Genmab — Februar 2026
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Over 2000 DKK er realistisk på lang sigt - 12 mdr, og med succesfuld pipeline-execution kan det blive væsentligt højere. 2026 bliver et "defining year" med mange binære events, så volatiliteten vil være høj. Hold øje med de store readouts og newsflow.
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Godmorgen, og mange tak for den tekniske analyse med forskellige tidshorisonter @StockBull!
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Morningstar - Genmab Earnings: Darzalex Royalties Drive Growth as Epkinly Sales Gain Momentum 19 Feb 2026 Genmab's 2025 revenue rose 19% year over year, totaling $3.7 billion, with Darzalex royalties comprising $2.4 billion. Management targets 2026 revenue of $4.0 billion-$4.4 billion, implying continued double-digit growth.
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Why it matters: Genmab's 2025 results reflected broad-based strength across both its partnered and proprietary portfolio, driven by robust royalty revenue from Darzalex (for multiple myeloma) combined with total net product sales of $398 million, up 11% from the prior year
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Epkinly's net product sales expanded 67% year over year, driven by strong uptake across diffuse large B-cell lymphoma and follicular lymphoma patient populations. With regulatory approvals in over 65 countries and expansions into earlier lines of therapy, Epkinly is well-positioned to become a core treatment across B-cell malignancies
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Genmab is focused on transitioning from a royalty-based revenue model to a more independent firm. We expect six data readouts in 2026, including expanded indications for Epkinly, plus data for Rina-S (for endometrial cancer) and petosemtamab (for head and neck squamous cell carcinoma), which could reach the market in 2027, further strengthening Genmab ’ s position as a more diversified biotechnology firm.
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Our 2026 outlook assumes 20% revenue growth, supported by Epkinly's expansion and durable royalty strength from partnered assets.gWe anticipate elevated operating expenses in 2026 rising to roughly 64% of revenue, up from 60% in 2025, as Genmab focuses on investments in late-stage programs and prepares for launches in key markets. Over our 10-year forecast period, we project operating expenses will decline to the mid-30s as a percentage of
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...and thx @EL for your fundemental analyzis as always!
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Very true, but herein lies the true strength of our combined views in this forum, both on short and longsight evaluation of the stock price.
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Genmabs topchef om vækstudsigter: Vi vil forhåbentlig kunne vokse hen over patentudløb på Darzalex https://proinvestor.com/investornyt/1413663/genmabs-topchef-om-vaekstudsigter-vi-vil-forhabentlig-kunne-vokse-hen-over-patentudlob-pa-darzalex
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Ugekommentar. Regnskaber fra Genmab og Zealand Pharma og nyt fra Novo Nordisk. Kort video: https://proinvestor.com/boards/131204/
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Nogle tænker “døde penge” og flytter, andre undervurderer pipeline og lidt længere sigt. Nogle er bare trætte eller lemminger. Fuldt forståeligt, men det kan ikke betale sig. Min indstilling er at nuværende pris, og endnu mere evt. lavere priser, er en total overreaktion og salgshysteri. Jeg har ligesom SB lige præcis nu påbegyndt aktiv placering (øgning) og køber Bull når som helst. Det har virket særdeles lukrativt i 2025, og tror på en gentagelse i 26.
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