2025 Q3 -tulosraportti
90 päivää sitten52 min
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Nasdaq Copenhagen
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 12.2.2025 | |
| 2024 Q3 -tulosraportti | 6.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7 t sittenPerhaps you don't follow Per Juul and his professional portfolio, but I don't think you should miss out on his assessment: During the month, we sold our shares in Genmab. Although the stock has been a stubborn fellow, it ended up being a reasonable investment with a return of 21 percent against 23 percent for the market. I believe that the stock at our selling price – a good 2,200 kroner – was approximately fully priced, and at the same time, Genmab is a stock that is very difficult to assess. Not only must one reasonably understand the company's products and pipeline, one must also understand competitors' ditto as well as possible future technological breakthroughs that could become game-changers. Therefore, after a rise of a good 90 percent since April, we chose to exit.
·1 päivä sittenProgression: Thanks for a good discussion of the latest Epcor data. I agree with the disappointment that they miss a primary endpoint. That's not something to be happy about. Can you share the agents you believe Genmab will soon publish news about...? I still believe much rests on Epcor, because I don't immediately see anything else that could generate the same enormous sales as daratumumab: I am holding my small 6-figure position in the belief that they (faster than Roche) advance from 3rd to 2nd line in DLBCL and from 2nd to 1st line in follicular lymphoma (often a kind of precursor to DLBCL, but at least as frequently DLBCL develops directly without finding a precursor). If they get there first, there's a chance that Epcor can more than offset the revenue loss from Daratumumab in the early 2030s (when it goes off patent). It is the looming revenue loss from their still narrow portfolio of blockbusters that is pressuring the stock. Daratumumab is very difficult to surpass (J&J’s best-seller for several years). This probably applies even if Genmab only gets just under 20 pct of data sales but stands to get a larger share of Epcor sales (up to 50 pct in the USA as I understand). The analysis of the competitive situation against Roche is complex, because Roche has two bi-specific anti cd3xc20 in clinical development (sister products to Epcor). Roche, for example, develops both glofitamab and mosunetuzumab for DLBCL, while they have mosunetuzumab for FL. Of Roche's two cd3xcd20 agents, they seem to be betting most on mosunetuzumab, so that is focused on below. I try to follow the race via AI and so far Epcor (Abbvie/Genmab) has been ahead in terms of the breadth of approved indications for FL and looks equivalent for DLBCL. Regarding potency, there are always significant caveats when comparing across studies, but in reasonably equivalent patients with FL, Epcor certainly does not look less potent than mosunetuzumab. It sounds nerdy, but it's important, because these are frequent deadly diseases (untreated), with good chances for long-term treatment and response. In terms of potency against the diseases themselves, Epcor also looks either slightly better or equivalent compared to Roche's respective competitor. Below is Mistral's free version's answer to the following prompt 1: Give an overview over fda approvals and efficacy of mosunetuzumab vs. epcoritamab for follicular lymphoma 2: I beleive eporitamab was recently granted 2. Line approval for FL under certain corcumstances. Can you confirm/correct? AI-prompted overview (Follicular Lymphoma): Regulatory Approvals (FDA) Drug,Approval Status (Follicular Lymphoma),Approval Date (FL) Roche: Mosunetuzumab,FDA and EMA approved for R/R FL after ≥2 prior lines of systemic therapy,FDA: 2022, EMA: 2022 Abbvie/Genmab: Epcoritamab,Monotherapy: FDA traditional approval for R/R FL after ≥2 prior lines of systemic therapy (upgraded from accelerated approval in 2024). Combination therapy: FDA approved for R/R FL after ≥1 prior line of systemic therapy (epcoritamab + lenalidomide + rituximab),Monotherapy: June 2024 (accelerated), November 2025 (traditional). Combo: November 2025 Potency against FL Metric,(Mosunetuzumab vs Epcoritamab): Overall Response Rate (ORR),80%, vs. 90.9% Complete Response (CR) Rate,60%, vs. 72.8% Median PFS (Progression-Free Survival),~24 months (extended follow-up), vs. Not reached (4-year OS 83%), Cytokine Release Syndrome (CRS, Grade ≥3),~39% (mostly low grade), vs. “Lower” rates of severe CRS vs. mosunetuzumab, ICANS (Neurotoxicity),Low incidence vs “Lower” incidence vs. mosunetuzumab,
·1 päivä sittenIt is a pleasure with a factual a factual debate. Actually see Epco, Rina and Peso as being in roughly the same volume +/- . Epco is the largest, yes, but also further ahead, but the 2 others can take some big initial steps, from next year. It also means a lot that profits no longer have to be shared with others. But we need to see more from all 3, before anything definitive can be written, but I see good opportunities 3 big successes. Epco is clearly a success already now and it's a shame Genmab itself didn't have the capacity to take on the development on its own, but had to have Abbvie along for the ride. Data disappointed, but that was probably the best place Epco could disappoint and data for 1L is totally crucial in the big picture and that was not the expectation with mono treatment. Genmab will have some exciting years leading up to 2030 and the time after Dara.
