Earnings per share of $0.35 fell short of the estimated $0.46, while revenue slightly surpassed expectations at approximately $1.06 billion.A 15.1% decline in short interest suggests a positive shift in investor sentiment towards GMAB.Institutional investors like Alliancebernstein L.P. have increased their stakes, indicating confidence in the company's potential despite its earnings miss.Genmab A/S Sponsored ADR (NASDAQ:GMAB) is a biotechnology company focused on developing antibody therapeutics for cancer ...

Core Viewpoint - Investors in Genmab A/S should closely monitor the stock due to significant movements in the options market, particularly the high implied volatility of the Feb. 20, 2026 $12.5 Call option [1] Company Analysis - Genmab is currently rated as Zacks Rank 3 (Hold) in the Medical - Biomedical and Genetics industry, which ranks in the top 34% of the Zacks Industry Rank [3] - Over the past 30 days, three analysts have raised their earnings estimates for the current quarter, resulting in an increase of the Zacks Consensus Estimate from 44 cents per share to 46 cents [3] Options Market Insights - The high implied volatility surrounding Genmab shares indicates that options traders are anticipating a significant price movement, which could suggest an upcoming event that may lead to a substantial rally or sell-off [2][4] - Seasoned options traders often seek out options with high implied volatility to sell premium, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected [4]

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to reinvent customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, reshaping the global economy through an ecosystem of AI innovators [2][3] - Major firms like PwC and McKinsey recognize the multi-trillion-dollar potential of AI, suggesting a significant economic impact [3] Group 1 - The breakthrough in AI technology is redefining how humanity works, learns, and creates, leading to increased interest from hedge funds and top investors [4] - A specific under-owned company is highlighted as holding the key to the $250 trillion AI revolution, with its technology posing a concern for competitors [4][6] - Billionaires from various sectors are aligning behind AI advancements, indicating a strong belief in its potential [6][8] Group 2 - Bill Gates considers AI the most significant technological advancement of his lifetime, with potential benefits in healthcare, education, and climate change [8] - Larry Ellison is investing heavily in AI through partnerships and technology enhancements at Oracle, showcasing the industry's commitment to AI integration [8] - Warren Buffett acknowledges the social impact of AI breakthroughs, further emphasizing the technology's importance [8]

Core Viewpoint - Genmab A/S is highlighted as a high-growth international stock, with a strong buy rating and a price target of $39 following significant sales growth of DARZALEX in 2025 [1]. Group 1: Sales Performance - In 2025, worldwide net sales of DARZALEX reached $14.351 billion, an increase from $11.670 billion in 2024, representing a growth of approximately 22.9% [2]. - The US contributed over half of the sales, amounting to around $8.266 billion, while the rest of the world accounted for $6.085 billion [2]. Group 2: Royalty Revenue - Genmab does not sell DARZALEX directly but earns royalties from Johnson & Johnson, receiving $2.219 billion in total royalty revenue during the first nine months of 2025, up from $1.802 billion in the same period of 2024, marking a 23% year-over-year increase [4]. - Management had initially estimated full-year DARZALEX royalties to be between $2.3 billion and $2.4 billion, based on projected net sales of $13.7 billion to $14.1 billion, but actual sales exceeded expectations, indicating royalties will likely surpass $2.4 billion [5]. Group 3: Company Overview - Genmab A/S is a Denmark-based biotechnology company focused on developing antibody therapeutics for cancer treatment, co-developing drugs like DARZALEX, Kesimpta, and TEPEZZA, and earning royalties through licenses to partners such as Johnson & Johnson [6].

Core Insights - The article discusses the performance of international stocks and highlights the impact of the weakening US dollar and trade policies on global markets [2][3] Group 1: Market Trends - The weakness in the US dollar is identified as a major catalyst for the performance of global stocks, with the first half of 2025 being the worst for dollar weakness since the early 1970s [2] - Oversaturation in the "Magnificent Seven" has led investors to explore international markets, recognizing that technology growth is not limited to the US [2] - Trade and tariff wars have prompted international markets to adopt growth-friendly policies, resulting in increased trade deals and reduced regulatory barriers in regions like Europe, China, and India [3] Group 2: Investment Opportunities - The article presents a list of 10 high-growth international stocks, emphasizing the potential for attractive investment opportunities outside the US [4] - The methodology for selecting these stocks involved using stock screeners and hedge fund databases to identify companies with over 25% revenue growth over the past three years [6] Group 3: Company Highlights - Genmab A/S (NASDAQ:GMAB) reported a significant increase in net sales of DARZALEX, reaching $14.351 billion in 2025, up from $11.670 billion in 2024, with over half of the sales coming from the US [9][10] - Genmab's royalty revenue for the first nine months of 2025 was $2.219 billion, a 23% increase from $1.802 billion in the same period of 2024, attributed to higher sales of DARZALEX and Kesimpta [11] - BeOne Medicines AG (NASDAQ:ONC) received a Buy rating with a price target increase following the first-in-world approval of Sonrotoclax in China for treating difficult blood cancers, with a 52.4% overall response rate in MCL studies [14][15][16]

Core Insights - Genmab A/S (NASDAQ:GMAB) is recognized as a promising healthcare stock priced under $50, with significant sales figures reported for its product DARZALEX, totaling $14.351 billion in worldwide net trade sales for 2025 [1] - The company has received positive price target adjustments from analysts, with H.C. Wainwright setting a target of $39 and BofA adjusting it to $38.50, both maintaining a Buy rating, indicating confidence in Genmab's future performance [2] Company Overview - Genmab A/S is an international biotechnology company focused on developing human antibody therapeutics for cancer and other diseases, with a product pipeline that includes DARZALEX for multiple myeloma, TEPEZZA for thyroid eye disease, and Arzerra for chronic lymphocytic leukemia [3]

