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Genmab (GMAB) Reports 19% Revenue Growth to $3.7B in 2025 Driven by Proprietary Medicine Sales
Yahoo Finance· 2026-02-20 09:10
Genmab (NASDAQ:GMAB) is one of the best NASDAQ growth stocks to buy for the next 2 years. On February 17, Genmab reported that its total revenue grew by 19% in 2025 to a total $3.7 billion. This growth was fueled by a 54% surge in sales of its proprietary medicines, most notably Abkinley, which generated $468 million, which was a 67% year-over-year increase. The company also benefited from the continued success of its royalty portfolio, particularly Darzalex, which is projected to reach net sales of up to ...
Top 3 Health Care stocks That Could Lead To Your Biggest Gains In Q1 - Genmab (NASDAQ:GMAB), HealthStream (NASDAQ:HSTM)
Benzinga· 2026-02-19 11:21
The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players ...
Genmab(GMAB) - 2025 Q4 - Earnings Call Transcript
2026-02-17 18:02
Financial Data and Key Metrics Changes - Total revenue increased by 19% to $3.7 billion in 2025, driven by strong execution across the royalty portfolio and commercialized medicines [25][26] - Operating profit expanded to $1.26 billion, reflecting strong execution and increasing operating leverage as the business scales [26][30] - Sales of proprietary medicines totaled $632 million, up 54% year-over-year, accounting for approximately 28% of total revenue growth [16][25] Business Line Data and Key Metrics Changes - Epkinly achieved $468 million in sales for 2025, representing a 67% year-over-year increase, driven by its dual indication in diffuse large B-cell lymphoma and follicular lymphoma [17][19] - Tivdak generated $164 million in sales, a 26% year-over-year increase, maintaining market leadership in recurrent or metastatic cervical cancer [20][21] Market Data and Key Metrics Changes - Epkinly closed 2025 with regulatory approvals in over 65 countries, nearly all featuring the dual indication [17] - The U.S. market saw increased uptake for Epkinly, particularly in community settings, with a majority of health systems ordering from multiple sites [18] Company Strategy and Development Direction - The company aims to accelerate the development of its late-stage pipeline and maximize the potential of its commercialized medicines, with a focus on sustainable growth into the 2030s [5][6] - The acquisition of Merus is expected to enhance the late-stage portfolio with petosemtamab, providing multiple value-creating catalysts in 2026 and beyond [8][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute on key data readouts in 2026 and subsequent high-impact launches in 2027, emphasizing a disciplined approach to capital allocation [31] - The company anticipates continued momentum in Epkinly and its royalty portfolio, with a revenue growth guidance of 14% for 2026 [27][30] Other Important Information - The company has five combined breakthrough therapy designations for its late-stage programs, which have multi-billion dollar potential [9] - The company is committed to deleveraging, targeting gross leverage below 3x by the end of 2027 [30] Q&A Session Summary Question: Next steps for Epkinly following EPCORE DLBCL-1 study results? - Management confirmed that the study showed positive progression-free survival but missed overall survival, and discussions with regulatory agencies are ongoing regarding the next steps [34][36] Question: Update on outpatient data for Epkinly? - Management indicated that the outpatient study is crucial for modifying the label and facilitating administration in the community [43][46] Question: Expectations for Rina-S pivotal phase two readout? - Management stated that the study is designed to support accelerated approval based on overall response rate and duration of response [51][54] Question: Expectations for EPCORE DLBCL 4 trial? - Management expressed optimism that the trial will lead to registration in second-line and third-line settings, differentiating it from other studies [58][60] Question: Thoughts on pembro approval in PROC and implications for Rina-S? - Management acknowledged the approval as a good option for patients but believes Rina-S can be more transformative for a broader population [62][64] Question: Confirmation on interim results for Epkinly frontline DLBCL trial? - Management reiterated that the readout for the study is expected to happen in 2026 [55][68]
Genmab(GMAB) - 2025 Q4 - Earnings Call Transcript
2026-02-17 18:02
Genmab (NasdaqGS:GMAB) Q4 2025 Earnings call February 17, 2026 12:00 PM ET Company ParticipantsAnthony Pagano - CFOBenjamin Jackson - VP of Equity ResearchBrad Bailey - CCOJames Gordon - Director and Head of European Pharma and Biotech & Life Sciences Equity ResearchJan van de Winkel - CEOJudith Klimovsky - Chief Development OfficerMatthew Phipps - Group Head–BiotechnologyTahamtan Ahmadi - CMOVictor Floc'h - Equity Research of PharmaceuticalsXian Deng - Executive Director and Pharma and Biotech Equity Resea ...
