2025 Q3 -tulosraportti
32 päivää sitten52 min
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
41 741
Myynti
Määrä
43 282
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 27 | - | - | ||
| 25 | - | - | ||
| 48 | - | - | ||
| 100 | - | - |
Ylin
2 071VWAP
Alin
2 035VaihtoMäärä
173,9 84 668
VWAP
Ylin
2 071Alin
2 035VaihtoMäärä
173,9 84 668
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 12.2. | |
| 2024 Q3 -tulosraportti | 6.11.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenhttps://proinvestor.com/chathistory/-25/genmab Follow the thread. Exciting things are happening.
·13 t sittenHere's what chatgpt found: Prompt: What are the prospects for epcoritamab in combination with rituximab and lenalidomide in the short, medium, and long term? Good question — thanks! Here's a brief, clear assessment of the prospects for epcoritamab (EPKINLY/epcoritamab-bysp) in combination with rituximab + lenalidomide (so-called “E+R2”) divided into short, medium, and long term — with what supports each assessment and what uncertainties to watch out for. Short term (0–12 months) What's happening: Phase-3 EPCORE FL-1 showed strong positive results: significant improvement in PFS and higher response rates, and several regulatory/commercial announcements from Genmab/partners point to rapid movement towards approval / rollout in 2L relapsed/refractory follicular lymphoma. ASH Publications +1 Consequence: Likely rapid application/expansion of approval indications in USA/EU/other markets and initial access via special programs/marketing in centers. ir.genmab.com +1 Uncertainties: Local authorities' approval timeline, price/negotiations, and time to actual treatment start in clinics. Medium term (1–3 years) What's happening: If approvals and pricing mechanisms fall into place, E+R2 is expected to become an established, chemotherapy-free standard option in 2L-FL for many patients — especially those where the goal is high response without cytotoxic chemotherapy. Data show deep and durable responses in the study, which supports broader adoption. ScienceDirect +1 Consequence: Faster clinical adoption at the center level, update of treatment guidelines (e.g., NCCN, ESMO), and expansion of payer coverage. More real-world data are beginning to show efficacy and management of side effects (e.g., cytokine release syndrome, immune-related events) in practice. CancerNetwork +1 Uncertainties: Long-term overall survival (OS) benefit and optimal patient selection (who benefits most) require longer follow-up; economic availability and competition from other bispecific antibodies/CAR-T approaches may affect dissemination. Long term (3–7+ years) What's happening: Possibility that epcoritamab-based, fixed-duration bispecific regimens become a central chemotherapy-free treatment paradigm in indolent B-cell lymphomas, either as standard treatment in 2L or moved earlier in treatment lines depending on further 1L studies and follow-up. More studies (first-line, other lymphoma subtypes, combinations) are ongoing or planned. library.ehaweb.org +1 Consequence: Potential long-term remission for a larger proportion of patients; development of resistance mechanisms and need for sequential strategies (e.g., repeated treatment, combination with other immunotherapies). The market landscape may be characterized by price/availability debates, biosimilars/competitors, and real-world safety profiles. Uncertainties: Lasting curative effect is not yet proven; competing technologies (new bispecific antibodies, improved CAR-T products) and economic conditions may change clinical practice. Main arguments / weight of evidence (important data points) Phase-3 EPCORE FL-1 reported clear benefit for E+R2 vs R2 with a large reduction in risk of progression/death (HR ~0.21 in some reports) and median PFS not reached vs ~11.2 months for R2 alone — strong signal for clinical benefit. Lymphoma Hub +1 Several professional presentations (ASH/EHA/ASCO abstracts) and peer-review coverage as well as industry announcements in November/December 2025 document the robustness of results and movement towards approval/implementation. ASH Publications +1 Earlier phase-1b/2 data showed high ORR/CR rates and a manageable safety profile with known immunotoxicities (often manageable with established algorithms), which supports the feasibility of the combination. ScienceDirect +1 What clinicians/patients should watch out for Regulatory decisions and approval indications in your