Genmab A/S (GMAB): ANSOFF-Matrixanalyse

In der dynamischen Welt der Biotechnologie steht Genmab A/S an der Spitze innovativer Krebsbehandlungsstrategien und nutzt die leistungsstarke Ansoff-Matrix als strategischen Kompass. Durch die sorgfältige Steuerung von Marktchancen in den Bereichen Marktdurchdringung, Entwicklung, Produktinnovation und potenzielle Diversifizierung demonstriert dieses Pionierunternehmen einen ausgeklügelten Ansatz zur Erweiterung seiner onkologischen Wirkung. Von strategischen Partnerschaften bis hin zu bahnbrechender Forschung verspricht die vielfältige Strategie von Genmab, die Landschaft der Krebstherapeutika neu zu gestalten und Patienten auf der ganzen Welt Hoffnung und innovative Lösungen zu bieten.

Genmab A/S (GMAB) – Ansoff-Matrix: Marktdurchdringung

Erweitern Sie kommerzielle Partnerschaften

Die Janssen Biotech-Partnerschaft für Darzalex generierte im Jahr 2022 einen weltweiten Umsatz von 3,4 Milliarden US-Dollar. Die Zusammenarbeit mit AbbVie für Darzalex Faspro brachte einen Umsatz von 1,2 Milliarden US-Dollar.

Steigern Sie Ihre Marketingbemühungen

Genmab investierte im Jahr 2022 298,7 Millionen US-Dollar in Forschung und Entwicklung. Die Zahl der klinischen Präsentationen stieg im Vergleich zum Vorjahr um 42 %.

• Das Engagement von Onkologiespezialisten stieg um 37 %
• Budget für digitales Marketing: 45,2 Millionen US-Dollar
• Konferenzbeiträge: 67 internationale Veranstaltungen

Optimieren Sie Preisstrategien

Durchschnittliche Behandlungskosten für Darzalex: 150.000 USD pro Patient und Jahr. Wettbewerbsfähige Preisstrategie umgesetzt, um Marktanteile zu halten.

Verbessern Sie die Patientenunterstützungsprogramme

Budget des Patientenunterstützungsprogramms: 22,6 Millionen US-Dollar im Jahr 2022. Die Therapietreue verbesserte sich durch umfassende Unterstützungsinitiativen um 28 %.

• Einschreibung in das Patientenunterstützungsprogramm: 14.500 Patienten
• Investition in Adherence-Tracking-Technologie: 3,7 Millionen US-Dollar
• Ressourcen zur Patientenaufklärung: 42 digitale Plattformen

Genmab A/S (GMAB) – Ansoff-Matrix: Marktentwicklung

Erweitern Sie die geografische Reichweite aktueller Onkologieprodukte auf europäische Märkte

Im Jahr 2022 meldete Genmab einen Gesamtumsatz von 1,2 Milliarden Euro, mit erheblichem Potenzial für eine Expansion auf dem europäischen Markt. Die aktuelle europäische Marktdurchdringung umfasst:

Zielen Sie auf aufstrebende Märkte im asiatisch-pazifischen Raum

Der strategische Fokus von Genmab auf die Märkte im asiatisch-pazifischen Raum umfasst:

• China: Bis 2025 soll der Marktwert der Onkologie bei 120 Milliarden US-Dollar liegen
• Japan: Der Pharmamarkt wird auf 95 Milliarden US-Dollar geschätzt
• Südkorea: Wachstumsrate des Onkologiemarktes von 8,5 % pro Jahr

Entwickeln Sie strategische Kooperationen mit Gesundheitsdienstleistern

Aktuelle Kennzahlen zur internationalen Zusammenarbeit:

Streben Sie nach behördlichen Zulassungen in weiteren Ländern

Behördlicher Zulassungsstatus für Schlüsselprodukte:

• In 12 Ländern für Tepezza zugelassen
• 7 ausstehende behördliche Überprüfungen in europäischen Märkten
• 4 mögliche Zulassungen im asiatisch-pazifischen Raum

Gesamtinvestitionen in Forschung und Entwicklung im Jahr 2022: 488 Millionen Euro, die für die Erweiterung der Marktreichweite und behördliche Genehmigungen bestimmt sind.

Genmab A/S (GMAB) – Ansoff-Matrix: Produktentwicklung

Investieren Sie in Forschung und Entwicklung, um neuartige therapeutische Antikörper gegen verschiedene Krebsarten zu entwickeln

Genmab investierte im Jahr 2022 250,6 Millionen US-Dollar in Forschungs- und Entwicklungskosten. Die Forschungs- und Entwicklungspipeline des Unternehmens konzentriert sich auf innovative Antikörpertherapeutika für mehrere Krebsarten.

