Genmab — Februar 2025
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PederT, Fra MW "Hvad der præcis ligger i toldtruslerne fremgår ikke. Og som Genmabs forretning i øjeblikket er skruet sammen, er det næppe noget, der rammer her og nu, siger Jan van de Winkel til MarketWire.
Jeg er sikker på, at ligegyldigt, hvad der sker i forhold til told, så vil det potentielt kunne ramme os, men der vil altid være behov for differentieret medicin, siger han.
Så jeg tror, at vi må vente at se, hvordan det udspiller sig. Men jeg er bekymret for hele den økonomiske situation,
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og jeg tror, at det bedste, vi kan gøre, er at fokusere på vores forretning og udvikle ny differentieret medicin, som kan hjælpe patienter i form af en meget bedre behandling. Og jeg sikker på, at vi også vil kunne finde løsninger med den nye administration, siger Jan van de Winkel til MarketWire.
Som det er i dag, har Genmab et setup med partnere i USA, så told er ikke et stort tema her og nu.
Det er vores partnere, der står for kommercialiseringen. Det er Pfizer i forhold til Tivdak og Abbvi
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i forhold til Epkinly. Så lige nu mener jeg ikke, at vi har nogle leverancer ind i USA, siger Jan van de Winkel.
Han peger dog på, at det kan ændre sig i de kommende år, da Genmab arbejder med lægemiddelkandidater som Rina-S mod æggestokkræft og livmoderkræft og Acasunlimab mod ikke-småcellet lungekræft.Og her arbejder vi med producenter, der ligger uden for USA. Så det kan ændre sig i fremtiden. Men lad os ikke drage forhastede konklusioner. Vi følger situationen og er meget tæt på biotek- og
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Morningstar: Genmab Earnings: Darzalex Drives Growth as Pipeline Makes
Progress; Shares Very Undervalued
Analyst Note Rachel Elfman, Equity Analyst, 14 Feb 2025
Narrow-moat Genmab reported strong year-end results highlighted by revenue of DKK 21.5 billion,
representing 31% growth from the prior-year period. Darzalex remains entrenched in the standard of
care for multiple myeloma, and Darzalex royalties accounted for 80% of all the royalties Genmab earned
during the year. -
Genmab ’ s results are tracking our expectations, and we maintain our fair value
estimate of DKK 2,650 per share. We forecast Genmab will achieve over DKK 25 billion in revenue in
2025, representing growth of 16% from the prior year. We view the stock as very undervalued, currently
trading in 5-star territory. -
Royalties from Darzalex are providing ample cash flow, as the company works to develop its pipeline
and prioritize commercialization efforts for Epkinly/Tepkinly (codeveloped with wide-moat AbbVie),
which has received regulatory approvals for the treatment of diffuse large B-cell lymphoma and
follicular lymphoma in several markets, including the United States, Europe, and Japan. Epkinly has had
a strong launch, and it generated DKK 1.7 billion in net product sales in the US and Japan in 2024.
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