Genmab旗下Rina-S卵巢癌III期成功(进展/死亡风险降71%)股价六年最大涨幅，但核心数据上周五美股盘中已公布并大涨9.5%，Bloomberg为周一综述

Genmab A/S shares surged the most in more than six years after its experimental ovarian cancer treatment exceeded analyst expectations in a late-stage trial, boosting confidence in the Danish drugmaker’s pipeline.

The Rina-S drug, or rinatabart sesutecan, cut the risk of disease progression or death by 71% in a group of patients with platinum-resistant ovarian cancer, Genmab said late Friday. The trial met its primary and key secondary endpoints.

The shares rose as much as 14% in Copenhagen on Monday, the most since March 2020. The stock is up more than 45% in 2026, the third-best performer in Denmark’s C25 benchmark behind Demant A/S and AP Moller-Maersk A/S.

Genmab on Sunday separately gave a positive update on petosemtamab, which is being developed to treat colorectal as well as head and neck cancer.

“Genmab has hit two home runs with the first two major news catalysts of the fourth quarter,” Jyske Bank analyst Henrik Hallengreen Laustsen said in a note, raising his share price target 24% to 2,925 kroner while keeping a “hold” rating.

The results add to a string of positive pipeline developments for Genmab, reducing uncertainty over drugs it’s counting on to drive its next phase of growth. The biotech has been expanding beyond the royalty income generated by Darzalex, building a broader portfolio of cancer treatments.

Jefferies analysts including Benjamin Jackson said the implied efficacy of Rina-S exceeded their “transformative” scenario, while Van Lanschot Kempen also raised its price target on the stock. JPMorgan upgraded Genmab shares to “overweight” from “neutral” and lifted the price target to 3,500 kroner.

“These strong results for Rina-S — combined with Genmab’s broader product portfolio and pipeline — could help bridge the gap caused by the loss of royalties from Darzalex towards the end of the decade,” AL Sydbank senior analyst Soren Lontoft Hansen said in a note.