Zealand Pharma — Maj 2022
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Needham & Company analyst Joseph Stringer reiterated a Buy rating and $32.00 price target on Zealand Pharma A/S (NASDAQ:ZEAL), as the company reported positive Phase 3 results of dasiglugacon.
The analyst comments: "Today, ZEAL announced positive results from a Ph3 trial evaluating dasiglugacon in Congenital Hyperinsulinism (CHI), an ultra-rare metabolic disorder affecting infants and children. The trial met the primary endpoint of reduction in I.V. glucose (-55% reduction vs placebo). Dasigluc
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Dasiglucagon was reportedly well-tolerated, with 11/12 patients entering the long-term extension. With today's positive result, ZEAL plans to submit an NDA by YE22, which will include data from a previously completed Ph3 CHI trial in pediatric patients. Recall, the Ph3 pediatric trial did not meet the primary endpoint, but showed significant reductions on multiple key secondary endpoints. ZEAL believes it can gain FDA approval with a broad label based on the totality of the data. We think there
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is a good chance of broad-label approval based on high unmet need and the
cumulative positive Ph3 data generated by ZEAL to date, and we await further visibility as the regulatory process unfolds. We have relatively modest peak sales estimates in CHI (~$108M U.S. in 2033). Our BUY rating and the majority of our valuation are based on lead asset glepaglutide in Short Bowel Syndrome, which is set to readout Ph3 results in 3Q22." -
@bikube - du tænker på Soliqua og Lyxumia som Sanofi nu tjener kassen på!
"Zealand sælger retten til royalties på diabetesmidler for 1,3 mia"
Zealand sælger retten til royalties på diabetesmidler for 1,3 mia
Zealand Pharma har solgt rettighederne til de royalties og milepæle, som selskabet i fremtiden stod til at få fra salget af diabetesmidlerne Soliqua og Lyxumia. Prisen er 1,3 mia. kr.
(medwatch.dk)
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Det får du nok svar på i Q&A med CEO Adam Steensberg som starter kl. 15.
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Jeffries vurderer topsalget i medfoedt hyperinsulisme til at vaere 108 mio USD. Naar der kun diagnosticeres nogle hundrede med sygdommen aarligt er det selvfoelgelig begraenset hvad markedspotentialet er. Det sagt kan Zealand maaske tjene nogle hundrede millioner kroner aarligt, da produktet formodentligt vil kunne saelges med en meget hoej margin.
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Han har maaske ikke,ville svare paa det fordi det, givet det er en hel ny type produkt, ville vaere baseret paa en del antagelser og derfor blive noget spektulativt. Det maa dog antages at Zealand kan retfaerdig en meget meget hoej pris (jeg antager millioner af kroner pr behandling) givet de hoeje udviklingsomkostninger og at det vil vaere en livsvigtig behandling. Derudover vil jeg tro at de ikke behoever en kommerciel partner og derfor kan beholde hele fortjenesten selv
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Det har du ret i Exitnu. Selvfoelig har de haenderne paa kogepladen, da de har aktiebaseret loen. Men det vil vaere et staerkt tegn at nogen koebte et betydeligt antal for ´frie midler´. Ogsaa er det iovrigt irriterende at naermest hver anden selskabsmeddelse de sender ud er relateret til en medarbejder der udnyttet en warrant. Er det virkelig noedvendigt? Synes ikke jeg ser andre selskaber goere det.
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De naeste par maaneder bliver iovrigt spaendende at foelge. Jeg vil formode at nervoesiteten vil brede sig op til offentliggoerelsen af tallene for det kritiske fase 3 studie for Glepaglutide som skullle komme i
Q3. Q3 starter om ca 40 dage saa der er ikke lang tid til at spaendingen udloeses!
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