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Genmab R&D Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.R&D Day 2025 summary11 Dec, 2025
Pipeline overview and program updates
Acquisition of Mirus and proposed acquisition of Merus, along with addition of Pathosentomab, strengthen the late-stage pipeline and support a shift to a fully integrated, 100%-owned model.
Accelerated development of RINA-S, acasunlimab, and petosemtamab, with new data and trial initiations in 2025 and 2026.
Expansion of commercialized medicines TIVDAK and EPKINLY, with approvals in Japan, Europe, and other territories, and infrastructure in place for future launches.
Integration of Mirus prioritized for 2026, with expectations to close the transaction in early Q1 next year.
Anticipation of multiple registrational data sets for EPCORE, RINA-S, and beta centromere in 2026, aiming for four KYSO products on the market by 2027.
Clinical trial data and development milestones
Epcoritamab + R-squared in relapsed/refractory FL showed a 79% risk reduction in progression or death, 95% overall response rate, and 83% complete response rate in Phase III EPCORE FL-1, with a positive OS trend and preserved QoL.
Safety profile manageable, with low fatal adverse events, high dose intensity, no new safety signals, and most infections mild and managed outpatient.
Epcoritamab-based regimens demonstrated high response rates and durable remissions in both frontline and relapsed/refractory settings for follicular and diffuse large B-cell lymphoma.
ASH 2025 featured 31 acceptances, including 7 oral presentations, highlighting Epcoritamab's versatility and efficacy in B-cell lymphomas.
Ongoing phase III EPCORE DLBCL-2 trial in newly diagnosed DLBCL expected to read out in 2026.
R&D strategy and innovation priorities
Focused investments to optimize growth, accelerate late-stage assets, and deliver on financial and capital allocation commitments.
Emphasis on chemo-free, patient-friendly regimens, particularly in follicular lymphoma, to challenge and potentially replace standard chemotherapy.
Strategy includes rapid integration of acquisitions and leveraging subcutaneous administration and safety profile to drive adoption in community settings.
Clear roadmap with additional Phase 3 readouts and regulatory submissions planned for 2026.
Epcoritamab's 2L+ FL data: competitive edge?
Petosemtamab's path to market post-Merus close?
Epcoritamab's 2026 DLBCL regulatory submissions?
Merus integration: 2026 key priorities?
EPCORE DLBCL-2: PFS benefit for adoption?
Rina-S ovarian cancer: Filing strategy?
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