US · Healthcare · Biotechnology
EPS came in at 0.56 against a street estimate of 0.36 — a beat of 55.6%.
Analysts rate Genmab AS a strong buy (11 buy, 1 hold, 0 sell out of 12) with an average price target of $64.96.
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…
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| 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 |
|---|---|
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Revenue for the first nine months of 2026 was $3,238 million, up 22% from $2,662 million in the same period of 2025. • Royalty re | 2026-11-05 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Genmab reported positive topline results from the Phase 3 LiGeR-HN1 trial of petosemtamab plus pembrolizumab versus pembrolizumab | 2026-10-28 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Genmab reported positive topline results from the Phase 3 RAINFOL-02 trial of rinatabart sesutecan (Rina-S) in platinum-resistant | 2026-10-23 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.