countries (FDA/EMA/Denmark). ir.genmab.com +1 Long-term OS and safety follow-up from EPCORE FL-1 and other studies (important to know if the effect is sustained). ASH Publications Guideline updates and reimbursements (will affect who gets quick access). NICE Competition and alternative strategies (other bispecific antibodies, CAR-T, combination strategies) that may change standard choices in the 3–5 year term. Morningstar Brief conclusion Short term: Very likely positive — regulatory applications and early access/implementation are expected. MFN +1 Medium term: High probability that E+R2 becomes an established chemotherapy-free alternative in 2L FL with increased adoption if payers approve payment. CancerNetwork +1 Long term: Potential for significant change in the treatment paradigm for indolent lymphomas, but depends on long-term effects, economics, and competition. ScienceDirect +1
·3.12.Does anyone have a handle on how much all the new loans will cost annually - and would care to reveal the result for a lazy chap? And who perhaps has a good objective assessment of the significance of this expense.·4.12.Many thanks. I had also calculated that with the 2 newest loans. But I couldn't ascertain if there had been further credit uptake beforehand. The acquisition is indeed more expensive than the 2 newest loans. So do you mean that the total financing burden can stay at approx. 1 billion kr. ?
·4.12.They buy for 8, have 2.5 themselves and now sell bonds for 2.5. The remaining 3 are borrowed via Morgan Stanley- ·28.11.Technically, are we perhaps on our way to test the resistance 2134? If it doesn't succeed, we could potentially drop again to 1838, and further to the 1739-1769 range. But if we break the resistance, then it's probably on to 2250-2668?
·29.11.Genmab gave a clear buy signal on November 14th around 1.995 kr., and it was supported by increasing trading volume. Right now, momentum is positive, so the stock is worth keeping an eye on. I have made an updated analysis here with graphs: https://fursterling.dk/ - ·28.11.https://ugebrev.dk/life-science/ugens-grafik-kinas-antibody-udvikling-stormer-frem/ Within 5 years, there is a risk that China will come in from the right with their medications, which could be a threat to Genmab.
·28.11.Frightening, and with our European technocrats, they will surely welcome it.·3.12.Tjampman - which technocrats do you have in mind? Exciting development in China but we still need to see how a market leader from one region can win in foreign territory. There is great protectionism among leaders in all regions and a study from one region is rarely useful in another region. The market and regulations must change significantly if China is to win markets outside China and vice versa. Then one can, as pts, try their luck on the grey market and pay themselves and take the risk with fear that your grandchildren will look like someone who has been a test subject in the old USSR.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
32 päivää sitten52 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenhttps://proinvestor.com/chathistory/-25/genmab Follow the thread. Exciting things are happening.·13 t sittenHere's what chatgpt found: Prompt: What are the prospects for epcoritamab in combination with rituximab and lenalidomide in the short, medium, and long term? Good question — thanks! Here's a brief, clear assessment of the prospects for epcoritamab (EPKINLY/epcoritamab-bysp) in combination with rituximab + lenalidomide (so-called “E+R2”) divided into short, medium, and long term — with what supports each assessment and what uncertainties to watch out for. Short term (0–12 months) What's happening: Phase-3 EPCORE FL-1 showed strong positive results: significant improvement in PFS and higher response rates, and several regulatory/commercial announcements from Genmab/partners point to rapid movement towards approval / rollout in 2L relapsed/refractory follicular lymphoma. ASH Publications +1 Consequence: Likely rapid application/expansion of approval indications in USA/EU/other markets and initial access via special programs/marketing in centers. ir.genmab.com +1 Uncertainties: Local authorities' approval timeline, price/negotiations, and time to actual treatment start in clinics. Medium term (1–3 years) What's happening: If approvals and pricing mechanisms fall into place, E+R2 is expected to become an established, chemotherapy-free standard option in 2L-FL for many