Genmab自研双抗petosemtamab头颈癌III期LiGeR-HN1首次中期分析双主要终点阳性:死亡风险降50%(OS HR 0.50),盘中飙涨13%
一手SEC 6-K、真正的III期二元催化(非II期旧数据),双终点+OS HR0.50+'不论HPV'超预期且时点略早于市场预期的11月,petosemtamab为全资潜在多适应症重磅资产,对311亿美元市值具实质NPV弹性;数据刚于盘中重定价(+13%)但仍有分析师上修与电话会催化,给小仓、限涨幅追入。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 GMAB.US Genmab A/S
10-28 盘中或未补齐(盘中约每 15 分钟更新) · 10-29、10-30 尚未交易 · 美股含盘前盘后(灰底:美东 04:00 至收盘后 4 小时) · 10-28 仅常规时段(盘前盘后数据未就绪)
- 发布 10-28 21:43 北京(美东 10-28 09:43)
- 抓取 10-28 21:43 北京(美东 10-28 09:43)
- 决策 10-28 21:46 北京(美东 10-28 09:46)
- 入场 10-28 21:47 北京(美东 10-28 09:47) · 盘中首笔 @51.04
时间轴只含交易时段(午休、隔夜已压缩);横轴为北京时间,悬停看当地时间;蓝虚线 = 纸面入场价;建仓日图红线在昨收上方、绿线在下方
成交明细 · 纸面
做多 GMAB.US Genmab A/S
| 收益状态 | 待结算 等待开盘离场 |
|---|---|
| 进场成交 | 2026-10-28 · 盘中首笔 · 10-28 21:47 北京 · @51.04 |
| 离场成交 | — |
| 建仓日 | 2026-10-28 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-28 23:43
研究档案
结论摘要
Genmab III期LiGeR-HN1首次中期分析OS/ORR双阳性、死亡风险降50%且不分HPV,是1L HNSCC数年来首个阳性III期,全资petosemtamab向多适应症重磅资产迈进;消息盘中实时发酵、股价+13%,以小仓限价参与,赌分析师上修与电话会延续。
消息传播链
- 盘中一手披露LiGeR-HN1双终点阳性,OS HR0.50;当日12:00 EDT另有投资者电话会市场反应:盘前约持平(-0.07%),开盘后实时上涨约13.3%至50.60美元,盘中放量,正在重定价
关键理由
- 风险消除幅度大:III期首次中期即OS HR 0.50(p<0.0001)、ORR OR 3.17且'不论HPV状态',同时达到OS与ORR双终点,消除市场对HPV阴性疗效的核心疑虑,较II期单臂证据是质变。
- 全资+多适应症期权:petosemtamab为Genmab自有资产,HNSCC外还有HN2及两项结直肠癌III期,今日12:00投资者电话会及随后卖方上修有望继续推动311亿美元市值重估。
主要风险
- 股价20日已涨25.6%、处52周高位,盘前持平后盘中已实时+13%,短期追高存在获利回吐与'见光'回撤风险,故只小仓并限价。
- 读日本身为市场已知的临近二元事件、JPM此前已提前上调评级,部分成功概率已被price-in;若完整数据/电话会细节(绝对OS、PFS、申报路径)平淡则可能回吐。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-10-27 · 影响 weakens
未发现否定数据或安全性红旗;主要反方是估值/位置:近20日+25.6%、处52周高位、卖方已提前升级,且III期成功为部分预期事件
检索:petosemtamab LiGeR-HN1 风险 安全 不及预期 HPV阴性 竞品 BCAX - 做多前查反向 · 来源 web · 日期 2026-10-23 · 影响 weakens
10-23 RAINFOL-02(Rina-S)III期阳性曾推动单日+9.5%,叠加本轮II期数据,股价已连续兑现多个催化、拥挤度偏高
检索:Genmab Rina-S 近期大涨 高位 获利回吐 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足→将仓位压至small、限价追入并设-8%止损,而非重仓追高。
方向:未取得锚点干净的同市场同机制先例面板;生物医药强阳性III期首次中期(OS大幅改善+无安全信号)历史上多为正向且常伴随后续卖方上修,但本票已处高位且盘中急涨,不据此放大仓位。
涨幅量级:缺乏高相似aligned先例,不以中位涨幅硬定tp,采用偏保守的10%/18%两档。
形态:无法用先例确认见光死概率;以盘中已+13%、近20日+25.6%的实际拥挤度收紧买点与仓位。
工具执行结果 · 成功 6 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 1,421 ms
{"result":"search_processed_events:agent query=`gen1158 pembrolizumab hnscc interim analysis os hr 0.50 | genmab 6-k petosemtamab positive topline results | genmab petosemtamab liger-hn1 phase 3 head neck overall survival`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 72.0/72 小时、12239 条本臂决策(完整),返回 2 条候选。\n• 10-26 11:06 - stock_quote 成功 stock_tools HTTP · 1,509 ms
