Genmab

BNP Paribas upgrades Genmab to “outperform,” citing a strong ADC pipeline, high margins and VBR potential amid a growing oncology market.

Genmab’s 2025 AGM confirms strong antibody‑therapy growth and a $1.25 bn revenue lift, while outlining a 2026 strategy to navigate patent cliffs, value‑based pricing and potential M&A.

Genmab’s anti‑MET antibody strategy and pipeline expansion promise growth, even with a 2026 patent cliff, amid rising competition and mixed analyst outlooks.

Genmab A/S sees a moderate‑buy consensus from Jefferies, HC Wainwright, Morgan Stanley, and Truist, citing pipeline strength, royalty income and partnership growth.

Genmab’s 2026 share‑buy‑back and strong antibody‑oncology pipeline spark Jefferies “buy” notes, balancing short‑term returns with long‑term growth and a resilient revenue outlook.

Genmab’s Darzalex nets $14.4 billion in 2025, confirming its myeloma leadership, while phase‑III epcoritamab shows a 4‑month PFS gain and manageable safety, shaping future oncology strategy.

Genmab’s EPCORE DLBCL‑1 results show improved PFS but no OS win, raising questions on pricing, reimbursement and the bispecific antibody market. Read the full analysis.

Genmab’s early 2026 trial of epcoritamab shows PFS, CR, and DOR gains in DLBCL, yet no OS benefit, prompting a Jyske Bank price hike and investor reassessment.

Genmab partners with Anthropic’s Claude AI to speed antibody R&D, automate data analysis and regulatory drafting, aiming to accelerate oncology drug development.

Genmab partners with Anthropic to embed AI into antibody drug development, cutting data handling time, boosting safety insights, and speeding regulatory approval.