Genmab A/S (GMAB) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 7:45 AM EDT
Company Participants
Jan van de Winkel – Co-Founder, President & CEO
Anthony Pagano – Executive VP & CFO
Conference Call Participants
Judah Frommer – Morgan Stanley, Research Division
Presentation
Judah Frommer
Equity Analyst
Good morning, everyone. Welcome to this session of the Morgan Stanley Global Healthcare Conference Day 2. Let me just read a quick disclosure before we get started with Genmab here. For important disclosures, please see the Morgan Stanley Research Disclosures website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. So with that, I’m very excited to welcome the Genmab team.
We have Jan and Anthony representing up here. Maybe just to start, as you know, I’m somewhat newer to the story, but for people who are less familiar with Genmab’s history, maybe you can give a high-level overview of sort of the current sources of revenue and how you anticipate those sources could change over the coming years, if that’s a good way to frame the high-level story.
Question-and-Answer Session
Jan van de Winkel
Co-Founder, President & CEO
Absolutely. So over 25-year history, we focused on differentiated antibody therapeutics. We have a good track record, as you know, 8 FDA-approved antibody therapeutics that are based on our science on the market, 2 of them we commercialize ourselves TIVDAK and EPKINLY. And EPKINLY is a late-stage [indiscernible] multiple Phase III clinical trials add to that [indiscernible] also are moving into more and more late-stage clinical trails. We will actually make sure that they will grow into the future. And of course, we are also trying to look at the external roles or opportunities there like we did with ProfoundBio and also from our own pipeline. We actually intend to add more products to it actually drive sustainable growth for
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