Genmab Förvaltning
Förvaltning kriterier kontrolleras 2/4
Genmab VD är Jan G.J. de Winkel, utsedd i Jun 2010, har en mandatperiod på 16.17 år. totala årliga ersättningen är $ 10.70M, bestående av 14% lön 86% bonusar, inklusive företagsaktier och optioner. äger direkt 1.11% av företagets aktier, värda DKK 1.39B. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 6.4 år respektive 8.4 år.
Viktig information
Jan G.J. de Winkel
Verkställande direktör
US$10.7m
Total ersättning
| VD-lön i procent | 14.02% |
| Anställning som VD | 16.2yrs |
| Ägande av VD | 1.1% |
| Ledningens genomsnittliga anställningstid | 6.4yrs |
| Styrelsens genomsnittliga mandatperiod | 8.4yrs |
Senaste uppdateringar av ledningen
Recent updates
Analysartikel • Aug 09
Genmab A/S Just Beat EPS By 29%: Here's What Analysts Think Will Happen Next
It's been a good week for Genmab A/S ( CPH:GMAB ) shareholders, because the company has just released its latest...
Uppdatering av berättelse • Aug 07
GMAB: 2026 Oncology Readouts Will Expose Darzalex Patent Cliff Risk
Analysts have raised Genmab’s fair value estimate from DKK 1,588.21 to DKK 1,634.61, citing higher price targets following recent research updates that emphasize robust Q2 results, increased 2026 guidance and growing confidence in the company’s oncology pipeline. Analyst Commentary Recent Street research on Genmab shows a mix of optimism around the oncology pipeline alongside more cautious views that focus on execution risks, valuation and upcoming data readouts.
Uppdatering av berättelse • Jul 22
GMAB: Epkinly Franchise Progress Will Drive 2026 Catalyst-Rich Bullish Outlook
Analysts have lifted the Genmab fair value estimate from DKK 2,313.13 to DKK 2,392.08, reflecting updated assumptions around Epkinly's approval odds, the potential of rinatabart sesutecan and petosemtamab to help address the Darzalex patent cliff, and Genmab's inclusion on a conviction list alongside other Buy-rated stocks. Analyst Commentary Recent Street research on Genmab highlights a mix of optimism around its pipeline and questions about execution risk, especially as the company works to address the Darzalex patent expiry and transition further toward a commercially focused model.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.
Ny berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$788m |
| 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$325m |
Ersättning vs marknad: Jan G.J. s total kompensation ($USD 10.70M ) är över genomsnittet för företag av liknande storlek på Danish marknaden ($USD 5.99M ).
Ersättning vs inkomst: Ersättningen för Jan G.J. har ökat med mer än 20 % medan företagets intäkter har minskat med mer än 20 % det senaste året.
VD OCH KONCERNCHEF
Jan G.J. de Winkel (65 yo)
16.2yrs
Anställning
US$10,700,000
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 16.2yrs | US$10.70m | 1.11% DKK 1.4b | |
| Executive VP & CFO | 6.4yrs | US$4.70m | 0.017% DKK 21.7m | |
| Executive VP & Chief Technical Operations Officer | 2yrs | US$2.70m | inga uppgifter | |
| Executive VP | 1.1yrs | US$1.80m | inga uppgifter | |
| Executive VP & Chief People Officer | 8.8yrs | US$3.40m | inga uppgifter | |
| Executive VP & Chief Strategy Officer | 12.6yrs | US$2.40m | inga uppgifter | |
| Senior Director | no data | US$300.00k | 0.0014% DKK 1.8m | |
| Executive VP & Chief Development Officer | 9.5yrs | US$5.40m | 0.026% DKK 32.7m | |
| Executive VP | 5.4yrs | US$5.20m | 0.017% DKK 21.1m | |
| VP, Head of Antibody Research Materials & Director | no data | US$300.00k | 0.0014% DKK 1.8m | |
| Senior Director of Finance Japan & Non-Independent Director | no data | US$100.00k | 0.00014% DKK 175.9k | |
| Executive VP & Chief Commercial Officer | 2yrs | US$2.10m | inga uppgifter |
6.4yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder
Erfaren ledning: GMAB s ledningsgrupp är erfaren och erfaren ( 6.4 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Senior Director | 4.6yrs | US$300.00k | 0.0014% DKK 1.8m | |
| VP, Head of Antibody Research Materials & Director | 7.4yrs | US$300.00k | 0.0014% DKK 1.8m | |
| Senior Director of Finance Japan & Non-Independent Director | 4.6yrs | US$100.00k | 0.00014% DKK 175.9k | |
| Senior Director | 1.6yrs | US$200.00k | 0% DKK 0 | |
| Non-Independent Director | 22.8yrs | US$400.00k | 0.013% DKK 16.2m | |
| Independent Director | 4.4yrs | US$400.00k | 0.0032% DKK 4.0m | |
| Independent Chairman of the Board | 9.4yrs | US$600.00k | 0.011% DKK 13.8m | |
| Independent Director | 9.4yrs | US$400.00k | 0.0063% DKK 8.0m | |
| Independent Deputy Chairman | 11.6yrs | US$400.00k | 0.0092% DKK 11.5m | |
| Independent Director | 11.6yrs | US$300.00k | 0.0042% DKK 5.3m |
8.4yrs
Genomsnittlig anställningstid
60.5yo
Genomsnittlig ålder
Erfaren styrelse: GMAB s styrelse anses vara erfaren ( 8.4 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/19 17:12 |
| Aktiekurs vid dagens slut | 2026/08/19 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Genmab A/S bevakas av 37 analytiker. 20 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Gordon | Barclays |
| Xue Chen | Barclays |
| Emily Field | Barclays |