patients — especially those where the goal is high response without cytotoxic chemotherapy. Data show deep and durable responses in the study, which supports broader adoption. ScienceDirect +1 Consequence: Faster clinical adoption at the center level, update of treatment guidelines (e.g., NCCN, ESMO), and expansion of payer coverage. More real-world data are beginning to show efficacy and management of side effects (e.g., cytokine release syndrome, immune-related events) in practice. CancerNetwork +1 Uncertainties: Long-term overall survival (OS) benefit and optimal patient selection (who benefits most) require longer follow-up; economic availability and competition from other bispecific antibodies/CAR-T approaches may affect dissemination. Long term (3–7+ years) What's happening: Possibility that epcoritamab-based, fixed-duration bispecific regimens become a central chemotherapy-free treatment paradigm in indolent B-cell lymphomas, either as standard treatment in 2L or moved earlier in treatment lines depending on further 1L studies and follow-up. More studies (first-line, other lymphoma subtypes, combinations) are ongoing or planned. library.ehaweb.org +1 Consequence: Potential long-term remission for a larger proportion of patients; development of resistance mechanisms and need for sequential strategies (e.g., repeated treatment, combination with other immunotherapies). The market landscape may be characterized by price/availability debates, biosimilars/competitors, and real-world safety profiles. Uncertainties: Lasting curative effect is not yet proven; competing technologies (new bispecific antibodies, improved CAR-T products) and economic conditions may change clinical practice. Main arguments / weight of evidence (important data points) Phase-3 EPCORE FL-1 reported clear benefit for E+R2 vs R2 with a large reduction in risk of progression/death (HR ~0.21 in some reports) and median PFS not reached vs ~11.2 months for R2 alone — strong signal for clinical benefit. Lymphoma Hub +1 Several professional presentations (ASH/EHA/ASCO abstracts) and peer-review coverage as well as industry announcements in November/December 2025 document the robustness of results and movement towards approval/implementation. ASH Publications +1 Earlier phase-1b/2 data showed high ORR/CR rates and a manageable safety profile with known immunotoxicities (often manageable with established algorithms), which supports the feasibility of the combination. ScienceDirect +1 What clinicians/patients should watch out for Regulatory decisions and approval indications in your countries (FDA/EMA/Denmark). ir.genmab.com +1 Long-term OS and safety follow-up from EPCORE FL-1 and other studies (important to know if the effect is sustained). ASH Publications Guideline updates and reimbursements (will affect who gets quick access). NICE Competition and alternative strategies (other bispecific antibodies, CAR-T, combination strategies) that may change standard choices in the 3–5 year term. Morningstar Brief conclusion Short term: Very likely positive — regulatory applications and early access/implementation are expected. MFN +1 Medium term: High probability that E+R2 becomes an established chemotherapy-free alternative in 2L FL with increased adoption if payers approve payment. CancerNetwork +1 Long term: Potential for significant change in the treatment paradigm for indolent lymphomas, but depends on long-term effects, economics, and competition. ScienceDirect +1
- ·3.12.Does anyone have a handle on how much all the new loans will cost annually - and would care to reveal the result for a lazy chap? And who perhaps has a good objective assessment of the significance of this expense.·4.12.Many thanks. I had also calculated that with the 2 newest loans. But I couldn't ascertain if there had been further credit uptake beforehand. The acquisition is indeed more expensive than the 2 newest loans. So do you mean that the total financing burden can stay at approx. 1 billion kr. ?·4.12.They buy for 8, have 2.5 themselves and now sell bonds for 2.5. The remaining 3 are borrowed via Morgan Stanley
- ·28.11.Technically, are we perhaps on our way to test the resistance 2134? If it doesn't succeed, we could potentially drop again to 1838, and further to the 1739-1769 range. But if we break the resistance, then it's probably on to 2250-2668?·29.11.Genmab gave a clear buy signal on November 14th around 1.995 kr., and it was supported by increasing trading volume. Right now, momentum is positive, so the stock is worth keeping an eye on. I have made an updated analysis here with graphs: https://fursterling.dk/