{"status":"ok","price_status":"current","query":"GMAB","name":null,"canonical":"GMAB.US","market":"美股","price":50.6,"prev_close":44.67,"change_pct":13.28,"fetched_ms":1793195046326,"source_fetched_ms":1793195046326,"market_time_ms":1793195044000,"quote_observed_ms":1793195044000,"quote_time":"2026-1 - fetch_decision_experience 成功 stock_tools_inprocess · 3 ms
{"status":"ok","revision":"4ebf158efb6184d06637735aee7ddfc9181531fc4571a7278bc67fa26fe13336","requested_ids":["biopharma-clinical-regulatory-rights-crossmarket","confidence-vs-expectation-gap"],"selected_ids":["biopharma-clinical-regulatory-rights-crossmarket","confidence-vs-expectation-gap"],"missi - kb_search 成功 stock_tools HTTP · 386 ms
{"status":"ok","keywords":["petosemtamab","LiGeR-HN1","GEN1158","Genmab head neck peak sales"],"tickers":[],"kinds":["report","meeting","expert_call","opinion","article","post"],"window_days":90,"total":10,"hits":[{"doc_id":"jinmen:oversea_report:1928452","kind":"研报","platform":"jinmen","available_a - web_search 成功 doubao_search · 1,852 ms
豆包搜索结果(原始查询:petosemtamab peak sales analyst estimate HNSCC blockbuster Genmab LiGeR-HN1;API SearchType:web) 结果发布时间由搜索服务返回;days 参数未在服务端强制裁剪,请结合日期自行判断。 [1] Genmab to Acquire Merus, Expanding Late-Stage Pipeline and Accelerating into a Wholly Owned Model - Genmab A/S 站点:Genmab 来源:https://ir.genmab.com/ - web_search 成功 doubao_search · 1,964 ms
豆包搜索结果(原始查询:Genmab petosemtamab Phase 3 success competitor Bicara BCAX head neck stock October 28 2026;API SearchType:web) 结果发布时间由搜索服务返回;days 参数未在服务端强制裁剪,请结合日期自行判断。 [1] Company News | Genmab 站点:Genmab 来源:https://ir.genmab.com/genmab-news 时间:2026-10-26T12:00:00+08:00 权威度:正常权威 摘要:# News ## Genmab News
原文全文
展开原文 · 14,255 字
6-K
1
gmab_20261028x6k.htm
6-K
Document
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16
OF THE SECURITIES EXCHANGE ACT OF 1934
FOR THE MONTH OF OCTOBER 2026
COMMISSION FILE NUMBER 001-38976
Genmab A/S
(Exact name of Registrant as specified in its charter)
Carl Jacobsens Vej 30
2500 Valby
Denmark
+45 70 20 27 28
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F
Form 40-F
This report on Form 6-K shall be deemed to be
incorporated by reference
in Genmab A/S’s registration statements on Form S-8 (File No. 333-232693,
333-253519, 333-262970, 333-277273, 333-284876 and 333-293505
) and to be a part thereof from the date on which this report is filed, to the extent not superseded by documents or reports subsequently filed or furnished.
