Genmab (CPSE:GMAB) Valuation Update Following New Epcoritamab Lymphoma Data from ASH 2025
Genmab (CPSE:GMAB) just put epcoritamab back in the spotlight by unveiling fresh ASH 2025 data across multiple lymphoma trials that sharpen the drug’s profile and give investors more to consider.
See our latest analysis for Genmab.
Those ASH readouts land at a time when momentum in Genmab’s shares is clearly building, with a roughly 32% year to date share price return and a 36% one year total shareholder return, in contrast with still negative three year total shareholder returns.
If epcoritamab’s progress has you rethinking your biotech exposure, it could be a good moment to explore other potential movers across healthcare stocks.
Yet with Genmab trading close to consensus targets but still at a hefty discount to some intrinsic value models, investors are left wondering whether this is an overlooked growth story or the market already sees what comes next.
Most Popular Narrative Narrative: 1.7% Undervalued
Genmab’s most followed narrative pegs fair value slightly above the last close of DKK 2,019, hinting at upside that the current price only partly reflects.
Strong late-stage pipeline progress, including positive Phase III results for epcoritamab (EPKINLY) and expansion of Rina-S programs, positions Genmab to benefit from the growing global burden of cancer and rising demand for innovative biologic therapies, supporting significant future revenue and earnings growth.
Curious how that optimism turns into a concrete fair value target? The narrative leans on compounding revenue growth, resilient margins, and a richer earnings multiple than today. Want to see how those moving parts add up?
Result: Fair Value of $2054.66 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, pipeline setbacks or intensifying pricing pressure in key markets could quickly undermine those growth assumptions and force a rethink on Genmab’s valuation.
Find out about the key risks to this Genmab narrative.
Build Your Own Genmab Narrative
If you see the story differently, or want to stress test the numbers yourself, you can build a personalised view in minutes: Do it your way.
A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Genmab.
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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.
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