Genmab A/S

NasdaqGS:GMAB Lagerbericht

Marktkapitalisierung: US$16.4b

Genmab Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 2/6

Genmab verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 18%, während die Gewinne der Branche Biotechs jährlich um gewachsen und zwar um 33.8%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 23.6%. Die Eigenkapitalrendite von Genmab beträgt 14.4% und die Nettomargen betragen 21%.

Wichtige Informationen

18.05%

Wachstumsrate der Gewinne

19.10%

EPS-Wachstumsrate

Biotechs Wachstum der Industrie17.04%
Wachstumsrate der Einnahmen23.62%
Eigenkapitalrendite14.45%
Netto-Marge21.05%
Nächste Ertragsaktualisierung06 Aug 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Seeking Alpha • Apr 09

Genmab: Multiple Binaries Could Alter The Thesis

Summary Genmab faces a pivotal transition as DARZALEX royalties end by 2029–2032, but multiple late-stage oncology catalysts could redefine its growth trajectory. 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. Read the full article on Seeking Alpha
Seeking Alpha • Apr 15

Genmab's Outlook Beyond Darzalex's Patent Cliff

Summary Genmab presents a long-term investment opportunity, but uncertainties around Darzalex's pending patent expiration warrant a cautious approach. The company’s robust late-stage pipeline could offset DARZALEX revenue loss with new product launches expected between 2027-2031. Genmab’s strong balance sheet with $2.9 billion in cash and no long-term debt provides financial flexibility for R&D and strategic acquisitions. The current valuation aligns with a conservative scenario where all new product launches fail suggesting limited downside risk but strong upside potential. If Phase 3 trials succeed, Genmab could see massive growth in revenue and potentially double or triple its market value, making it a low-risk, high-reward investment. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

Genmab: GEN3014's Demise And Implications For The HexaBody Platform

Summary Genmab's stock fell after J&J opted out of developing GEN3014 due to its undifferentiated efficacy and worse safety and tolerability compared to Darzalex. Genmab wisely chose not to pursue GEN3014 further, focusing instead on its existing pipeline projects. Concerns about GEN3014's safety may have impacted investors' perceptions of Genmab’s HexaBody platform. Genmab has only one early-stage HexaBody candidate in the clinic. Focus should now shift to quarterly results and upcoming clinical data updates, starting with proof-of-concept results for Rina-S in endometrial cancer and updated phase 2 results for acasunlimab. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

Genmab Is Too Attractive To Ignore

Summary Genmab's shares are down to very attractive levels and hard to ignore. The company's royalty revenues are expected to exceed $2.5 billion this year and potentially $4 billion at peak, driven primarily by Darzalex and Kesimpta. Despite some setbacks and market concerns, Genmab's long-term growth prospects remain strong, supported by growing Epkinly revenues, expanding clinical pipeline and the acquisition of ProfoundBio. Continued strong topline growth, increasing cash flows, renewed margin expansion and pipeline maturation should drive a share price recovery in 2025 and beyond. Read the full article on Seeking Alpha
Seeking Alpha • Nov 06

Genmab: Looking To Manage My Position Around Q3 Earnings

Summary Genmab's robust pipeline, strategic partnerships, and strong 2023 performance, led by DARZALEX and EPKINLY, bolster my bullish conviction despite ongoing legal disputes with Johnson & Johnson. The company's Q3 earnings on November 6th are crucial, with expectations of $817M in revenue and $0.33 EPS, potentially reversing the recent 20% share price drop. Investors should watch for updates on Genmab’s pipeline, OpEx, and DARZALEX royalty trends, as well as the impact of the ProfoundBio acquisition. Despite risks, including competition and regulatory challenges, I maintain a strong conviction in GMAB, planning to add shares if positive earnings trigger a price move above $24. Read the full article on Seeking Alpha
Seeking Alpha • Aug 23

