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Baillie Gifford -International Growth's investment thesis on Genmab ($GMAB) — Q1 2025 | Buyside Digest

$GMABNASDAQGenmab

BEAR

Baillie Gifford -International Growth—GMAB

Fund Letter

Q1 2025

Published April 1, 2025

$33.23USD

-1.1% vs last month

$18.39Pitched

+80.7% since pitch

Market Cap$17.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Genmab has disappointed due to its key multiple myeloma product nearing its patent expiration by the end of the decade. Consequently, the manager...

— Thomas Coutts / Brian Lum / Julia Angeles / Lawrence Burns / Robert Wilson

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