Epcoritamab Shows Significant Efficacy in Elderly DLBCL Patients
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Newsfilter
- Monotherapy Efficacy: The EPCORE DLBCL-3 trial demonstrated that epcoritamab monotherapy achieved an overall response rate (ORR) of 67% and a complete response (CR) rate of 58% in elderly patients with newly diagnosed DLBCL, highlighting its potential in a high-need population.
- Combination Therapy Success: In the EPCORE NHL-2 trial, the combination of epcoritamab with R-mini-CHOP yielded an impressive ORR of 93% and a CR rate of 86%, indicating superior tolerability and efficacy compared to traditional treatments in elderly patients.
- Durable Responses: The EPCORE DLBCL-3 study revealed that at 12 months, 67% of responses and 73% of complete responses were ongoing, suggesting long-term efficacy and safety of epcoritamab in elderly patients.
- Favorable Safety Profile: While 71% of patients experienced cytokine release syndrome (CRS), the overall safety profile was consistent with expectations, with no severe adverse events reported, demonstrating the acceptability of epcoritamab in elderly populations.
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Analyst Views on GMAB
Wall Street analysts forecast GMAB stock price to rise
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 25.240
Low
26.00
Averages
38.50
High
48.00
Current: 25.240
Low
26.00
Averages
38.50
High
48.00
About GMAB
Genmab A/S is a Denmark-based international biotechnology company. It specializes in the creation and development of antibody therapeutics for the treatment of cancer. The Company is the creator of the approved antibodies: DARZALEX (daratumumab) for the treatment of certain multiple myeloma indications, Kesimpta for the treatment of adults with relapsing forms of multiple sclerosis, TEPEZZA (teprotumumab) for the treatment of thyroid eye disease and FASPRO, for the treatment of adult patients with certain multiple myeloma indications. The first approved Genmab created therapy Arzerra, approved for the treatment of certain chronic lymphocytic leukemia indications, is available in Japan and is also available in other territories via compassionate use or oncology access programs. Genmab develops a broad clinical and pre-clinical product pipeline, and owns four antibody technologies, DuoBody bispecific platform, HexaBody platform, DuoHexaBody platform & HexElect platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
New Data on Epcoritamab Combination Therapy for Lymphoma Released
- Clinical Trial Results: In a study of 481 patients, the combination of Epcoritamab and R2 demonstrated significant efficacy, particularly in patients with FLIPI scores of 0-2, achieving an overall response rate of 96.5% compared to 84.8% for R2 alone, indicating the combination's critical role in improving patient survival.
- Subgroup Analysis Findings: The subgroup analysis revealed that Epcoritamab + R2 exhibited consistent efficacy across various risk profiles, with hazard ratios for progression-free survival (PFS) consistently below 0.3 in both FLIPI 0-2 and 3-5 groups, highlighting the treatment's adaptability and effectiveness across diverse patient populations.
- Safety Assessment: Although patients receiving lower doses of lenalidomide experienced increased risks of neutropenia and infections, the safety profile of Epcoritamab + R2 remained manageable with no new safety signals identified, demonstrating the sustainability and safety of this combination therapy.
- Future Treatment Outlook: Genmab executives indicated that the combination of Epcoritamab and R2 is poised to transform the treatment landscape for relapsed or refractory follicular lymphoma, offering a highly effective and broadly accessible treatment option, thereby advancing clinical practice in this field.
See More
Epcoritamab Shows Significant Efficacy in Elderly DLBCL Patients
- Monotherapy Efficacy: The EPCORE DLBCL-3 trial demonstrated that epcoritamab monotherapy achieved an overall response rate (ORR) of 67% and a complete response (CR) rate of 58% in elderly patients with newly diagnosed DLBCL, highlighting its potential in a high-need population.
- Combination Therapy Success: In the EPCORE NHL-2 trial, the combination of epcoritamab with R-mini-CHOP yielded an impressive ORR of 93% and a CR rate of 86%, indicating superior tolerability and efficacy compared to traditional treatments in elderly patients.
- Durable Responses: The EPCORE DLBCL-3 study revealed that at 12 months, 67% of responses and 73% of complete responses were ongoing, suggesting long-term efficacy and safety of epcoritamab in elderly patients.
