Strength Seen in Genmab (GMAB): Can Its 10.7% Jump Turn into More Strength?

Impact · against what's priced in

Positive Phase III data for epcoritamab provides a concrete catalyst for both Genmab and AbbVie, as it expands the addressable market for newly diagnosed DLBCL. For AbbVie, this specifically fills a gap where the market had previously declined to price in late-stage oncology catalysts.

ABBV+0.50

Challenges what's priced in

The price assumes

Late-stage oncology catalysts, including ABBV-706 in small cell lung cancer and RC148 in squamous NSCLC, which have positive circulation but no revenue yet.