Genmab: Strong H1 2024 Performance, Partner BioNTech Gives Up On Acasunlimab

Summary Genmab's stock continues to struggle despite the strong progress of the company's commercial portfolio in the first half of the year. Epkinly is now FDA-approved for third-line+ follicular lymphoma, which should boost its revenue growth rates in the following quarters. BioNTech gave up on co-development of acasunlimab, but Genmab is undeterred and expects to start a phase 3 trial by the end of the year. Operating margin pressure continues, acquisition of ProfoundBio extends the time to recovery by several quarters. Continued commercial and pipeline progress and the eventual return of margin expansion position Genmab well for long-term value creation. Read the full article on Seeking Alpha
Seeking Alpha • May 01

Genmab: A Complicated Tale

Summary Genmab's stock has lost over 35% of its value since December 2022 due to unfavorable arbitration cases and high spending on launching Epkinly. The company's top line is currently dominated by royalties from Darzalex, but it hopes Epkinly will contribute significantly to its revenue. Genmab has a strong pipeline with eight revenue-generating medications, nine clinical programs, and nine royalty candidates in Phase 2 or later trials. The company also recently made an acquisition to bolster its pipeline with some ADC candidates. A full investment analysis around Genmab A/S stock is presented in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Genmab Acquires A Missing Piece For Its Pipeline

Summary Genmab will acquire ProfoundBio for $1.8 billion in cash. The acquisition adds an important antibody drug conjugate ('ADC') platform, a missing piece in Genmab's platform. Genmab plans to advance ProfoundBio's lead candidate, Rina-S, to registrational trials with a potential approval as early as 2027. Rina-S has generated promising efficacy and safety in an early stage clinical trial in patients with ovarian and endometrial cancer. The ADC market is increasingly crowded, but an important market Genmab needs to expand into. Read the full article on Seeking Alpha
Seeking Alpha • Feb 21

Genmab: Recent Updates Support The Growth Narrative

Summary Genmab's 2023 annual report shows strong financial performance and continued clinical success, setting the company up for growth in 2024. The company's pipeline includes promising candidates and collaborations with industry giants, supporting future growth. Risks to consider include legal disputes and competition, but overall, Genmab's growth narrative remains intact. Read the full article on Seeking Alpha
Seeking Alpha • Jan 23

Genmab's Arbitration Loss: Best To Forgive And Forget (Rating Upgrade)

Summary Genmab's appeal against Johnson & Johnson in an arbitration case has been denied, eliminating the potential upside for the company. Despite this setback, Genmab remains well positioned to create shareholder value through continued revenue growth and pipeline progression and expansion. The launch of Epkinly/Tepkinly and the growth of other products are expected to reduce Genmab's reliance on Darzalex royalties. The head-to-head phase 2 data of GEN3014 and Darzalex represent the most important clinical catalyst for Genmab this year. Read the full article on Seeking Alpha
Seeking Alpha • Jan 12

Genmab: 3 Trends To Track For A Strong 2024 And Beyond

Summary Genmab is a leading contender in the biotech industry with innovative technology, a robust pipeline, and strategic collaborations. Epcoritamab's growth is a positive trend to monitor, as it has shown impressive financial performance and secured regulatory approvals in multiple regions. DARZALEX, Genmab's flagship product, continues to be a substantial revenue driver, and investors should monitor its clinical programs for potential growth. Read the full article on Seeking Alpha
Seeking Alpha • Oct 18

Genmab reports Q3 worldwide sales of $2.05B for Darzalex

Genmab (GMAB) has announced Q3 worldwide net trade sales of $2.05B for Darzalex (daratumumab) anti-cancer monoclonal antibody medication, compared with $1.99B generated in Q2. Net trade sales were USD 1.09B in the U.S. and USD 955M in the rest of the world. Genmab (GMAB) receives royalties on the worldwide net sales of Darzalex, both the intravenous and SC products, under the exclusive worldwide license to Johnson & Johnson (JNJ) subsidiary Janssen Biotech to develop, manufacture and commercialize daratumumab.
Seeking Alpha • Aug 08

