Biotek-snakken — November 2024
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Genovis Interim Report January-September 2024
https://mb.cision.com/Main/1712/4062725/3100464.pdf
"Our Best Quarter in the Enzyme Business: Strong Growth and improved profitability"
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Opsummering: regnskabet viser stærk underliggende vækst i enzym-forretningen, markant forbedret indtjening i Q3, strategisk positiv udvikling med fokus på kernekompetencer, plus der synes at være en klar retning i virksomheden (salg af antistof-forretningen og investering i Sequrna AB).
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Genovis Q3 2024: Initial take – Stronger than anticipated
(Research Note 2024-11-08 08:49)
Redeye provides its initial take on Genovis' Q3 report, which exceeded expectations across the board. We anticipate a positive relief in the share price, accompanied by upward estimate revisions following today's report.
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Ascelia Pharma Q3 Update: Cash and progress
(Research Update 2024-11-08 08:21)
After the recent rights issue, Ascelia has SEK 95.7m in cash before support from warrants, and the company has a runway to end 2025. The Full Study Report for Orviglance is completed, and the next stage is to engage in pre-submission meetings with the FDA on the way to a formal submission by mid-2025. Orviglance continues to feature at conferences, which is important as Ascelia is pursuing a partner strategy for the
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Et andet selskab i samme boldgade kunne være Nurix Therapeutics, hvis førende asset er en BTK degrader - en del data kommer på ASH, men som Kymera ligeledes roder med degraders mod IRAK4 og STAT6. De satser lidt mere på partnerskaber (Gilead, Sanofi og Pfizer), mens Kymera har større ambitioner på egen hånd:
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Nurix Pipeline | Disease Outmatched by the Science of Degradation
Nurix is translating the science of targeted protein degradation into candidates with the potential to become breakthrough therapies. View our pipeline.
Nurix (www.nurixtx.com)
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Imlifidase demonstrated positive safety, tolerability, and early efficacy outcomes in 15-HMedIdeS-09 phase 2 trial in Guillain-Barré Syndrome (GBS)
(7 Dec 2023, 07:00)
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BIOTECH-KOLLAPS: Sammenlignet med kurstoppene i 2020-2021 har biotech-selskapene på Oslo Børs i gjennomsnitt falt med over 81% skriver FA. – Bioteknologisektoren er et svart hull, ikke bare i Norge, men også globalt
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Det er nesten umulig å hente penger, og risikovillig kapital er langt mindre tilgjengelig enn for noen år siden. Det er helt krise i sektoren nå, sier Radforsk-sjef Jónas Einarsson. Kilde: XtraInvestor
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Infant Bacterial Therapeutics
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Bioporto øger omsætningen - store investeringer giver voksende underskud https://proinvestor.com/investornyt/1242637/bioporto-oger-omsaetningen-store-investeringer-giver-voksende-underskud
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