Genmab — November 2025
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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."
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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
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Genmab-partner sikrer sig ny godkendelse til supersællert https://proinvestor.com/investornyt/1380316/genmab-partner-sikrer-sig-ny-godkendelse-til-supersaellert
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@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
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Vincent Rajkumar: Historic and Paradigm Changing – The First Ever Treatment for High-Risk SMM https://oncodaily.com/voices/vincent-rajkumar-404341
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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.) -
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.) -
TD Cowen opjustereDE kursmålet for Genmab til 2158 kr. fra 2015 kr. https://www.sydinvest.dk/nyheder/fredagens-aktier-novo-dykkede-endnu-dybere-mens-vestas-f
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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. -
Genmab får hævet kursmålet til 2000 kr. hos Barclays https://proinvestor.com/investornyt/1381265/genmab-far-haevet-kursmalet-til-2000-kr-hos-barclays
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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.
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