- Favorable Safety Profile: While 71% of patients experienced cytokine release syndrome (CRS), the overall safety profile was consistent with expectations, with no severe adverse events reported, demonstrating the acceptability of epcoritamab in elderly populations.
See More
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Genmab Major Shareholder Announcement
- Major Shareholder Change: As of May 8, 2026, Orbis Investment Management Limited controls 5.08% of Genmab A/S's voting rights through 3,166,357 shares, which may influence the company's governance structure and shareholder decisions.
- Company Background: Genmab is an international biotechnology company dedicated to improving the lives of cancer and serious disease patients through innovative antibody medicines, showcasing over 25 years of R&D experience and strong market competitiveness.
- Product Pipeline: Genmab is advancing multiple late-stage clinical programs aimed at delivering transformative medicines to patients, which not only enhances the company's market position but also lays the groundwork for future revenue growth.
- Risk Factors Highlighted: The announcement includes forward-looking statements that emphasize various risks associated with clinical development and market acceptance, prompting investors to consider these uncertainties when assessing the company's long-term investment value.
See More
Genmab Reports 25% Revenue Growth in Q1
- Significant Revenue Growth: Genmab reported Q1 revenue of $896 million, up $181 million or 25% from $715 million in Q1 2025, primarily driven by increased DARZALEX® and Kesimpta® royalties from collaborations with Johnson & Johnson and Novartis.
- Sales Performance Boost: The rise in net product sales of EPKINLY further contributed to overall revenue growth, indicating Genmab's strong market performance and sustained product demand.
- Robust Operating Profit: Excluding acquisition and integration-related charges and amortization of acquired intangible assets, Genmab's operating profit stood at $237 million, reflecting effective cost management and enhanced profitability.
- Optimistic Market Outlook: Genmab confirmed Q1 DARZALEX sales of $3.96 billion, driven by strong demand in the U.S., suggesting further growth potential and market share expansion for the company in the future.
See More
Genmab to Announce Q1 Earnings on May 7
- Earnings Announcement: Genmab (GMAB) is set to release its Q1 earnings on May 7 before market open, with consensus EPS estimates at $0.17 and revenue expectations of $889.15 million, providing crucial financial health indicators for investors.
- Strong Sales Performance: Genmab confirmed Q1 DARZALEX sales of $3.96 billion, driven primarily by robust demand in the U.S., which not only exceeds market expectations but could also lead to a potential increase in the company's stock price.
- Market Environment Impact: Amid disruptions in the Middle East, over $10 billion in healthcare stocks on Wall Street are considered oversold, and Genmab's financial performance may attract renewed investor interest in the sector, influencing overall market sentiment.
- Future Outlook: With the upcoming earnings report, investors will closely monitor Genmab's performance and future guidance to assess its ongoing growth potential in the highly competitive biopharmaceutical market.
See More
New Data on Epcoritamab Combination Therapy for Lymphoma Released
- Clinical Trial Results: In a study of 481 patients, the combination of Epcoritamab and R2 demonstrated significant efficacy, particularly in patients with FLIPI scores of 0-2, achieving an overall response rate of 96.5% compared to 84.8% for R2 alone, indicating the combination's critical role in improving patient survival.
- Subgroup Analysis Findings: The subgroup analysis revealed that Epcoritamab + R2 exhibited consistent efficacy across various risk profiles, with hazard ratios for progression-free survival (PFS) consistently below 0.3 in both FLIPI 0-2 and 3-5 groups, highlighting the treatment's adaptability and effectiveness across diverse patient populations.
- Safety Assessment: Although patients receiving lower doses of lenalidomide experienced increased risks of neutropenia and infections, the safety profile of Epcoritamab + R2 remained manageable with no new safety signals identified, demonstrating the sustainability and safety of this combination therapy.
- Future Treatment Outlook: Genmab executives indicated that the combination of Epcoritamab and R2 is poised to transform the treatment landscape for relapsed or refractory follicular lymphoma, offering a highly effective and broadly accessible treatment option, thereby advancing clinical practice in this field.
See More
Epcoritamab Shows Significant Efficacy in Elderly DLBCL Patients
- Monotherapy Efficacy: The EPCORE DLBCL-3 trial demonstrated that epcoritamab monotherapy achieved an overall response rate (ORR) of 67% and a complete response (CR) rate of 58% in elderly patients with newly diagnosed DLBCL, highlighting its potential in a high-need population.
