Genmab Gestion
Gestion contrôle des critères 2/4
Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.
Informations clés
Jan G.J. de Winkel
Directeur général
US$10.7m
Rémunération totale
| Pourcentage du salaire du PDG | 14.02% |
| Durée du mandat du directeur général | 16yrs |
| Propriété du PDG | 1.1% |
| Durée moyenne d'occupation des postes de direction | 6.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...
Nouveau récit • 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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$325m |
Rémunération vs marché: La rémunération totale de Jan G.J. ($USD 10.70M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Danish ($USD 4.07M ).
Rémunération et revenus: La rémunération de Jan G.J. a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Jan G.J. de Winkel (65 yo)
16yrs
Titularisation
US$10,700,000
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 16yrs | US$10.70m | 1.07% DKK 1.1b | |
| Executive VP & CFO | 6.3yrs | US$4.70m | 0.017% DKK 16.7m | |
| Executive VP & Chief Technical Operations Officer | 1.8yrs | US$2.70m | pas de données | |
| Executive VP | less than a year | US$1.80m | pas de données | |
| Executive VP & Chief People Officer | 8.6yrs | US$3.40m | pas de données | |
| Executive VP & Chief Strategy Officer | 12.4yrs | US$2.40m | pas de données | |
| Senior Director | no data | US$300.00k | 0.0014% DKK 1.4m | |
| Executive VP & Chief Development Officer | 9.3yrs | US$5.40m | 0.025% DKK 25.2m | |
| Executive VP | 5.3yrs | US$5.20m | 0.016% DKK 16.3m | |
| VP, Head of Antibody Research Materials & Director | no data | US$300.00k | 0.0014% DKK 1.4m | |
| Senior Director of Finance Japan & Non-Independent Director | no data | US$100.00k | 0.00013% DKK 129.2k | |
| Executive VP & Chief Commercial Officer | 1.8yrs | US$2.10m | pas de données |
6.3yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de GMAB est chevronnée et expérimentée (6.3 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Senior Director | 4.4yrs | US$300.00k | 0.0014% DKK 1.4m | |
| VP, Head of Antibody Research Materials & Director | 7.3yrs | US$300.00k | 0.0014% DKK 1.4m | |
| Senior Director of Finance Japan & Non-Independent Director | 4.4yrs | US$100.00k | 0.00013% DKK 129.2k | |
| Senior Director | 1.4yrs | US$200.00k | 0% DKK 0 | |
| Non-Independent Director | 22.6yrs | US$400.00k | 0.013% DKK 12.5m | |
| Independent Director | 4.3yrs | US$400.00k | 0.0031% DKK 3.1m | |
| Independent Chairman of the Board | 9.3yrs | US$600.00k | 0.011% DKK 10.7m | |
| Independent Director | 9.3yrs | US$400.00k | 0.0062% DKK 6.1m | |
| Independent Deputy Chairman | 11.4yrs | US$400.00k | 0.0089% DKK 8.9m | |
| Independent Director | 11.4yrs | US$300.00k | 0.0041% DKK 4.1m |
8.3yrs
Durée moyenne de l'emploi
60.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de GMAB sont considérés comme expérimentés (ancienneté moyenne 8.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/14 08:13 |
| Cours de l'action en fin de journée | 2026/06/12 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Genmab A/S est couverte par 39 analystes. 22 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Gordon | Barclays |
| Xue Chen | Barclays |
| Emily Field | Barclays |