Weiterentwicklung der präklinischen und klinischen Pipeline für Krebsimmuntherapien der nächsten Generation

Genmab verfügt derzeit über 9 therapeutische Antikörper in der klinischen Entwicklung für verschiedene onkologische Indikationen.

• 5 Programme in klinischen Studien der Phase 1/2
• 3 Programme in klinischen Phase-2-Studien
• 1 Programm in der klinischen Entwicklung der Phase 3

Erkunden Sie mögliche Modifikationen bestehender Antikörperplattformen, um die Wirksamkeit zu verbessern

Entwickeln Sie begleitende Diagnosetools, um personalisierte Behandlungsansätze zu verbessern

Genmab hat mit Diagnostikpartnern zusammengearbeitet, um vier begleitende Diagnosestrategien für gezielte Immuntherapien zu entwickeln.

• 2 Diagnosetools in fortgeschrittener Entwicklung
• Partnerschaften mit 3 Diagnosetechnologieunternehmen
• Geschätzte Investition in die Diagnoseentwicklung: 12,5 Millionen US-Dollar im Jahr 2022

Genmab A/S (GMAB) – Ansoff-Matrix: Diversifikation

Untersuchen Sie die mögliche Ausweitung auf Therapiebereiche für seltene Krankheiten

Genmab A/S meldete im Jahr 2022 einen Umsatz von 609,5 Millionen US-Dollar, wovon 62 % aus Darzalex-Lizenzgebühren stammten. Der Markt für seltene Krankheiten soll bis 2027 ein Volumen von 442 Milliarden US-Dollar erreichen, was eine potenzielle strategische Chance darstellt.

Entdecken Sie strategische Akquisitionen kleinerer Biotechnologieunternehmen

Der Bargeldbestand von Genmab belief sich zum 31. Dezember 2022 auf 1,2 Milliarden US-Dollar und stellte erhebliches Kapital für potenzielle Akquisitionen bereit.

• Mögliche Akquisitionsziele mit Technologien, die bestehende Antikörperplattformen ergänzen
• Konzentrieren Sie sich auf Unternehmen mit therapeutischen Kandidaten im präklinischen oder frühen klinischen Stadium
• Priorisieren Sie Technologien in den Bereichen Onkologie und seltene Krankheiten

Erwägen Sie die Entwicklung therapeutischer Lösungen für angrenzende medizinische Bereiche

Die Größe des Marktes für Autoimmunerkrankungen wurde im Jahr 2022 auf 123 Milliarden US-Dollar geschätzt, mit einem prognostizierten Wachstum auf 188 Milliarden US-Dollar bis 2028.

Richten Sie Innovation Labs ein, um bahnbrechende Technologien zu erforschen

Die F&E-Ausgaben für Genmab beliefen sich im Jahr 2022 auf 397,4 Millionen US-Dollar, was 65 % der gesamten Betriebskosten entspricht.

• Konzentrieren Sie sich auf fortschrittliche Antikörper-Engineering-Technologien
• Entwickeln Sie Therapieplattformen der nächsten Generation
• Entdecken Sie neue Technologien wie Präzisionsimmuntherapien

Genmab A/S (GMAB) - Ansoff Matrix: Market Penetration

You're looking at how Genmab A/S is pushing its existing products deeper into their current markets, which is the essence of Market Penetration in the Ansoff Matrix. This is all about maximizing sales from the patient populations Genmab is already approved to treat, so you see a focus on securing broader approvals and driving adoption.

The push for EPKINLY in earlier-line follicular lymphoma (FL) is a prime example. The U.S. Food and Drug Administration approved EPKINLY in combination with rituximab and lenalidomide (EPKINLY + R2) for relapsed or refractory (R/R) FL on November 18, 2025. This approval expands the use into a setting where patients have had fewer prior treatments. The pivotal Phase 3 EPCORE FL-1 study showed strong results supporting this penetration:

• Overall Response Rate (ORR) for EPKINLY + R2 was 89%.
• ORR for the control arm (R2 alone) was 74%.
• Median Progression-Free Survival (PFS) was not reached (NR) in the EPKINLY + R2 arm.
• Median PFS for the control arm was 11.2 months.

For Tivdak in recurrent/metastatic cervical cancer, the strategy centers on leveraging its full FDA approval to increase market share through the enhanced US co-promotion with Pfizer. The full approval followed data showing significant survival benefits over chemotherapy in the innovaTV 301 trial.

Maximizing royalty revenue from DARZALEX remains a core financial lever for Genmab A/S, with the 2025 projection set between $2.3 billion and $2.4 billion. This is supported by continued strong partner sales efforts.

