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Genmab A/S

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Genmab’s FDA Label Win: Can EPKINLY Accelerate In Third-Line DLBCL?

 

The latest financial and operational update from Genmab demonstrates continued progress on multiple fronts amid a competitive biopharmaceutical environment. For the first quarter of 2026, the company reported a 25% increase in total revenue, driven by both royalties from partnered products such as DARZALEX and Kesimpta, and product sales of its proprietary medicines, notably EPKINLY. Operating profit grew by 23%, reflecting disciplined investment in key late-stage pipeline assets, including EPKINLY, Rina-S, and petosemtamab, while maintaining strong profitability. Commercially, EPKINLY, approved for diffuse large B-cell lymphoma (DLBCL) and follicular lymphoma (FL), showed robust momentum with 52% year-over-year sales growth, reaching $137 million. The recent FDA label revision eliminating the mandatory 24-hour hospitalization following the first full dose in third-line plus DLBCL may facilitate broader outpatient use, potentially accelerating adoption in community and academic settings.