Hansa Biopharma — Juli 2021
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Link til Red Eye analyse….lidt svært at tage et kursmål på 400 alvorligt, med de tæsk den har fået i år…. https://www.redeye.se/research/817037/hansa-biopharma-q2-the-european-launch-is-underway?utm_source=MB&utm_medium=email
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Jeg har ikke adgang til analysen fra RedEye, og kender derfor ikke kriterierne for kurstarget. Output for sådanne modeller er jo baseret på hvad der lægges ind af forudsætninger og forventninger. Typisk er modellerne meget følsomme. Så der er altså ikke tale om eksakt viden eller en-til-en relation til kursniveau. Brug analysen (sammen med andre analyser og input) til at supplere casen om køb, sælg eller hold - det er kun et partsindlæg. Hansas aktie kan vel sagtens gå i kurs 400-500....
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Jeg synes denne analyse fra Erik Penser Bank er interessant fordi dem giver et estimat på markedsomfang. Kursmålet på den SEK 360 er i den sammenhæng ikke det vigtige synes jeg. https://docs.penser.se/a/2021/HNSA20210614.pdf
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Hansa’s European Ideflirix launch is well underway in the Nordics, Benelux, U.K. and Germany. With recent study support, Hansa should be in an excellent position to secure European reimbursement support and a solid uptake in the core patient cohort of very highly sensitized patients. This supports our base case value proposition of SEK 410 (Bear SEK 175 and Bull SEK 600).
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Hansa’s European Ideflirix launch is well underway, and that Hansa continues to make trial progress. Ideflirix has secured a first market access decision Swedish New Therapies Council. The first patient (out of 64) in the US study is expected to be treated in H2 2021, complete enrollment in H2 2022, and 12m follow up results in late 2023. The recently announced long term (3-year following up study) confirms that imlifidase performs very well in the core
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patient cohort of highly sensitized patients (cPRA of ≥ 99.9%), including a much-improved kidney function measured by eGFR, which is also the primary endpoint for the US study for the same patient cohort group. This is likely to provide launch support in Europe, derisking the US study and possibly also some European reimbursement support in our view. Current launch activities include the Idefirix launch symposium and close interaction with national reimbursement authorities.
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Ja sidst shorts var så højt, var i maj 2020, og vi så jo der hvad lidt gode nyheder gjorde ved kursen i en fart, så lad os se om ikke Klaus & Co snart kan levere lidt aftaler (-: de 2,8 % er jo kun positioner over 0,5 % så mon ikke der min. er 3,5 % short svarende til ca. 1,5 mio aktier der skal tilbagekøbes.
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Analyseopdateringer SEB og Danske Bank: https://proinvestor.com/boards/95253
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Og nu også med H.C.Wainwrigth&CO i tråden.
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