EXHIBIT INDEX
Exhibit
Description of Exhibit
99.1
Company Announcement Dated October 28, 2026
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
GENMAB A/S
BY:
/s/ Anthony Pagano
Name: Anthony Pagano
Title: Executive Vice President & Chief Financial Officer
DATE: October 28, 2026
----- gmab_20261028xex99d1.htm -----
EX-99.1
2
gmab_20261028xex99d1.htm
EX-99.1
Document
Exhibit 99.1
Genmab Announces
Statistically Significant, Clinically Meaningful Improvement in Overall Survival and Objective Response with Petosemtamab Combination at First Interim Analysis in First-Line R/M Patients with PD-L1+ Head and Neck
Cancer
Company Announcement
COPENHAGEN, Denmark; October 28, 2026
•
Phase 3 LiGeR-HN1 trial of Petosemtamab in combination with pembrolizumab
versus pembrolizumab alone met both primary endpoints, reducing the risk of death by 50% in patients with PD-L1 positive head and neck squamous cell carcinoma (HNSCC), regardless of HPV status
•
Genmab plans to engage global regulatory authorities and will submit full results for presentation at a future medical meeting
Genmab A/S
(Nasdaq: GMAB) today announced positive topline results from the global Phase 3 LiGeR-HN1 trial (
NCT06525220
) evaluating petosemtamab, an investigational IgG1-bispecific antibody targeting the epidermal growth factor receptor (EGFR) and the leucine-rich repeat containing G-protein-coupled receptor 5 (LGR5), in combination with pembrolizumab versus pembrolizumab in patients with first-line (1L) PD-L1 positive recurrent/metastatic head and neck squamous cell carcinoma (HNSCC).
Based on the first interim analysis assessed by an independent data monitoring committee (IDMC), treatment with the petosemtamab combination demonstrated a statistically significant and clinically meaningful improvement in overall survival (OS), reducing the risk of death by 50%, and objective response rate (ORR) versus pembrolizumab [OS: HR 0.50 (95% CI, 0.37, 0.67); p<0.0001; ORR: odds ratio 3.17 (95% CI, 2.06, 4.89; p<0.0001), meeting its dual primary endpoints, regardless of HPV status.
The safety profile of petosemtamab when administered in combination with pembrolizumab was generally well tolerated and consistent with the previously reported safety profiles of the individual agents (petosemtamab and pembrolizumab). No new safety signals were identified.
“Patients with recurrent or metastatic head and neck cancer face a disease that can profoundly affect both survival and some of the most essential aspects of daily life, making progress in treatment urgently needed. As the first positive Phase 3 study in this patient population in several years, LiGeR-HN1 represents a major milestone with the potential to redefine care,” said Everett E. Vokes, MD, Chair, Department of Medicine and Physician-in-Chief, University of Chicago Medicine. “Meeting its dual primary endpoints of overall survival and objective response rate at the first interim analysis underscores the potential of petosemtamab plus pembrolizumab to transform first-line treatment for patients with PD-L1-positive disease, regardless of HPV status. These results suggest this chemotherapy-free combination could reshape the treatment of this devastating disease by establishing a new therapeutic option.”
“These topline Phase 3 results represent a defining milestone for Genmab and further strengthen our conviction in petosemtamab as a potential first-in-class treatment option for patients with this difficult-to-treat cancer,” said Jan van de Winkel, Ph.D., Chief Executive Officer of Genmab. “Meaningful innovation is measured not only by scientific discovery, but by its potential to improve outcomes for patients. The LiGeR-HN1 topline findings mark an important step toward potentially bringing petosemtamab to patients with recurrent or metastatic head and neck cancer, and we look forward to engaging with regulatory authorities globally and sharing the full dataset with the medical community.”
Based on these positive topline results, Genmab plans to engage global regulatory authorities and will submit the full results from LiGeR-HN1 for presentation at a future medical meeting.
Beyond LiGeR-HN1, petosemtamab is being evaluated in multiple Phase 3 trials, including LiGeR-HN2 (
NCT06496178
) in patients with second- and third-line recurrent/metastatic HNSCC, and two Phase 3
Genmab A/S
Carl Jacobsens Vej 30
2500 Valby, Denmark
Tel: +45 7020 2728
www.genmab.com
Company Announcement no. 44
Page 1/3
CVR no. 2102 3884
LEI Code 529900MTJPDPE4MHJ122
Genmab Announces
Statistically Significant, Clinically Meaningful Improvement in Overall Survival and Objective Response with Petosemtamab Combination at First Interim Analysis in First-Line R/M Patients with PD-L1+ Head and Neck
Cancer
studies, LiGeR-CRC1 (
NCT07702032
) and LiGeR-CRC2 (
NCT07775287
), in patients with previously treated, recurrent, unresectable or
metastatic colorectal cancer.
