Genmab

	10/5 21:55 af w	@17.43. If that was not the case. PE would have been far above 10
	10/5 19:22 af E L	They'll have to start with Tivdak in europe this year, still a smaller drug, but similar patient group, so it is the same trajectory they will need to follow for Rina-S
	10/5 19:19 af E L	sure. but if you don't have the aspirations you'll never get there. It also works the other way around right -if you have a drug that gives you the confidence it will be a big seller, it will also give you the confidence to ramp up the sales organisation.
	10/5 17:45 af Sukkeralf	And peaksales for RinaS will take many years to build up
	10/5 17:43 af Sukkeralf	But a very big issue is still that Genmab is not even close to do global sales - and this will not happen before Darzalex royalty expire
	10/5 17:36 af E L	$3bn in peaksale would close the gap from dara -in revenue, wouldn't it, before development and sales cost
	10/5 17:34 af E L	you could be right, they are also actively enrolling lung cancer patients "And, there will be more activity on this. I promise you very soon, that we can also share, in the public domain." said Tahi
	10/5 15:43 af Solsen	RinaS seems to have the power to wipeout Alahere. My guess is +$3bn in peaksale. That could close half the gap from dara.
	10/5 10:29 af E L	IF Rina-S will really prove to be best in class as was being suggested on the call, it could be a complete game changer for Genmab. Definetely not priced in. I could make as much revenue as we currently make on Darzalex since it is 100%. Good ASCO data could potentially get investors to update guidance already
	10/5 10:15 af E L	GEN1046 was also continuously delayed. The GEN1046 Safety Trial just reached Primary Completion in April (while it was expected Feb26). It is hard to predict recruitment etc
	10/5 10:15 af E L	even though i have to admit it did also sound a bit more negative to me, i also think we shouldn't overreact to each word he says ; wasn't he just explaining the process as we know it? It was only 3 month ago on the last call that he reïterated the potential for GEN1042 as Sukkeralf just said. It will really be up to the data and we simply have to wait for it - as much as I dislike that...
	10/5 10:08 af Sukkeralf	Nej han plejer jo at sige at både Genmab og BioNTech er meget optimistiske - denne gang blev det istedet efterfuldt af, at man skal prioriterere pipelinen og kun gå videre med de helt rigtige produkter.
	10/5 09:36 af gentogen	Angående 1042 så har de på CT netop udskudt primary completion med tre måneder fra 06-25 til 09-25, hvilket vel kan være positivt, men som Sukkeralf har nævnt, så lød Jan omvendt ikke just optimistisk...
	10/5 09:29 af gentogen	I øvrigt lyder det ganske lovende at de laver en Post-ASCO event kun om Rina-S (link)
	9/5 14:10 af Pensionisten	Synes som om, at der begynder at blive indregnet bortfald af indtægter i 2029/30. Det er påtrængende, at der kommer flere nye produkter på markedet. Kunne være en af årsagerne .....
	9/5 13:37 af E L	Carnegie up to 2 288 dkk (2 263), remains buy, Goldman Sachs 1 785 dkk (1 764), remains neutral, William Blair reiterated Buy 9may25
	9/5 13:18 af w	Underligt vi ikke stiger sammen med Novo og Zealand. Regnskab godt, ingen dårlige nyheder, måske manglende nyt der trykker
	9/5 10:10 af w	Tiltro til pipelinen er 0,0. Meget besynderligt
	9/5 10:05 af E L	Genmab could have made a statement as well really...
	9/5 10:05 af E L	i am surprised no analyst asked about potential tariff impact for Genmab -as we can clearly see Genmab stock being hit each time it is discussed.
	9/5 10:03 af E L	it is just unfortunate we have to wait so long for the GEN1042 data, but on the other hand that could also mean that the data is good...
	9/5 10:02 af E L	but that is a very logical process, no real news there
	9/5 10:02 af E L	similar to what we can assume happened with Tivdak
	9/5 10:01 af E L	they are waiting for their own data on head and neck and will compare that to the latest data they see from competitors. It could be that the data is good, but that competitors data by now is even better - then it will not make sense to proceed

	9/5 10:00 af ProInvestorNEWS	Genmab løftes til "køb" hos Nordea (link)
	9/5 09:57 af lahn1	Er ikke klar over hvad det er Jan henviser til med udviklingen af behandling i HNC. Er de blevet overhalet af udviklingen af behandling ligesom med HexabodyCD38 ?
	9/5 09:56 af E L	they ask the same question over and over again. the answer is still the same; waiting for the data.
	9/5 09:19 af lahn1	Nej sukkeralf det slog mig også fordi, han gled hurtigt henover Gen1042.
