Genmab A/S : JP Morgan 2025 Presentation
Leading antibody science for better futures.
43rd Annual J.P. Morgan Healthcare Conference
January 14, 2025
© Genmab 2025
Towards 2030:
Evolving Into a Fully
Integrated Biotech
Innovation Powerhouse
Our unstoppable team will improve the lives of Core Purpose patients through innovative and differentiated
antibody therapeutics.
- Focus on core competence
Our Strategy • Turn science into medicine
- Build a profitable & successful biotech
By 2030, our KYSO® antibody medicines are
Vision fundamentally transforming the lives of people with cancer and other serious diseases.
© Genmab 2025 | 3 |
Strong Track Record and Solid Financial Foundation
- >40 cumulative INDs since 1999
- Innovative pipeline: >10 Genmab owned ≥50%
- 8 approved medicines based on Genmab’s innovation and antibody expertise
- Two co-owned medicines:
Tivdak® (tisotumab vedotin-tftv) and
EPKINLY ® (epcoritamab-bysp)/TEPKINLY® (epcoritamab) - Growing recurring revenue
- Sustainably profitable with cash position of ~USD 2.6B
- Investing to drive performance and advance pipeline
- Acquisition of ProfoundBio
- Experienced, international leadership team
Tivdak is being co-developed and co-promoted by Genmab and Pfizer. EPKINLY is being co-developed and co-promoted by Genmab and AbbVie
For Investor audience only. Not for public information or use. Not for promotional use
Innovative Clinical Pipeline: Genmab Proprietary and Partnered Products – Most Advanced Development Phase
Technology | Program | Target | Clinical Phase | Regulatory | ||
Approval* | ||||||
PHASE 1 | PHASE 2 | PHASE 3 | ||||
Epcoritamab (EPKINLY/TEPKINLY) | CD3, CD20 | |||||
Acasunlimab (GEN1046) | PD-L1, 4-1BB | |||||
Genmab | GEN1042 (BNT312) | CD40, 4-1BB | ||||
GEN1059 (BNT314) | EpCAM, 4-1BB | |||||
owned | ||||||
GEN1057 | FAPα, DR4 | |||||
products | Tisotumab vedotin (Tivdak) | Tissue factor | ||||
≥50% | Rinatabart sesutecan (Rina-S | ) | FRα | |||
GEN1160 | CD70 | |||||
GEN1107 | PTK7 | |||||
GEN1286 | EGFR, cMET | |||||
GEN3014 | CD38 | |||||
GEN1055 (BNT315) | OX40 | |||||
Technology | Program | Dev. by | Clinical Phase | Regulatory | ||
Approval* | ||||||
PHASE 1 | PHASE 2 | PHASE 3 | ||||
Amivantamab (RYBREVANT®) | J&J | |||
Teclistamab (TECVAYLI®) | J&J | |||
Royalty | Talquetamab (TALVEY®) | J&J | ||
Medicines | Mim8 | Novo Nordisk | ||
Daratumumab/daratumumab hyaluronidase-fihj | J&J | |||
(DARZALEX®/DARZALEX FASPRO®) | ||||
UltiMAb® | Ofatumumab (Kesimpta®) | Novartis | ||
Teprotumumab (TEPEZZA®) | Amgen | |||
Inclacumab | Pfizer | |||
Amlenetug | Lundbeck |
*See local prescribing information for full indications / safety information; Tivdak is being co-developed and co-promoted by Genmab and Pfizer; EPKINLY is being co- developed and co-promoted by Genmab and AbbVie; GEN1042, GEN1059 and GEN1055 are being co-developed with BioNTech; Genmab is developing HexaBody- CD38 in an exclusive worldwide license and option agreement with Janssen
© Genmab 2025 | 5 |
EPKINLY (epcoritamab-bysp)
First Bispecific Approved for Both DLBCL and FL
Brand Opportunity
- Differentiated clinical profile – deep and durable responses, manageable safety, subcutaneous administration, efficacy and safety demonstrated across multiple subtypes of B-NHL
- Approved in U.S., Europe, Japan and other territories1
- Clinical development across histologies, earlier lines of therapy to expand addressable patient population
- 20+ ASH abstracts with data supporting
EPKINLY’s potential as the Core Therapy in B- cell lymphomas, including 3-year data in 3L+ R/R
DLBCL
1. See local prescribing information for full indication and safety information
EPKINLY is being co-developed and co-promoted by Genmab and AbbVie
Strong Launch Performance to Propel Future Growth
EPKINLY (Net Sales USDM) | 82 |
70 | |
51 | |
36 | |
22 |
Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | ||||
Five Phase 3 Trials | 1L DLBCL: Epcor + R-CHOP2 | 1L FL: Epcor + R2 | ||||||