Genmab(GMAB) - 2025 Q4 - Earnings Call Transcript
2026-02-17 18:00
Financial Data and Key Metrics Changes - Total revenue increased by 19% to $3.7 billion in 2025, driven by strong execution across the royalty portfolio and commercialized medicines [24][25] - Operating profit expanded to $1.26 billion, reflecting strong execution and increasing operating leverage as the business scales [25][27] - Sales of proprietary medicines totaled $632 million, up 54% year over year, accounting for approximately 28% of total revenue growth [14][24] Business Line Data and Key Metrics Changes - Epkinly achieved $468 million in sales for the year, representing a 67% year-over-year increase, driven by its dual indication in diffuse large B-cell lymphoma and follicular lymphoma [15][24] - Tivdak generated $164 million in sales, representing a 26% year-over-year increase, maintaining market leadership in recurrent or metastatic cervical cancer [19][20] Market Data and Key Metrics Changes - Epkinly closed 2025 with regulatory approvals in more than 65 countries, nearly all featuring the dual indication [15] - The U.S. market saw increased uptake for Epkinly, particularly following its approval in second-line follicular lymphoma [17][18] - Tivdak's launch in Germany showed strong uptake, with positive physician feedback [20] Company Strategy and Development Direction - The company aims to accelerate the development of its late-stage pipeline and maximize the potential of its commercialized medicines [5][24] - The acquisition of Merus is expected to enhance the late-stage portfolio with petosemtamab, contributing to sustainable growth [6][25] - The focus for 2026 includes advancing proprietary portfolio impact, expanding market footprint, and preparing for multiple product launches [22][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute on key data readouts in 2026 and subsequent high-impact launches in 2027 [29] - The company anticipates continued revenue growth driven by Epkinly and its royalty portfolio, with a guidance of 14% total revenue growth for 2026 [26][28] - Management highlighted the importance of maintaining substantial profitability while investing in growth opportunities [27][28] Other Important Information - The company has five combined breakthrough therapy designations for its late-stage programs, indicating multi-billion dollar potential [7] - The anticipated data readouts in 2026 are expected to set the stage for multiple important product launches and line extensions in 2027 [8][10] Q&A Session Summary Question: Next steps for Epkinly following EPCORE DLBCL-1 study results - Management confirmed that the study showed positive progression-free survival but missed overall survival, with ongoing discussions with regulatory agencies about the data [31][33] Question: Update on outpatient data for Epkinly - Management indicated that the outpatient study is crucial for modifying the label and facilitating administration in the community [40][42] Question: Expectations for Rina-S pivotal phase two readout - Management stated that the study is designed to support accelerated approval based on overall response rate and duration of response [47][49] Question: Expectations for EPCORE DLBCL-4 trial outcomes - Management expressed optimism that the trial will lead to registration in second-line and third-line settings, differentiating it from other studies [53][55] Question: Thoughts on pembro approval in PROC and implications for Rina-S - Management acknowledged the approval as a good option for patients but believes Rina-S can be more transformative for a broader population [57][59] Question: Clarification on phase 3 for petosemtamab - Management confirmed that the phase 3 studies have dual endpoints of overall response rate and overall survival, which are standard in areas of unmet medical need [75]
Genmab(GMAB) - 2025 Q4 - Earnings Call Presentation
2026-02-17 17:00
Year End Results © Genmab 2024 Forward looking statement This presentation contains forward looking statements. The words "believe", "expect", "anticipate", "intend" and "plan" and similar expressions identify forward looking statements. All statements other than statements of historical facts included in this presentation, including, without limitation, those regarding our financial position, business strategy, plans and objectives of management for future operations (including development plans and object ...
Genmab(GMAB) - 2025 Q4 - Annual Report
2026-02-17 16:17
OR S ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 1 ...
Genmab Publishes 2025 Annual Report
Globenewswire· 2026-02-17 16:01
Company Announcement COPENHAGEN, Denmark; February 17, 2026 – Genmab A/S (Nasdaq: GMAB) announced today the publication of its Annual Report for 2025. Below is a summary of business progress in 2025, financial performance for the year and the financial outlook for 2026. The full report is attached as a PDF file and in iXBRL format and can be found in the investor section of the company’s website, www.genmab.com/investor-relations. Conference CallGenmab will hold a conference call to discuss the full year re ...
Genmab A/S Sponsored ADR (NASDAQ: GMAB) Financial Performance and Investor Sentiment
Financial Modeling Prep· 2026-02-17 10:04
Earnings per share of $0.35 fell short of the estimated $0.46, while revenue slightly surpassed expectations at approximately $1.06 billion.A 15.1% decline in short interest suggests a positive shift in investor sentiment towards GMAB.Institutional investors like Alliancebernstein L.P. have increased their stakes, indicating confidence in the company's potential despite its earnings miss.Genmab A/S Sponsored ADR (NASDAQ:GMAB) is a biotechnology company focused on developing antibody therapeutics for cancer ...
Is the Options Market Predicting a Spike in Genmab Stock?
ZACKS· 2026-02-13 15:01
Core Viewpoint - Investors in Genmab A/S should closely monitor the stock due to significant movements in the options market, particularly the high implied volatility of the Feb. 20, 2026 $12.5 Call option [1] Company Analysis - Genmab is currently rated as Zacks Rank 3 (Hold) in the Medical - Biomedical and Genetics industry, which ranks in the top 34% of the Zacks Industry Rank [3] - Over the past 30 days, three analysts have raised their earnings estimates for the current quarter, resulting in an increase of the Zacks Consensus Estimate from 44 cents per share to 46 cents [3] Options Market Insights - The high implied volatility surrounding Genmab shares indicates that options traders are anticipating a significant price movement, which could suggest an upcoming event that may lead to a substantial rally or sell-off [2][4] - Seasoned options traders often seek out options with high implied volatility to sell premium, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected [4]