Genmab, de Deense parel

1. Sleutel1 27 maart 2025 20:13

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   TIVDAK® (tisotumab vedotin) Approved by Japan Ministry of Health, Labour and Welfare for the Treatment of Advanced or Recurrent Cervical Cancer that has Progressed on or after Chemotherapy
   Media Release
   
   COPENHAGEN, Denmark; March 27, 2025
   
   TIVDAK® is the first and only antibody-drug conjugate (ADC) approved for patients with advanced or recurrent cervical cancer in Japan
   Approval is based on results from the global Phase 3 innovaTV 301 trial, in which TIVDAK demonstrated superior overall survival compared to chemotherapy
   Rising cervical cancer incidence and mortality rates in Japan signify need for new treatment options
2. Sleutel1 1 april 2025 20:08

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   Genmab's recommendation is downgraded to "underperform" by Bernstein - price target lowered to DKK 580.
   1/4 11:16
   Genmab's recommendation and price target are being shaved off by Bernstein, who is cutting its earnings estimates for the next five years. Bernstein also now believes that the stock should trade at a discount to the rest of the sector.
   This is reported by Bloomberg News.
   Bernstein cuts its estimates for the period 2025-2029 by up to 15 percent in terms of earnings per share, citing larger investments and more subdued sales estimates.
   At the same time, Bernstein now believes that the stock should trade at a large double-digit discount to the rest of the biotech sector, citing that Genmab will hit a patent gap around the end of the decade in connection with the patent expiration of the super-seller Darzalex.
   Bernstein, which had not previously factored in a discount on Genmab, is cutting the price target to DKK 1,000 from DKK 1,580. This is the lowest price target among analysts who have provided recommendations and price targets to Bloomberg.
   At the same time, the recommendation to "underperform" is cut from the neutral recommendation "market perform".
   Genmab closed Monday at DKK 1,340 after a decline of 1.8 percent.
   Of the 25 analysts with recommendations in Bloomberg, 16 recommend "buy", while eight are neutral. Only Bernstein recommends a definite "sell". The average price target is 2086.57 - more than double Bernsten's price target.
   .\\? MarketWire
3. Biotech1982 1 april 2025 22:12

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   • Biotech1982

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   Het klinkt bijna als een 1-aprilgrap, maar ik moet ook eerlijk bekennen dat ik de informatie die we van Genmab krijgen matig tot slecht vind, en dat we echt veel geduld moeten hebben. Het uitgeven van royale aandelenbonussen aan het personeel en hoge lonen aan het leiderschap mag wel eens wat ingedamd worden, nu het zo slecht gaat. Eerst maar eens bezuinigen en ervoor zorgen dat er weer wat cash verdiénd wordt met nieuwe producten uit de pijplijn.
4. sheriff Grover 2 april 2025 14:58

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   • sheriff Grover

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   Die beloningen zijn gewoon te gek voor woorden ... stuitend ! De arbitrage verloren, aandelen inkoop die $160 miljoen heeft gekost , Hexabody cd38 honderden miljoenen door het putje en op de plank beland en de koers inmiddels t.o.v. de ATH met 2/3 gezakt ($ 20 miljard market cap ingeleverd)
   
   Die wereld prestatie was toch nog voldoende om Pagano met 18.500 aandelen en JvdW te belonen met 41500 aandelen ...... Jan van de Winkel krijgt in totaal meer dan de CEO van SHELL . Toch een iets groter bedrijf met iets meer winst zover ik weet ?!
   
   Ben zo klaar met dit aandeel en het bedrijf kan het niet te vertellen . Ik ga maar eens een lange pauze nemen van het board mijn bijdragen zijn helaas weinig positief en dat geklaag helpt ook niet ;o)
   
   Fijne zomer aan allen ! gr SG
5. Sleutel1 3 april 2025 20:58

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   Is Genmab A/S (GMAB) d The Most Profitable Biotech Stock To Buy Right Now?
   
   Wed, April 2, 2025 at 3:47 PM GMT+2 6 min
   
   We recently published a list of 7 Most Profitable Biotech Stocks To Buy Right Now. In this article, we are going to take a look at whereGenmab A/S (NASDAQ:GMAB) stands against other most profitable biotech stocks to buy right now.
   
   With improved market conditions, innovative breakthroughs, and more investor interest, the biotechnology industry is gaining new traction. The sector has bounced back from a difficult 2024 and is set to grow significantly, thanks to developments in AI-driven drug discovery, personalized medicine, and the rising demand for biologics. The global biotech market was expected to grow by a robust 13%, from $483.0 billion in 2024 to $546.0 billion in 2025, according to MarketsandMarkets. The sector’s resilience and growth potential are demonstrated by this expansion.
   
   One of the main causes of this upturn is the expected change in the Federal Reserve’s interest rate policies. Because biotech involves expensive R&D and clinical testing, it is susceptible to shifting rate patterns. According to Genetic Engineering and Biotechnology News, lower rates increase the amount of cash available, which aids biotech companies in growing, attracting venture capital, and accelerating drug development. Analysts predict that a rate decline might free up billions of dollars in investment money set aside for nascent biotech companies seeking stable funding.
   
   The global biotechnology sector is undergoing transformative growth in 2025, driven by scientific breakthroughs and shifting market dynamics. Key trends, treatments, financial metrics, and the US regulatory landscape significantly impact the industry.
   
   Key Trends Shaping 2025’s Biotech Landscape
   
   Genetic engineering is becoming a dominant force in biotech, with CRISPR-based therapies like Casgevy—approved for sickle cell disease and beta-thalassemia—expanding into polygenic disorders such as diabetes. Synthetic biology is also projected to experience tremendous growth, with expectations to reach $100 billion by 2030, enabling sustainable pharmaceutical and biofuel production. Another important development is AI-driven drug discovery, which has reduced drug discovery costs by 30-50% while accelerating timelines. Startups are increasingly leveraging machine learning for precision oncology and protein design.
   
   The RNA therapeutics sector is also booming, particularly following the success of mRNA vaccines, which paved the way for RNA interference (RNAi) therapies like Fitusiran. Fitusiran has shown an impressive 89.9% reduction in bleeding events in hemophilia A/B patients. Regenerative medicine is also advancing, with innovations such as 3D bioprinting and CAR-T cell therapies entering clinical trials for organ repair and cancer treatment. The regenerative medicine market is expected to reach $37.27 billion by 2031.