Genmab A/S Sponsored ADR (GMAB)
GMAB Stock Soars 21.9% in a Month Following MRUS Acquisition Deal
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 Transcript
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 Transitioning To A Global Oncology Powerhouse: Why I Choose To Buy
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: Epkinly's Spectacular Data Is The Antidote To The Darzalex Patent Cliff
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.
Wall Street Analysts Believe Genmab (GMAB) Could Rally 33.8%: Here's is How to Trade
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 Call Transcript
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.
GMAB vs. ACAD: Which Stock Is the Better Value Option?
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) Upgraded to Strong Buy: Here's Why
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.
Wall Street Analysts See a 39.97% Upside in Genmab (GMAB): Can the Stock Really Move This High?
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.
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?
