Report
Victor Floc’h

GENMAB: Positive results in cervical cancer should speed up Genmab’s commercial transformation | NEUTRAL | DKK2150 vs. DKK2000

GENMAB - NEUTRAL | DKK2150 vs. DKK2000 (-1%)
Positive results in cervical cancer should speed up Genmab’s commercial transformation

A 24% ORR put it at the forefront of the cervical space
TV seems to have an edge over Keytruda in 2L+ setting
This success paves the way for 1L use
TV’s reach could go way beyond cervical cancer
Genmab is on track to become an integrated biopharma company
Underlying
Genmab A/S

Genmab is a biotechnology company specializing in the creation and development of differentiated human antibody therapeutics focused on the treatment of cancer. Co.'s product pipeline includes one marketed product, Arzerra, daratumumab in late stage clinical development, four antibodies in clinical development, and over 20 in-house and partnered pre-clinical programs. Co.'s Arzerra (ofatumumab) is a human monoclonal antibody which targets an epitope on the CD20 molecule. Co.'s proprietary technologies include the DuoBody technology, which creates antibodies that can target two molecules at once, and the HexaBody technology, which allows for the creation of more potent antibodies.

Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Victor Floc’h

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