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    How Investors Are Reacting To Genmab (CPSE:GMAB) Refocusing On Late-Stage Antibodies After Axing Acasunlimab

    Simply Wall St·01/05/2026 20:12:20
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    • Genmab A/S recently reaffirmed its 2025 earnings guidance and decided to discontinue further clinical development of acasunlimab after evaluating its portfolio and the evolving competitive landscape.
    • By reallocating resources toward late-stage assets such as EPKINLY (epcoritamab), petosemtamab and rinatabart sesutecan (Rina-S), Genmab is sharpening its late-stage antibody pipeline focus.
    • We will now examine how concentrating capital on EPKINLY, petosemtamab and Rina-S could reshape Genmab’s existing investment narrative.

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    Genmab Investment Narrative Recap

    To own Genmab, you need to believe in its ability to turn a focused antibody pipeline into durable, profitable oncology franchises while managing pricing, regulatory and partnership risks. The decision to discontinue acasunlimab and reaffirm 2025 guidance looks more like portfolio fine tuning than a change to the key near term catalysts, which still center on late stage data, regulatory outcomes and commercial traction for EPKINLY, petosemtamab and Rina S.

    Among recent announcements, the confirmation of 2025 earnings guidance stands out in light of the acasunlimab discontinuation, suggesting the shift toward EPKINLY, petosemtamab and Rina S is not expected to unsettle near term financial expectations. For investors watching the next leg of the story, progress on additional indications, regulatory reviews and uptake for these late stage programs remains closely tied to both upside potential and the core execution risks in Genmab’s investment case.

    However, investors should be aware that Genmab’s pipeline execution risk, highlighted again by the acasunlimab decision, could...

    Read the full narrative on Genmab (it's free!)

    Genmab's narrative projects $5.1 billion revenue and $1.8 billion earnings by 2028. This requires 11.8% yearly revenue growth and about a $0.4 billion earnings increase from $1.4 billion today.

    Uncover how Genmab's forecasts yield a DKK2055 fair value, in line with its current price.

    Exploring Other Perspectives

    CPSE:GMAB 1-Year Stock Price Chart
    CPSE:GMAB 1-Year Stock Price Chart

    Sixteen members of the Simply Wall St Community currently estimate Genmab’s fair value between DKK1,075.93 and DKK7,287.15, showing how far apart individual views can be. When you set these against the concentration on late stage assets like EPKINLY, petosemtamab and Rina S, it underlines why many readers look at several perspectives before forming expectations about Genmab’s future performance.

    Explore 16 other fair value estimates on Genmab - why the stock might be worth 46% less than the current price!

    Build Your Own Genmab Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Genmab research is our analysis highlighting 4 key rewards that could impact your investment decision.
    • Our free Genmab research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Genmab's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.