tiprankstipranks
Advertisement
Advertisement

Genmab: De-Risked Long-Term Profile and 2026 Clinical Catalysts Support Buy Rating and DKK 2,650 Target

Genmab: De-Risked Long-Term Profile and 2026 Clinical Catalysts Support Buy Rating and DKK 2,650 Target

Jefferies analyst Benjamin Jackson CFA maintained a Buy rating on Genmab A/S yesterday and set a price target of DKK2,650.00.

Meet Samuel – Your Personal Investing Prophet

Benjamin Jackson CFA has given his Buy rating due to a combination of factors tied to Genmab’s strengthened growth outlook and de-risked long‑term profile. The acquisitions of Peto and Rina‑S meaningfully reduce dependence on Darzalex royalties post‑2029 and set up 2026 as a year with multiple, high-impact clinical readouts that could support sustained revenue expansion.

Jackson also highlights substantial upside from Peto in both metastatic and locally advanced head and neck cancer, plus significant incremental value from Epkinly and Rina‑S as pivotal 2026 data could unlock large portions of their sales potential. With Rina‑S positioned 1–2 years ahead of competing agents and Genmab trading at a valuation he views as attractive relative to its sum-of-the-parts asset NPVs, he sees the risk‑reward skewed favorably, supporting his Buy recommendation and DKK 2,650 price target.

Disclaimer & DisclosureReport an Issue

1