Genmab: Positive 2025 Outlook, Johnson & Johnson's Decision Coming Soon

Summary

  • Genmab reported strong Q4 2024 results, with $897.4 million in revenue, beating expectations and showing 29% Y/Y growth, driven by Darzalex royalties.
  • 2025 revenue guidance was slightly ahead of consensus and expense guidance was surprisingly low, indicating only 7% growth, and enhancing the company's financial outlook.
  • J&J's decision on GEN3014 is pending; I expect J&J to opt out, but remain bullish on Genmab's product portfolio, pipeline, and growth prospects.
  • Epkinly is expected to deliver registrational data from three trials before the end of 2026 and Rina-S is advancing into a new phase 3 trial later this year.
  • Genmab's strong balance sheet, with nearly $3 billion in cash, and free cash flow support further pipeline expansion and share buybacks.
  • Looking for a portfolio of ideas like this one? Members of Growth Stock Forum get exclusive access to our subscriber-only portfolios. Learn More »

Boy/man about to make a decision

olaser

Genmab (GMAB) reported strong Q4 2024 results last week and provided 2025 revenue guidance that was slightly ahead of the Street consensus and expense guidance that was below expectations. The stock has rebounded since the earnings report, but

I publish my best ideas and top coverage on the Growth Stock Forum. If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button. And to go deeper, sign up to Growth Stock Forum.

This article was written by

9.22K Followers

ONeil Trader is a former stockbroker turned full-time independent investor. He focuses on finding growth and biotech stocks with significant growth potential and calculates ideas in large part based on best risk-adjusted returns.

He leads the investing group Growth Stock Forum which features: a model portfolio of 15-20 names updated regularly, a top picks list of up to 10 stocks that are expected to perform well in the current calendar year, trading ideas that target both short-term and medium-term moves, and chat with community dialogue and for questions. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GMAB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article reflects the author's opinion and should not be regarded as a buy or sell recommendation or investment advice in any way.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About GMAB Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on GMAB

Related Stocks

SymbolLast Price% Chg
GMAB
--