Earnings summaries and quarterly performance for GENMAB.
Research analysts who have asked questions during GENMAB earnings calls.
Asthika Goonewardene
Truist Securities
6 questions for GMAB
Also covers: ALLO, AUTL, BNTX +9 more
YW
Yaron Werber
TD Cowen
6 questions for GMAB
Also covers: ALEC, AMGN, ARGX +15 more
JC
Jonathan Chang
Leerink Partners
5 questions for GMAB
Also covers: ADAP, IMCR, KPTI +10 more
Matthew Phipps
William Blair
5 questions for GMAB
Also covers: ABBV, AGEN, AMGN +8 more
RS
Rajan Sharma
Goldman Sachs Group, Inc.
5 questions for GMAB
Also covers: ARGX, AUTL, AZN +6 more
QD
Qize Ding
Redburn Atlantic
4 questions for GMAB
XD
Xian Deng
Berenberg
4 questions for GMAB
Also covers: ARGX, GLPG
Michael Schmidt
Guggenheim Securities
3 questions for GMAB
Also covers: ADAP, ADCT, ARVN +20 more
Suzanne van Voorthuizen
Kempen & Co
3 questions for GMAB
Also covers: ARGX, BNTX, HOOK +3 more
BJ
Ben Jackson
Jefferies
2 questions for GMAB
Also covers: EVO, PHAR, SNY
JG
James Gordon
JPMorgan Chase & Co.
2 questions for GMAB
Also covers: ARGX, AZN, GRFS +4 more
Judah Frommer
Morgan Stanley
2 questions for GMAB
Also covers: APLS, ARQT, ATAI +5 more
Mattias Häggblom
Handelsbanken
2 questions for GMAB
Also covers: AZN, GNNDY
SB
Sarah Bukhari
Guggenheim Partners
2 questions for GMAB
Victor Floch
BNP Paribas
2 questions for GMAB
Also covers: ARGX
VP
Vikram Purohit
Morgan Stanley
2 questions for GMAB
Also covers: ABSI, ARGX, ARQT +11 more
ZE
Zain Ebrahim
JPMorgan
2 questions for GMAB
EF
Emily Field
Barclays
1 question for GMAB
Also covers: AZN, GSK, NVO +2 more
ED
Etzer Darout
BMO Capital Markets
1 question for GMAB
Also covers: ARVN, CTMX, EXEL +7 more
PV
Peter Verdult
Citigroup Inc.
1 question for GMAB
Also covers: AZN, EVO, GRFS +4 more
Sachin Jain
Bank of America
1 question for GMAB
Also covers: AZN, GSK, NVO +2 more
YL
Yifeng Liu
HSBC
1 question for GMAB
Also covers: BNTX
Recent press releases and 8-K filings for GMAB.
Genmab Reports Strong 2025 Financials and Provides 2026 Guidance
GMAB
Earnings
Guidance Update
M&A
- Genmab reported a 19% increase in total revenue to $3.7 billion in 2025, with proprietary medicine sales growing 54% year-over-year to $632 million, accounting for approximately 28% of total revenue growth, and an operating profit of $1.26 billion.
- For 2026, the company expects 14% total revenue growth at the midpoint and an operating profit of $1.15 billion at the midpoint, with DARZALEX net sales projected between $15.6 billion and $16.4 billion.
- In 2025, EPKINLY received FDA approval in second-line follicular lymphoma, and TIVDAK expanded its availability in Japan and Europe, becoming the first ADC approved in recurrent or metastatic cervical cancer in the E.U., U.K., and Japan.
- The acquisition of Merus enhanced Genmab's late-stage portfolio with petosemtamab, and the company anticipates up to six potentially registrational data readouts in 2026 for EPKINLY, Rina-S, and petosemtamab, which could set the stage for multiple product launches and line extensions in 2027.
- Genmab's pipeline is currently comprised of 45% ADC, 50% DuoBody-based (bispecific), and 5% HexaBody-based technologies, following three recent IND filings for a bispecific antibody, an ADC, and a bispecific with HexaBody technology.