- ·28.11.https://ugebrev.dk/life-science/ugens-grafik-kinas-antibody-udvikling-stormer-frem/ Within 5 years, there is a risk that China will come in from the right with their medications, which could be a threat to Genmab.·28.11.Frightening, and with our European technocrats, they will surely welcome it.·3.12.Tjampman - which technocrats do you have in mind? Exciting development in China but we still need to see how a market leader from one region can win in foreign territory. There is great protectionism among leaders in all regions and a study from one region is rarely useful in another region. The market and regulations must change significantly if China is to win markets outside China and vice versa. Then one can, as pts, try their luck on the grey market and pay themselves and take the risk with fear that your grandchildren will look like someone who has been a test subject in the old USSR.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
41 741
Myynti
Määrä
43 282
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 27 | - | - | ||
| 25 | - | - | ||
| 48 | - | - | ||
| 100 | - | - |
Ylin
2 071VWAP
Alin
2 035VaihtoMäärä
173,9 84 668
VWAP
Ylin
2 071Alin
2 035VaihtoMäärä
173,9 84 668
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 12.2. | |
| 2024 Q3 -tulosraportti | 6.11.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
32 päivää sitten52 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 12.2. | |
| 2024 Q3 -tulosraportti | 6.11.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenhttps://proinvestor.com/chathistory/-25/genmab Follow the thread. Exciting things are happening.·13 t sittenHere's what chatgpt found: Prompt: What are the prospects for epcoritamab in combination with rituximab and lenalidomide in the short, medium, and long term? Good question — thanks! Here's a brief, clear assessment of the prospects for epcoritamab (EPKINLY/epcoritamab-bysp) in combination with rituximab + lenalidomide (so-called “E+R2”) divided into short, medium, and long term — with what supports each assessment and what uncertainties to watch out for. Short term (0–12 months) What's happening: Phase-3 EPCORE FL-1 showed strong positive results: significant improvement in PFS and higher response rates, and several regulatory/commercial announcements from Genmab/partners point to rapid movement towards approval / rollout in 2L relapsed/refractory follicular lymphoma. ASH Publications +1 Consequence: Likely rapid application/expansion of approval indications in USA/EU/other markets and initial access via special programs/marketing in centers. ir.genmab.com +1 Uncertainties: Local authorities' approval timeline, price/negotiations, and time to actual treatment start in clinics. Medium term (1–3 years) What's happening: If approvals and pricing mechanisms fall into place, E+R2 is expected to become an established, chemotherapy-free standard option in 2L-FL for many patients — especially those where the goal is high response without cytotoxic chemotherapy. Data show deep and durable responses in the study, which supports broader adoption. ScienceDirect +1 Consequence: Faster clinical adoption at the center level, update of treatment guidelines (e.g., NCCN, ESMO), and expansion of payer coverage. More real-world data are beginning to show efficacy and management of side effects (e.g., cytokine release syndrome, immune-related events) in practice. CancerNetwork +1 Uncertainties: Long-term overall survival (OS) benefit and optimal patient selection (who benefits most) require longer follow-up; economic availability and competition from other bispecific antibodies/CAR-T approaches may affect dissemination. Long term (3–7+ years) What's happening: Possibility that epcoritamab-based, fixed-duration bispecific regimens become a central chemotherapy-free treatment paradigm in indolent B-cell lymphomas, either as standard treatment in 2L or moved earlier in treatment lines depending on further 1L studies and follow-up. More studies (first-line, other lymphoma subtypes, combinations) are ongoing or planned. library.ehaweb.org +1 Consequence: Potential long-term remission for a larger proportion of patients; development of resistance mechanisms and need for sequential strategies (e.g., repeated treatment, combination with other immunotherapies). The market