Biotek-snakken — December 2025
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LP90 / Darvin (o.a): Curasight, fra Q3 rapporten 27. Nov.: To support and accelerate the strategic business
development, discussions are currently ongoing with a number of major pharma companies with a view to uncover opportunities and interest in uTRACE
and uTREAT. -
Kymera Therapeutics Announces Positive Results from BroADen Phase 1b Clinical Trial of KT-621, a First-in-Class, Oral STAT6 Degrader, in Patients with Moderate to Severe Atopic Dermatitis
KT-621 achieved deep STAT6 degradation across both the 100 mg and 200 mg dose groups tested, with median reductions of 94% and 98% in skin and blood, respectively, demonstrating strong translation from healthy volunteers to atopic dermatitis (AD) patients KT-621 achieved strong reductions in disease-relevant Type 2 biomarkers in blood, including TARC (median reduction of 74% in patients with baseline TARC levels comparable to dupilumab AD studies), Eotaxin-3, IL-31, IgE, and in core Type 2 infla
Yahoo Finance (finance.yahoo.com)
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Kymera Therapeutics Announces Pricing of Upsized $602 Million Public Offering
WATERTOWN, Mass., Dec. 09, 2025 (GLOBE NEWSWIRE) -- Kymera Therapeutics, Inc. (NASDAQ: KYMR), a clinical-stage biopharmaceutical company advancing a new class of oral small molecule degrader medicines for immunological diseases, today announced the pricing of its underwritten public offering of $602.0 million of shares of its common stock. Kymera is selling 7,000,000 shares of common stock in the offering, which are being sold at a public offering price of $86.00 per share. In addition, Kymera h
Yahoo Finance (finance.yahoo.com)
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Link til selskabspræsentation live med Pila Pharma kl. 12:00-12:20.
https://www.youtube.com/watch?v=A8sCT6dZc34 -
Jeg skrev et opslag om Curasight i dette forum tidligere i år da jeg mente at værdiansættelsen var blevet umotiveret lav efter den afsluttede emission (på det tidspunkt 150 mio. DKK). Siden da er aktien steget med flere hundrede procent i takt med, at triggere og studiedata for uTreat nærmer sig.
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Jeg ser et potentielt lignende scenarie i Pila, som stadig handles tæt på emissionskursen og til en ekstremt lav værdiansættelse (100 mio. SEK) selv om en tydelig trigger i Gubra-studiet allerede venter i januar/februar. Ofte ser man meget kraftige udbrud i denne type undervurderede forskningsselskaber efter en afsluttet kapitalrejsning og forud for afgørende milepæle.
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