Feb 17, 2026, 5:00 PM
Genmab Reports Strong 2025 Financial Performance and Provides 2026 Guidance
GMAB
Earnings
Guidance Update
M&A
- In 2025, Genmab achieved total revenue growth of 19%, reaching $3.7 billion, and expanded operating profit to $1.26 billion.
- Sales of proprietary medicines increased 54% year-over-year to $632 million in 2025, with Epkinly sales reaching $468 million (up 67% year-over-year) and Tivdak sales at $164 million (up 26% year-over-year).
- For 2026, the company projects 14% total revenue growth at the midpoint and $1.15 billion in operating profit at the midpoint.
- 2025 was marked by the acquisition of Merus, which enhanced the late-stage portfolio with petosemtamab, and significant positive momentum for Epkinly following its FDA approval in second-line follicular lymphoma.
- 2026 is anticipated to be a pivotal year, with expectations for up to six potentially registrational data readouts for Epkinly, Rina-S, and petosemtamab, setting the stage for multiple product launches and line extensions in 2027.
Feb 17, 2026, 5:00 PM
Genmab Reports Strong 2025 Financial Results and Provides 2026 Guidance
GMAB
Earnings
Guidance Update
New Projects/Investments
- Genmab reported 2025 total revenue of $3.7 billion, a 19% increase, and an operating profit of $1.26 billion.
- Sales from proprietary medicines grew 54% year-over-year to $632 million, driven by Epkinly sales of $468 million (up 67%) and Tivdak sales of $164 million (up 26%).
- For 2026, Genmab expects 14% total revenue growth and $1.15 billion in operating profit at the midpoint, with DARZALEX net sales projected between $15.6 billion-$16.4 billion.
- The company advanced its late-stage pipeline in 2025 through the acquisition of Merus for petosemtamab, FDA approval for Epkinly in second-line follicular lymphoma, and expanded development for Rina-S. Up to 6 potentially registrational data readouts are anticipated in 2026.
- Genmab completed a $5.5 billion debt offering, with $4.1 billion fixed, and aims to reduce gross leverage below 3x by the end of 2027.
Feb 17, 2026, 5:00 PM
Genmab Publishes 2025 Annual Report and Provides 2026 Financial Outlook
GMAB
Earnings
Guidance Update
New Projects/Investments
- Genmab A/S published its 2025 Annual Report on February 17, 2026, detailing its financial performance for the year and providing a financial outlook for 2026.
- For 2025, Genmab reported revenue of $3,720 million, a 19% increase from 2024, and an operating profit of $1,263 million (excluding acquisition-related expenses). Royalty revenue increased by 23% to $3,102 million.
- Key business achievements in 2025 included the FDA approval of EPKINLY® for follicular lymphoma, Tivdak® approvals in Europe and Japan, and the acquisition of Merus N.V..
- Genmab provided a 2026 revenue guidance range of $4,065 million to $4,395 million (mid-point $4,230 million) and an operating profit guidance range of $900 million to $1,400 million (mid-point $1,150 million).
Feb 17, 2026, 4:01 PM
Genmab Announces 2025 Net Sales for DARZALEX®
GMAB
Earnings
- Genmab A/S announced that worldwide net trade sales of DARZALEX® (daratumumab) in 2025 totaled USD 14,351 million.
- These sales were comprised of USD 8,266 million from the U.S. and USD 6,085 million from the rest of the world.
- Genmab receives royalties on these worldwide net sales from Johnson & Johnson.
Jan 21, 2026, 12:02 PM
Genmab Announces Topline Phase 3 Results for Epcoritamab in DLBCL
GMAB
Product Launch
New Projects/Investments
- Genmab announced positive topline results from the Phase 3 EPCORE DLBCL-1 trial for epcoritamab monotherapy in patients with relapsed/refractory Diffuse Large B-cell Lymphoma (DLBCL).
- The trial demonstrated a statistically significant improvement in progression-free survival (PFS) (HR: 0.74 [95% CI 0.60 to 0.92]), along with improvements in complete response rate, duration of response, and time to next treatment.
- This marks the first Phase 3 study to show PFS improvement for a CD3xCD20 T-cell engaging bispecific monotherapy in relapsed or refractory DLBCL.
