2025 Q4 -tulosraportti
8 päivää sitten
‧1 t 0 min
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
62 841
Myynti
Määrä
62 933
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 393 | - | - | ||
| 759 | - | - | ||
| 20 | - | - | ||
| 259 | - | - | ||
| 496 | - | - |
Ylin
1 875VWAP
Alin
1 822,5VaihtoMäärä
248,8 135 175
VWAP
Ylin
1 875Alin
1 822,5VaihtoMäärä
248,8 135 175
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| ABG Sundal Collier ASA | 1 554 | 1 554 | 0 | 1 554 |
| Anonyymi | 133 621 | 133 621 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| ABG Sundal Collier ASA | 1 554 | 1 554 | 0 | 1 554 |
| Anonyymi | 133 621 | 133 621 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·21.2.Fra Claus Johansen: #Genmab #Diamond? Genmab released its Q4 report Tuesday after market close, and the stock fell approx. 7% the day after. Read below if you want to know why, and where the report contained a "perhaps uncut diamond". #Q4report (see slides.) The Q4 report itself was a bit of a non-event, and on several parameters, the report was better than expected (Darzalex royalty revenues, total revenue, and adjusted operating income (when integration costs from the Merus acquisition are excluded) and adjusted net income (after tax, interest etc). #Guidance2026 Genmab guides for a decent growth of 14% in revenue, when the midpoint of the guidance is considered. The higher "late-stage" development costs for Petosemtamab (from the Merus acquisition) as well as Rina-S in endometrial cancer mean that Genmab guides for a decrease in adjusted operating income, adj.EBIT. compared to 2025. But guidance for EBIT for 2026 was better than consensus. #Uncertainty So why is the stock falling? (1) Topic During the conference call, numerous questions were asked about the study that Genmab announced on Jan 16 for Epkinly in r/r DLBCL, and which statistically missed "OS=Overall Survival", but was statistically better measured by PFS (Progression Free Survival). There is uncertainty in the stock market as to whether authorities will listen to Genmab's arguments for why the study did not show significance on OS. In my assessment, the uncertainty is unchanged after the conference call Tuesday evening. (2) Topic Merck's excellent immunotherapy, Keytruda, was approved on Feb 10, 2026, to treat patients with Platinum Resistant Ovarian Cancer in combination with or without Bevacizumab (Avastin) with PD-L1 >1. Some are nervous that this could reduce the sales potential for Rina-S from Genmab. The topic was touched upon in the conference call, and Genmab does not immediately see that Merck's approval has reduced Rina-S sales potential of USD 2bn. #TheUncutDiamond? Before Christmas, Genmab went through a portfolio prioritization, and ended up discontinuing Acasunlimab in Non-Small-Cell-Lung-Cancer. In return, Genmab has now initiated a Phase 2 study with RINA-S in exactly the same lung cancer indication (see slide). Rina-S targets the Folate Receptor Alpha receptor. A Phase 2 is a longer study, so we should not expect data in 2026, but perhaps signals can be found in 2027/28. Lung cancer cells overexpress the Folate Receptor Alpha receptor (see slide), so the Phase 2 program will be exciting to follow. Some investors see it as a long-term option, but whether it is very valuable or worthless is still too early to say anything concrete about. #TheFuture2026 The future for Genmab depends on the clinical data that the company will present in 2026, and the strength of this data will be crucial for the share price development. #Disclaimer - We own shares in Genmab. #Remember this is neither to be considered a buy or sell recommendation #Always seek advice from an investment advisor before making decisions
·2 päivää sittenAre there any indicators regarding what new is expected to be released first and approximately when?·1 päivä sittenSee the investor call, if applicable, in connection with the annual report.
·20.2.I don't think it means much, so mostly to learn more, regarding the news from J&J, will Genmab typically receive milestone payment even when it's "just" a 1b/2 study?·20.2.Lisa, yes, you are right. Wasn't there something about her throwing money into a prod. facility that they never got to use?·1 päivä sittenCorrect. Genmab never got anything into production.
