Zealand Pharma — Oktober 2022
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Positive toplinjeresultater fra Zealand Pharma fredag kan resultere i udenlandsk opkøbsinteresse for det danske selskab.
Det vurderer Per Hansen, der er investeringsøkonom i Nordnet, i en kommentar.Han trækker paralleller til 2015, hvor britiske Shire, der i dag er fusioneret med Takeda, købte Gattex fra NPS Pharma for samlet 5,2 mia. dollar - svarende til over 39 mia. kr.
Og ifølge Per Hansen kan det ikke udelukkes, at Takeda kunne være interesseret i et partnerskab - hvis da ikke et opkøb -
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ZEALAND PHARMA/CARNEGIE: KURSMÅL HÆVES TIL 255 KR. FRA 200 KR.
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skulle lige ned og sluge grundvand - nu kører den igen -
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ZEALAND PHARMA/DANSKE BANK: KURSMÅL HÆVES TIL 290 KR. FRA 250 KR.
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Tak ST.. Jeg fylder på her:
https://www.proinvestor.com/boards/106546 -
Zealand Pharmas succesrige fase 3-studie med Glepaglutid til behandling af korttarmssyndrom falder i god jord hos Danske Bank, der beskriver studiet som et "home run" og løfter sit kursmål for Zealand til 290 kr. fra 250 kr. Anbefalingen er uændret "køb".
Det fremgår af et notat fra banken.
Danske Bank ser nu en sandsynlighed for, at Glepaglutid kommer på markedet på 90 pct. mod tidligere 65 pct. Fair værdi af udviklingsprojektet estimeres at være 127 kr. per aktie mod tidligere 87 kr.
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He..he. ST, Se 18,32 - 2/10.
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sorry, chef:)
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Nordea: With positive ph III top-line data for glepaglutide in SBS now in the bag, we believe that Zealand Pharma is solidly on track to sign a substantial partner deal on the drug during 2023.
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Nordea: We raise our risk-adjustment (probability of launch) for glepaglutide to 85% (65%) and combined with a slightly higher USD assumption in the model we raise our DCF-derived target price to DKK 246 (195).
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Carnegie: We stick to BUY and raise our SOTP-based target price to DKK255 (200), as we now assume a 90% (65%) approval probability on glepaglutide.
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Carnegie: We view this as a big de-risking event for the stock. Our impression is that many investors were on the sidelines to avoid the binary risk in the glepaglutide readout; with this risk now largely gone, we believe additional pipeline value could be unlocked
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DDB: A very important milestone
achievement for Zealand Pharma and a clear de-risking of the investment case. We
immediately believe the data supports regulatory approvals and expect significant
partnering interest. We maintain Buy and raise our 12M TP to DKK290 (250). -
DDB: Our updated SoTP points to a fair value of DKK293 (DKK259) and
primarily reflects de-risking of the glepaglutide project. We raise probability from
65% to 90% plus minor adjustments to peak market estimates for the GLP-2
segment. We now reach a glepaglutide project fair value of DKK127/sh (DKK87). -
Nå, det er åbenbart også en aktie shorterne har overtaget...
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enig - tak for indsatsen
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