Genmab improves FY 2022 guidance

Genmab (GMAB) improves FY 2022 guidance expects its 2022 revenue to be in the range of DKK 12,000M – 13,000M, an increase to the previous guidance of DKK 11,000M – 12,000M, driven primarily by the continued strong growth of DARZALEX net sales as well as the positive impact of the strong U.S. Dollar.  Such royalties are based on Genmab’s revised estimate of DARZALEX 2022 net sales of USD 7.8B – 8.2B compared to Genmab’s previous estimate of USD 7.5B – 8.0B. Anticipates its 2022 operating expenses to be in the range of DKK 7,600M – 8,200M, an increase to the previous guidance of DKK 7,200M – 7,800M, driven by increased investment related to pipeline progression and epcoritamab launch readiness activities as well as the negative impact of the strong U.S. Dollar. Operating profit to be in the range of DKK 3,800M – 5,400M, an increase to the previous guidance of DKK 3,200M – 4,800M.
Seeking Alpha • Jul 19

Genmab reports Q2 worldwide net sales of DARZALEX $1.99B

Genmab (GMAB) said global net sales of Darzalex reported by Johnson & Johnson (JNJ) rose 38.6% to $1.99B in Q2. Net trade sales were USD 1.02B in the U.S. and $965M in the rest of the world. Genmab receives royalties on the worldwide net sales of Darzalex, both the intravenous and subcutaneous formulations, under an license agreement with J&J unit Janssen Biotech. Shares are up 2.84% premarket.
Seeking Alpha • Jun 28

Genmab: A Royalty Powerhouse With A Strong Pipeline

Genmab is receiving substantial and growing royalties from big pharma partners. The royalties are helping the company build its pipeline and to establish its own commercial infrastructure. Epcoritamab could be Genmab's next blockbuster. The stock is not cheap but increasing investments should lead to increased profits in the long run.

Aufschlüsselung der Einnahmen und Ausgaben

Wie Genmab Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.

Gewinn- und Umsatzhistorie

NasdaqGS:GMAB Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 263,9018216661,687
31 Dec 253,7209636261,606
30 Sep 253,8461,5836431,567
30 Jun 253,6471,3716241,550
31 Mar 253,2331,1365501,438
31 Dec 243,1211,1335491,414
30 Sep 242,9647025191,349
30 Jun 242,7437985011,276
31 Mar 242,5767915041,187
01 Jan 242,3906314781,107
30 Sep 232,3895904661,033
30 Jun 232,378680453979
31 Mar 232,216757422890
31 Dec 222,088785385801
30 Sep 221,580745299688
30 Jun 221,438558268683
31 Mar 221,342354228667
31 Dec 211,288452196640
30 Sep 211,232448156590
30 Jun 211,168401134541
31 Mar 211,703880119512
31 Dec 201,660781108515
30 Sep 201,73688986453
30 Jun 201,55985373417
31 Mar 2083734956378
31 Dec 1980632551358
30 Sep 1953222342317
30 Jun 1948717839291
31 Mar 1944120236250
31 Dec 1846422633220
30 Sep 1843722230191
30 Jun 1839719428174
31 Mar 1846221326164
31 Dec 1738117824137
30 Sep 1736118421126
30 Jun 1735620819110
31 Mar 1727217416101
31 Dec 162571681494
30 Sep 162211111597
30 Jun 162051021490
31 Mar 16183821481
31 Dec 151651111371
30 Sep 15116661466
30 Jun 15115691466

Qualität der Erträge: GMAB hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: GMABDie aktuellen Gewinnspannen (21%) sind niedriger als im letzten Jahr (35.1%).

Analyse von freiem Cashflow und Gewinn

Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: GMABIn den letzten 5 Jahren sind die Gewinne von 18% jährlich gestiegen.

Beschleunigtes Wachstum: GMABDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: GMAB hatte im vergangenen Jahr ein negatives Gewinnwachstum (-27.7%), was einen Vergleich mit dem Branchendurchschnitt Biotechs (43%) erschwert.

Eigenkapitalrendite

Hohe Eigenkapitalrendite: GMABDie Eigenkapitalrendite des Unternehmens (14.4%) wird als niedrig angesehen.

Kapitalrendite

Rendite auf das eingesetzte Kapital

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 18:07
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Genmab A/S wird von 41 Analysten beobachtet. 22 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James GordonBarclays
Xue ChenBarclays
Emily FieldBarclays