CSE$GMAB

Genmab A/S · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Genmab reported strong financial performance in Q4 2024, driven by increased royalties and product sales.

Genmab delivered solid Q4 2024 results with revenue reaching DKK 21,526 million, an increase of 31% year-over-year. Net profit surged to DKK 7,844 million, supported by strong DARZALEX and Kesimpta royalties. Operating profit improved to DKK 6,703 million, while cash and cash equivalents stood at DKK 9,858 million.

  • Total revenue for Q4 2024 reached DKK 21,526 million, up 31% year-over-year.
  • Net profit for the quarter was DKK 7,844 million, significantly increasing from the prior year.
  • Operating profit came in at DKK 6,703 million, reflecting strong cost control and revenue growth.
  • DARZALEX and Kesimpta royalties were key revenue contributors, driving the increase.

Headline financials

Total Revenue

$922M

Previous: $675M+36.5%
EPS (adj)

$0.85

Previous: $0.36+136.1%
Net Income

$1.09B

No prior period
Operating Income

$934M

No prior period

Revenue & EPS history

Genmab · Revenue · Quarterly

$922M

Q4 2024+36.5%vs Q4 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

Genmab expects continued revenue growth in 2025, driven by increasing royalties and product sales, with revenue projected between DKK 23.0–24.2 billion.

Tailwinds

  • DARZALEX and Kesimpta royalties expected to continue strong growth.
  • EPKINLY and Tivdak product sales forecasted to expand in new markets.
  • Increased investments in R&D expected to drive pipeline progress.
  • Operational efficiency improvements to support profitability.
  • Global market expansion plans to enhance revenue streams.

Headwinds

  • Higher operating expenses due to increased investment in late-stage programs.
  • Potential regulatory challenges affecting product approvals in new markets.
  • Competitive pressures from biosimilars and new entrants in oncology.
  • Currency fluctuations could impact revenue and profitability.
  • Macroeconomic uncertainties might affect healthcare budgets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+293.0%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+0.7%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+6983.2%

Q4 2024

Best reaction

-8.2%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+4.6%-2.7%-10.1%
Q3 2025+0.9%+3.8%+8.7%
Q1 2025-3.4%-6.3%+7.8%
Q4 2024+6983.2%+3.6%+2.8%
Q2 2024-0.1%-5.7%-12.8%
Q4 2023+6.8%-1.7%-3.2%
Q3 2023+7.5%+9.0%+12.2%
Q2 2023-5.5%-5.2%-3.0%
Q1 2023+6.0%+6.5%-2.7%
Q4 2022-4.8%-3.5%-4.8%
Q3 2022+8.7%+6.3%+13.7%
Q2 2022+7.3%+6.0%+6.6%
Q1 2022-3.8%-0.2%-1.9%
Q4 2021-3.6%+0.1%-16.5%
Q3 2021-4.2%-8.7%-15.6%
Q2 2021+2.6%+2.1%-3.1%
Q1 2021+4.6%+4.6%+15.1%
Q4 2020-8.2%+0.2%+9.3%
Q3 2020+14.7%+9.2%+11.8%
Q2 2020+5.9%-5.8%-4.7%
Q1 2020+7.1%+13.0%+16.3%
Q4 2019+3.9%+2.5%-20.1%
Q3 2019+1.8%+2.4%+10.0%
Q2 2019-0.1%+2.2%+0.8%

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