·30.1. · MuokattuAt 15.30 the sell-off started in the USA. Price 2077, status now 2025. Almost the same every day. They don't like Danish stocks anymore. 52 price points down.
·30.1.Yes, quite a drastic fall, but hey, maybe some will buy in before closing time, and then we can just get it up a bit.
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 Q3 -tulosraportti
90 päivää sitten52 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
- ·7 t sittenPerhaps you don't follow Per Juul and his professional portfolio, but I don't think you should miss out on his assessment: During the month, we sold our shares in Genmab. Although the stock has been a stubborn fellow, it ended up being a reasonable investment with a return of 21 percent against 23 percent for the market. I believe that the stock at our selling price – a good 2,200 kroner – was approximately fully priced, and at the same time, Genmab is a stock that is very difficult to assess. Not only must one reasonably understand the company's products and pipeline, one must also understand competitors' ditto as well as possible future technological breakthroughs that could become game-changers. Therefore, after a rise of a good 90 percent since April, we chose to exit.
- ·1 päivä sittenProgression: Thanks for a good discussion of the latest Epcor data. I agree with the disappointment that they miss a primary endpoint. That's not something to be happy about. Can you share the agents you believe Genmab will soon publish news about...? I still believe much rests on Epcor, because I don't immediately see anything else that could generate the same enormous sales as daratumumab: I am holding my small 6-figure position in the belief that they (faster than Roche) advance from 3rd to 2nd line in DLBCL and from 2nd to 1st line in follicular lymphoma (often a kind of precursor to DLBCL, but at least as frequently DLBCL develops directly without finding a precursor). If they get there first, there's a chance that Epcor can more than offset the revenue loss from Daratumumab in the early 2030s (when it goes off patent). It is the looming revenue loss from their still narrow portfolio of blockbusters that is pressuring the stock. Daratumumab is very difficult to surpass (J&J’s best-seller for several years). This probably applies even if Genmab only gets just under 20 pct of data sales but stands to get a larger share of Epcor sales (up to 50 pct in the USA as I understand). The analysis of the competitive situation against Roche is complex, because Roche has two bi-specific anti cd3xc20 in clinical development (sister products to Epcor). Roche, for example, develops both glofitamab and mosunetuzumab for DLBCL, while they have mosunetuzumab for FL. Of Roche's two cd3xcd20 agents, they seem to be betting most on mosunetuzumab, so that is focused on below. I try to follow the race via AI and so far Epcor (Abbvie/Genmab) has been ahead in terms of the breadth of approved indications for FL and looks equivalent for DLBCL. Regarding potency, there are always significant caveats when comparing across studies, but in reasonably equivalent patients with FL, Epcor certainly does not look less potent than mosunetuzumab. It sounds nerdy, but it's important, because these are frequent deadly diseases (untreated), with good chances for long-term treatment and response. In terms of potency against the diseases themselves, Epcor also looks either slightly better or equivalent compared to Roche's respective competitor. Below is Mistral's free version's answer to the following prompt 1: Give an overview over fda