Genmab — Februar 2026
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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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Tak for video fra tidligere i dag Helge. Det undrer mig at du 4.38min inde i video'en siger at det kan være at investorerne er skuffet over der ikke rigtig kommer nok data i år, og man skal frem til 2027 før det rigtig rykker.... - Er jeg galt på den, når jeg slår på at 2026 er det vigtigste år noge
nsinde for Genmab, lige med undtagelse af Darzalex? -
DLBCL-2 (Epcoritamab i 1. linje):
Data i 2026: Genmab har specifikt fremhævet 2026 som året for key readouts for Epcoritamab i kombinationsbehandlinger til både 1. linje (EPCORE DLBCL-2) og 2. linje DLBCL.
Indikation: Da Epcoritamab allerede er godkendt til senere behandlingslinjer, vil de positive 2026-data være afgørende for at rykke behandlingen frem som standard i første linje (nydiagnosticerede patienter) -
Petosemtamab:
Data i 2026: Udviklingspartnerne (Merus og Genmab) forventer at kunne dele top-line interim-data fra et eller begge af deres igangværende fase 3-studier i 2026.
Fokus: Studierne undersøger stoffet til behandling af hoved-halskræft (HNSCC), både som monoterapi og i kombination med Pembrolizumab. Interim-data har allerede vist lovende responsrater på op mod 67% i kombinationsbehandling.
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