Genmab's EPKINLY + R2 Reduces Risk of Death by 79% in Relapsed Follicular Lymphoma
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Updated: 10 hour ago
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Source: Newsfilter
- Clinical Trial Success: The EPCORE FL-1 study demonstrated that the combination of EPKINLY and R2 reduced the risk of disease progression or death by 79% in patients with relapsed follicular lymphoma, highlighting its significant clinical benefit in the second-line treatment setting.
- Increased Response Rate: The overall response rate for EPKINLY + R2 reached 95%, significantly higher than the 79% observed with R2 alone, which not only enhances patient outcomes but also establishes a new benchmark for Genmab in lymphoma treatment.
- Safety Profile Analysis: While the incidence of grade 3 or 4 adverse events with EPKINLY + R2 was reported at 90.1%, the rate of fatal adverse events was significantly lower at 1.6% compared to R2, indicating a relatively favorable safety profile.
- Broad Market Potential: The publication of these study results coincides with FDA approval, signaling that EPKINLY + R2 is poised to redefine the treatment landscape for relapsed lymphoma, thereby strengthening Genmab's competitive position in the oncology market.
GMAB.O$0.0000%Past 6 months

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Analyst Views on GMAB
Wall Street analysts forecast GMAB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GMAB is 41.00 USD with a low forecast of 32.00 USD and a high forecast of 48.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Wall Street analysts forecast GMAB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GMAB is 41.00 USD with a low forecast of 32.00 USD and a high forecast of 48.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Current: 32.020

Current: 32.020

H.C. Wainwright raised the firm's price target on Genmab to $41 from $40 and keeps a Buy rating on the shares following the Q3 report. Darzalex Faspro is now FDA approved in high-risk smoldering multiple myeloma, the analyst tells investors in a research note.
Buy -> Neutral
downgrade
$101 -> $97
Reason
Citi downgraded Merus (MRUS) to Neutral from Buy with a price target of $97, down from $101, after the company entered into an agreement pursuant to which Genmab (GMAB) will acquire all the shares of Merus for $97.00 per share in an all-cash transaction, representing a transaction value of $8.0B. The firm views the possibility of a competing bid as very low.
Guggenheim
Michael Schmidt
Neutral -> Buy
upgrade
$43
Reason
Guggenheim
Michael Schmidt
Guggenheim analyst Michael Schmidt upgraded Genmab to Buy from Neutral with a $43 price target.
JPMorgan raised the firm's price target on Genmab to DKK 1,650 from DKK 1,500 and keeps a Neutral rating on the shares.
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.