Genmab delivered third-quarter revenue of $1.2 billion, up 16% from the prior year. Royalties from the multiple myeloma drug Darzalex accounted for 63% of total revenue. Management maintained its 2026 revenue outlook of $4.4 billion at the midpoint.
Darzalex is entrenched in the standard of care for multiple myeloma, and it is unlikely any competitors will completely displace it due to its robust efficacy and well-tolerated safety profile.
Large acquisitions and heavy R&D spending increase financial risk if new drugs fail to meet expectations or achieve meaningful commercial uptake.
Metric | GMAB | INCY | 4502 |
|---|---|---|---|
Price/Earnings (Normalized) | 35.03 | 48.39 | 43.06 |
Price/Book Value | 5.25 | 4.35 | 1.44 |
Price/Sales | 8.04 | 4.16 | 2.25 |
Price/Cash Flow | 35.40 | 22.42 | 15.04 |
Metric | GMAB | INCY | 4502 |
|---|---|---|---|
Quick Ratio | 2.43 | 3.54 | 0.52 |
Current Ratio | 2.45 | 3.84 | 1.15 |
Interest Coverage | 2.74 | 283.92 | 1.70 |
Metric | GMAB | INCY | 4502 |
|---|---|---|---|
Return on Assets (Normalized) | 10.39% | 9.15% | 5.67% |
Return on Equity (Normalized) | 20.28% | 11.94% | 11.63% |
Return on Invested Capital (Normalized) | 14.10% | 10.07% | 7.93% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Vertex Pharmaceuticals Inc VRTX | LOCK|@^&^#> | LOCK|Hjs$ | $139B | |||
| Moderna Inc MRNA | LOCK|C#%!Y$M | LOCK|@J | $101B | |||
| Regeneron Pharmaceuticals Inc REGN | LOCK|!<&c>& | LOCK|nj!K# | $95B | |||
| argenx SE ADR ARGX | LOCK|?K&Xm> | LOCK|z! | $61B | |||
| BeOne Medicines Ltd ADR ONC | LOCK|$<@ZP>t | LOCK|>jD | $49B | |||
| Royalty Pharma PLC Class A RPRX | LOCK|>qB!SkXc | LOCK|^?V$M | $31B | |||
| Incyte Corp INCY | LOCK|t&!Xd@ | LOCK|CY | $25B | |||
| BioNTech SE ADR BNTX | LOCK|S<pW?v& | LOCK|Hfy | $22B | |||
| Alnylam Pharmaceuticals Inc ALNY | LOCK|$MS%kF? | LOCK|zck! | $20B | |||
| Jazz Pharmaceuticals PLC JAZZ | LOCK|VbZ^n< | LOCK|!t@ | $16B |
United States