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GMABVery BullishIndustry Newsnews

High materiality9/10

Genmab's petosemtamab shows OS benefit; potential $8B peak revenue

Oct 28, 2026, 2:13 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Interim OS HR of 0.50 and 50% death-risk reduction represent a substantial efficacy signal; a new 52-week high and a $8B peak-revenue narrative further imply material upside risk-reward, likely drawing buyers ahead of regulatory readouts and conferences.

AI summary

What happened, with direct paths to the underlying reporting

Genmab reported positive LiGeR-HN1 topline results for petosemtamab with Keytruda, showing a 50% reduction in death risk versus pembrolizumab alone in first-line PD-L1+ recurrent/metastatic head and neck cancer, plus higher response rates and no new safety signals. The data could drive global regulatory engagement and expand late-stage opportunities, supporting analyst estimates of up to $8B in peak revenue.

Petosemtamab plus Keytruda met dual endpoints; OS HR 0.50 in 1L PD-L1+ HNSCC.
Genmab to engage regulators and present results at a medical conference.
William Blair sees $8B peak revenue; supports potential new standard of care.
GMAB stock up ~30% to $58.42, hitting a 52-week high on the news.

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