·19.2. · MuokattuThe next major support is found down around 1.740 kr. https://invst.ly/1fk7vn But if you bring up a monthly chart, the stock is just making a correction - it often helps to make sense of things when you look through the technicals a bit. And this is just a super quick overview. One could also argue for Elliot Wave counts, that the stock in the very long run, had completed its 5 out of 5 waves up, and is now in the process of an ABC correction. https://invst.ly/1fk7ys When looking at the charts, there is nothing surprising. But we have to see how it plays out. A healthy correction is also not to be underestimated. :-)·19.2.https://invst.ly/1fkp59 It could be a bit fun if this today is a small shake of the tree, to get rid of the last "shaky hands". That would actually be very typical, and we then end the day with a "small" buy signal instead :-)
·18.2.it was a bit of a bloodbath and in the coming days there will probably be some downgrades from the analysts and yes, then it will probably go down another notch as some are nervous about holding their shares this generally applies to all Danish stocks everyone is selling more and more and the prices of almost all our shares are going down
·18.2.I don't understand it, is it just me or are their financials not very good? - seems crazy that it's falling so much after the report, especially considering that it has already fallen quite a bit in the last 30 days leading up to the report
·18.2.Reportedly, the financial report disappointed if adjusted for their company acquisitions.·19.2.The financial report was on target while the 2026 guidance was a gem.
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
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 Q4 -tulosraportti
8 päivää sitten
‧1 t 0 min
Uutiset
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
- ·21.2.Fra Claus Johansen: #Genmab #Diamond? Genmab released its Q4 report Tuesday after market close, and the stock fell approx. 7% the day after. Read below if you want to know why, and where the report contained a "perhaps uncut diamond". #Q4report (see slides.) The Q4 report itself was a bit of a non-event, and on several parameters, the report was better than expected (Darzalex royalty revenues, total revenue, and adjusted operating income (when integration costs from the Merus acquisition are excluded) and adjusted net income (after tax, interest etc). #Guidance2026 Genmab guides for a decent growth of 14% in revenue, when the midpoint of the guidance is considered. The higher "late-stage" development costs for Petosemtamab (from the Merus acquisition) as well as Rina-S in endometrial cancer mean that Genmab guides for a decrease in adjusted operating income, adj.EBIT. compared to 2025. But guidance for EBIT for 2026 was better than consensus. #Uncertainty So why is the stock falling? (1) Topic During the conference call, numerous questions were asked about the study that Genmab announced on Jan 16 for Epkinly in r/r DLBCL, and which statistically missed "OS=Overall Survival", but was statistically better measured by PFS (Progression Free Survival). There is uncertainty in the stock market as to whether authorities will listen to Genmab's arguments for why the study did not show significance on OS. In my assessment, the uncertainty is unchanged after the conference call Tuesday evening. (2) Topic Merck's excellent immunotherapy, Keytruda, was approved on Feb 10, 2026, to treat patients with Platinum Resistant Ovarian Cancer in combination with or without Bevacizumab (Avastin) with PD-L1 >1. Some are nervous that this could reduce the sales potential for Rina-S from Genmab. The topic was touched upon in the conference call, and Genmab does not immediately see that Merck's approval has reduced Rina-S sales potential of USD 2bn. #TheUncutDiamond? Before Christmas, Genmab went through a portfolio prioritization, and ended up discontinuing Acasunlimab in Non-Small-Cell-Lung-Cancer. In return, Genmab has now initiated a Phase 2 study with RINA-S in exactly the same lung cancer indication (see slide). Rina-S targets the Folate Receptor Alpha receptor. A Phase 2 is a longer study, so we should not expect data in 2026, but perhaps signals can be found in 2027/28. Lung cancer cells overexpress the Folate Receptor Alpha receptor (see slide), so the Phase 2 program will be exciting to follow. Some investors see it as a long-term option, but whether it is very valuable or worthless is still too early to say anything concrete about. #TheFuture2026 The future for Genmab depends on the clinical data that the company will present in 2026, and the strength of this data will be crucial for the share price development. #Disclaimer - We own shares in Genmab. #Remember this is neither to be considered a buy or sell recommendation #Always seek advice from an investment advisor before making decisions·2 päivää sittenAre there any indicators regarding what new is expected to be released first and approximately when?·1 päivä sittenSee the investor call, if applicable, in connection with the annual report.
