Genmab Dirección
Dirección controles de criterios 2/4
El CEO de Genmab es Jan G.J. de Winkel , nombrado en Jun 2010, tiene una permanencia de 16.08 años. compensación anual total es $10.70M, compuesta por 14% salario y 86% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.07% de las acciones de la empresa, por valor de DKK1.25B. La antigüedad media del equipo directivo y de la junta directiva es de 6.3 años y 8.3 años, respectivamente.
Información clave
Jan G.J. de Winkel
Chief Executive Officer (CEO)
US$10.7m
Compensación total
| Porcentaje del salario del CEO | 14.02% |
| Permanencia del CEO | 16.1yrs |
| Participación del CEO | 1.1% |
| Permanencia media de la dirección | 6.3yrs |
| Promedio de permanencia en la Junta Directiva | 8.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 25
GMAB: Upcoming Oncology Readouts Will Test Commercial Model And Earnings Resilience
Genmab's analyst price targets have been revised lower, with one recent DKK target cut from DKK 48 to DKK 40, as analysts factor in updated assumptions for revenue growth, margins and long term P/E. They still point to the company's shift toward a commercially driven platform and upcoming data readouts for Epkinly, Rina-S and petosemtamab as key drivers in the story.
Actualización de narrativa • Jun 10
GMAB: 2026 Readouts And Commercial Pivot Will Shape Bullish Outlook
Genmab’s consensus analyst price target has been reset lower from DKK 2,233 to DKK 2,313, with analysts citing a more commercially focused platform, evolving assumptions for revenue growth and margins, and updated P/E expectations following recent research on key pipeline readouts and price target revisions. Analyst Commentary Recent research on Genmab reflects a mix of optimism around the product pipeline and caution around valuation assumptions and execution risks.Actualización de narrativa • May 26
GMAB: Late Stage Oncology Readouts Will Support Stronger Margins And Earnings Quality
Genmab's analyst price target has been trimmed slightly to DKK 3,000, as analysts factor in more measured revenue growth expectations, a modestly higher discount rate, and a somewhat richer forward P/E outlook. They are still pointing to solid margin potential and recent bullish rating updates from several firms.Artículo de análisis • May 15
There May Be Some Bright Spots In Genmab's (CPH:GMAB) Earnings
The most recent earnings report from Genmab A/S ( CPH:GMAB ) was disappointing for shareholders. While the headline...Artículo de análisis • May 11
Analyst Estimates: Here's What Brokers Think Of Genmab A/S (CPH:GMAB) After Its First-Quarter Report
Genmab A/S ( CPH:GMAB ) shareholders are probably feeling a little disappointed, since its shares fell 3.9% to kr.1,642...
Actualización de narrativa • Apr 29
GMAB: 2026 Pipeline Catalysts Will Test Balanced Risk And Opportunity Outlook
Narrative Update on Genmab The updated analyst framework lifts Genmab's fair value estimate from DKK 1,300 to about DKK 1,588. This reflects higher assumed revenue growth and P/E multiples as analysts factor in recent upgrades, resumed coverage and new acquisition driven pipeline contributions.Actualización de narrativa • Apr 15
GMAB: 2026 Clinical Readouts And AI Use Will Shape Outlook
Genmab's updated analyst price target edges slightly lower to DKK 2,233 from DKK 2,238, as analysts factor in mixed views around Epkinly assumptions, acquisition driven pipeline updates, and a modestly higher future P/E expectation despite broadly constructive long term growth potential. Analyst Commentary Recent research on Genmab reflects a mix of optimism around the expanded pipeline and upcoming catalysts, alongside caution tied to Epkinly assumptions and valuation.Actualización de narrativa • Mar 31
GMAB: 2026 Late Stage Oncology Catalysts Will Support Stronger Margin Profile
Genmab's updated analyst price target now sits at DKK 3,017, a modest reset from DKK 3,060 as analysts factor in higher discount rates, revised long term margin expectations, and recent research that reflects both increased revenue growth assumptions and a lower future P/E multiple. Analyst Commentary Recent Street research around Genmab has centered on how new clinical and portfolio developments filter into valuation, with several bullish analysts updating price targets and investment cases to reflect revised expectations on execution and long term growth potential.Actualización de narrativa • Mar 17
GMAB: 2026 Catalyst Calendar Will Likely Expose Downside Risk Ahead
Analysts have lifted the Genmab fair value estimate from DKK 1,075.93 to DKK 1,300.00, reflecting updated views on revenue growth, profitability and future P/E, following recent price target revisions and renewed coverage across the Street. Analyst Commentary Recent Street research on Genmab points to a mix of optimism and caution, with valuation views reset around updated expectations for key pipeline assets and royalty streams.Actualización de narrativa • Mar 03
