Genmab

	10/11 13:49 af E L	supported research and development and commercialization, increased ownership will offer greater long-term profit capture opportunities. g Genmab ’ s acquisition of Merus is on track to close in early 2026. Merus ’ late-stage bispecific antibody, petosemtamab, is being evaluated in head and neck cancer, with phase 3 readouts expected in 2026 and a potential 2027 launch. We assign a 40% approval probability and estimate $1 billion in probability-weighted sales by 2034.
	10/11 13:49 af E L	The bottom line: We maintain our DKK 2,650 fair value estimate for narrow-moat Genmab and view shares as undervalued, currently trading in 4-star territory. We continue to have a positive long-term outlook on the firm ’ s advancing pipeline, and we believe the market is not fully appreciating its potential to reach blockbuster status. We view Genmab ’ s strategic shift toward g a wholly owned model as a meaningful evolution for its long-term growth profile. While partnerships effectively support
	10/11 13:48 af E L	Genmab continues to make progress in its late-stage pipeline, with the potential approval of Epkinly in second-line follicular lymphoma and positive endometrial cancer data for Rina-S offering a path to support revenue diversification beyond its current royalty base.
	10/11 13:48 af E L	Morningstar Equity Analyst Report7 Nov 2025 Genmab Earnings: Royalty Revenue Sustains Near-Term Growth With Pipeline Advancement in Progress / Strong demand for Epkinly and royalties from Darzalex and Kesimpta underpinned Genmab ’ s top-line performance this quarter. We view this sustained momentum as reinforcing nearterm revenue visibility, as the company continues to prioritize expanding its internal pipeline.
	10/11 09:54 af StockBull	06:21:Ikke Alzheimer men: Præsentationer ved ASH-mødet (6.-9. december 2025): Over 20 abstracts om epcoritamab, inklusive fulde pivotal-resultater fra Phase 3 EPCORE FL-1 (oral præsentation). Dette inkluderer data på tværs af B-celle-maligniteter som DLBCL og FL, der kan vise langsigtede effekter og understøtte yderligere udvidelser. :-)
	10/11 07:56 af ProInvestorNEWS	Genmab får hævet kursmålet til 2000 kr. hos Barclays (link)
	10/11 07:21 af StockBull	Godmorgen :-) TA er stadig i bunddannelse – ikke helt klart, men vi peger snart opad. Gode nyheder vil være raketbrændstof. Mange venter på Alzheimer-dataene: Gode resultater sender os over 2200 før jul, ringe data ned mod 1750 igen. Jans 2026-profitudmelding bør snart løfte kursen, da investorerne vil frontløbe den forventede fremgang.
	9/11 15:01 af ungeee	Et teknisk spørgsmål. Er uptrende stadig intakt? og stærk?
	7/11 20:01 af E L	TD Cowen opjustereDE kursmålet for Genmab til 2158 kr. fra 2015 kr. (link)
	7/11 16:41 af E L	Genmab A/S (GMAB.CO) Q3 FY2025 earnings call transcript (link)
	7/11 12:27 af E L	Yatin Suneja, Truist Securities Post-Earnings Update (Nov 6, 2025) "Epkinly's Q3 flatness reflects third-line saturation, but three pivotal readouts in 2026 (including frontline DLBCL) position it for transformative growth. Near-term, Japan FL launch adds $20–30M in Q4. Overall, next 12–18 months could be Genmab's most pivotal period." (Lowers PT to $48 from $49 on unrelated GEN1042 news, but keeps Buy.)
	7/11 12:23 af E L	Shan Akar, UBS Q3 Earnings Call (Nov 6, 2025) "The miss in Epkinly this quarter [sequential growth] was notable, but we see it as launch normalization in third-line DLBCL/FL. The real unlock is the R2 combo approval—expect gradual Q4 uptake, accelerating in H1 2026 as community adoption ramps. Peak sales still >$3B." ( UBS maintains Buy, PT $42.)
	7/11 12:22 af E L	it is limited, and it will plateau at some point, not sure that is reached yet though, but real growth will follow from earlier lines
	7/11 12:15 af Solsen	Perhaps the potential in 3. line is limited. Wait until we get 2. line next year. The blockbuster will be in place :-)
	7/11 11:58 af lahn1	Thanks thought so. anyone have a guess who sales is stagnating ?
	7/11 11:56 af E L	i have 90, 121, 122 totals YTD 333
	7/11 11:52 af lahn1	please :-)
	7/11 11:51 af lahn1	EL what was Genmabs q1, q2 and q3 epkinly WW sales ?