On Wednesday, October 28 at 5:00 p.m. CET/12:00 p.m. EDT, Genmab will host an investor update. To register, visit
genmab.com/events-presentations
.
About the LiGeR-HN1 Trial
(NCT06525220)
LiGeR-HN1 (
NCT06525220
)
is a randomized, open-label, global, multicenter Phase 3 study evaluating the efficacy and safety of petosemtamab plus pembrolizumab vs pembrolizumab in first-line treatment of recurrent or metastatic PD-L1+ HNSCC. Patients are randomized 1:1 to receive either petosemtamab plus pembrolizumab or pembrolizumab alone. The study's co-primary endpoints are overall survival (OS) and objective response rate (ORR). Key secondary endpoints include progression-free survival, duration of response, time to response, safety and patient-reported outcomes.
About Head and Neck Squamous Cell Carcinoma
Head and Neck Squamous Cell Carcinoma (HNSCC) is a group of biologically similar cancers that arise from the tissue lining the surfaces of the oral cavity, pharynx and larynx and represent more than 90% of all head and neck cancers.[i] It is the seventh most common cancer globally.[ii] Risk for HNSCC is approximately two to four times higher in men than women.[iii]
Treatment options vary depending on individual factors, including the location of the tumor, stage of the tumor and a person’s overall health.
iii
Despite current treatment options, there remains a high patient need for additional therapies, as approximately 50% of patients with locally advanced HNSCC will experience disease recurrence following initial treatment. Recurrent or metastatic HNSCC is associated with a median overall survival of approximately 10-12 months.[iv]
About Petosemtamab (GEN1158)
Petosemtamab is an investigational low-fucose, fully human immunoglobulin G1 (IgG1) bispecific antibody with an active Fc domain that binds to EGFR and LGR5 on tumor cells. LGR5 is expressed on a population of cancer stem-like cells implicated in tumor initiation, treatment resistance, and recurrence. Petosemtamab exerts anti-tumor activity through three distinct and complementary mechanisms. Binding to EGFR blocks ligand binding and inhibits EGFR signaling functions regardless of LGR5 expression. In tumor cells co-expressing LGR5 and EGFR, simultaneous binding to LGR5 and EGFR enables degradation of EGFR through the natural internalization process of LGR5. In addition, engagement with tumor cells facilitates their destruction by innate immune cells, such as natural killer (NK) cells, through antibody-dependent cell-mediated cytotoxicity (ADCC). Petosemtamab is currently being evaluated for the potential treatment of head and neck squamous cell carcinoma (HNSCC) and other solid tumors, including metastatic colorectal cancer (mCRC). The safety and efficacy of petosemtamab have not been established. Petosemtamab has received U.S. Food and Drug Administration (FDA) Breakthrough Therapy Designation for the first-line treatment of patients with recurrent or metastatic PD-L1-positive HNSCC in combination with pembrolizumab and for the treatment of patients with recurrent or metastatic HNSCC whose disease has progressed following platinum-based chemotherapy and anti-PD-1 therapy. Please visit
https://clinicaltrials.gov/
for more information.
About Genmab
Genmab is an international biotechnology company dedicated to improving the lives of people with cancer and other serious diseases through innovative antibody medicines. For over 25 years, its passionate, innovative and collaborative team has advanced a broad range of antibody-based therapeutic formats, including bispecific antibodies, ADCs, immune-modulating antibodies and other next-generation modalities. Genmab’s science powers eight approved antibody medicines, and the company is advancing a strong late-stage clinical pipeline, including wholly owned programs, with the goal of delivering transformative medicines to patients.
Genmab A/S
Carl Jacobsens Vej 30
2500 Valby, Denmark
Tel: +45 7020 2728
www.genmab.com
Company Announcement no. 44
Page 2/3
CVR no. 2102 3884
LEI Code 529900MTJPDPE4MHJ122
Genmab Announces
Statistically Significant, Clinically Meaningful Improvement in Overall Survival and Objective Response with Petosemtamab Combination at First Interim Analysis in First-Line R/M Patients with PD-L1+ Head and Neck
Cancer
Established in 1999, Genmab is headquartered in Copenhagen, Denmark, with international presence across North America, Europe and Asia Pacific. For more information, please visit
Genmab.com
and follow us on
and
X
.