- However, overall survival (OS) (HR: 0.96 [95% CI 0.77 to 1.20]) did not reach statistical significance in the study.
- Genmab and AbbVie will engage global regulatory authorities to discuss next steps for epcoritamab, which is already approved in over 65 countries for certain lymphoma indications.
Jan 16, 2026, 6:41 PM
Genmab Announces Positive Topline Results for Epcoritamab Phase 3 Trial
GMAB
Product Launch
New Projects/Investments
- Genmab announced positive topline results from the Phase 3 EPCORE DLBCL-1 trial for epcoritamab in patients with relapsed/refractory diffuse large B-cell lymphoma (DLBCL).
- The trial demonstrated a statistically significant improvement in progression-free survival (PFS) with epcoritamab monotherapy (HR: 0.74 [95% CI 0.60 to 0.92]).
- This marks the first Phase 3 study to show improved PFS for a CD3xCD20 T-cell engaging bispecific monotherapy in this patient population.
- Genmab and AbbVie will engage global regulatory authorities to discuss next steps for epcoritamab based on these results.
Jan 16, 2026, 6:31 PM
Genmab Announces Positive Topline Results from EPCORE DLBCL-1 Trial
GMAB
- Genmab announced positive topline results from the Phase 3 EPCORE DLBCL-1 trial for epcoritamab in patients with relapsed or refractory diffuse large B-cell lymphoma (DLBCL).
- The trial demonstrated a statistically significant improvement in progression-free survival (PFS) (HR: 0.74 [95% CI 0.60 to 0.92]), making it the first Phase 3 study to show such improvement in this patient population with a CD3xCD20 T-cell engaging bispecific monotherapy.
- Genmab and AbbVie will engage global regulatory authorities to discuss the next steps for epcoritamab based on these results.
Jan 16, 2026, 6:30 PM
Genmab CEO Discusses 2026 Strategy and Late-Stage Pipeline at J.P. Morgan Conference
GMAB
M&A
New Projects/Investments
Guidance Update
- Genmab is positioned for sustainable long-term growth with a diversified revenue base and a powerful late-stage pipeline, including nine medicines on the market after the acquisition of Merus.
- 2026 is anticipated to be a transformational year with up to six potential registrational data readouts for three high-impact late-stage programs: Epkinly, Rina-S, and petosemtamab, setting the stage for multiple important product launches and line extensions in 2027.
- Epkinly demonstrated phase III superiority in follicular lymphoma and has three phase III trials in diffuse large B-cell lymphoma with data expected in 2026, aiming to significantly increase its addressable patient population.
- Rina-S is designed to broaden eligibility in folate receptor alpha-targeted treatment, with encouraging anti-tumor activity in ovarian and endometrial cancers and ongoing phase III trials.
- Petosemtamab, acquired through Merus, shows compelling data in head and neck cancer, with top-line data from phase III trials expected in the second half of 2026.
Jan 13, 2026, 11:45 PM
Genmab Outlines 2026 Catalysts and Long-Term Growth Strategy
GMAB
New Projects/Investments
M&A
Revenue Acceleration/Inflection
- Genmab begins 2026 with a diversified revenue base from nine marketed medicines and a late-stage portfolio positioned for sustainable long-term growth into the 2030s.
- The company anticipates a catalyst-rich 2026 with up to six potential registrational data readouts for key assets: Epkinly, Rina S, and Petosemtamab, which could lead to multiple product launches and line extensions starting in 2027.
- Epkinly demonstrated phase three superiority over standard of care in follicular lymphoma and is expected to have three phase three data readouts in diffuse large B-cell lymphoma in 2026, aiming to significantly expand its addressable patient population.
- Petosemtamab, acquired through Merus, achieved a 63% response rate in combination with Pembro in first-line head and neck cancer, more than triple the standard of care, with top-line phase three data anticipated in the second half of 2026.
- Genmab is financially profitable and is strategically transforming into a fully integrated biotech, focusing on operational efficiencies and disciplined investment in high-priority programs.
Jan 13, 2026, 11:45 PM
Quarterly earnings call transcripts for GENMAB.
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