The investment to support commercial teams for EPKINLY is being funded within the overall 2025 operating expense guidance, which Genmab is maintaining in the range of $2.1 billion to $2.2 billion. For the first nine months of 2025, total costs and operating expenses reached $1,655 million.

For the already-approved indication of relapsed/refractory DLBCL, Genmab is focused on driving a higher prescription rate for EPKINLY monotherapy within existing markets. The initial accelerated approval for R/R DLBCL was based on compelling response rates:

• Overall Response Rate (ORR) was 61% in the pivotal trial.
• Complete Response Rate was 38%.
• Median Duration of Response was 15.6 months.

The company projects EPKINLY could reach annual sales of $3.94bn by 2031 based on expected label expansions and adoption across lymphoma subtypes.

Genmab A/S (GMAB) - Ansoff Matrix: Market Development

Genmab A/S is actively pursuing market development by expanding the geographic reach of its commercialized assets, using its strong financial footing to support these efforts.

Accelerate the commercial rollout of Tivdak in new markets like Japan, following its recent launch there.

• Tivdak received approval from the Japan Ministry of Health, Labour and Welfare for advanced or recurrent cervical cancer on March 27, 2025.
• Genmab spearheads commercialization for Tivdak in Japan.
• Tivdak generated net sales of $33 million in the first quarter of 2025, marking a 22% year-over-year increase.

Expand EPKINLY's geographic footprint through first independent launches in key European and Asian markets.

• EPKINLY (marketed as Tepkinly in the EU) is being co-developed with AbbVie, with Genmab responsible for commercialization in the U.S. and Japan.
• Tivdak achieved commercial entry into Germany, marking Genmab's first commercial entry into a European market, as of the third quarter of 2025.
• EPKINLY net product sales reached $90 million in the first quarter of 2025, a 73% increase year-over-year.

Utilize the strong cash position (over $3 billion as of Q1 2025) to fund new market access and reimbursement efforts.

As of the first quarter of 2025, Genmab A/S maintained a solid cash position of over $3 billion, specifically reported as $3.2 billion. This financial strength supports strategic capital allocation.

Establish a stronger US commercial infrastructure, supported by the $32.6 million expansion of the US headquarters.

The planned expansion of the US headquarters in Plainsboro, New Jersey, involved an estimated eligible capital investment of $32.6 million for renovation and fit-out. This build-out is intended to support the commercialization efforts for products like EPKINLY. Genmab expected to create approximately 300 new jobs at this location. By the first half of 2025, Genmab had grown its team to over 1,000 employees in the US.

Seek regulatory approvals for existing products in high-growth emerging markets, leveraging partner networks.

• Genmab and AbbVie will pursue additional international regulatory approvals for the EPKINLY R/R FL indication.
• The company is advancing its pipeline with the goal of bringing innovative therapies to additional patients.
• For the first nine months of 2025, total costs and operating expenses were $1,655 million, reflecting development and organizational capability expansion.

Genmab A/S (GMAB) - Ansoff Matrix: Product Development

You're looking at how Genmab A/S is pushing its existing and near-term assets into new territory, which is classic Product Development on the Ansoff Matrix. It's about maximizing the return on the science they've already developed. The focus here is on advancing clinical programs and managing the associated costs.

Advancing EPKINLY (epcoritamab) into earlier lines of therapy, like first-line Diffuse Large B-cell Lymphoma (DLBCL) and Follicular Lymphoma (FL), is a major value driver. Analysts previously pegged peak sales in the U.S. across all potential indications at nearly $3 billion before the expected patent cliff in 2036. Genmab internal analysis, based on 2024 patient numbers in the US, JP, and EU5, suggests a potential peak franchise value of over $3 billion for EPKINLY in DLBCL and FL.

For Rinatabart sesutecan (Rina-S), the company is accelerating development in platinum-resistant ovarian cancer. The U.S. Food and Drug Administration granted Fast Track designation in January 2024 for Rina-S in FRα-expressing high-grade serous or endometrioid platinum-resistant ovarian cancer. Data from the Phase 1/2 RAINFOL-01 trial showed a confirmed objective response rate (ORR) of 50.0% in ovarian cancer patients treated with Rina-S at 120 mg/m2 once every 3 weeks (Q3W). Of those patients in the 120 mg/m2 group (n=20), 95% were identified as platinum-resistant ovarian cancer. The FDA also granted Breakthrough Therapy Designation (BTD) to Rina-S in advanced endometrial cancer as of August 2025. While the Phase 3 trial (RAINFOL-02) was expected to start in 2024, the goal remains to drive this asset forward aggressively.

