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Genmab(GMAB) - 2025 Q3 - Earnings Call Presentation
2025-11-06 17:00
Financial Performance - Total revenue grew by 21% to USD 2,662 million for the first nine months of 2025 [43] - Operating profit increased by 52% to USD 1,007 million for the first nine months of 2025 [12, 43] - Recurring revenue grew by 26% for the first nine months of 2025 [43] - Combined commercialized medicines sales increased by 54% to USD 453 million for the first nine months of 2025 [28] Product Performance - EPKINLY net sales reached USD 333 million, a 64% increase year-over-year for the first nine months of 2025 [31] - TIVDAK net sales reached USD 120 million, a 30% increase year-over-year for the first nine months of 2025 [36] Strategic Initiatives - The company is planning to acquire Merus to deliver the next decade of sustainable growth [12, 14] - The company anticipates a first launch for petosemtamab in 2027 [17] Rina-S® Data - Rina-S® 100mg/m2 led to a confirmed ORR of 50% and a DCR of 100% in patients with advanced or recurrent endometrial cancer [26]
Genmab(GMAB) - 2025 Q2 - Earnings Call Presentation
2025-08-07 16:00
Financial Performance - Total revenue increased by 19% from USD 1382 million to USD 1640 million[39] - Operating profit increased by 56% from USD 352 million to USD 548 million[39] - Recurring revenue grew by 27%[38] - Combined commercialized medicines sales increased by 60% from USD 181 million to USD 289 million[23] - Cash reserves stand at USD 29 billion[12] Product Performance - EPKINLY net sales increased by 74% to USD 211 million[27] - TIVDAK net sales increased by 30% to USD 78 million[32] - Rina-S® showed a confirmed ORR of 500% in endometrial cancer patients[17] Pipeline Development - EPCORE® FL-1 clinical trial met dual primary endpoints of ORR and PFS, reducing the risk of disease progression or death by 79%[14] - sBLA for EPKINLY® in 2L FL accepted with a PDUFA date of November 30, 2025[13] Guidance - Revenue guidance improved to USD 3500-3700 million, representing a 15% year-over-year growth[41] - Operating profit guidance improved to USD 1055-1405 million, representing a 26% year-over-year growth[41]