Biotek-snakken — April 2026
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Jo det er jo netop Ecor1 der har styret hele strategiskiftet, bl.a ved nye folk i BD og de nye royalty pharma aftaler. EcoR1 er ved at forvandle Zymeworks fra et rodet biotekselskab til et rent, cashflow-genererende aktiv — præcis den type virksomhed, Big Pharma køber. Samme metode blev brugt på Horizon pharma. Mindre risikofyldt R&D, mere stabil cashflow
.vil med tiden efter en phase 1 eller 2 deal på zw191 ligne et et finansielt aktiv, ikke et usikkert biotech-bet. -
PHOTOCURE: ABG oppgraderer aksjen fra hold til kjøp og øker kursmålet til NOK 80 (72).
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Novo og Lilly kan se opkomling blive børsnoteret https://proinvestor.com/investornyt/1433039/novo-og-lilly-kan-se-opkomling-blive-borsnoteret
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Initiator Pharma A/S rapporterer fremskridt i patientrekrutteringen til fase 2a-studie i vulvodyni https://www.nordnet.dk/markedet/nyheder/4a963de2-45da-4f01-9de5-b12683953745
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Protagonist Exercises Rusfertide U.S. Opt-Out Right Under Takeda Collaboration
Opt-out election makes Protagonist eligible for $200 million upon exercise and an additional $200 million upon FDA approval of rusfertide for polycythemia vera Approval would also trigger a $75 million milestone payment, bringing total potential cash ...
Yahoo Finance (finance.yahoo.com)
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Initiator Pharma A/S: Enrolment on track - fair value range 6,8–9,3 SEK (DNB Carnegie)
Recruitment in the important vulvodynia study appears to be on track, with half of the planned patients already dosed. We find the positive development encouraging. We believe a positive outcome could represent a key value inflection point, and estimate peak sales of approximately USD1.6bn, risk-adjusted at a 15% LOA. https://access.dnbcarnegie.com/publication/e46d158f-68fe-43f0-58cb-08dea508df61
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