- Combination Therapy Success: In the EPCORE NHL-2 trial, the combination of epcoritamab with R-mini-CHOP yielded an impressive ORR of 93% and a CR rate of 86%, indicating superior tolerability and efficacy compared to traditional treatments in elderly patients.
- Durable Responses: The EPCORE DLBCL-3 study revealed that at 12 months, 67% of responses and 73% of complete responses were ongoing, suggesting long-term efficacy and safety of epcoritamab in elderly patients.
- Favorable Safety Profile: While 71% of patients experienced cytokine release syndrome (CRS), the overall safety profile was consistent with expectations, with no severe adverse events reported, demonstrating the acceptability of epcoritamab in elderly populations.
See More
Latest Wall Street Rating Updates
- Vipshop Rating Upgrade: UBS upgraded Vipshop (VIPS) from Neutral to Buy, indicating that despite near-term growth pressures, the company's earnings quality and shareholder returns are more attractive, showcasing resilience in a competitive e-commerce landscape.
- Seaport Therapeutics Initiation: JPMorgan initiated coverage on Seaport Therapeutics (SPTX) with an Overweight rating and a price target of $42 for December 2027, reflecting bullish sentiment and highlighting the company's potential for growth in the biotech sector.
- Apple Price Target Increase: Bank of America raised its price target on Apple (AAPL) from $330 to $380, emphasizing significant opportunities in agentic AI, while reiterating a Buy rating, which underscores confidence in the company's future growth trajectory.
- Dave Inc. Initial Rating: UBS initiated coverage on Dave Inc. with a Buy rating and a price target of $300, suggesting that the market underestimates the durability of its high-velocity credit model and earnings growth trajectory, indicating strong future potential.
See More
Genmab Major Shareholder Announcement
- Major Shareholder Change: As of May 8, 2026, Orbis Investment Management Limited controls 5.08% of Genmab A/S's voting rights through 3,166,357 shares, which may influence the company's governance structure and shareholder decisions.
- Company Background: Genmab is an international biotechnology company dedicated to improving the lives of cancer and serious disease patients through innovative antibody medicines, showcasing over 25 years of R&D experience and strong market competitiveness.
- Product Pipeline: Genmab is advancing multiple late-stage clinical programs aimed at delivering transformative medicines to patients, which not only enhances the company's market position but also lays the groundwork for future revenue growth.
- Risk Factors Highlighted: The announcement includes forward-looking statements that emphasize various risks associated with clinical development and market acceptance, prompting investors to consider these uncertainties when assessing the company's long-term investment value.
See More
Genmab Reports 25% Revenue Growth in Q1
- Significant Revenue Growth: Genmab reported Q1 revenue of $896 million, up $181 million or 25% from $715 million in Q1 2025, primarily driven by increased DARZALEX® and Kesimpta® royalties from collaborations with Johnson & Johnson and Novartis.
- Sales Performance Boost: The rise in net product sales of EPKINLY further contributed to overall revenue growth, indicating Genmab's strong market performance and sustained product demand.
- Robust Operating Profit: Excluding acquisition and integration-related charges and amortization of acquired intangible assets, Genmab's operating profit stood at $237 million, reflecting effective cost management and enhanced profitability.
- Optimistic Market Outlook: Genmab confirmed Q1 DARZALEX sales of $3.96 billion, driven by strong demand in the U.S., suggesting further growth potential and market share expansion for the company in the future.
See More
Genmab to Announce Q1 Earnings on May 7
- Earnings Announcement: Genmab (GMAB) is set to release its Q1 earnings on May 7 before market open, with consensus EPS estimates at $0.17 and revenue expectations of $889.15 million, providing crucial financial health indicators for investors.
- Strong Sales Performance: Genmab confirmed Q1 DARZALEX sales of $3.96 billion, driven primarily by robust demand in the U.S., which not only exceeds market expectations but could also lead to a potential increase in the company's stock price.
- Market Environment Impact: Amid disruptions in the Middle East, over $10 billion in healthcare stocks on Wall Street are considered oversold, and Genmab's financial performance may attract renewed investor interest in the sector, influencing overall market sentiment.
- Future Outlook: With the upcoming earnings report, investors will closely monitor Genmab's performance and future guidance to assess its ongoing growth potential in the highly competitive biopharmaceutical market.
See More
