Genmab A/S (GMAB) Presents at Bank of America Global Healthcare Conference 2026 Transcript

Genmab A/S ( GMAB ) Bank of America Global Healthcare Conference 2026 September 22, 2026 5:55 AM EDT Company Participants Andrew Carlsen - VP & Head of Investor Relations Conference Call Participants Charlie Haywood - BofA Securities, Research Division Presentation Charlie Haywood BofA Securities, Research Division [Audio Gap] Charlie Haywood from Bank of America [indiscernible] Andrew Carlsen, Head of Investor Relations at Genmab with us today. Welcome. Thank you for joining us. We're starting, obviously, lots of interest, people thoughts are coming up. So just remind us [indiscernible] coming up that we'll be focusing on. Question-and-Answer Session Andrew Carlsen VP & Head of Investor Relations Sure. Maybe taking a step back and then looking at 2026, so far, so good, a strong first half, as you saw at our Q2 results, both operationally and financially, where we upped our guidance, especially the top line where it was driven primarily by DARZALEX, but importantly also by EPKINLY. And getting to your question, we also provided, you could say, more specific guidance as to these important readouts that everyone has been waiting for to take place in 2026. The first one being the EPKINLY frontline study in DLBCL, where we combine EPKINLY with R-CHOP versus R-CHOP, where we guided that the readout will be in Q4, and it's based on a prespecified interim. Then we also made it clear that we're going to have the Rina-S Phase III trial readout in Q4, which is Rina-S in second-line plus platinum-resistant ovarian cancer. And this is actually also very exciting in a sense that it's a Phase III trial that has been brought forward. So reading out now in Q4 this year and which, of course, puts us in a position to potentially become first-in-class among the next-generation folate receptor alpha ADCs in ovarian cancer. So that's why that's very important. And