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 buy (5 buy, 4 hold, 0 sell out of 9) with an average price target of $39.14.
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 | 2.13% |
| Orbis Allan Gray Ltd | 2.10% |
| AllianceBernstein L.P. | 1.55% |
| Deep Track Capital, LP | 0.92% |
| Arrowstreet Capital Limited Partnership | 0.81% |
| BlackRock Inc | 0.74% |
| Renaissance Technologies Corp | 0.72% |
| Two Sigma Investments LLC | 0.57% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Genmab AS — free to start.
Google PlayApp StoreData updated 2026-09-18.