Jonathan Chang's questions to Genmab A/S (GMAB) leadership • Q1 2025
Question
An analyst on behalf of Jonathan Chang inquired about expectations for the upcoming Rina-S endometrial cancer data at ASCO and the comparative commercial opportunity of Rina-S in endometrial versus ovarian cancer.
Answer
CMO Tahamtan Ahmadi, while under embargo, described the upcoming Rina-S data as 'very compelling' and supportive of a best-in-class profile. CFO Anthony Pagano elaborated on the commercial potential, framing it as a key component of a potential '$2 billion-plus opportunity' for the asset, building on the progress made since its acquisition. CCO Brad Bailey added that Rina-S is viewed as a primary future growth driver for Genmab.