landscape may be characterized by price/availability debates, biosimilars/competitors, and real-world safety profiles. Uncertainties: Lasting curative effect is not yet proven; competing technologies (new bispecific antibodies, improved CAR-T products) and economic conditions may change clinical practice. Main arguments / weight of evidence (important data points) Phase-3 EPCORE FL-1 reported clear benefit for E+R2 vs R2 with a large reduction in risk of progression/death (HR ~0.21 in some reports) and median PFS not reached vs ~11.2 months for R2 alone — strong signal for clinical benefit. Lymphoma Hub +1 Several professional presentations (ASH/EHA/ASCO abstracts) and peer-review coverage as well as industry announcements in November/December 2025 document the robustness of results and movement towards approval/implementation. ASH Publications +1 Earlier phase-1b/2 data showed high ORR/CR rates and a manageable safety profile with known immunotoxicities (often manageable with established algorithms), which supports the feasibility of the combination. ScienceDirect +1 What clinicians/patients should watch out for Regulatory decisions and approval indications in your countries (FDA/EMA/Denmark). ir.genmab.com +1 Long-term OS and safety follow-up from EPCORE FL-1 and other studies (important to know if the effect is sustained). ASH Publications Guideline updates and reimbursements (will affect who gets quick access). NICE Competition and alternative strategies (other bispecific antibodies, CAR-T, combination strategies) that may change standard choices in the 3–5 year term. Morningstar Brief conclusion Short term: Very likely positive — regulatory applications and early access/implementation are expected. MFN +1 Medium term: High probability that E+R2 becomes an established chemotherapy-free alternative in 2L FL with increased adoption if payers approve payment. CancerNetwork +1 Long term: Potential for significant change in the treatment paradigm for indolent lymphomas, but depends on long-term effects, economics, and competition. ScienceDirect +1
- ·3.12.Does anyone have a handle on how much all the new loans will cost annually - and would care to reveal the result for a lazy chap? And who perhaps has a good objective assessment of the significance of this expense.·4.12.Many thanks. I had also calculated that with the 2 newest loans. But I couldn't ascertain if there had been further credit uptake beforehand. The acquisition is indeed more expensive than the 2 newest loans. So do you mean that the total financing burden can stay at approx. 1 billion kr. ?·4.12.They buy for 8, have 2.5 themselves and now sell bonds for 2.5. The remaining 3 are borrowed via Morgan Stanley
- ·28.11.Technically, are we perhaps on our way to test the resistance 2134? If it doesn't succeed, we could potentially drop again to 1838, and further to the 1739-1769 range. But if we break the resistance, then it's probably on to 2250-2668?·29.11.Genmab gave a clear buy signal on November 14th around 1.995 kr., and it was supported by increasing trading volume. Right now, momentum is positive, so the stock is worth keeping an eye on. I have made an updated analysis here with graphs: https://fursterling.dk/
- ·28.11.https://ugebrev.dk/life-science/ugens-grafik-kinas-antibody-udvikling-stormer-frem/ Within 5 years, there is a risk that China will come in from the right with their medications, which could be a threat to Genmab.·28.11.Frightening, and with our European technocrats, they will surely welcome it.·3.12.Tjampman - which technocrats do you have in mind? Exciting development in China but we still need to see how a market leader from one region can win in foreign territory. There is great protectionism among leaders in all regions and a study from one region is rarely useful in another region. The market and regulations must change significantly if China is to win markets outside China and vice versa. Then one can, as pts, try their luck on the grey market and pay themselves and take the risk with fear that your grandchildren will look like someone who has been a test subject in the old USSR.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
41 741
Myynti
Määrä
43 282
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 27 | - | - | ||
| 25 | - | - | ||
| 48 | - | - | ||
| 100 | - | - |
Ylin
2 071VWAP
Alin
2 035VaihtoMäärä
173,9 84 668
VWAP
Ylin
2 071Alin
2 035VaihtoMäärä
173,9 84 668
Välittäjätilasto
Dataa ei löytynyt