Genmab (GMAB) is one of those biotechs that, at the end of 2025, found itself in the right place at the right time. Against the backdrop of partial capital outflows from the overheated tech sector, investors are increasingly looking toward healthcare and biotechnology, where growth persists, drivers are clear, and the economy is more stable. Genmab fits perfectly into this wave.
The company is based in Denmark and specializes in developing antibody therapies for the treatment of cancer and severe immune diseases. Genmab’s key distinction is not a single “star” drug, but an entire technological platform. The company has four proprietary developments: DuoBody, HexaBody, DuoHexaBody, and HexElect. These platforms enable the creation of so-called “smart” next-generation medicines that precisely target the required cells, minimally affect healthy tissues, and enhance the body’s natural immune response. Essentially, this is a shift from crude chemotherapy to targeted biological engineering.
Importantly, Genmab is not limited to its own developments. The company actively licenses its technologies to major pharmaceutical players, including Johnson & Johnson, Pfizer, and AbbVie. This model offers several advantages: stable royalties, risk diversification, and a constant cash flow without the need to fully fund clinical trials independently. This makes Genmab’s business less dependent on the success of any single drug.
From a financial perspective, the company is currently in one of its best positions in recent years. Profits have been accelerating for the second consecutive quarter, and the latest report showed a 131% year-over-year increase in EPS. Throughout 2025, Genmab has demonstrated stable revenue growth and improved margins, which is a rare and valuable combination for a biotech. Analysts expect profit growth of nearly 90% for 2025. At the same time, they are already factoring in a slowdown in 2026, which is an important point for investors: the market may start re-evaluating the company in advance if new drivers do not emerge.
One such driver was a major deal with Merus. As a result, Genmab strengthened its portfolio with the promising drug petosemtamab, which received two Breakthrough Therapy Designations. This implies accelerated regulatory procedures and high market interest. The deal expands the future product line and adds new growth points over the next several years, partially offsetting the risk of slowdown in 2026.
Overall, Genmab appears to be one of the highest-quality biotechs at the end of 2025. This is not a speculative “single drug” story, but a systematic company with strong science, a sustainable financial model, growing profits, and clear long-term drivers. For investors looking to diversify their portfolios beyond technology while retaining growth potential, Genmab represents a logical and well-considered choice.
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