- ·20.2.I don't think it means much, so mostly to learn more, regarding the news from J&J, will Genmab typically receive milestone payment even when it's "just" a 1b/2 study?·20.2.Lisa, yes, you are right. Wasn't there something about her throwing money into a prod. facility that they never got to use?·1 päivä sittenCorrect. Genmab never got anything into production.
- ·19.2. · MuokattuThe next major support is found down around 1.740 kr. https://invst.ly/1fk7vn But if you bring up a monthly chart, the stock is just making a correction - it often helps to make sense of things when you look through the technicals a bit. And this is just a super quick overview. One could also argue for Elliot Wave counts, that the stock in the very long run, had completed its 5 out of 5 waves up, and is now in the process of an ABC correction. https://invst.ly/1fk7ys When looking at the charts, there is nothing surprising. But we have to see how it plays out. A healthy correction is also not to be underestimated. :-)·19.2.https://invst.ly/1fkp59 It could be a bit fun if this today is a small shake of the tree, to get rid of the last "shaky hands". That would actually be very typical, and we then end the day with a "small" buy signal instead :-)
- ·18.2.it was a bit of a bloodbath and in the coming days there will probably be some downgrades from the analysts and yes, then it will probably go down another notch as some are nervous about holding their shares this generally applies to all Danish stocks everyone is selling more and more and the prices of almost all our shares are going down
- ·18.2.I don't understand it, is it just me or are their financials not very good? - seems crazy that it's falling so much after the report, especially considering that it has already fallen quite a bit in the last 30 days leading up to the report·18.2.Reportedly, the financial report disappointed if adjusted for their company acquisitions.·19.2.The financial report was on target while the 2026 guidance was a gem.
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
62 841
Myynti
Määrä
62 933
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 393 | - | - | ||
| 759 | - | - | ||
| 20 | - | - | ||
| 259 | - | - | ||
| 496 | - | - |
Ylin
1 875VWAP
Alin
1 822,5VaihtoMäärä
248,8 135 175
VWAP
Ylin
1 875Alin
1 822,5VaihtoMäärä
248,8 135 175
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| ABG Sundal Collier ASA | 1 554 | 1 554 | 0 | 1 554 |
| Anonyymi | 133 621 | 133 621 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| ABG Sundal Collier ASA | 1 554 | 1 554 | 0 | 1 554 |
| Anonyymi | 133 621 | 133 621 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
2025 Q4 -tulosraportti
8 päivää sitten
‧1 t 0 min
Uutiset
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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·21.2.Fra Claus Johansen: #Genmab #Diamond? Genmab released its Q4 report Tuesday after market close, and the stock fell approx. 7% the day after. Read below if you want to know why, and where the report contained a "perhaps uncut diamond". #Q4report (see slides.) The Q4 report itself was a bit of a non-event, and on several parameters, the report was better than expected (Darzalex royalty revenues, total revenue, and adjusted operating income (when integration costs from the Merus acquisition are excluded) and adjusted net income (after tax, interest etc). #Guidance2026 Genmab guides for a decent growth of 14% in revenue, when the midpoint of the guidance is considered. The higher "late-stage" development costs for Petosemtamab (from the Merus acquisition) as well as Rina-S in endometrial cancer mean that Genmab guides for a decrease in adjusted operating income, adj.EBIT. compared to 2025. But guidance for EBIT for 2026 was better than consensus. #Uncertainty So why is the stock falling? (1) Topic During the conference call, numerous questions were asked about the study that Genmab announced on Jan 16 for Epkinly in r/r DLBCL, and which statistically missed "OS=Overall Survival", but was statistically better measured by PFS (Progression Free Survival). There is uncertainty in the stock market as to whether authorities will listen to Genmab's arguments for why the study did not show significance on OS. In my assessment, the uncertainty is unchanged after the conference call Tuesday