Genmab Stock Price, News & Analysis

Genmab (Nasdaq: GMAB) on January 7, 2026 announced a partnership with Anthropic to deploy custom, Claude-powered agentic AI solutions across its research and development efforts.

The collaboration aims to accelerate data processing, analysis, and document generation for Genmab’s clinical programs within defined guardrails and with human oversight, reducing manual burden and improving operational consistency as late-stage antibody medicines progress toward regulatory milestones.

Genmab says the move supports a scalable, AI-enabled R&D model to help teams focus on high-value scientific work and potentially speed therapies to patients.

Genmab (Nasdaq: GMAB) announced it will discontinue clinical development of acasunlimab following a portfolio prioritization decision on December 29, 2025. The company said the move reflects a focus on its highest‑impact late‑stage programs, specifically EPKINLY (epcoritamab), petosemtamab and Rina‑S (rinatabart sesutecan). Genmab described the acasunlimab clinical profile as "encouraging" but elected to reallocate resources to what it views as more compelling opportunities amid an evolving competitive landscape. The company stated this decision does not impact full‑year 2025 financial guidance and fits its disciplined capital allocation framework.

Genmab (Nasdaq: GMAB) announced it has satisfied the conditions to acquire Merus common shares for $97.00 per share and has accepted for payment 71,463,077 shares, representing 94.2% of Merus outstanding shares as of the offer expiration.

Genmab expects to launch Merus’ lead asset petosemtamab in 2027 subject to clinical results and regulatory approvals, and forecasts the asset to be EBITDA-accretive by end of 2029 with at least $1 billion annual sales potential by 2029 and multi-billion-dollar potential thereafter. A ten-business-day subsequent offering period runs through Dec 29, 2025, after which Genmab intends to complete back-end transactions to acquire 100% of Merus.

Genmab (Nasdaq: GMAB) reported updated Phase 1b/2 EPCORE CLL-1 data for epcoritamab in Richter transformation (RT) on Dec 8, 2025. Arm 2A (monotherapy, n=42, median follow-up 22.9 months) showed first-line ORR 57% and CR 52% with median OS 27.5 months and PFS 8.5 months; later-line ORR was 38% (CR 29%). Arm 2B (epcoritamab + lenalidomide, n=11, FU 16.7 months) reported ORR 82%, CR 73% and median PFS 5.7 months. Arm 2C (epcoritamab + R-CHOP, n=30, FU 13.6 months) showed ORR 77%, CR 63% and median PFS 16.0 months. Safety included high rates of CRS and several treatment-related Grade 5 events across arms.

Genmab (Nasdaq: GMAB) reported pivotal Phase 3 EPCORE FL-1 results showing fixed-duration EPKINLY (epcoritamab-bysp) + rituximab and lenalidomide (R2) significantly reduced disease progression or death versus R2 alone (HR 0.21, 79% risk reduction; 95% CI: 0.14–0.31; p<0.0001) in relapsed/refractory follicular lymphoma.

Key efficacy: ORR 95% vs 79% (p<0.0001); CR 83% vs 50%; 12-month DOR 89% vs 49%. Safety: Grade 3–4 TEAEs 90.1% vs 67.6%, with higher neutropenia (68.7% vs 42.0%) and infections (33.3% vs 15.1%). In November 2025 the FDA approved EPKINLY+R2 for R/R FL after ≥1 prior systemic therapy.

Genmab (Nasdaq: GMAB) reported updated EPCORE trial results showing fixed-duration epcoritamab produced high response rates in first-line DLBCL and FL and encouraging monotherapy activity in elderly DLBCL patients.

Key highlights: EPCORE NHL-2 Arm 1 ORR 98%/CR 85% (median follow-up 44.2 months); Arm 8 ORR 93%/CR 86% at two years (n=28); Arm 3 three-year OS 96% in FL; DLBCL-3 monotherapy ORR 73%/CR 62% with 54% progression-free at one year. Safety consistent with prior reports; infections, CRS, and some Grade 5 events observed.

Genmab (Nasdaq: GMAB) announced on November 18, 2025 that the FDA approved EPKINLY (epcoritamab-bysp) in combination with rituximab and lenalidomide (EPKINLY + R2) for adult patients with relapsed or refractory follicular lymphoma (R/R FL).

The approval follows Phase 3 EPCORE FL-1 results showing a 79% reduction in risk of progression or death (HR 0.21, 95% CI: 0.13-0.33, p<0.0001), median PFS not reached versus 11.2 months for R2, overall response rate 89%, and complete response rate 74% with EPKINLY + R2.

EPKINLY + R2 is the first FDA-approved bispecific-based therapy in the second-line FL setting; safety includes a Boxed Warning for serious or fatal CRS and ICANS, with CRS occurring in 24% of patients.

Genmab (Nasdaq: GMAB) will present more than 20 abstracts, including seven oral presentations, on epcoritamab at the 67th ASH Annual Meeting, December 6-9, 2025.

Highlights include primary Phase 3 EPCORE FL-1 results of epcoritamab plus rituximab and lenalidomide (R2) in relapsed or refractory follicular lymphoma, multiple oral sessions on first- and second-line use in follicular lymphoma and first-line use in diffuse large B-cell lymphoma (DLBCL), and long-term durability data (2–4+ year remissions) across trials. Genmab will host a virtual R&D Update and ASH data review on December 11, 2025.

Genmab (Nasdaq: GMAB) reported updated Phase 1/2 RAINFOL-01 cohort B2 data for investigational rinatabart sesutecan (Rina-S) in advanced endometrial cancer.

At a median one-year follow-up, Rina-S 100 mg/m2 Q3W produced a 50.0% confirmed ORR including two complete responses; 63.6% of responders remain on treatment. Rina-S 120 mg/m2 showed a 44.1% ORR with one CR. Patients had a median of three prior lines. Grade ≥3 serious TEAEs occurred in 36.4% (100 mg/m2) and 52.4% (120 mg/m2). No ocular toxicity, neuropathy, or ILD signals reported. The U.S. FDA granted Breakthrough Therapy Designation and a Phase 3 trial in endometrial cancer is underway.