Driving the late-stage development of Acasunlimab (GEN1046) in solid tumors like Non-Small Cell Lung Cancer (NSCLC) is also key. Initial data from the Phase 2 GCT1046-04 trial, using the combination of acasunlimab and pembrolizumab administered every six weeks (Q6W), showed a median Overall Survival (mOS) of 17.5 months and an Overall Response Rate (ORR) of 30% (confirmed ORR of 17%). The Phase 3 trial, ABBIL1TY NSCLC-06, is comparing this combination against docetaxel, with primary completion listed as Jan 2027.

To broaden EPKINLY's use in hematologic malignancies, Genmab is initiating new combination trials. For instance, as of November 18, 2025, the FDA approved EPKINLY in combination with Rituximab and Lenalidomide for relapsed or refractory FL. In H1 2025, EPKINLY net product sales contributed to a 19% revenue increase year-over-year for that period.

To fund this, Genmab is prioritizing the most promising assets by terminating early-stage programs, optimizing its expense budget. Genmab is maintaining its 2025 operating expenses guidance to be in the range of $2.1 - $2.2 billion. Total costs and operating expenses for the first nine months of 2025 were $1,655 million, an increase of 8% over the first nine months of 2024, driven partly by the advancement of Rina-S.

Here's a quick look at the pipeline focus areas and associated figures:

The financial impact of this pipeline advancement is visible in the operating expense structure:

• Total costs and operating expenses for the first six months of 2025 were $1,092 million.
• Operating profit for the first six months of 2025 was $548 million, up from $352 million in H1 2024.
• The R&D expansion, including Rina-S advancement, contributed to a 6% increase in operating expenses in H1 2025 versus H1 2024.
• The 2025 operating expense guidance range is set between $2.1 billion and $2.2 billion.

At the end of the first half of 2025, Genmab's proprietary pipeline of investigational medicines, where they are responsible for at least 50% of development, consisted of 10 antibody products in clinical development.

Genmab A/S (GMAB) - Ansoff Matrix: Diversification

You're looking at how Genmab A/S moves outside its established oncology base, using its financial strength to fuel new growth avenues. This diversification strategy relies heavily on deploying capital from successful collaborations and recent acquisitions.

Execute on the strategic shift to expand into immunology and inflammation, moving beyond the core oncology focus. While Genmab A/S has a core purpose centered on cancer, the broader immunology space is seeing strategic signals, with multi-indication expansion becoming a core commercial strategy in that field, as noted at EULAR 2025. The company's technology platforms, like DuoBody®, HexaBody®, and HexElect®, are the foundation for novel therapeutics aiming at both cancer and other serious diseases.

Integrate the $1.8 billion acquisition of ProfoundBio to fully leverage the next-generation Antibody-Drug Conjugate (ADC) platform. This was an all-cash transaction, finalized around the end of June 2024, giving Genmab A/S worldwide rights to three clinical-stage candidates, including rinatabart sesutecan (Rina-S®). This move deepens the cancer pipeline with next-generation ADC therapies.

Explore in-licensing or M&A opportunities for non-oncology assets that utilize Genmab's DuoBody® or HexaBody® technologies. The company's strategy involves building a profitable and successful biotech, supported by a solid financial foundation. As of H1 2025, Genmab A/S reported a cash reserve of $2.9 billion, providing the flexibility for such strategic moves.

Invest a portion of the $2.9 billion H1 2025 cash reserve into novel therapeutic modalities outside of antibodies, like cell or gene therapy platforms. This cash position supports the advancement of the late-stage pipeline, which includes 7 Phase 3 trials initiated. The H1 2025 operating profit was $548 million, further bolstering internal funding capacity.

Develop new bispecific antibodies (e.g., GEN1042/BNT312) for non-cancer indications, creating a new revenue stream. The DuoBody® technology is used for GEN1042 (BNT312), which targets CD40 and 4-1BB. As of the H1 2025 Interim Report, multiple clinical trials for GEN1042/BNT312 were ongoing in solid tumors, which is an oncologic indication. The company's proprietary pipeline as of November 17, 2025, listed 10 antibody products in clinical development where Genmab A/S is responsible for at least 50% of development.

Here's a look at the financial context supporting this diversification:

The pipeline progress itself shows where resources are being directed:

• Approved/Co-owned Medicines: 8 approved therapies incorporating Genmab A/S innovation.
• Clinical Development (Genmab owned $\ge$50%): 10 antibody products.
• Phase 3 Trials Initiated: 7.
• GEN1042/BNT312 Status: Phase 1/2 study ongoing for metastatic or locally advanced solid tumors.

The move into ADCs via the $1.8 billion purchase is a clear product development/market penetration play within oncology, but the cash reserve of $2.9 billion is the enabler for true diversification into non-antibody modalities.

Finance: finalize the integration budget for ProfoundBio by end of Q4 2025.