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

Hugo Solvet

GENMAB: Data-Driven Medicine is getting more traction | BUY | DKK1450(+4%)

GENMAB - BUY | DKK1450(+4%) Data-Driven Medicine is getting more traction Agreement to identify new disease targets/biomarkers DDM getting more traction among the pharma/biotech industry Recipe for success: network is a key

Alexander Aukner ...
  • Jon Masdal
  • Marius Knudssøn
  • Martin Huseby Karlsen
  • Niclas Gehin
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Hugo Solvet

GENMAB: Data-Driven Medicine is getting more traction | BUY | DKK1450(+4%)

GENMAB - BUY | DKK1450(+4%) Data-Driven Medicine is getting more traction Agreement to identify new disease targets/biomarkers DDM getting more traction among the pharma/biotech industry Recipe for success: network is a key

Rune Majlund Dahl

Genmab (Buy, TP: DKK1560.00) - New life to OMB157 moving closer Novartis, Genmab’s partner on OMB157, reported positive headline results from ASCLEPIOS I and II trials, demonstrating a superior reduction in annualised relapse rates in patients with relaps

Genmab (GMAB DC, Buy) - New life to OMB157 moving closer Novartis, Genmab’s partner on OMB157, reported positive headline results from ASCLEPIOS I and II trials, demonstrating a superior reduction in annualised relapse rates in patients with relapsing forms of multiple sclerosis (RMS) versus Aubagio (no data points provided). We have increased the likelihood of approval from 60% to 95%, but maintain unadjusted peak sales of USD1.7bn (10% royalties to Genmab) while we await the full data readout on 13 September. We reiterate our BUY and have raised our target price to DKK1,560 (1,540). (16 p...

Rune Majlund Dahl

Genmab (Buy, TP: DKK1540.00) - FX lifts guidance

Genmab (GMAB DC, Buy) - FX lifts guidance (16 pages)

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.

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...

Alexander Aukner ...
  • Jon Masdal
  • Marius Knudssøn
  • Martin Huseby Karlsen
  • Niclas Gehin
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

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

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

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

Another test of support Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no breakdowns - on the broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remains the most likely scenario. At the same time, new cracks are beginning to show and as a result we believe global equities are vulnerable to a breakdown. • New cracks emerging. Breakdowns in crude oil and new lows for the STOXX 600 Bank supersector are two recent developments which have dampened our overall outlook... see charts below. • Tes...

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 ...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch