US · Healthcare · Biotechnology
EPS came in at 0.54 against a street estimate of 0.37 — a beat of 45.9%.
Analysts rate Genmab AS a strong buy (11 buy, 1 hold, 0 sell out of 12) with an average price target of $44.40.
CONFIDENT Genmab delivered 25% revenue growth to $899M (H1 2026), raised FY26 guidance to $4.3–4.5B revenue (+5% vs prior) and $1.1–1.4B operating profit. Three Phase III readouts expected Q4 2026–Q1 2027 across epcoritamab, petosemtamab, and Rina-S. H1 2026 Majority H1 sales from US and Japan (Genmab-booked). AbbVie partnership handles ex-Japan EPKINLY commercialization. Analysts pressed on timing delays (DLBCL-2 interim, peto second-line), competitive positioning (amivantamab accelerated approval, TROP2 ADCs), and endpoint maturity. Management held guidance, emphasized Phase II data strength predictive of Phase III, and deferred detailed competitive commentary until data readouts. Declined specifics on delayed DLBCL-2 interim. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Paradigm Biocapital Advisors LP | 2.14% |
| Orbis Allan Gray Ltd | 1.85% |
| AllianceBernstein L.P. | 1.41% |
| Deerfield Management Co | 1.12% |
| Deep Track Capital, LP | 0.92% |
| Arrowstreet Capital Limited Partnership | 0.81% |
| BlackRock Inc | 0.76% |
| Sofinnova Ventures | 0.66% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • This Form 6-K is a regulatory filing by Genmab A/S for October 2026. • The filing itself contains no operating results, finan | 2026-10-13 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Genmab held an Extraordinary General Meeting on October 7, 2026, in Copenhagen, Denmark. • Shareholders approved the 2026 Board | 2026-10-07 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Genmab and AbbVie reported positive topline results from the Phase 3 EPCORE DLBCL-2 trial of epcoritamab plus R-CHOP in newly diag | 2026-10-05 |
| Current report (6-K) · Q4 2026 MAJOR SHAREHOLDER UPDATE • Genmab A/S filed a Form 6-K with the U.S. Securities and Exchange Commission for October 2026. • The filing contains one | 2026-10-02 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • The document is an English translation of Genmab A/S’s Articles of Association dated September 24, 2026. • Share capital is DKK 6 | 2026-09-29 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • This Form 6-K contains and incorporates by reference Genmab A/S’s company announcement dated September 24, 2026, provided as E | 2026-09-24 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Genmab A/S has share capital of DKK 62,405,855, divided into shares with a nominal value of DKK 1 each. • Each share carries one | 2026-09-09 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Genmab will issue 28,011 new shares after employees exercised warrants. • The company will receive approximately DKK 44.3 million | 2026-09-09 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.