GENMAB A/S
Genmab is an international biotechnology company that develops antibody-based medicines and product candidates for cancer and other serious diseases. Its pipeline includes bispecific T-cell engagers, immune checkpoint modulators, effector function enhanced antibodies and antibody-drug conjugates. Its commercial and late-stage programs include epcoritamab, Rina-S and petosemtamab. Epcoritamab, marketed as EPKINLY or TEPKINLY, is developed and commercialized with AbbVie; Rina-S and petosemtamab are wholly owned by Genmab. Tivdak, its first proprietary commercial product to be approved, is co-developed with Pfizer and co-promoted by Genmab in the US. Genmab also licenses antibody technology and collaborates with pharmaceutical and biotechnology companies. It earns royalties and potential milestone payments under agreements for medicines developed or commercialized by partners, and its proprietary technology platforms support collaborations and product development. Genmab is headquartered in Valby, Denmark.
No SEC Form 4 filings for $GMAB in the last 30 days.
See all $GMAB insider activity →Genmab A/S (Nasdaq: GMAB) disclosed transactions in its shares by managerial employees and their closely associated persons. The company, a biotech firm focused on antibody medicines, has a strong late-stage clinical pipeline and eight approved antibody medicines. It is headquartered in Copenhagen, Denmark, with a global presence.
Genmab reported three positive Phase III trial results for its oncology drugs. EPKINLY showed a hazard ratio of 0.49 in DLBCL, while Rina-S and petosemtamab demonstrated overall survival benefits. Peak sales estimates exceed $3B for EPKINLY, $2B for Rina-S, and multi-billion for petosemtamab, according to the company.
Genmab's shares rose 4% after Johnson & Johnson's FDA approval for Rybrevant Fasbro in head and neck cancer. Genmab will earn 8-10% royalties. Sydbank notes potential competition from Genmab's petosemtamab, which showed positive Phase 3 data.
Over the past 7 days, AlphAI's AI scored 8 news stories mentioning GMAB (GENMAB A/S). Coverage has skewed bullish: 6 bullish, 1 neutral, and 1 bearish.
Recent GMAB coverage spans financial news, earnings and technology.
Insider sales may signal negative sentiment but the materiality is unclear without transaction size.
Positive trial data should lift Genmab's share price as investors price in higher sales potential.
The FDA approval creates a new revenue stream for Genmab, likely driving the stock higher.
Positive rating outlook may boost investor confidence and support price appreciation.
The miss on sales and lack of guidance raise suggest near‑term downside pressure.
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.
Genmab A/S (Nasdaq: GMAB) disclosed transactions in its shares by managerial employees and their closely associated persons. The company, a biotech firm focused on antibody medicines, has a strong late-stage clinical pipeline and eight approved antibody medicines. It is headquartered in Copenhagen, Denmark, with a global presence.
Genmab reported three positive Phase III trial results for its oncology drugs. EPKINLY showed a hazard ratio of 0.49 in DLBCL, while Rina-S and petosemtamab demonstrated overall survival benefits. Peak sales estimates exceed $3B for EPKINLY, $2B for Rina-S, and multi-billion for petosemtamab, according to the company.
Genmab's shares rose 4% after Johnson & Johnson's FDA approval for Rybrevant Fasbro in head and neck cancer. Genmab will earn 8-10% royalties. Sydbank notes potential competition from Genmab's petosemtamab, which showed positive Phase 3 data.
Moody's revised Genmab's outlook to positive from stable, affirming its Ba2 rating. The agency expects revenue growth and debt reduction to improve credit metrics. Adjusted EBITDA is projected to rise to $1.5B-$1.7B by 2025. Liquidity remains strong with $1.9B in cash. However, reliance on Darzalex royalties and upcoming patent expirations pose risks.
Genmab (GMAB) shares fell 4.9% after Q3 revenue of $1.19B missed estimates, though EPS beat. Epkinly sales grew 47% but lagged Jyske Bank's forecast. Full-year guidance remained unchanged, disappointing some analysts. Higher costs reduced net profit. The company maintained its revenue and earnings outlook but did not raise it, despite recent clinical trial successes.
Genmab AS ADR (GMAB) reported Q3 EPS of $0.55, beating estimates by $0.20, while revenue of $1.19B missed expectations of $1.2B. The stock is up 68.77% over 3 months and 84.02% over 12 months. InvestingPro rates its financial health as 'great performance'.
Genmab reported a 22% revenue increase to $3.238 billion for the first nine months, driven by higher royalties and EPKINLY sales. Positive Phase 3 results for epcoritamab, Rina-S, and petosemtamab strengthened its oncology portfolio. Operating expenses rose 35% to $2.018 billion. Analysts rate GMAB stock as Hold with a $57.00 target, while Spark's AI rates it Neutral.
Genmab (GMAB) will present 22 abstracts on epcoritamab at the 2026 ASH Annual Meeting, including Phase 3 trial results for relapsed/refractory DLBCL and FL. The data covers monotherapy and combination regimens. Genmab and AbbVie co-develop the drug, approved in over 65 countries for certain lymphomas.
Incyte (INCY) and Genmab (GMAB) will jointly fund a Phase 1/2 trial combining Incyte's KRAS G12D inhibitor (INCB161734) and Genmab's bispecific antibody (petosemtamab) with chemotherapy for metastatic colorectal cancer with KRAS G12D mutation. The trial aims to evaluate the combination's safety and efficacy, targeting a subtype with limited treatment options.
H.C. Wainwright raised its price target for Genmab (GMAB) to $70 from $60, maintaining a Buy rating. The move follows positive Phase 3 trial results for petosemtamab, showing a 50% reduction in death risk. Genmab's stock has risen 29% in a week. The company reported Q2 2026 earnings of $4.91 per share, beating estimates. Analysts from Guggenheim, JPMorgan, and Morgan Stanley also updated their targets and ratings.