	7/11 11:49 af E L	Vincent Rajkumar: Historic and Paradigm Changing – The First Ever Treatment for High-Risk SMM (link)
	7/11 11:47 af E L	@StockwatchDK SEB reiterates Buy on Genmab and lifts its 12M TP to DKK2,350 from DKK2,300 after the Q3 report. (link)
	7/11 10:37 af ProInvestorNEWS	Genmab-partner sikrer sig ny godkendelse til supersællert (link)
	7/11 10:28 af E L	William Blair analyst Matt Phipps has reiterated their bullish stance on GMAB stock, giving a Buy rating
	7/11 09:08 af ProInvestorNEWS	Transcript fra Genmab Investor Call Q3: ‘We will deliver significant profitability in 2026’ (link)
	7/11 09:03 af E L	Truist Securities highlighted that Genmab faces a substantial catalyst lineup in 2026, including three pivotal readouts for Epkinly, one for RinaS, and one to two for Peto, describing the next 12-18 months as "possibly the most transformative period in the company’s history."

	7/11 09:03 af E L	" the price target reduction, which Truist attributed specifically to the shelving of GEN1042"
	7/11 08:42 af E L	Genmab said on November 6 that it has filed for a label expansion in Japan for its bispecific antibody Epkinly (epcoritamab) to allow its use together with rituximab and lenalidomide (R2) as a second-line treatment for relapsed or refractory follicular (link)
	7/11 08:34 af E L	Global net sales of EPKINLY/TEPKINLY were $122 million in the third quarter of 2025
	7/11 08:30 af E L	where does that 280 mio come from? : Global net sales of EPKINLY/TEPKINLY were $333 million in the first nine months of 2025 Net product sales of EPKINLY in the U.S. and Japan recorded by Genmab were $272 million in the first nine months of 2025 Net sales of TEPKINLY in territories where Genmab receives royalty revenue were $61 million in the first nine months of 2025
	7/11 08:22 af Helge Larsen/PI-redaktør	Genmab-direktør mener ny godkendelse til kræftmidlet Epkinly kan være på trapperne (link)
	7/11 08:20 af E L	DARZALEX FASPRO® is the first and only treatment approved by the U.S. FDA for patients with high-risk smoldering multiple myeloma (link)
	7/11 08:10 af E L	Truist Securities maintained Genmab A/S GMAB coverage with Buy and target $48 Past Target Price: $49 Issuance Date: 2025-11-06
	7/11 08:06 af bibob	God morgen. :-)
	7/11 08:06 af E L	so the way i read it is that GEN1042 is not completely dead, 'only' the head-neck arm is discontinued?
	7/11 07:49 af LP90	Godmorgen :-)
	7/11 07:43 af Helge Larsen/PI-redaktør	Godmorgen :-)
	6/11 21:09 af JKY_VH	Ja, det er jo i modsætning til Novo der har travl med at "lovprise" Metsera. Foretrækker så afgjort Genmabs forhandlingsstrategi.
	6/11 21:02 af Solsen	Genmab er meget forsigtige med at sige noget godt om Merus ud over peto i head and neck. Tror de ser frem til at handelen er endelig i Q126.
	6/11 21:00 af Solsen	Epco bliver fantastisk og Rina-S bliver også godt. Men Lilly kommer nogle år efter. Så her skal deres salgsstyrke virkelig på arbejde.
	6/11 20:58 af Solsen	2026 ligner et år med data og ikke så meget på bundlinien. Mon markedet kan klare det ?
	6/11 20:40 af Solsen	Vel egentlig god mening i at lægge 1042 i head and neck i graven, når man har peto i pipelinen. Spændende om acasunlimab kan holde data til december.
	6/11 18:38 af Sukkeralf	Skuffende at 4-1 bb ikke kaster mere af sig i forhold til det omfattende arbejde der er lagt i dette target - og de udmeldinger der er kommet fra Jan undervejs.
	6/11 18:36 af Sukkeralf	GEN1042 lagt halvt i graven
	6/11 18:35 af Vitus	Så falder Genmab i USA -:(
	6/11 18:27 af Stroka	"Operating profit was $1,007 million in the first nine months of 2025 compared to $662 million in the first nine months of 2024".
	6/11 18:11 af ProInvestorNEWS	Genmab Announces Financial Results for the Nine Months of 2025 (link)
	6/11 17:39 af E L	New Ph3 trial: Study to Assess the Efficacy and Safety of Rina-S Plus Standard of Care Compared to Standard of Care for Maintenance Treatment of Participants With Recurrent Platinum-sensitive Ovarian Cancer After Second-line (2L) Platinum-based Doublet Chemotherapy (RAINFOL-04) (link)
	6/11 16:14 af Raun	Håber du får ret @Stockbull
	6/11 15:58 af StockBull	Ligner en normal retracement og ser ud til bunden i 1818 holder, Retracements på daggrafen tager tid. Target 2150 slut November
	6/11 13:55 af Raun	Nøj, hvor er DK træls ved aktien for tiden. - Efter det store fald ovenpå Merus usikkerheden, så må aktien på ingen måder komme over 1900 og hvis kursen nærmer sig, så bliver den stille og roligt pillet ned igen - det er godt nok set nogle gange nu
	6/11 10:33 af E L	From lab coat to Lifestar: Jan van de Winkel shares his success story Before Genmab's co-founder and CEO collects his Lifetime Achievement Award this November, BioXconomy caught up with him for an exclusive chat about his remarkable journey. (link)