Genmab A/S R&D Update and ASH Data Review Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Jonathan Chang - Leerink Partners LLC - Analyst : Congrats on the data. On EPKINLY, what is the strategy for increasing adoption in community settings for both FL and DLBCL?

Question: Matt Phipps - William Blair Capital Partners - Analyst : For Dr. Falchi, how do you think about the infection risk for EPKINLY and bispecifics? Is there any additional prophylaxis that needs to be done, particularly as these move into those community settings, making sure they're familiar with that? And if I can just ask the company on the acasunlimab update, the OS did median, OS did come down to about 12 months in the 6-week dosing regimen. How do you think about OS's success there when some docetaxel arms have shown maybe an 11 to 12-month median OS in recent Phase III studies?

Question: Judah Frommer - Morgan Stanley - Analyst : Maybe I'm not sure if Dr. Falchi's on, but maybe one just high level on CAR-T versus bispecific. So maybe just high-level thoughts on sequencing CAR-Ts versus bispecifics in lymphoma, where we sit after rash, certainly it was a big debate in multiple myeloma, but curious how you're thinking about sequencing in lymphoma? And then just on DLBCL, specifically, with POLIVY approved in the front line, but not seeing necessarily an OS benefit over R-CHOP, how do we think about predicting OS and the benefit there in first-line DLBCL for other assets?

Question: Jaena Han, Ph.D. - Cowen and Company LLC - Analyst : Yeah, another question for Dr. Falchi also on kind of the first-line DLBCL opportunity. So EPCORE DLBCL-2 is versus R-CHOP and we know that's COLUMBA versus Pola-R-CHP. I was curious for you and for your colleagues, what degree of PFS benefit do you want to see with the TCO combination over R-CHOP to drive the usage of this regimen over both our job and also over Pola-R-CHP. And also if you could give

Question: Qize Ding - Redburn Partners LLP - Analyst : One question from me on EPKINLY. So I remember, I remember you previously talked about the potential indication expansion for EPKINLY in COL. So after seeing the latest data presentation at ASH this year, can you just talk about your latest thoughts on this potential indication expansion opportunity?

Question: Asthika Goonewardene - Truist Securities - Analyst : It's on -- so maybe something quick to Dr. Falchi apologies if something similar been asked already. But in the context -- so there are multiple studies in frontline DLBCL. But besides T-cell engages that also include BTKs, we saw so much with (inaudible), et cetera. All these do have some pretty high CR rates. LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies. DECEMBER 11, 2025 / 4:00PM, GMAB.CO - Genmab A/S R&D Update and ASH Data Review So maybe to Dr. Falchi here in the context of having all these options in the future, how would you pick the right therapy? And what do you want to see a T cell engager plus R-CHOP show to rationalize using this over the other modalities? And maybe related to that, can T cell engagers be given in the community as easily as CLAs and BTKs to treat frontline DLBCL?

Question: Asthika Goonewardene - Truist Securities - Analyst : One quick one to you here. The (inaudible) data at ASH looked really interesting in the unfit frail population. I was just wondering if that is encouraging Genmab to also consider something like that with an ADC with a chemo preoption and if you could tell us a little bit more about your thinking.