evening. (2) Topic Merck's excellent immunotherapy, Keytruda, was approved on Feb 10, 2026, to treat patients with Platinum Resistant Ovarian Cancer in combination with or without Bevacizumab (Avastin) with PD-L1 >1. Some are nervous that this could reduce the sales potential for Rina-S from Genmab. The topic was touched upon in the conference call, and Genmab does not immediately see that Merck's approval has reduced Rina-S sales potential of USD 2bn. #TheUncutDiamond? Before Christmas, Genmab went through a portfolio prioritization, and ended up discontinuing Acasunlimab in Non-Small-Cell-Lung-Cancer. In return, Genmab has now initiated a Phase 2 study with RINA-S in exactly the same lung cancer indication (see slide). Rina-S targets the Folate Receptor Alpha receptor. A Phase 2 is a longer study, so we should not expect data in 2026, but perhaps signals can be found in 2027/28. Lung cancer cells overexpress the Folate Receptor Alpha receptor (see slide), so the Phase 2 program will be exciting to follow. Some investors see it as a long-term option, but whether it is very valuable or worthless is still too early to say anything concrete about. #TheFuture2026 The future for Genmab depends on the clinical data that the company will present in 2026, and the strength of this data will be crucial for the share price development. #Disclaimer - We own shares in Genmab. #Remember this is neither to be considered a buy or sell recommendation #Always seek advice from an investment advisor before making decisions·2 päivää sittenAre there any indicators regarding what new is expected to be released first and approximately when?·1 päivä sittenSee the investor call, if applicable, in connection with the annual report.
- ·20.2.I don't think it means much, so mostly to learn more, regarding the news from J&J, will Genmab typically receive milestone payment even when it's "just" a 1b/2 study?·20.2.Lisa, yes, you are right. Wasn't there something about her throwing money into a prod. facility that they never got to use?·1 päivä sittenCorrect. Genmab never got anything into production.
- ·19.2. · MuokattuThe next major support is found down around 1.740 kr. https://invst.ly/1fk7vn But if you bring up a monthly chart, the stock is just making a correction - it often helps to make sense of things when you look through the technicals a bit. And this is just a super quick overview. One could also argue for Elliot Wave counts, that the stock in the very long run, had completed its 5 out of 5 waves up, and is now in the process of an ABC correction. https://invst.ly/1fk7ys When looking at the charts, there is nothing surprising. But we have to see how it plays out. A healthy correction is also not to be underestimated. :-)·19.2.https://invst.ly/1fkp59 It could be a bit fun if this today is a small shake of the tree, to get rid of the last "shaky hands". That would actually be very typical, and we then end the day with a "small" buy signal instead :-)
- ·18.2.it was a bit of a bloodbath and in the coming days there will probably be some downgrades from the analysts and yes, then it will probably go down another notch as some are nervous about holding their shares this generally applies to all Danish stocks everyone is selling more and more and the prices of almost all our shares are going down
- ·18.2.I don't understand it, is it just me or are their financials not very good? - seems crazy that it's falling so much after the report, especially considering that it has already fallen quite a bit in the last 30 days leading up to the report·18.2.Reportedly, the financial report disappointed if adjusted for their company acquisitions.·19.2.The financial report was on target while the 2026 guidance was a gem.
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
62 841
Myynti
Määrä
62 933
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 393 | - | - | ||
| 759 | - | - | ||
| 20 | - | - | ||
| 259 | - | - | ||
| 496 | - | - |
Ylin
1 875VWAP
Alin
1 822,5VaihtoMäärä
248,8 135 175
VWAP
Ylin
1 875Alin
1 822,5VaihtoMäärä
248,8 135 175
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| ABG Sundal Collier ASA | 1 554 | 1 554 | 0 | 1 554 |
| Anonyymi | 133 621 | 133 621 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| ABG Sundal Collier ASA | 1 554 | 1 554 | 0 | 1 554 |
| Anonyymi | 133 621 | 133 621 | 0 | 0 |