Genmab’s Arbitration Loss: Best To Forgive And Forget

Summary
  • Genmab’s appeal against Johnson & Johnson in an arbitration case has been denied, eliminating the potential upside for the company.
  • Despite this setback, Genmab remains well positioned to create shareholder value through continued revenue growth and pipeline progression and expansion.
  • The launch of Epkinly/Tepkinly and the growth of other products are expected to reduce Genmab’s reliance on Darzalex royalties.
  • The head-to-head phase 2 data of GEN3014 and Darzalex represent the most important clinical catalyst for Genmab this year.
  • I am ONeil Trader, a former stockbroker turned full-time independent investor. I lead the investing group Growth Stock Forum where I cover growth and biotech stocks with significant upside.

I was surprised to see shares of Genmab (GMAB) trade lower on the announcement that the arbitration appeal against partner Johnson & Johnson (JNJ) was denied. I already had written off this arbitration when it

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