Genmab — November 2025

[E_L]

DARZALEX FASPRO is the first and only treatment approved by the U.S. FDA for patients with high-risk smoldering multiple myeloma https://www.jnj.com/media-center/press-releases/darzalex-faspro-is-the-first-and-only-treatment-approved-by-the-u-s-fda-for-patients-with-high-risk-smoldering-multiple-myeloma

[Helge_LarsenPI-redaktør]

Genmab-direktør mener ny godkendelse til kræftmidlet Epkinly kan være på trapperne https://proinvestor.com/investornyt/1380318/genmab-direktor-mener-ny-godkendelse-til-kraeftmidlet-epkinly-kan-vaere-pa-trapperne

[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

[E_L]

Global net sales of EPKINLY/TEPKINLY were $122 million in the third quarter of 2025

[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 https://pj.jiho.jp/article/254128

[E_L]

" the price target reduction, which Truist attributed specifically to the shelving of GEN1042"

[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."

[ProinvestorNEWS]

Transcript fra Genmab Investor Call Q3: ‘We will deliver significant profitability in 2026’ https://proinvestor.com/investornyt/1380327/transcript-fra-genmab-investor-call-q3-we-will-deliver-significant-profitability-in-2026

[E_L]

William Blair analyst Matt Phipps has reiterated their bullish stance on GMAB stock, giving a Buy rating

[ProinvestorNEWS]

Genmab-partner sikrer sig ny godkendelse til supersællert https://proinvestor.com/investornyt/1380316/genmab-partner-sikrer-sig-ny-godkendelse-til-supersaellert

[E_L]

@StockwatchDK

SEB reiterates Buy on Genmab and lifts its 12M TP to DKK2,350 from DKK2,300 after the Q3 report. https://x.com/StockwatchDK/status/1986726674596057488

[E_L]

Vincent Rajkumar: Historic and Paradigm Changing – The First Ever Treatment for High-Risk SMM https://oncodaily.com/voices/vincent-rajkumar-404341

[lahn1]

EL what was Genmabs q1, q2 and q3 epkinly WW sales ?

[lahn1]

please

[E_L]

i have 90, 121, 122 totals YTD 333

[lahn1]

Thanks thought so. anyone have a guess who sales is stagnating ?

[Solsen]

Perhaps the potential in 3. line is limited. Wait until we get 2. line next year. The blockbuster will be in place

[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

[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.)

[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.)