Contact:
Marisol Peron, Senior Vice President, Global Communications & Corporate Affairs
T: +1 609 524 0065; E:
mmp@genmab.com
Andrew Carlsen, Vice President, Head of Investor Relations
T: +45 3377 9558; E:
acn@genmab.com
This Company Announcement contains forward looking statements. The words “believe,” “expect,” “anticipate,” “intend” and “plan” and similar expressions identify forward looking statements. Actual results or performance may differ materially from any future results or performance expressed or implied by such statements. The important factors that could cause our actual results or performance to differ materially include, among others, risks associated with preclinical and clinical development of products, uncertainties related to the outcome and conduct of clinical trials including unforeseen safety issues, uncertainties related to product manufacturing, the lack of market acceptance of our products, our inability to manage growth, the competitive environment in relation to our business area and markets, our inability to attract and retain suitably qualified personnel, the unenforceability or lack of protection of our patents and proprietary rights, our relationships with affiliated entities, changes and developments in technology which may render our products or technologies obsolete, and other factors. For a further discussion of these risks, please refer to the risk management sections in Genmab’s most recent financial reports, which are available on
www.genmab.com
and the risk factors included in Genmab’s most recent Annual Report on Form 20-F and other filings with the U.S. Securities and Exchange Commission (SEC), which are available at
www.sec.gov
. Genmab does not undertake any obligation to update or revise forward looking statements in this Company Announcement nor to confirm such statements to reflect subsequent events or circumstances after the date made or in relation to actual results, unless required by law.
Genmab A/S and/or its subsidiaries own the following trademarks: Genmab
®
; the Y-shaped Genmab logo
®
; Genmab in combination with the Y-shaped Genmab logo
®
; HuMax
®
; DuoBody
®
; HexaBody
®
; DuoHexaBody
®
, HexElect
®
, KYSO
®
and RAINFOL™; Rina-S
®
is a trademark of ProfoundBio, US, Co. and Genmab (Suzhou) Co., Ltd.
[i]
Johnson DE, Burtness B, Leemans CR, Lui VWY, Bauman JE, Grandis JR. “Head and neck squamous cell carcinoma.”
Nat Rev Dis Primers,
2020 Nov 26;6(1):92. doi: 10.1038/s41572-020-00224-3. Erratum in: Nat Rev Dis Primers. 2023 Jan 19;9(1):4. doi: 10.1038/s41572-023-00418-5. PMID: 33243986; PMCID: PMC7944998.
[ii]
Barsouk A, Aluru JS, Rawla P, Saginala K, Barsouk A. “Epidemiology, Risk Factors, and Prevention of Head and Neck Squamous Cell Carcinoma.”
Med Sci (Basel),
2023 Jun 13;11(2):42. doi: 10.3390/medsci11020042. PMID: 37367741; PMCID: PMC10304137.
[iii]
Cancer Research Institute. “Head and Neck Cancer a Promising Treatment?” Accessed June 4, 2026.
https://www.cancerresearch.org/immunotherapy-by-cancer-type/head-and-neck-cancer
.
[iv]
Ionna F, Bossi P, Guida A, Alberti A, Muto P, Salzano G, Ottaiano A, Maglitto F, Leopardo D, De Felice M, Longo F, Tafuto S, Della Vittoria Scarpati G, Perri F. “Recurrent/Metastatic Squamous Cell Carcinoma of the Head and Neck: A Big and Intriguing Challenge Which May Be Resolved by Integrated Treatments Combining Locoregional and Systemic Therapies.”
Cancers (Basel),
2021 May 14;13(10):2371. doi: 10.3390/cancers13102371. PMID: 34069092; PMCID: PMC8155962.
Genmab A/S
Carl Jacobsens Vej 30
2500 Valby, Denmark
Tel: +45 7020 2728
www.genmab.com
Company Announcement no. 44
Page 3/3
CVR no. 2102 3884
LEI Code 529900MTJPDPE4MHJ122
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