	9/5 08:53 af E L	Reuters - GMAB reported quarterly adjusted earnings of 31 cents per share for the quarter ended March 31, higher than the same quarter last year, when the company reported EPS of 29 cents. The mean expectation of four analysts for the quarter was for earnings of 24 cents per share. Wall Street expected results to range from 21 cents to 28 cents per share. * Revenue rose 18.5% to $715.00 million from a year ago; analysts expected $756.69 million.
	9/5 08:52 af E L	Benzinga vs Estimate May 08, 2025 Genmab reported quarterly earnings of $0.31 per share which beat the analyst consensus estimate of $0.23 by 34.78 percent. This is a 6.9 percent increase over earnings of $0.29 per share from the same period last year. The company reported quarterly sales of $715.00 million which missed the analyst consensus estimate of $748.58 million by 4.49 percent. This is a 19.08 percent increase over sales of $600.43 million the same period last year.
	9/5 08:28 af transalp	Go morgen, i andre hårdtprøvede aktionærer, go og grøn fredag derude.. :)
	9/5 08:02 af JKY_VH	Novod siger køb! men reducerer kursmålet"We upgrade Genmab to Buy (Hold) and set a DCF-derived target price of DKK 2,009 (previous fair value: DKK 2,178"
	9/5 07:29 af Sukkeralf	Synes ikke Jan lød specielt positiv på GEN1042, hvilket er et skuffende. Håber de udnytter tidens pres på biotek og får købt en ting eller to i løbet af året.
	9/5 07:24 af PederT	Vrøvl. Kursmålsudmeldinger som TD Cowens har altid forundret mig. Regnskab godt og bedre end forventet, og fremtidsudsigterne er fortsat fornuftige, ergo burde tallene i deres model skrues op. Resultat? Downgrade. I just don't get it.
	9/5 07:21 af PederT	Den slags aktie
	9/5 07:08 af ProInvestorNEWS	Genmab får sænket kursmål hos TD Cowen efter regnskab (link)
	9/5 07:02 af ProInvestorNEWS	Genmabs topchef spår tre lægemiddelkandidater milliardsalg i dollar (link)
	9/5 06:52 af LP90	Godmorgen :-) utroligt der ikke var en stigning i USA på de fine tal ( der mangler bare et aktietilbagekøb)
	9/5 06:43 af Stroka	God morgen :-)
	9/5 05:45 af Helge Larsen/PI-redaktør	Godmorgen :-)
	9/5 02:37 af StockBull	hvilket understøtter yderligere værdiskabelse.
	9/5 02:37 af StockBull	Genmab leverer et stærkt regnskab, som bør løfte aktien over 1.400 kr. på kort sigt. Selskabet er kun marginalt påvirket af told eller geopolitiske udfordringer, hvilket gør køb under 1.300 kr. attraktive for investorer med tillid til pipelinen – især lovende kandidater. Længere sigt kan positive data fra pipelinen drive kursen mod 2.000 kr. eller mere. Eksisterende succesprodukter genererer betydelige indtægter, og selskabets voksende likviditetsbeholdning styrker deres finansielle position,
	8/5 22:24 af Raun	Suk, hvor er det efterhånden bare håbløst..... US luk på svarende 1289dkr
	8/5 18:06 af ProInvestorNEWS	Genmab/Sydbank: Stærk toplinje og lavere end ventede omkostninger giver flot drift (link)
	8/5 18:01 af bikube	Kursen i US er steget mkroskopisk efter regnskabet, og kursen er nede med over 5 % på dagen.
	8/5 17:44 af ProInvestorNEWS	Genmab fastholder prognosen trods stærkt første kvartal pænt over konsensus (link)
	8/5 17:19 af ProInvestorNEWS	Genmab Announces Financial Results for the First Quarter of 2024 (link)
	8/5 17:15 af JKY_VH	as the first and only antibody-drug conjugate (ADC) approved in both Japan and the European Union (EU) for the treatment of recurrent or metastatic cervical cancer after prior therapy Gen mab r evenue increase d 19% compared to the first quarter of 2024, to $715 million
	8/5 17:13 af JKY_VH	Highlights EPKINLY ® (epcoritamab) approved by the Japan Ministry of Health, Labour and Welfare (MHLW) for additional indication as a treatment for relapsed or refractory follicular lymphoma (FL) Rinatabart sesutecan (Rina-S ® ) continues to show encouraging antitumor activity in patients with advanced ovarian cancer in data presented at the 2025 Society of Gynecologic Oncology Annual Meeting on Women's Cancer ® (SGO) Tivdak ® (tisotumab vedotin) approved by the Japan MHLW and by the European C
	8/5 17:13 af Plimsoller	De har ifølge deres hjemmeside lige offentliggjort deres Q1 regnskab for 2024..... Jeg har før brokket mig over deres kommunikationsevner, men det her slår alligevel rekorden ;-)