Jonathan [Last Name Unknown]'s questions to Genmab A/S (GMAB) leadership • Q1 2025
Question
An analyst on behalf of Jonathan asked Genmab to set expectations for the upcoming Rina-S endometrial cancer data at ASCO and to compare its commercial opportunity to that in ovarian cancer.
Answer
CMO Tahamtan Ahmadi, while noting the data is under embargo, stated it is compelling and underscores Rina-S's potential as a best-in-class ADC. CFO Anthony Pagano framed the opportunity as a meaningful component of a potential $2 billion-plus market for Rina-S, highlighting significant progress since the asset's acquisition. CCO Brad Bailey added that Rina-S is a key future growth driver.