GMAB: 2026 Catalyst Events And AI Adoption Will Shape Outlook
Genmab's analyst fair value estimate has moved up from DKK 2,182 to DKK 2,238, as analysts factor in higher long term revenue growth assumptions, a higher future P/E and recent price target revisions around DKK 2,400 to DKK 2,500, even as they temper near term expectations for Epkinly and margins. Analyst Commentary Recent research points to a more nuanced view of Genmab, with several firms adjusting their price targets and models following the latest earnings, product updates and acquisition activity.Actualización de narrativa • Feb 17
GMAB: 2026 Pipeline Readouts And AI Use Will Drive Outlook
Analysts have made a small trim to their blended DKK price target on Genmab, with the model now pointing to roughly DKK 2,182. This reflects updated assumptions around slightly higher discount rates, a modestly different margin outlook and a lower future P/E multiple after recent coverage resets and target hikes from banks like Morgan Stanley, Deutsche Bank and Barclays.Actualización de narrativa • Feb 02
GMAB: Phase 3 Data, AI Adoption And 2026 Readout Will Shape Outlook
Genmab’s analyst fair value estimate has moved modestly higher to DKK 2,188.94. Analysts point to updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a recalibrated future P/E multiple as the key drivers behind the refreshed price targets.Actualización de narrativa • Jan 19
GMAB: Phase 3 Setback And 2026 Readout Will Shape Market Outlook
Genmab’s analyst price target has been lifted by roughly DKK 100 to reflect updated expectations around slightly higher revenue growth and profit margin assumptions, as analysts point to recent target increases from DKK 2,000 to DKK 2,400 and DKK 2,500 as support for a higher fair value range. Analyst Commentary Recent Street research on Genmab reflects a generally constructive stance, with higher price targets and continued attention on upcoming clinical milestones.Actualización de narrativa • Jan 05
GMAB: Late Stage Oncology Focus Will Drive Stronger Margins And Repricing
Analysts have increased their fair value estimate for Genmab from DKK 2,700 to approximately DKK 3,060, reflecting updated assumptions that combine lower projected revenue growth with higher profit margins and a reduced future P/E multiple. What's in the News Genmab plans to discontinue further clinical development of acasunlimab and to concentrate resources on late stage programs such as EPKINLY (epcoritamab), petosemtamab and rinatabart sesutecan, described as part of its disciplined portfolio and capital allocation framework (Key Developments).Actualización de narrativa • Dec 14
GMAB Merus Deal Will Likely Expose Downside Risk At Current Levels
Analysts have lifted Genmab's fair value estimate from DKK 1,015 to about DKK 1,076, reflecting a series of higher price targets that cite the Merus acquisition's boost to the late stage pipeline and underappreciated royalty revenue upside as key drivers. Analyst Commentary Recent Street research on Genmab remains broadly constructive, with multiple firms lifting price targets and highlighting the strategic merits of the Merus acquisition.Actualización de narrativa • Nov 29
GMAB: Merus Acquisition and Pipeline Depth Will Shape Market Outlook
Genmab's analyst price target has seen a modest decrease of approximately DKK 3.57 to DKK 2,054.66. Analysts are factoring in sustaining growth drivers from recent pipeline acquisitions while adjusting for updates to discount rate and margin assumptions.Actualización de narrativa • Nov 15
GMAB: Future Pipeline Expansion and Merus Acquisition Will Define Performance
Genmab's analyst price target has been raised from approximately DKK 2,017 to DKK 2,058. This reflects analysts' increased confidence in the company's pipeline expansion, notably following the Merus acquisition and upside potential from key assets such as Epkinly.Actualización de narrativa • Nov 01
GMAB: Recent Acquisition Will Drive Pipeline Expansion While Integration Risks Remain
Genmab's fair value estimate has been raised from DKK 2,012.92 to DKK 2,017.35. Analysts highlight the Merus acquisition's positive impact on the late-stage pipeline and renewed confidence in royalty revenue growth opportunities.Actualización de narrativa • Oct 18
Pipeline Progress And International Expansion Will Unlock Market Opportunities
Genmab's analyst fair value target has increased slightly, rising from DKK 2,005 to DKK 2,013. Analysts cite royalty revenue upside and pipeline expansion following recent M&A activity as key drivers for the upward revisions.Actualización de narrativa • Oct 04
Pipeline Progress And International Expansion Will Unlock Market Opportunities
Genmab's analyst price target was raised from approximately $1,942 to $2,005. This reflects increased confidence among analysts in the company's growth outlook and pipeline expansion following recent acquisitions.Artículo de análisis • Sep 24
