Xbrane Biopharma: Fantastic News
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Following Monday's announcement of the Xcimzane licensing deal with Biogen, Redeye is convinced that Xbrane shares are currently trading at a substantial discount and, therefore, indicatively raises its fair value.
We said we would return shortly in yesterday's note, as we intended to make an initial assessment of the deal and prospects of Xcimzane. We have given it some more consideration and have prepared beforehand by looking into the commercial opportunities of Xcimzane and biosimilar deal terms.Thus, we believe we have a good understanding of Xcimzane's prospects. However, as we have mentioned before, we have previously chosen not to include Xcimzane into our valuation of Xbrane. We took this decision as we felt it was the most realistic assumption to fairly reflect the company's current value. We acknowledged that including Xcimzane into our valuation likely would substantially impact our fair value range. We did not feel comfortable doing so before financing for at least the phase l study, and a commercial partner was in place.
With the Biogen partnership established, we indicatively raise our fair value to the SEK 250-270 (167) range, based on our current assessment. We will return with a new definitive fair value range in a more in-depth research update that will contain our review in connection with the year-end report.
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Fair value på XBrane hævet fra 167 til 250-270 på Xcimzane aftalen....utroligt den falder idag, men det er bare sådan markedet er p.t. Lad os håbe investorerne snart indser hvor god denne aftale med Biogen er.
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Der var jeg vist lidt for hurtig....nu stiger den endelig igen, som den burde.
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Link fundet, men læsning kræver abonnement. Ok. Tak for info;-)
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Urban...Du kan bare lave et login på Red Eye...koster ikke noget
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Godt nok opslidende at se på Morgan Stanley og Bank of America, der hælder aktier ud i biotek hver eneste dag. Bliver de aldrig færdige?
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Ja, utroligt kursen stadig ligger og roder omkring 100, men det er jo sådan markeds vilkårene er p.t...det må vi jo acceptere og vente på bedre tider. XBrane leverer ihvertfald varen.
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Trading direkt...https://www.youtube.com/watch?v=1dN-3OD23Ak
fas III studien representerar en signifikant milstolpe för Xbrane i att bli en världsledande biosimilarutvecklare", kommenterar Xbranes styrelseordförande Anders Tullgren.Hello! It looks like you're interested in this conversation, but you don't have an account yet.
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