Key Takeaways
- J&J will not in-license a next-generation anti-CD38 antibody asset, a decision closely watched by Genmab investors this year, and the company will not develop GEN3014 further on its own.
- GEN3014 (HexaBody-CD38) could have extended the Darzalex franchise that provides most of Genmab’s royalties and overall revenue, but the company believes its late-stage pipeline will fill the void by 2030 when daratumumab royalties dry up.
- Phase III readouts are expected starting in 2026 for Epkinly, Rina-S and acasunlimab.
The pressure on Genmab to deliver positive results from its late-stage development programs has intensified now that the most closely watched event on the company’s 2025 calendar has arrived and the result was not as investors hoped
J&J was due to make a decision about in-licensing GEN3014 within 60 days of receiving Phase I/II data for the candidate in early January. Those data included head-to-head results against the recently approved subcutaneous version of the original I.V. product, Darzalex Faspro (daratumumab and hyaluronidase)
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