Genmab マネジメント
マネジメント 基準チェック /24
Genmabの CEO はJan G.J. de Winkelで、 Jun2010年に任命され、 の在任期間は 16.08年です。 の年間総報酬は$ 10.70Mで、 14%給与と86%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の1.07%を直接所有しており、その価値はDKK 1.23B 。経営陣と取締役会の平均在任期間はそれぞれ6.3年と8.3年です。
主要情報
Jan G.J. de Winkel
最高経営責任者
US$10.7m
報酬総額
| CEO給与比率 | 14.02% |
| CEO在任期間 | 16.1yrs |
| CEOの所有権 | 1.1% |
| 経営陣の平均在職期間 | 6.3yrs |
| 取締役会の平均在任期間 | 8.3yrs |
経営陣の近況
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$325m |
報酬と市場: Jan G.J.の 総報酬 ($USD 10.70M ) は、 Danish市場 ($USD 4.73M ) の同規模の企業の平均を上回っています。
報酬と収益: Jan G.J.の報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。
CEO
Jan G.J. de Winkel (65 yo)
16.1yrs
在職期間
US$10,700,000
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 16.1yrs | US$10.70m | 1.07% DKK 1.2b | |
| Executive VP & CFO | 6.3yrs | US$4.70m | 0.017% DKK 19.3m | |
| Executive VP & Chief Technical Operations Officer | 1.9yrs | US$2.70m | データなし | |
| Executive VP | 1yr | US$1.80m | データなし | |
| Executive VP & Chief People Officer | 8.7yrs | US$3.40m | データなし | |
| Executive VP & Chief Strategy Officer | 12.5yrs | US$2.40m | データなし | |
| 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 29.1m | |
| Executive VP | 5.3yrs | US$5.20m | 0.016% DKK 18.8m | |
| 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 149.1k | |
| Executive VP & Chief Commercial Officer | 1.9yrs | US$2.10m | データなし |
6.3yrs
平均在職期間
54yo
平均年齢
経験豊富な経営陣: GMABの経営陣は経験豊富で経験豊富です（平均在職期間は6.3年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| 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 149.1k | |
| Senior Director | 1.5yrs | US$200.00k | 0% DKK 0 | |
| Non-Independent Director | 22.7yrs | US$400.00k | 0.013% DKK 14.4m | |
| Independent Director | 4.3yrs | US$400.00k | 0.0031% DKK 3.5m | |
| Independent Chairman of the Board | 9.3yrs | US$600.00k | 0.011% DKK 12.3m | |
| Independent Director | 9.3yrs | US$400.00k | 0.0062% DKK 7.1m | |
| Independent Deputy Chairman | 11.5yrs | US$400.00k | 0.0089% DKK 10.2m | |
| Independent Director | 11.5yrs | US$300.00k | 0.0041% DKK 4.7m |
8.3yrs
平均在職期間
60.5yo
平均年齢
経験豊富なボード: GMABの 取締役会 は 経験豊富 であると考えられます ( 8.3年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/05 02:56 |
| 終値 | 2026/07/03 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Genmab A/S 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| James Gordon | Barclays |
| Xue Chen | Barclays |
| Emily Field | Barclays |