Genmab A/S

CPSE:GMAB 주식 리포트

시가총액: DKK 98.9b

Genmab 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Jan G.J. de Winkel

최고경영자

US$10.7m

총 보수

CEO 급여 비율14.02%
CEO 재임 기간16yrs
CEO 지분 보유율1.1%
경영진 평균 재임 기간6.3yrs
이사회 평균 재임 기간8.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
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새로운 내러티브 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 보수 분석

Jan G.J. de Winkel의 보수는 Genmab의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$821m

Dec 31 2025US$11mUS$2m

US$963m

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$8mUS$1m

US$1b

Sep 30 2024n/an/a

US$702m

Jun 30 2024n/an/a

US$798m

Mar 31 2024n/an/a

US$791m

Jan 01 2024n/an/a

US$631m

Sep 30 2023n/an/a

US$590m

Jun 30 2023n/an/a

US$680m

Mar 31 2023n/an/a

US$757m

Dec 31 2022US$6mUS$1m

US$785m

Sep 30 2022n/an/a

US$745m

Jun 30 2022n/an/a

US$558m

Mar 31 2022n/an/a

US$354m

Dec 31 2021US$6mUS$1m

US$452m

Sep 30 2021n/an/a

US$448m

Jun 30 2021n/an/a

US$401m

Mar 31 2021n/an/a

US$880m

Dec 31 2020US$6mUS$1m

US$781m

Sep 30 2020n/an/a

US$889m

Jun 30 2020n/an/a

US$853m

Mar 31 2020n/an/a

US$349m

Dec 31 2019US$5mUS$1m

US$325m

보상 대 시장: Jan G.J.의 총 보수(USD10.70M)는 Danish 시장에서 비슷한 규모 기업의 평균(USD4.77M)보다 높습니다.

보상과 수익: Jan G.J.의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Jan G.J. de Winkel (65 yo)

16yrs
재임 기간
US$10,700,000
보수

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...


리더십 팀

이름직위재임 기간보수지분
Jan G.J. de Winkel
Co-Founder16yrsUS$10.70m1.07%
DKK 1.1b
Anthony Pagano
Executive VP & CFO6.3yrsUS$4.70m0.017%
DKK 16.6m
Rayne Waller
Executive VP & Chief Technical Operations Officer1.8yrsUS$2.70m데이터 없음
Gregory David Mueller
Executive VPless than a yearUS$1.80m데이터 없음
Christopher Cozic
Executive VP & Chief People Officer8.6yrsUS$3.40m데이터 없음
Martine van Vugt
Executive VP & Chief Strategy Officer12.4yrsUS$2.40m데이터 없음
Martin Schultz
Senior Directorno dataUS$300.00k0.0014%
DKK 1.4m
Judith Klimovsky
Executive VP & Chief Development Officer9.3yrsUS$5.40m0.025%
DKK 25.1m
Tahamtan Ahmadi
Executive VP5.3yrsUS$5.20m0.016%
DKK 16.2m
Mijke Zachariasse
VP, Head of Antibody Research Materials & Directorno dataUS$300.00k0.0014%
DKK 1.4m
Takahiro Hamatani
Senior Director of Finance Japan & Non-Independent Directorno dataUS$100.00k0.00013%
DKK 128.5k
Brad Bailey
Executive VP & Chief Commercial Officer1.8yrsUS$2.10m데이터 없음
6.3yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: GMAB의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.3 년).


이사회 구성원

이름직위재임 기간보수지분
Martin Schultz
Senior Director4.4yrsUS$300.00k0.0014%
DKK 1.4m
Mijke Zachariasse
VP, Head of Antibody Research Materials & Director7.3yrsUS$300.00k0.0014%
DKK 1.4m
Takahiro Hamatani
Senior Director of Finance Japan & Non-Independent Director4.4yrsUS$100.00k0.00013%
DKK 128.5k
Michael Kavanagh
Senior Director1.4yrsUS$200.00k0%
DKK 0
Anders Pedersen
Non-Independent Director22.6yrsUS$400.00k0.013%
DKK 12.4m
Elizabeth O'Farrell
Independent Director4.3yrsUS$400.00k0.0031%
DKK 3.0m
Deirdre Connelly
Independent Chairman of the Board9.3yrsUS$600.00k0.011%
DKK 10.6m
Rolf Hoffmann
Independent Director9.3yrsUS$400.00k0.0062%
DKK 6.1m
Pernille Erenbjerg
Independent Deputy Chairman11.4yrsUS$400.00k0.0089%
DKK 8.8m
Paolo Paoletti
Independent Director11.4yrsUS$300.00k0.0041%
DKK 4.0m
8.3yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 이사회: GMAB의 이사회경험이 있음으로 간주됩니다(평균 재임 8.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 17:43
종가2026/06/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Genmab A/S는 39명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James GordonBarclays
Xue ChenBarclays
Emily FieldBarclays