500 to 600, not unexpected now, but wouldn't it have been better to do both at the same time lol. Difference is that here also the Objective Response Rate moves to be a Secondary outcome measure (was 1st) leaving Overall Survival (OS) as Primary Outcome Measure (link)
	18/5 14:41 af E L	second try for Tepkinly – Epcoritamab - on the EMA CHMP agenda: Scope: Extension of indication to include in combination with rituximab and lenalidomide treatment of patients with relapsed/refractory follicular lymphoma (FL) for Tepkinly (link)
	18/5 14:33 af Raun	Efter min forståelse er det nanopartikler der bliver sprøjtet direkte ind i selve kræftsvulsten og derefter bliver patienten direkte bestrålet på selve svulsten, som aktivere nanopartiklerne..... Det virker til at være ekstremt effektivt og en kæmpe fordel hvis kræften ikke har spredt sig. Men hvis kræften har spredt sig, så har JNJ-1900 et problem
	18/5 14:17 af Sukkeralf	Udgøres = udføres
	18/5 14:17 af Sukkeralf	Nogen der har dykket mere ned i sagen, altså hvordan behandlingen udgøres i praksis?
	18/5 14:16 af Sukkeralf	Vel en form for avanceret strålebehandling, så det er vel også lidt omkostningstungt - men ved ikke hvor bredt det kan udbydes.
	18/5 13:57 af Raun	Fy for den da - komplet respons på 57,1% - Godt nok få personer, med 4 ud af 7... - Det var da imponerende
	18/5 08:27 af Solsen	Det er med stor selvtillid de har forkortet studiet med JNJ-1900 i head and neck (link)
	17/5 22:17 af peter12	Det ser ud som om det skal injiceres ? Er det kun stage 3 (Peto kan også klare stage 4)
	17/5 19:33 af Solsen	Det stof kan blive en besværlig konkurrent til Genmabs Rina-S og Petosemtamab.
	17/5 18:59 af Solsen	JNJ med opsigtsvækkende gode data i lung cancer fase 2 (link)
	16/5 10:31 af Sukkeralf	(link)
	16/5 10:31 af Sukkeralf	Godt for Tepezza
	15/5 22:57 af Hamming	(link)
	15/5 22:57 af Hamming	(link) assets-including-another-profoundbio-adc
	15/5 15:30 af E L	China's NMPA has approved epcoritamab (Epkinly) in combination with rituximab and lenalidomide for adult patients with relapsed or refractory follicular lymphoma (FL). This marks epcoritamab's first approval in China. (link)
	15/5 14:59 af E L	small new trial - Epcoritamab in Combination With R-CHOP for Patients With Aggressive Non-Hodgkin Lymphoma (link)
	15/5 14:58 af E L	University looking to test Dara in lung cancer... (link) - don't want to bring up Hexabody-CD38 again, but...
	15/5 13:14 af E L	Stuck in traffic: a bispecific antibody-mediated immune re-engagement after allogeneic stem cell transplantation (link) (click on PDF to read article)
	15/5 12:57 af E L	Epcoritamab Monotherapy as Outpatient Treatment for Patients With Relapsed/Refractory Diffuse Large B-Cell Lymphoma: Interim Results From EPCORE NHL-6 (link)

	14/5 11:33 af Raun	Tak for den @peter12
	13/5 23:28 af peter12	Interessant artikel om konkurrerende produkt til peto, hvor udvidelsen diskuteres (link)
	13/5 15:52 af ProInvestorNEWS	Novo Nordisk er steget 30% på relativ kort tid - men hvad ligger bag stigningen? Hør også om DSV's AI-gevinster frem mod 2030, Genmab-kursfald, høje oliepriser samt meget mere i ugens afsnit af Investeringspodcasten. (link)
	12/5 21:56 af Solsen	Ligner pump and dump der startede med den mærkelige nedtur på regnskabet. Vi må se de kommende dage.
	12/5 19:52 af Raun	Ja, det er sjovt som aktien springer engang imellem?..... Der skal også snart til at ske noget med kursen. Dette limbo halløj kan ikke blive ved - vi har ASCO om 3 ugers tid....
	12/5 16:41 af Solsen	Skete med åbning i US i et ellers surt marked.
