GENMAB A/S
No enriched coverage for $GMAB in the last 7 days.
No SEC Form 4 filings for $GMAB in the last 30 days.
See all $GMAB insider activity →BofA Securities selects AstraZeneca, Bayer, and Roche as top pharma picks, citing pipeline strength and valuation. Genmab is named a high-conviction SMID pick. AstraZeneca faces pressure over pipeline concerns, while Bayer is favored for its valuation and pharma business. Roche's price target was raised to CHF415. Genmab is highlighted for upcoming Phase III data readouts.
Genmab (GMAB) raised its 2026 revenue guidance to $4.325B-$4.525B, up from $4.065B-$4.395B, citing strong royalty streams. H1 2026 revenue grew 25% YoY to $2.051B, with royalty revenue up 24%. Guggenheim raised its price target to $42. Hedge fund interest increased, with 30 funds holding positions in Q1 2026.
Genmab and AbbVie said the Phase 3 EPCORE DLBCL-1 trial of epcoritamab failed its U.S. overall survival primary endpoint, though the drug keeps accelerated FDA approval. Genmab reported H1 2026 revenue of $2.051B and raised 2026 guidance to $4.325–$4.525B. AbbVie reported Q2 2026 net revenues of $16.99B and EPS $3.65.
Recent GMAB coverage spans earnings, financial news and regulation.
High conviction pick may attract speculative buying.
Higher guidance suggests stronger royalty and product sales, likely supporting a price upside.
Material regulatory and valuation risk as the missing survival endpoint complicates conversion from accelerated approval to full approval.
Initiation can create fresh demand from model portfolios and momentum traders, but is not a fundamental update.
Upgraded 2026 revenue guidance plus late-stage pipeline positives strengthen the bull case and can support further multiple expansion or momentum.
AlphAI scores every news story that mentions GMAB with an AI model for sentiment and relevance, and aggregates insider trades from GENMAB A/S's SEC EDGAR Form 4 filings. Figures refresh continuously.
BofA Securities selects AstraZeneca, Bayer, and Roche as top pharma picks, citing pipeline strength and valuation. Genmab is named a high-conviction SMID pick. AstraZeneca faces pressure over pipeline concerns, while Bayer is favored for its valuation and pharma business. Roche's price target was raised to CHF415. Genmab is highlighted for upcoming Phase III data readouts.
2 min readGenmab (GMAB) raised its 2026 revenue guidance to $4.325B-$4.525B, up from $4.065B-$4.395B, citing strong royalty streams. H1 2026 revenue grew 25% YoY to $2.051B, with royalty revenue up 24%. Guggenheim raised its price target to $42. Hedge fund interest increased, with 30 funds holding positions in Q1 2026.
2 min readGenmab and AbbVie said the Phase 3 EPCORE DLBCL-1 trial of epcoritamab failed its U.S. overall survival primary endpoint, though the drug keeps accelerated FDA approval. Genmab reported H1 2026 revenue of $2.051B and raised 2026 guidance to $4.325–$4.525B. AbbVie reported Q2 2026 net revenues of $16.99B and EPS $3.65.
6 min read24/7 Wall St. lists Wednesday analyst research calls. Upgrades include Hilton (HLT) to Buy with a $365 target, Intuitive Surgical (ISRG) to Outperform with a $500 target, Merck (MRK) to Outperform with a $143 target, and Okta (OKTA) to Outperform with a $170 target. Downgrades include The Gap (GAP) to Hold, and Novo Nordisk (NVO) to Hold. Initiations cover Genmab (GMAB) and Marriott (MAR).
6 min readSimply Wall St reports Genmab raised its 2026 revenue outlook after Q2 results, citing regulatory progress in Europe and positive Phase III data for epcoritamab (EPKINLY) plus Rina-S program expansion. The article says Genmab’s shares rose 6.5% in one day and 20.5% over 90 days, and discusses a DKK2,392.08 fair value versus a DKK1,999 close and P/E comparisons.
7 min readGenmab A/S shares rose 7.6% to kr.1,999 after interim results. The company reported statutory profit of US$5.68 per share, 29% above forecast, while revenue of US$2.0b matched expectations. Analysts raised 2026 revenue to US$4.48b and EPS to US$12.14, but kept the price target at kr.2,407.
4 min readGenmab (GMAB) shares rose about 4.4% after the company reported first-half revenue up 25% to $2.05B, driven by royalty revenue up 24% to $1.71B. Management raised full-year revenue guidance to $4.325B-$4.525B and adjusted operating profit to $1.225B. Royalty strength was linked to Darzalex and Kesimpta, according to the article.
4 min readEuropean shares rose slightly, led by healthcare, as investors weighed higher oil prices and renewed Middle East tensions ahead of the U.S. jobs report. The STOXX 600 gained 0.2%. Brent rose to about $83.29. Munich Re shares fell 3.7% despite higher Q2 net profit. Genmab rose 7.2% after higher first-half revenue and a raised full-year outlook.
4 min readGenmab’s Q2 2026 earnings call set full-year 2026 revenue guidance at $4.3 billion to $4.5 billion and operating profit at $1.1 billion to $1.4 billion. DARZALEX net trade sales were $4,207 million in Q2, with EPKINLY H1 sales $312 million and proprietary portfolio revenue $396 million. Management cited Merus integration, a 3.6% effective tax rate, and multiple late-2026 readouts.
6 min readGenmab reported first-half 2026 revenue of $2,051 million, up 25% from $1,640 million a year earlier, driven by higher DARZALEX and Kesimpta royalties and higher EPKINLY net product sales. Royalty revenue rose to $1,708 million. Genmab updated 2026 guidance, citing higher DARZALEX royalties and EPKINLY net sales, and noted positive Phase 3 data for epcoritamab plus lenalidomide.
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