2025 Q4 -tulosraportti
22 päivää sitten
‧1 t 0 min
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 49 | - | - | ||
| 49 | - | - | ||
| 127 | - | - | ||
| 400 | - | - | ||
| 18 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 142 181 | 142 181 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 142 181 | 142 181 | 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
·4 t sittenAgain, Genmab has fallen as usual after a short upturn. Up one day and down the next many days. A crappy stock in my eyes.
·1 t sitten · MuokattuYou might need to adjust your investment strategy? Only buy stocks that are rising and sell the stocks that are falling.
·2 päivää sittenTrying to get an overview of the market and industry development. Am a bit unsure about Genmab's technology platform versus competitors. Can anyone point me in a direction where one can read more and in more detail about this, preferably in detail?- ·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
·23.2.Are there any indicators regarding what new is expected to be released first and approximately when?·24.2.See the investor call, if applicable, in connection with the annual report.
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
22 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
- ·4 t sittenAgain, Genmab has fallen as usual after a short upturn. Up one day and down the next many days. A crappy stock in my eyes.·1 t sitten · MuokattuYou might need to adjust your investment strategy? Only buy stocks that are rising and sell the stocks that are falling.
- ·2 päivää sittenTrying to get an overview of the market and industry development. Am a bit unsure about Genmab's technology platform versus competitors. Can anyone point me in a direction where one can read more and in more detail about this, preferably in detail?
- ·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·23.2.Are there any indicators regarding what new is expected to be released first and approximately when?·24.2.See the investor call, if applicable, in connection with the annual report.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 49 | - | - | ||
| 49 | - | - | ||
| 127 | - | - | ||
| 400 | - | - | ||
| 18 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 142 181 | 142 181 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 142 181 | 142 181 | 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
22 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
- ·4 t sittenAgain, Genmab has fallen as usual after a short upturn. Up one day and down the next many days. A crappy stock in my eyes.·1 t sitten · MuokattuYou might need to adjust your investment strategy? Only buy stocks that are rising and sell the stocks that are falling.
- ·2 päivää sittenTrying to get an overview of the market and industry development. Am a bit unsure about Genmab's technology platform versus competitors. Can anyone point me in a direction where one can read more and in more detail about this, preferably in detail?
- ·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·23.2.Are there any indicators regarding what new is expected to be released first and approximately when?·24.2.See the investor call, if applicable, in connection with the annual report.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 49 | - | - | ||
| 49 | - | - | ||
| 127 | - | - | ||
| 400 | - | - | ||
| 18 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 142 181 | 142 181 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 142 181 | 142 181 | 0 | 0 |