Genmab: Multiple Binaries Could Alter The Thesis [Seeking Alpha]
Genmab A/S - American Depositary Shares (GMAB)
Company Research
Source: Seeking Alpha
Upcoming registrational readouts for EPKINLY, Rina-S, and petosemtamab in 2026–2027 could drive multi-billion-dollar peak sales and diversify GMAB's revenue base. GMAB trades at a discounted 4x 2026 and 2.5x 2030 forward price-to-sales, despite strong double-digit revenue and EPS growth projections post-OpEx ramp. I maintain a 4/5 conviction rating, planning selective buying below $28.25 and profit-taking at $42, with risk tied to binary clinical outcomes. Looking for a portfolio of ideas like this one? Members of Compounding Healthcare get exclusive access to our subscriber-only portfolios. Learn More » It has been over a year since my last Genmab ( GMAB ) article, where I discussed Genmab's pipeline, strategic partnerships, and impressive growth thanks to strong performances by DARZALEX and EPKINLY. Despite ongoing legal disputes with Johnson & Johnson ( JNJ ), I believed that the company's upcoming Q3 earnings report was going to be a catalyst that could potentially revers
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GMAB
News
- Major Shareholder AnnouncementGlobeNewswire
- Genmab Announces Net Sales of DARZALEX® (daratumumab) for First Quarter of 2026GlobeNewswire
- Genmab Presents the Safety and Tolerability of Rinatabart Sesutecan (Rina-S®) in Combination with Bevacizumab in Advanced Ovarian CancerBusiness Wire
- Major Shareholder AnnouncementGlobeNewswire
- Major Shareholder Announcement [Yahoo! Finance]Yahoo! Finance