Genmab — November 2025
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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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Morningstar Equity Analyst Report7 Nov 2025 Genmab Earnings: Royalty Revenue Sustains Near-Term
Growth With Pipeline Advancement in Progress / Strong demand for Epkinly and royalties from Darzalex and Kesimpta underpinned
Genmab ’ s top-line performance this quarter. We view this sustained momentum as reinforcing nearterm
revenue visibility, as the company continues to prioritize expanding its internal pipeline. -
Genmab continues to make progress in its late-stage pipeline, with the potential approval of Epkinly
in second-line follicular lymphoma and positive endometrial cancer data for Rina-S offering a path to
support revenue diversification beyond its current royalty base. -
The bottom line: We maintain our DKK 2,650 fair value estimate for narrow-moat Genmab and view
shares as undervalued, currently trading in 4-star territory. We continue to have a positive long-term
outlook on the firm ’ s advancing pipeline, and we believe the market is not fully appreciating its
potential to reach blockbuster status.
We view Genmab ’ s strategic shift toward g a wholly owned model as a meaningful evolution for its long-term growth profile. While partnerships effectively support
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