approvals and efficacy of mosunetuzumab vs. epcoritamab for follicular lymphoma 2: I beleive eporitamab was recently granted 2. Line approval for FL under certain corcumstances. Can you confirm/correct? AI-prompted overview (Follicular Lymphoma): Regulatory Approvals (FDA) Drug,Approval Status (Follicular Lymphoma),Approval Date (FL) Roche: Mosunetuzumab,FDA and EMA approved for R/R FL after ≥2 prior lines of systemic therapy,FDA: 2022, EMA: 2022 Abbvie/Genmab: Epcoritamab,Monotherapy: FDA traditional approval for R/R FL after ≥2 prior lines of systemic therapy (upgraded from accelerated approval in 2024). Combination therapy: FDA approved for R/R FL after ≥1 prior line of systemic therapy (epcoritamab + lenalidomide + rituximab),Monotherapy: June 2024 (accelerated), November 2025 (traditional). Combo: November 2025 Potency against FL Metric,(Mosunetuzumab vs Epcoritamab): Overall Response Rate (ORR),80%, vs. 90.9% Complete Response (CR) Rate,60%, vs. 72.8% Median PFS (Progression-Free Survival),~24 months (extended follow-up), vs. Not reached (4-year OS 83%), Cytokine Release Syndrome (CRS, Grade ≥3),~39% (mostly low grade), vs. “Lower” rates of severe CRS vs. mosunetuzumab, ICANS (Neurotoxicity),Low incidence vs “Lower” incidence vs. mosunetuzumab,·1 päivä sittenIt is a pleasure with a factual a factual debate. Actually see Epco, Rina and Peso as being in roughly the same volume +/- . Epco is the largest, yes, but also further ahead, but the 2 others can take some big initial steps, from next year. It also means a lot that profits no longer have to be shared with others. But we need to see more from all 3, before anything definitive can be written, but I see good opportunities 3 big successes. Epco is clearly a success already now and it's a shame Genmab itself didn't have the capacity to take on the development on its own, but had to have Abbvie along for the ride. Data disappointed, but that was probably the best place Epco could disappoint and data for 1L is totally crucial in the big picture and that was not the expectation with mono treatment. Genmab will have some exciting years leading up to 2030 and the time after Dara.
- ·30.1. · MuokattuAt 15.30 the sell-off started in the USA. Price 2077, status now 2025. Almost the same every day. They don't like Danish stocks anymore. 52 price points down.·30.1.Yes, quite a drastic fall, but hey, maybe some will buy in before closing time, and then we can just get it up a bit.
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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 12.2.2025 | |
| 2024 Q3 -tulosraportti | 6.11.2024 |
2025 Q3 -tulosraportti
90 päivää sitten52 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 12.2.2025 | |
| 2024 Q3 -tulosraportti | 6.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenPerhaps you don't follow Per Juul and his professional portfolio, but I don't think you should miss out on his assessment: During the month, we sold our shares in Genmab. Although the stock has been a stubborn fellow, it ended up being a reasonable investment with a return of 21 percent against 23 percent for the market. I believe that the stock at our selling price – a good 2,200 kroner – was approximately fully priced, and at the same time, Genmab is a stock that is very difficult to assess. Not only must one reasonably understand the company's products and pipeline, one must also understand competitors' ditto as well as possible future technological breakthroughs that could become game-changers. Therefore, after a rise of a good 90 percent since April, we chose to exit.
