Biotek-snakken — December 2020

[lahn1]

Myovant Sciences and Pfizer Announce Collaboration on Relugolix in Oncology and Women’s Health. 650MUSD upfront og
4.2 BUSD mile stones. https://investors.myovant.com/news-releases/news-release-details/myovant-sciences-and-pfizer-announce-collaboration-develop-and

[BioShare]

Myovant - super aftale - https://investors.myovant.com/news-releases/news-release-details/myovant-sciences-and-pfizer-announce-collaboration-develop-and - Stiger +23% i pre market

[BioShare]

Så stopper du lahn1

[lahn1]

[lahn1]

du er vel med ?

[BioShare]

Conf call. 14:30 i dag.....ja da, købte luk forleden - du pressede mig jo helt vildt

[Sukkeralf]

Flot aftale

[BioShare]

Gad vide hvad Sumitomo siger til det!?

[lahn1]

Ha ha kunne ikke finde på at presse nogen

[bb]

Super med MYOV - godt man ikke solgte ved PC godkendelsen forleden de får 650m upfront - det er 1/3 af selskabets MCAP...

[lahn1]

jepp godt man ike solgte på nyheden.

[lahn1]

Sumi må have godkendt denne aftale, vel ? er BO aflyst eller er der nu blot to til at byde op ?

[bb]

Godt spørgmål vedr. BO på MYOV. Jeg tror ikke på BO, når PFE har indgået en aftale vedr PC og UF som forhåbentligt bliver godkendt 1. juni 2021. Da Sumi ejer over 50 % af aktierne i MYOV, så tænker jeg, at de har godkendt denne deal.

[BioShare]

Spero - ligger til super stigning igen i pre market +11%. Ingen nyheder....måske antiboitcs alligevel er ved at blive lidt mere interessant

[BioShare]

Men kun hvis man kan stave til antibiotics...sorry for dysleksi, når det går stærkt

[BioShare]

Lynn lyder næsten som en computer. Lader til at Sumi så "beholder" Asien. Men jo ret genialt at pushe produkter igennem Pfizers salgskanaler...super synergier og fantastisk motor. CFO melder at det ikke ændrer noget i relation til Sumi

[Fandel]

God morgen...

[Svingtraderen]

It is no surprise that the market trades the stock down on today’s news, currently in the range – 5-10%. Delays and uncertainties do seldom appeal to investors. Based on what we know today, our stance is that this news is about FDA needs sufficient time to review the NDA and that a decision will come on June 17 at the latest.

[Svingtraderen]

When delays occur, it is relevant to emphasize exclusivity protection. Arimoclomol in NPC has Orphan Drug Designation. From approval, it entitles to seven years of market exclusivity in the US and ten years of market exclusivity in the EU. Orphazyme also has a method of use patent for arimoclomol in NPC that expires in 2029, with a potential extension to 2032 (US) and 2034 (EU).

[Svingtraderen]

Impact on Valuation
Orphazyme is a relatively small biopharma company, with not unlimited resources and we also see a risk that the US delay impacts the timeline for the EMA process. Hence, we don’t factor in any sales in the next year in Europe (a minor adjustment). For the US market, we factor in slightly lower sales for the coming years. The estimate changes fall under our margin of safety in our valuation, and we reiterate our Base Case of DKK 145 per share.