Core Insights - The article discusses the current state of healthcare stocks, particularly focusing on the impact of proposed changes to Medicare Advantage payments, which are expected to be minimal, leading to negative implications for major insurers [2][3]. Industry Overview - The healthcare sector has been described as "precarious" for investment over the past couple of years, with the recent Medicare Advantage proposal causing a shock to the system [3][4]. - Investors had anticipated a turnaround year, but the current outlook suggests a period where earnings may not grow as expected, indicating a challenging environment for healthcare investments [4]. Company Highlights - **Genmab A/S (NASDAQ:GMAB)**: - Reported worldwide net trade sales of DARZALEX at $14.351 billion for 2025, with $8.266 billion from the U.S. and $6.085 billion from the rest of the world [10]. - Analysts have adjusted price targets, with H.C. Wainwright setting it at $39 and BofA at $38.50, both maintaining a Buy rating, citing a "catalyst-rich" fiscal 2026 [11]. - The company focuses on developing human antibody therapeutics for cancer and other diseases, with a strong product pipeline [12]. - **Elanco Animal Health Incorporated (NYSE:ELAN)**: - Received multiple rating updates, with BofA raising the price target to $28 and UBS to $30, both maintaining Buy ratings due to stronger operational results [13][14]. - Piper Sandler upgraded the stock to Overweight, increasing the price target to $30, highlighting the company's progress in corporate channels [14]. - Elanco provides products and services for disease prevention and treatment in pets and farm animals, serving a diverse range of species [15].

Company Overview - Genmab A/S (NASDAQ:GMAB) is a biotechnology company specializing in oncology, focusing on developing innovative antibody-based therapies for cancer treatment [3] Recent Developments - H.C. Wainwright has cut its price target for Genmab A/S from $41 to $39 while maintaining a Buy rating on the company's shares [1] - The price target adjustment follows the announcement that Genmab and partner AbbVie found no meaningful improvement in overall survival for EPKINLY (epcoritamab) monotherapy compared to standard treatments in second-line diffuse large B-cell lymphoma (DLBCL) patients [1] Future Outlook - Despite the recent trial results, H.C. Wainwright believes that EPKINLY will likely retain its 2023 accelerated clearance for third-line DLBCL treatment until the results of two additional ongoing Phase 3 trials are released [2] - The firm referenced Roche's Columvi as a precedent, which maintained its accelerated approval despite missing overall survival targets in a similar patient group while awaiting further study findings [2] Investment Considerations - While Genmab is recognized for its potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk [4]

Group 1 - Genmab A/S reported worldwide net trade sales of DARZALEX (daratumumab) totaling USD 14,351 million in 2025, with USD 8,266 million from the U.S. and USD 6,085 million from the rest of the world [1][5] - Genmab receives royalties on the worldwide net sales of DARZALEX, which includes both intravenous and subcutaneous products, under an exclusive license agreement with Johnson & Johnson [1][5] - The company has a strong late-stage clinical pipeline and is focused on delivering transformative antibody-based medicines to patients [2] Group 2 - Established in 1999, Genmab is headquartered in Copenhagen, Denmark, and has a global presence across North America, Europe, and Asia Pacific [3] - Genmab has been dedicated to improving the lives of people with cancer and other serious diseases through innovative antibody medicines for over 25 years [2]

Core Insights - Genmab A/S released topline results from the Phase 3 EPCORE DLBCL-1 trial of epcoritamab for diffuse large B-cell lymphoma (DLBCL), comparing it to standard chemotherapy options [1][2]. Study Details - The global study enrolled 483 patients with at least one prior line of therapy who were ineligible for high-dose chemotherapy and autologous stem cell transplant (HDT-ASCT) [2]. - The trial began in January 2021 and is still ongoing [2]. Data Findings - The study showed an overall survival (OS) hazard ratio of 0.96, which did not reach statistical significance [3]. - Epcoritamab monotherapy demonstrated improvements in progression-free survival (PFS), complete response rate, duration of response, and time to next treatment [3]. Safety Profile - Adverse events observed in the study were consistent with the known safety profile of epcoritamab [4]. - Ongoing analysis will consider various factors, including the impact of the COVID-19 pandemic and the availability of new anti-lymphoma therapies [4]. Future Steps - Full trial results will be presented at a future medical meeting, and Genmab will engage with global regulatory authorities for next steps [5]. - Data from two additional Phase 3 trials evaluating fixed-duration epcoritamab for DLBCL is anticipated in 2026 [5]. - Epcoritamab is already approved as Epkinly in the U.S. and Japan, and as Tepkinly in the European Union [5]. Analyst Commentary - Analysts expressed concerns about the EPCORE DLBCL-1 trial's failure to achieve significant OS results, raising questions about the current r/r DLBCL indication's accelerated approval status [6]. - Confidence remains in the upcoming EPCORE DLBCL-2 trial results in 2026, supported by strong Phase 2 results with Epkinly plus R-CHOP [6]. - Analysts believe it is unlikely that Epkinly will lose its accelerated approval status, citing precedents with other drugs [7]. Market Reaction - Genmab shares were down 2.36% at $31.49 at the time of publication [8].