Genmab A/S

CPSE:GMAB Stok Raporu

Piyasa değeri: DKK 99.9b

Genmab Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Jan G.J. de Winkel

İcra Kurulu Başkanı

US$10.7m

Toplam tazminat

CEO maaş yüzdesi14.02%
CEO görev süresi16yrs
CEO sahipliği1.1%
Yönetim ortalama görev süresi6.3yrs
Yönetim Kurulu ortalama görev süresi8.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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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Yeni Anlatı 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 Tazminat Analizi

Jan G.J. de Winkel'un ücretlendirmesi Genmab'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Jan G.J. 'nin toplam tazminatı ($USD 10.70M ), Danish pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 4.02M ).

Tazminat ve Kazançlar: Jan G.J. şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Jan G.J. de Winkel (65 yo)

16yrs
Görev süresi
US$10,700,000
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Jan G.J. de Winkel
Co-Founder16yrsUS$10.70m1.07%
DKK 1.1b
Anthony Pagano
Executive VP & CFO6.3yrsUS$4.70m0.017%
DKK 16.8m
Rayne Waller
Executive VP & Chief Technical Operations Officer1.8yrsUS$2.70mVeri yok
Gregory David Mueller
Executive VPless than a yearUS$1.80mVeri yok
Christopher Cozic
Executive VP & Chief People Officer8.6yrsUS$3.40mVeri yok
Martine van Vugt
Executive VP & Chief Strategy Officer12.4yrsUS$2.40mVeri yok
Martin Schultz
Senior Directorno dataUS$300.00k0.0014%
DKK 1.4m
Judith Klimovsky
Executive VP & Chief Development Officer9.3yrsUS$5.40m0.025%
DKK 25.3m
Tahamtan Ahmadi
Executive VP5.3yrsUS$5.20m0.016%
DKK 16.4m
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 129.9k
Brad Bailey
Executive VP & Chief Commercial Officer1.8yrsUS$2.10mVeri yok
6.3yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim: GMAB 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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 129.9k
Michael Kavanagh
Senior Director1.4yrsUS$200.00k0%
DKK 0
Anders Pedersen
Non-Independent Director22.6yrsUS$400.00k0.013%
DKK 12.5m
Elizabeth O'Farrell
Independent Director4.3yrsUS$400.00k0.0031%
DKK 3.1m
Deirdre Connelly
Independent Chairman of the Board9.3yrsUS$600.00k0.011%
DKK 10.7m
Rolf Hoffmann
Independent Director9.3yrsUS$400.00k0.0062%
DKK 6.2m
Pernille Erenbjerg
Independent Deputy Chairman11.4yrsUS$400.00k0.0089%
DKK 8.9m
Paolo Paoletti
Independent Director11.4yrsUS$300.00k0.0041%
DKK 4.1m
8.3yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: GMAB 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/19 01:14
Gün Sonu Hisse Fiyatı2026/06/19 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Genmab A/S 39 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
James GordonBarclays
Xue ChenBarclays
Emily FieldBarclays