Genmab: This Is Anything But A Value Trap, Yet It Is Currently Priced As One
Genmab A/S is a high-margin, royalty-driven biotech with a robust pipeline and strong partnerships, notably with J&J, AbbVie, and Pfizer. Darzalex remains the key revenue driver, but patent protection and new indications should sustain growth for at least four more years. The company boasts a rock-solid balance sheet, undervalued metrics (low PE, PEG, high FCF yield), and active share buybacks.
Genmab A/S: Transitioning From Royalty Model To Commercial-Stage Oncology
Genmab has promising proprietary antibody platforms and partnerships that have helped it transition from licensor to commercial-stage biotech. Their robust royalty stream from Darzalex and Kesimpta funds R&D, while net product sales of epcoritamab and Tivdak are quickly growing as well. Their late-stage pipeline includes epcoritamab label expansions, Rina-S in ovarian cancer, and Acsunilimab in NSCLC. Each of these candidates targets large TAMs.
GMAB or RGEN: Which Is the Better Value Stock Right Now?
Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with Genmab A/S Sponsored ADR (GMAB) and Repligen (RGEN). But which of these two stocks is more attractive to value investors?
Should Value Investors Buy Genmab (GMAB) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Genmab's Outlook Beyond Darzalex's Patent Cliff
Genmab presents a long-term investment opportunity, but uncertainties around Darzalex's pending patent expiration warrant a cautious approach. The company's robust late-stage pipeline could offset DARZALEX revenue loss with new product launches expected between 2027-2031. Genmab's strong balance sheet with $2.9 billion in cash and no long-term debt provides financial flexibility for R&D and strategic acquisitions.
Japanese Drug Regulator Approves Genmab Cancer Drug For Patients With Advanced Cervical Cancer
The Japanese Ministry of Health, Labour and Welfare on Thursday approved Genmab A/S' GMAB Tivdak (tisotumab vedotin) for advanced or recurrent cervical cancer that has progressed on or after cancer chemotherapy.
Genmab: GEN3014's Demise And Implications For The HexaBody Platform
Genmab's stock fell after J&J opted out of developing GEN3014 due to its undifferentiated efficacy and worse safety and tolerability compared to Darzalex. Genmab wisely chose not to pursue GEN3014 further, focusing instead on its existing pipeline projects. Concerns about GEN3014's safety may have impacted investors' perceptions of Genmab's HexaBody platform.
Genmab: Positive 2025 Outlook, Johnson & Johnson's Decision Coming Soon
Genmab reported strong Q4 2024 results, with $897.4 million in revenue, beating expectations and showing 29% Y/Y growth, driven by Darzalex royalties. 2025 revenue guidance was slightly ahead of consensus and expense guidance was surprisingly low, indicating only 7% growth, and enhancing the company's financial outlook. J&J's decision on GEN3014 is pending; I expect J&J to opt out, but remain bullish on Genmab's product portfolio, pipeline, and growth prospects.
Genmab A/S (GMAB) Q4 2024 Earnings Conference Call Transcript
Genmab A/S (GMAB) Q4 2024 Earnings Conference Call February 12, 2025 12:00 PM ET Company Participants Jan van de Winkel - CEO Brad Bailey - EVP and Chief Commercial Officer Anthony Pagano - CFO Tahamtan Ahmadi - Chief Medical Officer Judith Klimovsky - Chief Development Officer Conference Call Participants Jonathan Chang - Leerink Partners Paul Jeng - Guggenheim Securities, LLC Asthika Goonewardene - Truist Securities Yifeng Liu - HSBC Xian Deng - UBS Yaron Werber - TD Securities Matthew Phipps - William Blair Qize Ding - Redburn Atlantic Justin Smith - Bernstein Vikram Purohit - Morgan Stanley Rajan Sharma - Goldman Sachs Operator Hello, and welcome to the Genmab Full Year 2024 Financial Results Conference Call. As a reminder, this conference call is being recorded.
GMAB vs. QGEN: Which Stock Is the Better Value Option?
Investors interested in stocks from the Medical - Biomedical and Genetics sector have probably already heard of Genmab A/S Sponsored ADR (GMAB) and Qiagen (QGEN). But which of these two stocks is more attractive to value investors?
Genmab (GMAB) Upgraded to Buy: Here's What You Should Know
Genmab (GMAB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Are Investors Undervaluing Genmab (GMAB) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
