Truist analyst Gregory Renza assumed coverage of Genmab with a Buy rating and a price target of $40, down from $48. The firm is positive on the company's transition toward a commercially driven platform, supported by three lead assets with up to seven key readouts in 2026, the analyst tells investors in a research note. Epkinly's DLBCL-2/-4 outcomes are pivotal for franchise expansion, with Rina-S and petosemtamab carrying potential for best-/first-in-class positioning in ovarian cancer and HNSCC, respectively, the firm added.