- ·1 päivä sittenProgression: Thanks for a good discussion of the latest Epcor data. I agree with the disappointment that they miss a primary endpoint. That's not something to be happy about. Can you share the agents you believe Genmab will soon publish news about...? I still believe much rests on Epcor, because I don't immediately see anything else that could generate the same enormous sales as daratumumab: I am holding my small 6-figure position in the belief that they (faster than Roche) advance from 3rd to 2nd line in DLBCL and from 2nd to 1st line in follicular lymphoma (often a kind of precursor to DLBCL, but at least as frequently DLBCL develops directly without finding a precursor). If they get there first, there's a chance that Epcor can more than offset the revenue loss from Daratumumab in the early 2030s (when it goes off patent). It is the looming revenue loss from their still narrow portfolio of blockbusters that is pressuring the stock. Daratumumab is very difficult to surpass (J&J’s best-seller for several years). This probably applies even if Genmab only gets just under 20 pct of data sales but stands to get a larger share of Epcor sales (up to 50 pct in the USA as I understand). The analysis of the competitive situation against Roche is complex, because Roche has two bi-specific anti cd3xc20 in clinical development (sister products to Epcor). Roche, for example, develops both glofitamab and mosunetuzumab for DLBCL, while they have mosunetuzumab for FL. Of Roche's two cd3xcd20 agents, they seem to be betting most on mosunetuzumab, so that is focused on below. I try to follow the race via AI and so far Epcor (Abbvie/Genmab) has been ahead in terms of the breadth of approved indications for FL and looks equivalent for DLBCL. Regarding potency, there are always significant caveats when comparing across studies, but in reasonably equivalent patients with FL, Epcor certainly does not look less potent than mosunetuzumab. It sounds nerdy, but it's important, because these are frequent deadly diseases (untreated), with good chances for long-term treatment and response. In terms of potency against the diseases themselves, Epcor also looks either slightly better or equivalent compared to Roche's respective competitor. Below is Mistral's free version's answer to the following prompt 1: Give an overview over fda approvals and efficacy of mosunetuzumab vs. epcoritamab for follicular lymphoma 2: I beleive eporitamab was recently granted 2. Line approval for FL under certain corcumstances. Can you confirm/correct? AI-prompted overview (Follicular Lymphoma): Regulatory Approvals (FDA) Drug,Approval Status (Follicular Lymphoma),Approval Date (FL) Roche: Mosunetuzumab,FDA and EMA approved for R/R FL after ≥2 prior lines of systemic therapy,FDA: 2022, EMA: 2022 Abbvie/Genmab: Epcoritamab,Monotherapy: FDA traditional approval for R/R FL after ≥2 prior lines of systemic therapy (upgraded from accelerated approval in 2024). Combination therapy: FDA approved for R/R FL after ≥1 prior line of systemic therapy (epcoritamab + lenalidomide + rituximab),Monotherapy: June 2024 (accelerated), November 2025 (traditional). Combo: November 2025 Potency against FL Metric,(Mosunetuzumab vs Epcoritamab): Overall Response Rate (ORR),80%, vs. 90.9% Complete Response (CR) Rate,60%, vs. 72.8% Median PFS (Progression-Free Survival),~24 months (extended follow-up), vs. Not reached (4-year OS 83%), Cytokine Release Syndrome (CRS, Grade ≥3),~39% (mostly low grade), vs. “Lower” rates of severe CRS vs. mosunetuzumab, ICANS (Neurotoxicity),Low incidence vs “Lower” incidence vs. mosunetuzumab,·1 päivä sittenIt is a pleasure with a factual a factual debate. Actually see Epco, Rina and Peso as being in roughly the same volume +/- . Epco is the largest, yes, but also further ahead, but the 2 others can take some big initial steps, from next year. It also means a lot that profits no longer have to be shared with others. But we need to see more from all 3, before anything definitive can be written, but I see good opportunities 3 big successes. Epco is clearly a success already now and it's a shame Genmab itself didn't have the capacity to take on the development on its own, but had to have Abbvie along for the ride. Data disappointed, but that was probably the best place Epco could disappoint and data for 1L is totally crucial in the big picture and that was not the expectation with mono treatment. Genmab will have some exciting years leading up to 2030 and the time after Dara.
- ·30.1. · MuokattuAt 15.30 the sell-off started in the USA. Price 2077, status now 2025. Almost the same every day. They don't like Danish stocks anymore. 52 price points down.·30.1.Yes, quite a drastic fall, but hey, maybe some will buy in before closing time, and then we can just get it up a bit.
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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt