Professional
Added to YB: 2025-10-13
Pitch date: 2025-09-30
GMAB [neutral]
Genmab A/S
-8.32%
current return
Author Info
No bio for this author
Company Info
Genmab A/S, a biotechnology company, develops antibody-based products and product candidates for the treatment of cancer and other diseases in Denmark.
Market Cap
DKK 19.1B
Pitch Price
DKK 2.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.23
P/E
20.12
EV/Sales
6.12
Sector
Biotechnology
Category
value
Orbis Global Equity Portfolio Holding: Genmab A/S
GMAB (holding update): Trades below value of approved drugs alone, implying world-class pipeline/discovery engine worth nothing. Darzalex patent cliff late 2020s/early 2030s creating sentiment trough. Late-stage assets + partnered drugs generating revenue into 2030s. Scientist-founder van de Winkel 20+ yrs, ProfoundBio acquisition adds ADC tech.
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