Hansa Biopharma — December 2023
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Analyst reactions on the back of today’s PR on the high level data read out in GBS
HCW
HNSA.ST: Price: SEK22.92; Market Cap (M): SEK1,207
Rating: Buy; Price Target: SEK173.00Douglas Tsao
Early Positive Signs in Gullain-Barre Syndrome; Reiterate Buy https://hcwco.bluematrix.com/sellside/EmailDocViewer?encrypt=90164e6c-0325-4940-961a-128d4f777ace&mime=pdf&co=Hcwco&[email protected]&source=mail
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ABG: Hansa Biopharma, HNSA SS: BUY, TP SEK 110.0 Positive high-level data in GBS
Imlifidase safe and signs of efficacy in GBS
SoC outcomes in GBS leave room for improvement
Next milestones: AMR full data and initiation of Sarepta study, Q4'23eHealthcare, MCap EURm 107, SP SEK 22.92
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sku ikke meget tillid Søren har til sit eget fortagende køb for 75.000 dk.
insiderkøb helt til grin gør nærmest aktionærerne mere utryg når ikke der satses mere på det han selv står på mål for havde været bedre han lod være vi skal se køb i millionklassen for tilliden kommer tilbage -
Godmorgen, tror ikke at vi skal forvente partneraftaler på AMR delen. Et Phase3 studie vil blive alt for omfattende og dyrt, så tror at Imlifidase vil blive brugt off-label i AMR. Det gør Plasma exchange også. Udfordringen bliver jo nok bare prisen.
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Omkring data fra studiet, så møder vi jo det primary endpoint, men lidt "spøjst" at der "kun" er 74% graft overlevelse ved Imlifidase, men 100% ved PE. Det burde være omvendt, men det er selvfølgelig ved en meget lille patientpopulation og de er i meget forskellig stand
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Måske denne fra i fredags er grunden til stigningen?https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-submits-efficacy-supplement-expand-elevidys?_ga=2.71753683.1998072704.1703691828-291056560.1703691828
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