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

Guidance slightly improved, now looking forward to ASH

2019 financial guidance increased on positive FX impacte WIRECARD: Resist the temptation | BUY | EUR180 vs. EUR240 (+49%) More data from Duobody-CD3xCD20 expected at ASH In other news

Rune Majlund Dahl

Genmab (Buy, TP: DKK1630.00) - Guidance uplift on FX adjustment

Genmab (GMAB DC, Buy) - Guidance uplift on FX adjustment (16 pages)

Benjamin Silverstone ...
  • Jannick Lindegaard Denholt
  • Rickard Anderkrans
  • Viktor Sundberg

Genmab - Q3 beat, driven by FX tailwind

Q3 numbers beating consensus Genmab raising its guidance due to favourable FX Transfer of coverage

Hugo Solvet

Guidance slightly improved, now looking forward to ASH

2019 financial guidance increased on positive FX impacte WIRECARD: Resist the temptation | BUY | EUR180 vs. EUR240 (+49%) More data from Duobody-CD3xCD20 expected at ASH In other news

Rune Majlund Dahl

Genmab (Buy, TP: DKK1630.00) - Guidance uplift on FX adjustment

Genmab (GMAB DC, Buy) - Guidance uplift on FX adjustment (16 pages)

Benjamin Silverstone ...
  • Jannick Lindegaard Denholt
  • Rickard Anderkrans
  • Viktor Sundberg

Genmab - Q3 beat, driven by FX tailwind

Q3 numbers beating consensus Genmab raising its guidance due to favourable FX Transfer of coverage

Rune Majlund Dahl

Genmab (Buy, TP: DKK1630.00) - International markets drive sales

Johnson & Johnson (J&J) reported Q3 Darzalex sales of USD765m, above our cUSD748m estimate (consensus: USD772m), driven by strong sales in International Markets while US sales were in line. Genmab is due to release its Q3 results at 17:00 CET on 6 November (we see focus being on progress in the pipeline and opex). We expect no changes to Genmab’s USD3bn global 2019 Darzalex sales guidance, and reiterate our BUY and DKK1,630 target price.

Rune Majlund Dahl

Genmab (Buy, TP: DKK1630.00) - Waiting for MAIA to hit the results

We expect Q3 global Darzalex sales of USD748m, driven by International Markets, while data points indicate limited initial sales from US first-line settings. Genmab’s Q3 results are due at 17:00 CET on 6 November, while Johnson & Johnson is due to report Darzalex sales on 15 October. We expect the 2019 global Darzalex sales guidance of USD3.0bn to be maintained. We reiterate our BUY and DKK1,630 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...

Christoffer Wang Bjørnsen ...
  • Eivind Sars Veddeng
  • Håkon Astrup
  • Joachim Gunell
  • Jon Masdal
  • Marius Knudssøn
  • Martin Hoang Nguyen
  • Martin Huseby Karlsen
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Karl-Johan Bonnevier ...
  • Martin Arnell
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Eivind Sars Veddeng ...
  • Jon Masdal
  • Marius Knudssøn
  • Martin Huseby Karlsen
  • Nicolay Dyvik
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

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

Northern Lights

Christer Magnergård ...
  • Christoffer Wang Bjørnsen
  • Eivind Sars Veddeng
  • Frank Maaø
  • Joachim Gunell
  • Jon Masdal
  • Marius Knudssøn
  • Martin Huseby Karlsen
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen

Northern Lights

By reducing its risk exposure, GENMAB A/S improves to Slightly Positive

GENMAB A/S (DK), a company active in Biotechnology, reduces its risk exposure and improves its general evaluation despite the loss of a fundamental star(s). The independent financial analyst theScreener has removed a fundamental star(s) of the title, which now shows 2 out of 4 stars; conversely, its market risk is now considered lower and can be described as defensive. Despite the loss of a star, theScreener upgrades the general evaluation of the title to Slightly Positive. As of the analysis date October 25, 2019, the closing price was DKK 1,424.00 and its potential was estimated at DKK 1,560...

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

Int'l Insights: Bullish Stocks

EAFE > EM; Add exposure to Japan Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). Below we highlight attractive and actionable themes within developed int'l: • Japan, Switzerland, Australia, Canada. Major Japanese indexes have been underperforming for nearly two years but are making bullish price and RS inflections and exhibit early signs of bottoming. Switzerland, Australia, and Canada are all trading at multi-year highs and are among the most attractive coun...

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 ...

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