The Danish biotechnology company and partner AbbVie said a drug combination to treat lymphoma met the primary goal in a late-stage clinical trial.
Genmab A/S (GMAB) Q1 2026 Earnings Call Transcript
Genmab faces a pivotal transition as DARZALEX royalties end by 2029–2032, but multiple late-stage oncology catalysts could redefine its growth trajectory. Upcoming registrational readouts for EPKINLY, Rina-S, and petosemtamab in 2026–2027 could drive multi-billion-dollar peak sales and diversify GMAB's revenue base. GMAB trades at a discounted 4x 2026 and 2.5x 2030 forward price-to-sales, despite strong double-digit revenue and EPS growth projections post-OpEx ramp.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 2,555 | $73,959.54 | $74,648.67 | $689.13 | 0.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 225 | $8,004.05 | $6,568.87 | -$1,435.18 | -17.93% |
David Kim Paradigm Biocapital Advisors LP | 7.97M | $241.23M | $232.06M | -$9.17M | -3.8% |
| YA Yinka Akinsola Blue Trust Inc. | 11,609 | $276,044.92 | $337,996.03 | $61,951.11 | 22.44% |
| NM Nir Messafi Deep Track Capita LLP | 3.66M | $98.28M | $106.69M | $8.41M | 8.55% |
| Biotechnology Industry | Healthcare Sector | Jan van de Winkel CEO | NASDAQ (NGS) Exchange | 372303206 CUSIP |
| DK Country | 2,638 Employees | - Last Dividend | 1 May 2018 Last Split | - IPO Date |
Genmab A/S is a pioneering biotechnology company based in Copenhagen, Denmark, specializing in the development of antibody therapeutics for the treatment of cancer and other serious diseases. Founded in 1999, Genmab has grown to become a leader in the field, leveraging its expertise to market innovative treatments worldwide. The company's therapeutic products focus on employing human monoclonal antibodies to target and combat diseases, with a strong emphasis on hematological malignancies and solid tumors. Genmab's strategic collaborations with industry leaders like Seagen Inc., argenx, AbbVie, BioNTech, Janssen, and Novo Nordisk A/S play a pivotal role in expanding its portfolio and enhancing therapeutic development.