Xbrane initierar utveckling av två nya biosimilarkandidater
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Xbrane initierar utveckling av två nya biosimilarkandidater och bygger en biosimilarportfölj inom onkologi som adresserar €23 miljarder i årlig försäljning på referensprodukterna
Xbrane Biopharma AB (publ) ("Xbrane" eller "Bolaget") (Nasdaq Stockholm: XBRANE), en ledande biosimilarutvecklare, initierarar utveckling av två nya biosimilarkandidater till referensprodukterna Keytruda
respektive Darzalex. Tillsammans med utvecklingen av Xdivane
, en biosimilarkandidat till Opdivo, bildar detta en biosimilarportfölj inom onkologi som adresserar €23 miljarder i årlig försäljning på referensprodukterna. Med anledning av tillkännagivandet kallar Xbrane till videokonferens tisdagen den 14 december kl. 11:00-11:45, anmälan i länk nedan. -
Ja, spændende aktie med et stort potentielt kurspotentiale. CEO'en har senest købt Xbrane inside-aktier til kurs 173,00 for få måneder siden. Kursen p.t. i omegnen af kurs 100,00. Har selv suppleret i aktien i sidste uge.
Pareto har f.eks. et kursmål for Xbrane på SEK 245,00.
Videokonference som nævnt d.d. kl. 11.00-11.45.
Weblink https://tv.streamfabriken.com/press-conference-20211214
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Kort om biosimilar produkter
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Ja, utrolig spændende aktie. Jeg har fulgt aktien i lang tid, og det undrer mig hvorfor Avanza har trykket aktien i flere måneder, med daglige udsalg på 10-15.000 aktier, og dermed trykket kursen fra 180 til 100. Kan det være en stor pensionsfond eller lignende? Nogen steder man kan se om hvem der er store investorer i aktien?
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Top 10 aktionærer i Xbrane
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Det kunne måske være Avanza pension, der har trykket kursen i flere måneder.... Kan man se hvor mange de havde for 3 mndr siden?Avanza Pension 3.68% 3.68% 922 358
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Flot start idag, lad os håbe det var vendepunktet, men en langsigtet aktie man skal have i pensionen de næste 5-10 år.....Det kan blive en rigtig god investering, med meget mindre risiko end alm biotek.
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Fra Redeye idag: Redeye feels encouraged with Xbrane's prospects following yesterday evening's news that it expands its pipeline with two new development projects. We feel confident in the company's trajectory and reiterate our Base case, suggesting substantial upside.
Yesterday evening Xbrane announced it had initiated the development of two new biosimilar candidates. The company is building an oncology biosimilar portfolio besides its two leading biosimilars for Lucentis and Cimzia. The oncology portfolio targets three blockbuster oncology drugs with combined yearly sales of € ~23bn:Opdivo: (PD1 inhibitor) annual sales € ~6bn, patent expiry 2028/2030 (US/EU)
Keytruda: (PD1 inhibitor) annual sales € ~13bn patent expiry 2029/2030 (US/EU)
Darzalex: (CD38 inhibitor) annual sales € ~4bn patent expiry 2029/2031 (US/EU)
At present, we think that the company's rich pipeline looks both commercially and strategically compelling. Moreover, from a partnering perspective, Xbrane's oncology portfolio could likely be out-licensed in one deal as it would provide synergy benefits for both the licensor and licensee. From a stock trajectory perspective, Xlucane related news will most likely be the driving force as the company is with quick steps approaching the launch of its first biosimilar. Nevertheless, this news is highly encouraging, and it further strengthens our view of Xbrane as a long-term fundamentally strong case.The share has performed poorly during the second half of 2021, but following yesterday's announcement, investors took a more optimistic stance, and the share is up ~12% for the day. In our view, trading at SEK ~110 the valuation is by no means challenging with current prospects. We feel confident in our fair value range. Current levels portray an attractive entry point to be positioned for an exciting 2022 expected to contain several substantial milestones for the company, not least the approval from EMA for Xlucane and a licensing deal for Xcimzane. We reiterate our Base case of SEK 167, suggesting ~50% upside.
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Sygt marked p.t...ikke engang en rigtig god nyhed bliver belønnet mere
MSE og UBS er godt igang med at banke kursen ned igen. -
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