Here's Why We Think Genmab (CPH:GMAB) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Actualización de narrativa • Sep 04
Pipeline Progress And International Expansion Will Unlock Market Opportunities
Genmab’s consensus price target was unchanged at DKK1942, as strong sales momentum and positive pipeline updates were offset by concerns about rising competition and tempered long-term growth expectations. Analyst Commentary Bullish analysts are raising price targets following stronger-than-expected sales momentum for Genmab's key oncology products.Artículo de análisis • Jul 31
Investors Aren't Entirely Convinced By Genmab A/S' (CPH:GMAB) Earnings
When close to half the companies in Denmark have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
Nueva narrativa • Nov 11
Decisive Advances And DuoBody Innovation Propel Future Growth In Biotech Frontiers
Genmab's focus on late-stage therapies, particularly EPKINLY, is expected to boost future revenue and growth due to best-in-class technology and market approvals.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$821m |
| Dec 31 2025 | US$11m | US$2m | US$963m |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$8m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$702m |
| Jun 30 2024 | n/a | n/a | US$798m |
| Mar 31 2024 | n/a | n/a | US$791m |
| Jan 01 2024 | n/a | n/a | US$631m |
| Sep 30 2023 | n/a | n/a | US$590m |
| Jun 30 2023 | n/a | n/a | US$680m |
| Mar 31 2023 | n/a | n/a | US$757m |
| Dec 31 2022 | US$6m | US$1m | US$785m |
| Sep 30 2022 | n/a | n/a | US$745m |
| Jun 30 2022 | n/a | n/a | US$558m |
| Mar 31 2022 | n/a | n/a | US$354m |
| Dec 31 2021 | US$6m | US$1m | US$452m |
| Sep 30 2021 | n/a | n/a | US$448m |
| Jun 30 2021 | n/a | n/a | US$401m |
| Mar 31 2021 | n/a | n/a | US$880m |
| Dec 31 2020 | US$6m | US$1m | US$781m |
| Sep 30 2020 | n/a | n/a | US$889m |
| Jun 30 2020 | n/a | n/a | US$853m |
| Mar 31 2020 | n/a | n/a | US$349m |
| Dec 31 2019 | US$5m | US$1m | US$325m |
Compensación vs. Mercado: La compensación total de Jan G.J.($USD10.70M) está por encima de la media de empresas de tamaño similar en el mercado Danish ($USD5.43M).
Compensación vs. Ingresos: La compensación de Jan G.J. ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Jan G.J. de Winkel (65 yo)
16.1yrs
Permanencia
US$10,700,000
Compensación
Dr. Jan G.J. van de Winkel, Ph.D. was Independent Director of HOOKIPA Pharma Inc. from 2023 until August 30, 2024 and served as Chairman of the Board since 2024 August 30, 2024. Dr. Winkel served as a Memb...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 16.1yrs | US$10.70m | 1.07% DKK 1.2b | |
| Executive VP & CFO | 6.3yrs | US$4.70m | 0.017% DKK 19.5m | |
| Executive VP & Chief Technical Operations Officer | 1.9yrs | US$2.70m | sin datos | |
| Executive VP | 1yr | US$1.80m | sin datos | |
| Executive VP & Chief People Officer | 8.7yrs | US$3.40m | sin datos | |
| Executive VP & Chief Strategy Officer | 12.5yrs | US$2.40m | sin datos | |
| Senior Director | no data | US$300.00k | 0.0014% DKK 1.6m | |
| Executive VP & Chief Development Officer | 9.4yrs | US$5.40m | 0.025% DKK 29.4m | |
| Executive VP | 5.3yrs | US$5.20m | 0.016% DKK 19.0m | |
| VP, Head of Antibody Research Materials & Director | no data | US$300.00k | 0.0014% DKK 1.6m | |
| Senior Director of Finance Japan & Non-Independent Director | no data | US$100.00k | 0.00013% DKK 151.0k | |
| Executive VP & Chief Commercial Officer | 1.9yrs | US$2.10m | sin datos |
6.3yrs
Permanencia media
54yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de GMAB es experimentado (6.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Senior Director | 4.5yrs | US$300.00k | 0.0014% DKK 1.6m | |
| VP, Head of Antibody Research Materials & Director | 7.3yrs | US$300.00k | 0.0014% DKK 1.6m | |
| Senior Director of Finance Japan & Non-Independent Director | 4.5yrs | US$100.00k | 0.00013% DKK 151.0k | |
| Senior Director | 1.5yrs | US$200.00k | 0% DKK 0 | |
| Non-Independent Director | 22.7yrs | US$400.00k | 0.013% DKK 14.6m | |
| Independent Director | 4.3yrs | US$400.00k | 0.0031% DKK 3.6m | |
| Independent Chairman of the Board | 9.3yrs | US$600.00k | 0.011% DKK 12.5m | |
| Independent Director | 9.3yrs | US$400.00k | 0.0062% DKK 7.2m | |
| Independent Deputy Chairman | 11.5yrs | US$400.00k | 0.0089% DKK 10.3m | |
| Independent Director | 11.5yrs | US$300.00k | 0.0041% DKK 4.7m |
8.3yrs
Permanencia media
60.5yo
Promedio de edad
Junta con experiencia: La junta directiva de GMAB se considera experimentada (8.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/09 20:38 |
| Precio de las acciones al final del día | 2026/07/09 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Genmab A/S está cubierta por 39 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Gordon | Barclays |
| Xue Chen | Barclays |
| Emily Field | Barclays |