Genmab A/S

Genmab is a biotechnology company specializing in the creation and development of differentiated human antibody therapeutics focused on the treatment of cancer. Co.'s product pipeline includes one marketed product, Arzerra, daratumumab in late stage clinical development, four antibodies in clinical development, and over 20 in-house and partnered pre-clinical programs. Co.'s Arzerra (ofatumumab) is a human monoclonal antibody which targets an epitope on the CD20 molecule. Co.'s proprietary technologies include the DuoBody technology, which creates antibodies that can target two molecules at once, and the HexaBody technology, which allows for the creation of more potent antibodies.
  • TickerGEN
  • ISINDK0010272202
  • ExchangeNasdaq Nordic Copenhagen
  • SectorPharmaceuticals & Biotechnology
  • CountryDenmark

Analysts

Rune Majlund Dahl

Genmab (Buy, TP: DKK1540.00) - Strong Darzalex sales in Q2

Johnson & Johnson reported Darzalex sales of USD774m, above our estimate of cUSD696m, driven by a one-off in International Markets while US sales disappointed. Genmab is due to release its Q2 results at 17:00 CET on 14 August (we see focus being on progress in the pipeline and costs). We see no changes to Genmab’s USD3bn global sales guidance for Darzalex in 2019, and reiterate our BUY and DKK1,540 target price.

Rune Majlund Dahl

Genmab (Buy, TP: DKK1540.00) - On course to reach the guidance

Genmab is only due to release its Q2 results at 17:00 CET on 14 August (we see focus being on progress in the pipeline and costs), while Johnson & Johnson is scheduled to report Darzalex sales almost a month earlier, on 16 July (we forecast global sales of USD696m, driven a strong performance in the US). We expect the full-year guidance for revenues of DKK4.6bn and EBIT of DKK2.0bn to be maintained, and reiterate our BUY and DKK1,540 target price.

Victor Floc’h

GENMAB: The first asset from the promising BioNTech collaboration enters the clinic | BUY | DKK1300(+10%)

GENMAB - BUY | DKK1300(+10%) The first asset from the promising BioNTech collaboration enters the clinic An exciting collaboration similar to the one with Seattle Genetics 4-1BB: a promising target limited by its own toxicity DuoBody-PD-L1x4-1BB: the first candidate from the collaboration DuoBody-CD40x4-1BB should enter clinic anytime soon

Hugo Solvet

GENMAB: SC Darzalex should make isatuximab obsolete | BUY | DKK1300(+17%)

GENMAB - BUY | DKK1300(+17%) SC Darzalex should make isatuximab obsolete Isatuximab’s data show no clear superiority over Dara Subcutaneous Darzalex: a better Darzalex in every way

Karen Andersen

Morningstar | GEN Updated Forecasts and Estimates from 09 May 2019

We are maintaining our fair value estimate of DKK 1,160 for no-moat Genmab. The Danish pharmaceutical firm started off the year with strong Darzalex sales in multiple myeloma but softer Arzerra royalties, resulting in DKK 591 million, down 13% from last year, largely due to a one-time payment last year of DKK 304 million related to Arzerra's transition to limited availability. We believe the firm is on track to meet our expectations for the full year. Arzerra, which treats a rare form of leukemia, is being transitioned from commercial availability to limited availability by seller Novartis. W...

1 director bought

A director at Genmab AS bought 1,200 shares at 912.620DKK and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Håkon Astrup ...
  • Jimi Lehtonen
  • Jon Masdal
  • Karl-Johan Bonnevier
  • Ole-Andreas Krohn
  • Rune Majlund Dahl
  • Simen Mortensen

Northern Lights

Christoffer Wang Bjørnsen ...
  • Håkon Astrup
  • Jørgen Lian
  • Karl-Johan Bonnevier
  • Marius Knudssøn
  • Mattias Holmberg
  • Niclas Gehin
  • Nicolai Farstad Olsen
  • Nicolay Dyvik
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Rune Majlund Dahl
  • Simen Mortensen

Northern Lights

Eivind Sars Veddeng ...
  • Nicolay Dyvik
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Alexander Aukner ...
  • Joachim Gunell
  • Karl-Johan Bonnevier
  • Martin Arnell
  • Nicolay Dyvik
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen

Northern Lights

Eivind Sars Veddeng ...
  • Håkon Astrup
  • Jon Masdal
  • Martin Arnell
  • Mattias Montgomery
  • Nicolas McBeath
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Rune Majlund Dahl
  • Simen Mortensen

Northern Lights

GENMAB A/S sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of GENMAB A/S (DK), active in the Biotechnology industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date April 30, 2019, the closing price was DKK 1,105.00 and its target price was estimated at DKK 908.76.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Hugo Solvet

GENMAB: ASH 2018 confirms once again Darzalex’s domination | BUY - TOP PICKS | DKK1262(

GENMAB - BUY - TOP PICKS | DKK1262(+26%) ASH 2018 confirms once again Darzalex’s domination Darzalex: the rituximab of the myeloma world? DARA is so good, we need to bring out new endpoints Can it still be challenged by competitors? “It is only the beginning” according to CEO

Eric Le Berrigaud ...
  • Gary Waanders
  • Hugo Solvet
  • Jean-Jacques Le Fur

Healthcare: Five picks in healthcare in Q4 with Fresenius, Galapagos, Genmab, Novartis and Sanofi

Healthcare Five picks in healthcare in Q4 with Fresenius, Galapagos, Genmab, Novartis and Sanofi

GlobalData Healthcare Department

Genmab AS (GEN) - Medical Equipment - Deals and Alliances Profile

Summary Genmab A/S (Genmab) is a biotechnology company that develops differentiated human antibody therapeutics for the treatment of cancer. The company's marketed antibody, ofatumumab (Arzerra) and Daratumumab (Darzalex) are used to treat chronic lymphocytic leukemia and to treat patients with multiple myeloma respectively. Genmab’s products are based on three next generation antibody technologies, namely, HexaBody, DuoBody, and antibody drug conjugate (ADC) technologies. Genmab partnered with various pharmaceutical and biotechnology companies for the co-development and commercialization of ...

Expert Corporate Governance Service (ECGS)

Genmab, March 29 2019

In general, Genmab is in compliance with the Danish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 2, it is proposed to approve the Company's financial statements and to discharge the board of directors and executive management from liability for the FY 2018. Although ECGS has no concerns over the annual accounts it does not approve of the discharge requested. ECGS accordingly recommends to vote OPPOSE. Under ITEM 4a, it is proposed to re-appoint Mr. Mats Pettersson as Chairman of the board of directors. Although he is considered independent...

Genmab – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global equities nearing potential resistance Helped by support from global central banks and improving trade headlines, critical support levels have held for major global indexes and therefore our outlook remains constructive. At the same time, just because these indexes are not breaking down does not mean they are headed higher. Rather, we believe global equities remain in a state of purgatory and consolidation is likely to continue as several major indexes approach logical resistance... see charts below and page 2. With global equity markets generally moving sideways, we want to stick with ...

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