Oct 6, 2026 · 6 min
Genmab trial lifts shares as BPCE expands into Sabadell
Genmab Gains, Sabadell Rises, Vend Tumbles
The episode connects a promising cancer-drug result and a strategic banking investment with the longer-term challenge of building cities for rapid growth.
- 1Genmab’s lymphoma-treatment combination with AbbVie delivered phase 3 results that may support an earlier regulatory filing.
- 2BPCE acquired roughly 7% of Banco Sabadell, gaining board representation while committing to remain below a 10% stake.
- 3A preview of Economy of Scale examines how AI and long-term planning can help cities absorb rapid population growth.
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Genmab’s positive phase 3 lymphoma results reduced the risk of disease progression or death and could allow an earlier regulatory filing.
The brief
The episode opens with a question larger than the day’s market moves: how can cities redesign infrastructure fast enough to keep pace with rapid population growth?
Genmab shares rose after phase 3 results for its lymphoma-treatment combination with AbbVie reduced the risk of disease progression or death, potentially enabling an earlier filing.
BPCE’s roughly 7% stake in Banco Sabadell marks a friendly expansion move, pairing board representation with a commitment to keep ownership below 10%.
The episode then previews Economy of Scale, where Jacob Greaves, Rohit Krishnan, and Estefanía Tapias examine AI, smart-city systems, and Dubai’s long-term urban planning.
The sharpest contrast is between immediate market signals and slower civic decisions: drug trials and acquisitions move quickly, while cities must plan decades ahead.
What was said on this episode
5 statements · 5 positive
Genmab and AbbVie’s combination medicine reduced lymphoma progression or death risk by over 50%.
“it's cutting the risk of disease progression or death by more than 50%”
Listen at 0:58
AI will compress processes and increase speed in smart-city systems.
“AI will allow in the smart city space to compress a lot of things. The speed will change.”
Listen at 4:35
Dubai learned substantially from its sudden population increase.
“Dubai has learned a lot from sudden increase in population”
Listen at 4:55
Dubai responded very effectively to its sudden population increase.
“they reacted very well to it”
Listen at 5:01
Dubai has a long-term urban planning vision.
“They have a long-term urban planning vision”
Listen at 5:03
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.