Added to YB: 2026-04-14
Pitch date: 2025-12-15
GMAB [bullish]
Genmab A/S
-10.63%
current return
Author Info
No bio for this author
Company Info
Genmab A/S, a biotechnology company, develops antibody-based products and product candidates for the treatment of cancer and other diseases in Denmark.
Market Cap
DKK 17.3B
Pitch Price
DKK 2.0K
Price Target
57.13 (-97%)
Dividend
N/A
EV/EBITDA
16.04
P/E
18.29
EV/Sales
5.64
Sector
Biotechnology
Category
growth
2025-12-12 Genmab [NASDAQ:GMAB] (Gabriel Koh)
GMAB: Antibody therapeutics leader w/ J&J (Darzalex), Novartis (Kesimpta) partnerships. 80.6% rev from royalties, high margins. 4 proprietary platforms produce patented drugs. Strong balance sheet for M&A (ProfoundBio, Merus). 15% annual rev growth est. PT $57.13 in 5Y (82.5% upside, 12% CAGR). Catalysts: Rina-S FDA breakthrough, Petosemtamab Ph3 2026. Risk: Darzalex patent expires 2030.
Read full article (3 min)