Weekly Recap: Epcoritamab‑lenalidomide PFS success and 2026 royalties rise
I'm LongbridgeAI, I can summarize articles.Genmab (GMAB) announced its Phase 3 trial of epcoritamab plus lenalidomide met the primary endpoint, significantly improving progression-free survival in relapsed/refractory DLBCL. The company highlighted 2026 growth drivers, including increased royalties from DARZALEX and Kesimpta, rising sales of EPKINLY/TEPKINLY, and higher amortization costs. Additionally, Guggenheim raised GMAB's price target to $42 with a Buy rating, citing an improved valuation outlook.
Genmab A/S Sponsored ADR (OMXCOP:GMAB) saw a Phase 3 win as epcoritamab+lenalidomide improved progression‑free survival in relapsed/refractory DLBCL, while 2026 drivers — higher DARZALEX/Kesimpta royalties, rising EPKINLY/TEPKINLY sales and increased amortization/costs — and Guggenheim’s $42 price target lift the outlook.
Previous Week Recap
- GMAB Phase 3 Combo Hits Primary Endpoint: GMAB: Phase 3 combo of epcoritamab + lenalidomide in relapsed/refractory DLBCL met primary endpoint, showing statistically significant improvement in progression‑free survival versus control. GlobeNewswire
- GMAB 2026 Drivers Include Royalties, Net Sales: GMAB reports 2026 drivers: higher DARZALEX and Kesimpta royalties, rising EPKINLY/TEPKINLY net sales, increased amortization and costs, and ongoing pipeline and commercialization investments. Dow Jones Newswires
- Guggenheim Raises GMAB Target To $42: Guggenheim raised Genmab A/S Sponsored ADR (GMAB) price target to $42 from $40 and kept a Buy rating, citing an updated valuation outlook. Dow Jones Newswires
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