Completed by 2030 | ||||||||
Expand Patient | 2L+ DLBCL: Epcor vs. SOC2 | 2L+ FL: Epcor + R22 | ||||||
Opportunity into | ||||||||
Earlier Lines of | ||||||||
Therapy | 2L+ DLBCL: Epcor + lenalidomide | 2. Fully recruited | ||||||
© Genmab 2025 | 6 |
EPKINLY Market Opportunity in DLBCL and FL
Significant Potential as the Core Therapy in B-cell Lymphomas
Number
of
patients
(000s)
FL
DLBCL | >$3B opportunity | |
98 | 146 | |
28 |
>$1B opportunity | 70 | ||||||||
30 | |||||||||
9 | |||||||||
18 | 21 | ||||||||
6 | |||||||||
12 | |||||||||
3L+ | 2L | 1L | Total Addressable | ||||||
(launched 2023 – 2025) | (launch 2027e – 2030e) | (launch 2027e – 2031e) | Patient Population |
Genmab Internal Analysis, based on 2024 patient numbers, US, JP and EU5 EPKINLY is being co-developed and co-promoted by Genmab and AbbVie
© Genmab 2025 | 7 |
Tivdak (tisotumab vedotin-tftv)
First-and-only ADC in Cervical Cancer Sets Foundation for Gynecological Oncology Portfolio Growth
Brand Opportunity
- Globally, high clinical need with more than 8,700 2L+ advanced cervical cancer patients annually
- Proven overall survival benefit represents a significant advancement in disease treatment
- Expanding global opportunity with Japan regulatory approval expected in 1H 2025
Consistent growth since launch
Tivdak Net Sales (USD M)
3232
27
25
23
Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 |
See U.S. prescribing information for full indication and safety information. Tivdak is being co-developed and co-promoted by Genmab and Pfizer For Investor audience only. Not for public information or use. Not for promotional use
© Genmab 2025 | 8 |
Rinatabart Sesutecan (Rina-S): FRα-targeted TOPO1 ADC
Wholly Owned Genmab Program in Late-stage Development
ESMO 2024*
Human monoclonal antibody directed at FRα
Novel hydrophilic protease-cleavable linker
Exatecan, a topoisomerase I inhibitor
A high, homogenous drug-to-antibody ratio (DAR) of 8
At 120 mg/m2 Q3W: confirmed ORR of 50%, incl. one CR in heavily-pretreated ovarian cancer
Responses in patients were observed regardless of
FRα expression levels
Treatment was well tolerated with manageable TEAEs, no signals of ocular tox., neuropathy or ILD observed
*Lee et al, “A Phase 1/2 study of Rinatabart Sesutecan (Rina-S) in | |
*Clinical activity was observed at lower cutoffs (FRα PS1+ <25%). | Patients With Advanced Ovarian or Endometrial Cancer,” ESMO |
Congress, September 2024 | |
© Genmab 2025 | 9 |
Expanded Vision for Rina-S
Potential Best-in-class Treatment for Ovarian
Cancer and Other FRα-expressing Tumors
Ongoing Phase 3 Trial
Phase 3 trial in 2L+ PROC enrolling
- All comers, regardless of FRα expression
- Includes patients with prior exposure to mirvetuximab soravtansine
2025: ongoing | |||
Ongoing Trials | combination cohorts – | ||
+carboplatin (PSOC), | |||
Phase 1/2 dose | |||
+bevacizumab (PROC, | |||
escalation/expansion in | PSOC), +PD1 | ||
solid tumors | (endometrial cancer) | ||
PROC = platinum resistant ovarian cancer; PSOC = platinum sensitive ovarian cancer | |||
© Genmab 2025 | 10 |
Rina-S Market Opportunity in Ovarian and Endometrial Cancer
Total Addressable Patient Population in US, JP and EU5
2L+ PROC | >$2B opportunity | |||
2L+ PSOC | ||||
2L+ Endometrial | >$1B opportunity | 23 | 102 | |
1L Endometrial | ||||
14 | ||||
Number | 25 | |||
of | ||||
patients | ||||
(000s) | 40 |
2L+ PROC | 2L+ PSOC | 2L+ Endometrial | 1L Endometrial | Total Addressable |
(launch 2027e) | (launch 2029e) | (launch 2029e) | (launch 2031e) | Patient Population |
Genmab Internal Analysis, based on 2024 diagnosed systemic drug-treated patients before FR-α or MMR testing PROC = platinum resistant ovarian cancer; PSOC = platinum sensitive ovarian cancer
© Genmab 2025 | 11 |
Disclaimer
Genmab A/S published this content on January 14, 2025, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on January 14, 2025 at 22:07:57.173.
