Genmab Sets its Sights on Late‑Stage Pipeline at Jefferies London Healthcare Conference

At the Jefferies LLC London Healthcare Conference on November 19, 2025, Genmab A/S (ticker: GMAB) laid out a clear and ambitious roadmap for its oncology pipeline. CEO Jan van de Winkel and CFO Anthony Pagano emphasized the company is now firmly focused on advancing its late‑stage assets, with four major programmes at the forefront: EPKINLY, Rina‑S, Acasunlimab and the soon‑to‑be‑acquired Petosemtamab (PETO) via the planned integration of Merus N.V.. Genmab reiterated that its commercially approved product Tivdak is being rolled out across key European markets to build the foundation for the upcoming Rina‑S launch, expected in approximately 1.5 years. On R&D strategy, the company flagged ongoing investment in its internal pipeline, announcing plans to move at least two additional bispecific antibodies and one ADC (antibody‑drug conjugate) into clinical development. Financially, Genmab indicated that while 2026 will remain investment‑heavy, meaningful EBITDA growth is anticipated in 2027—and that Peto and Rina‑S are expected to be key drivers toward multi‑billion‑dollar peak sales. Overall, Genmab’s presentation framed the company’s shift from broad discovery efforts to a more focused execution on commercialisation and late‑stage pushes—signalling to investors that the next phase is about delivery. #Genmab #OncologyPipeline #BiotechInvesting #HealthcareConference #SlimScan #GrowthStocks #CANSLIM