Genmab A/S (GMAB) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Genmab A/S (GMAB) Jefferies London Healthcare Conference 2025 November 19, 2025 7:00 AM EST Company Participants Jan van de Winkel - Co-Founder, President & CEO Anthony Pagano - Executive VP & CFO Conference Call Participants Benjamin Jackson - Jefferies LLC, Research Division Presentation Benjamin Jackson Jefferies LLC, Research Division Good to see you all here. Welcome to day 3 of the Jefferies London Healthcare Conference.
Genmab A/S (GMAB) Q3 2025 Earnings Call November 6, 2025 12:00 PM EST Company Participants Jan van de Winkel - Co-Founder, President & CEO Tahamtan Ahmadi - Executive VP, Chief Medical Officer & Head of Experimental Medicines Brad Bailey Anthony Pagano - Executive VP & CFO Judith Klimovsky - Executive VP & Chief Development Officer Conference Call Participants Jonathan Chang - Leerink Partners LLC, Research Division Michael Schmidt - Guggenheim Securities, LLC, Research Division Xian Deng - UBS Investment Bank, Research Division Qize Ding - Rothschild & Co Redburn, Research Division Rajan Sharma - Goldman Sachs Group, Inc., Research Division Yaron Werber - TD Cowen, Research Division Asthika Goonewardene - Truist Securities, Inc., Research Division Matthew Phipps - William Blair & Company L.L.C., Research Division Victor Floch - BNP Paribas, Research Division Zain Ebrahim - JPMorgan Chase & Co, Research Division Charlie Haywood - BofA Securities, Research Division Presentation Operator Hello, and welcome to the Genmab First Half 2025 Financial Results Conference Call.
Genmab stock surges 21.9% after striking an $8 billion deal to buy Merus, adding a late-stage cancer treatment candidate to its proprietary oncology pipeline.
Genmab A/S (GMAB) M&A Call September 29, 2025 7:00 AM EDT Company Participants Jan van de Winkel - Co-Founder, President & CEO Tahamtan Ahmadi - Executive VP, Chief Medical Officer & Head of Experimental Medicines Anthony Pagano - Executive VP & CFO Judith Klimovsky - Executive VP & Chief Development Officer Conference Call Participants Jonathan Chang - Leerink Partners LLC, Research Division Michael Schmidt - Guggenheim Securities, LLC, Research Division Asthika Goonewardene - Truist Securities, Inc., Research Division Judah Frommer - Morgan Stanley, Research Division Matthew Phipps - William Blair & Company L.L.C., Research Division Qize Ding - Rothschild & Co Redburn, Research Division Rajan Sharma - Goldman Sachs Group, Inc., Research Division Sebastiaan van der Schoot Presentation Operator Hello to Genmab's conference call regarding its proposed acquisition of Merus.
Genmab is rated BUY due to strong royalty income, surging drug sales, and a robust late-stage oncology pipeline. GMAB's H1 2025 revenue rose 19%, driven by Darzalex royalties and rapid growth in self-commercialized drugs EPKINLY and Tivdak. The company is transitioning from a royalty-based model to a diversified commercial portfolio, supported by a $2.9 billion cash reserve.
Genmab A/S is leveraging its royalty-centric model and new ADCs like Epkinly to offset upcoming Darzalex patent expiry risks. Epkinly's strong Phase 3 data in follicular lymphoma positions GMAB for blockbuster potential and validates its co-promotion strategy with AbbVie. Despite a recent rally, GMAB remains undervalued versus peers, with robust profitability, cash flow, and a discounted forward P/E ratio.
The mean of analysts' price targets for Genmab (GMAB) points to a 33.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Genmab A/S (GMAB) Q2 2025 Earnings Conference Call August 7, 2025 12:00 PM ET Company Participants Anthony Pagano - Executive VP & CFO Brad Bailey - Corporate Participant Jan G.J. van de Winkel - Co-Founder, President & CEO Judith V.
Investors with an interest in Medical - Biomedical and Genetics stocks have likely encountered both Genmab A/S Sponsored ADR (GMAB) and Acadia Pharmaceuticals (ACAD). But which of these two stocks offers value investors a better bang for their buck right now?
Genmab (GMAB) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
The mean of analysts' price targets for Genmab (GMAB) points to a 40% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.