	12/5 16:32 af Solsen	Mærkelige spring i kursen. Skete for en uges tid siden også i US.
	12/5 07:40 af E L	from yesterday- Deutsche Bank analyst Emmanuel Papadakis lowered the firm's price target on Genmab (GMAB) to DKK 2,250 from DKK 2,400 and keeps a Buy rating on the shares. 11-5-26
	12/5 07:37 af E L	RYBREVANT®▼ (amivantamab) with LAZCLUZE™▼ (lazertinib) is accepted for use within NHS Scotland as a first-line treatment for adult patients with untreated advanced non-small cell lung cancer (NSCLC) with epidermal growth factor receptor (EGFR) exon 19 deletions or exon 21 L858R substitution mutations (link)
	11/5 12:20 af E L	Stockwatch DK @StockwatchDK $GMAB UBS reiterates its Buy rating on Genmab with a price target of DKK 2,600, saying the Q1 results were broadly in line with expectations. (link)
	11/5 07:50 af ProInvestorNEWS	Genmab får gentaget "køb" hos Jefferies efter frustrationsreaktioner på forskningsnyt (link)
	11/5 07:30 af E L	TD Cowen Maintains Genmab(GMAB.US) With Hold Rating, Maintains Target Price $32 May 8 2026
	11/5 07:30 af E L	Morningstart :- Genmab Earnings: Strong Patient Uptake and Diverse Late-Stage Pipeline Support Positive Outlook Rachel Elfman May 11, 2026 - We maintain our fair value estimate of dkk 2.650
	9/5 15:10 af Raffles	The study of GEN1057 has been terminated due to marginal anti-tumor activity not supporting further development, Ref ClinicalTrials (NCT06573294) 8/5 2026. This was one of the 100% owned Genmab antibodies. The study started 28/8 2024 and stopped after enrolling 23 patients.
	9/5 09:38 af E L	Morgan Stanley lowered the firm's price target on Genmab (GMAB) to $33 from $34 and keeps an Equal Weight rating on the shares. 8-5-26
	9/5 09:33 af E L	Denecimig excels at reducing bleeds in hemophilia A patients: Study (link)
	9/5 08:36 af E L	NICE issues Final Draft Guidance recommending that RYBREVANT®▼ (amivantamab) with carboplatin and pemetrexed can be used during a managed access period for untreated advanced non-small cell lung cancer (NSCLC) with activating epidermal growth factor receptor (EGFR) exon 20 insertion mutations in adults (link)
	9/5 07:05 af ProInvestorNEWS	Major Shareholder Announcement (link)
	8/5 22:24 af w	Orbis udnyttede udsalget og er nu på 5,08%.
	8/5 19:36 af transalp	Det giver mening EL, der findes større problemer end en dårlig dag for aktiekursen..
	8/5 17:06 af gdn55	Købte en lille pæn sjat idag. Ligesom min kone ,som går meget op i tilbud på daglige varer gør. Jeg tror det var et af de bedste tilbud inden for aktier idag
	8/5 16:47 af nohope	Well, I ain´t EL, nor is this Saint Tropez, but the day was wonderful with my view over the landscape, blooming trees all over and yellow rapeseed fields - this has just nothing to do with our "powerhouse" and KYSO.
	8/5 16:31 af E L	The day did not start that well... I decided to go for a nice long lunch. On the beach. In the sun. Overlooking Saint Tropez. Reflecting. And you know what, it is a wonderfull day.
	8/5 16:30 af E L	Too many people around me are developing cancer, all kinds of cancer. Maybe my wish for Genmab to succeed is colored by this, but I believe they are on the right track to help a lot of patients. If science and data prove them right; earnings calls will be a lot easier...
	8/5 16:29 af E L	At the same time they are massively investing in Peto and Rina-S; given the above I find it very hard to believe they would do this if they had ANY doubt about these programs. It is all about execution, speedy and broad approvals with a clear (and statistically strong) outperformance over other drugs.
	8/5 16:29 af E L	Whether or not Genmab did right or wrong in disclosing the details of that Peto increase; i still believe in their technological platform and their scientific rigour and i like their disciplined approach and their ruthless cutting of programs that don't meet their standards (as much as it hurts...).