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GMGMAB

Genmab A/S

$GMAB·$23B·Biotechnology·Healthcare
$36.57-2.1%YTD+17.3%1Y+11.9%
Price updated 13h ago·X counts updated 3d ago
GMGMAB
$GMABGenmab A/S
$36.57-2.14%224 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GMAB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

224X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $GMAB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

Genmab got a Deutsche Bank PT raise to DKK 2,500 (from 2,250) and Baptista Research raised to $39.60 on US shares. AbbVie's Phase III etentamig hit in multiple myeloma. Handelsbanken removed GMAB from Nordic favorites in favor of Xvivo/other Swedes; broad tone still constructive.

Read what X is saying about $GMAB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GMAB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Danish antibody house with three Phase III cancer readouts due in Q4 and a stock just printing new 1-year highs.

Genmab has quietly reset itself from a Darzalex-royalty story to an active oncology pipeline, and the Q4 calendar has three Phase III cancer readouts that will decide the next 12 months of valuation.

  • Q2 revenue of $1.16B was up 25% YoY and the EPS beat of $0.54 vs $0.37 was 46% ahead — the operating cadence confirms the business is still generating meaningful cash while the pipeline matures.
  • Deutsche Bank raised its PT to DKK 2,500 and Baptista Research took the US shares to $39.60 — the sell-side is coalescing into the Q4 readouts with upside, and AbbVie's etentamig Phase III hit in multiple myeloma is a sector-level readthrough that lifts the whole antibody-combo cohort.
  • At $34.75 and 91% of the 52-week range, the stock is at new highs with sell-side 2026 EPS of $1.19 stepping to $1.73 in 2027 and $2.62 in 2028 — the forward multiple at ~20x 2027 is reasonable only if the pipeline readouts deliver.

The setup rewards investors who can tolerate the binary nature of three near-term Phase III readouts; the November 5 earnings is a formality, and the real catalyst stack is the Q4 pipeline calendar.

Agrees with X sentimentX is bullish on Genmab around Phase III readouts and sell-side PT raises; the TickerTalks read agrees — the fundamentals support the current valuation and the catalyst stack is explicit, though the Phase III binary nature is the risk.

What to watch: Three Phase III cancer readouts in Q4 2026; November 5 Q3 earnings and Darzalex royalty trajectory; AbbVie etentamig regulatory progress as a readthrough for the combo-therapy cohort.

On the calendar: Q3 earnings scheduled 2026-11-05

Read the AI verdict on $GMAB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Biotech specializing in antibody engineering, earning substantial royalties on J&J's blockbuster multiple myeloma drug Darzalex.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $GMAB.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $GMAB

Neutral — Biotech specializing in antibody engineering, earning substantial royalties on J&J's blockbuster multiple myeloma drug Darzalex.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+32.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
26.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.54$0.37+45.9%
Q1 2026May 7, 2026$0.09$0.15-42.0%
Q4 2025Feb 17, 2026$0.05$0.46-89.1%
Q3 2025Nov 6, 2025$0.65$0.48+35.4%
Next earningsThu, Nov 5·consensus EPS $0.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.2B+24.9%92.7%35.2%$0.49$48.0M
Q1 FY26$899.3M+754.6%92.7%25.1%$0.09$-2.0M
Q4 FY25$1.1B-83.6%92.3%23.0%$0.05$287.4M
Q3 FY25$1.0B-81.6%94.3%44.9%$0.65$534.0M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.5B$4.5B – $4.5B$1.18$1.07 – $1.4413
FY27$5.3B$4.8B – $5.7B$1.72$1.22 – $2.1515
FY28$6.5B$5.3B – $8.3B$2.66$1.67 – $3.4918
FY29$7.0B$6.5B – $7.7B$2.85$2.55 – $3.2010
FY30$7.4B$6.8B – $8.1B$2.98$2.67 – $3.359

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.78%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 606.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.655-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 29 other (26 6-Ks · 3 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Genmab Announces Net Sales of DARZALEX® (daratumumab) for Third Quarter of 2026globenewswire.com·1d agoResolution Adopted at the Extraordinary General Meeting of Genmab A/S Including Grant of Restricted Stock Units to Board Membersglobenewswire.com·7d agoGenmab: Epkinly Shines In Phase 3 DLBCL Trialseekingalpha.com·8d agoAbbVie's Epcoritamab Combo Shows PFS Benefit in Frontline DLBCLzacks.com·8d agoStrength Seen in Genmab (GMAB): Can Its 10.7% Jump Turn into More Strength?zacks.com·8d ago

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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