Leerink Partners raises Genmab stock price target to $39 on promising cancer data

Published 13/10/2025, 10:50
Leerink Partners raises Genmab stock price target to $39 on promising cancer data

Investing.com - Leerink Partners has raised its price target on Genmab A/S (NASDAQ:GMAB) to $39.00 from $34.00 while maintaining an Outperform rating on the stock. The company, currently valued at $19.58 billion, has demonstrated impressive financial performance with a 69% surge over the past six months and maintains exceptional gross profit margins of 94.5%.

The adjustment follows the release of abstracts for the upcoming European Society for Medical Oncology (ESMO) Congress 2025, which included Phase I/II dose expansion data for Rina-S in second-line and later endometrial cancer treatment.

The ESMO abstract data align with results previously presented at the American Society of Clinical Oncology (ASCO) Annual Meeting earlier in 2025, which Leerink characterized as "impressive" for the folate receptor alpha antibody-drug conjugate.

Leerink identified the full ESMO presentation as the next key event for Genmab, noting it will include longer follow-up data of more than one year, compared to the 7.7-9.8-month median follow-up in the earlier ASCO dataset and ESMO abstract.

The firm described Genmab as a "high-quality story with a demonstrated track record of success and promising long-term value generation," with the price target adjustment also reflecting refined estimates for petosemtamab following Genmab’s proposed acquisition of MRUS. According to InvestingPro analysis, the stock appears undervalued, trading at an attractive P/E ratio of 11.7 while maintaining strong revenue growth of 33% year-over-year.

In other recent news, Genmab A/S has announced its plans to acquire Merus N.V. for approximately $8 billion in an all-cash transaction. This acquisition will grant Genmab full rights to petosemtamab, an EGFR × LGR5 bispecific antibody currently undergoing Phase 3 trials for head and neck cancer. The deal is expected to be funded through a combination of cash on hand and approximately $5.5 billion in non-convertible debt financing, with completion anticipated as early as the first quarter of 2026. Following this announcement, several analyst firms have adjusted their price targets for Genmab. Truist Securities has raised its price target to $49 from $46, maintaining a Buy rating on the stock. Similarly, H.C. Wainwright increased its price target to $40 from $36, also keeping a Buy rating. Meanwhile, TD Cowen raised its price target to $32 from $24, maintaining a Hold rating. These developments reflect the market’s response to Genmab’s strategic move to acquire Merus.

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