Biotek-snakken — December 2020
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Ja Stratton er kvinde og fik kun 14 mdr. da bestyrelsen har holdt møde om hun skulle stoppe så derfor sagde hun op lyder bedre så som udgangspunkt er der ikke noget i casen der er forandret (håber man får en ny der er mere presse venlig syntes der er alt for stille om virksomhedens gøren og laden
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Glimrende. Kan du give en kort opdatering på deres likviditet og cash burn? Forventer du yderligere kapitaltilførelse sidst i 2021? Syns det ser noget stramt ud, og kan ikke helt gennemskue hvornår driften begynder at bidrage
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Det lyder som om hun går grundet ledelsesstil og problemer med bopæl i Schweiz/ amerikansk pas. Selskabet er på ret kurs lyder det også. Største aktionær bakker op https://borsen.dk/nyheder/generelt/orphazyme-siger-farvel-til-topchef-efter-uenighed
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@LLI hvad mener du med stramt? De har lige fået penge i kassen. Der hvor jeg ser risiko i den case er om de får produkter endeligt godkendt på markedet, og om de "kan" levere på den salgsorganisation de bygger op i US. Der er klar en risiko for at de fejler eller bliver forsinkede...og så skal der bruges flere penge (men det er ikke nært forestående). Seneste præsentation fra november https://orphazyme.gcs-web.com/static-files/d7a60ccb-4420-4284-a44b-44073640acc0
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Medivir - så måtte de ud i en emi (og det var så forventeligt).170 mill. og 23% rabat på aktien, og den må en tur i dørken. Til gengæld tror jeg dette kan være præcis det som skal til for at få MIV818 i mål med fase 2/3 studie (men de skal OGSÅ finde en stor partner). Lader også til at de har fået styr på run rate (og skåret unødigt fra). Har selv suppleret på dette.
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Orphazyme - Medwatch - lidt kommentarrt om hvorfor: https://medwatch.dk/Medicinal___Biotek/article12622877.ece?fbclid=IwAR0Wr3tRwEgdjNw0Og-jXstl5G4oyR6JwNucetWXOUfnbXO4J_z0DnOEJeU
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Havde overset den seneste kapitaltilførelse, derfor så jeg en slunken pengekasse slut 2021, hvilket rett
eligt må være slut 2022. Jeg holder mig lidt sidelinjen endnu og afventer. Men syns umiddelbart en CEO som bor i Schweiz og leder en virksomhed i Danmark ikke lyder så godt. Så den beslutning kan jeg godt forstå bestyrelsen har truffet. -
@LLI - de har bestemt skruet op for aktiviteter og pengeforbrug (det var årsagen til ændret guidens 23. okt.). Men risiko i case er godkendelse og eksekvering af salg/salgsorg. Du kan finde lidt tal her på senest udmeldte
http://northeurope.blob.euroland.com/press-releases-attachments/1259232/67-2020-orphazyme-accelerates-arimoclomol-pre-launch-activit.pdf -
Orphazyme: Jeg syntes godt nok at ventetiden i Orphazyme er ved at blive lang. Q1 bliver i den grad afgørende. Hvis vi virkelig skal rejse os fra dette kursniveau så har vi brug for en godkendelse af NPC og gode Arimocolomoldata. Begge dele afgøres i Q1.
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Orphazyme - Er det ikke positivt at bestyrelsen viser handle kraft og anerkender fejlansættelse inden formentlig større indtog i USA?
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Hvis hun ikke er den rigtige til at drive processen?
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Orphazyme: Hvis ikke hun er den rigtiger er det selvfølgelig korrekt at hun stopper. Men på den korte bane bidrager CEO afgangen bare til usikkerhed for en allerede presset case. Men tror man på casen er det jo bare at holde ud. Det bliver data i q1 og ikke CEO afgang som afgøre kursen på den lidt længere bane.
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Orphazyme : Er man langsigtet giver det god mening at købe CYTRX, som Orphazyme skal betale milestones og royalties til i tilfælde af succes. CYTRX har bedre cash situation og relativt mindre cashburn, Samtidig har de i alt 3 partneraftaler/projekter de potentielt kan få indtægter fra . Så stor rabat, større sikkerhed og markant større upside !!! Derfor har jeg købt CYTRX
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IGM Announces Closing of $230 Million Public Offering and Full Exercise of Underwriters’ Option to Purchase Additional Shares
MOUNTAIN VIEW, Calif., Dec. 11, 2020 (GLOBE NEWSWIRE) -- IGM Biosciences, Inc. (NASDAQ: IGMS) (IGM) today announced the closing of its upsized underwritten public offering of 1,221,224 shares of its common stock, which includes the exercise of the underwriters’ option to purchase additional shares in full, and pre-funded warrants to purchase 1,334,332 shares of its common stock. The public offering price of common stock was $90.00 per share and the public offering price of each pre-funded warrant was $89.99, with each pre-funded warrant having an exercise price of $0.01. The aggregate gross proceeds to IGM from the offering were approximately $230 million, before deducting the underwriting discounts and commissions and other offering expenses payable by IGM. Jefferies, Stifel, Guggenheim Securities and RBC Capital Markets acted as joint book-running managers for the offering. Baird and Truist Securities acted as the lead managers for the offering.The securities were offered by IGM pursuant to a Registration Statement on Form S-3 filed with the Securities and Exchange Commission (SEC) on November 5, 2020, which became effective on November 12, 2020. A final prospectus supplement and accompanying prospectus relating to the offering, was filed with the SEC on December 8, 2020, copies of which can be accessed for free through the SEC’s website at www.sec.gov. Additionally, when available, copies of the final prospectus supplement and the accompanying prospectus relating to the offering may also be obtained by request from: Jefferies LLC, Attention: Equity Syndicate Prospectus Department, 520 Madison Avenue, 2nd Floor, New York, NY 10022, by telephone at (877) 821-7388 or by email at [email protected]; Stifel, Nicolaus & Company, Incorporated, Attention: Syndicate, One Montgomery Street, Suite 3700, San Francisco, CA 94104, by telephone at (415) 364-2720 or by email at [email protected]; Guggenheim Securities, LLC, Attention: Equity Syndicate Department, 330 Madison, 8th Floor, New York, NY 10017, by telephone at (212) 518-9658 or by email at [email protected]; or RBC Capital Markets, LLC, 200 Vesey Street, 8th Floor, New York, NY 10281-8098; Attention: Equity Syndicate; by telephone at (877) 822-4089 or by email at [email protected] press release does not constitute an offer to sell or a solicitation of an offer to buy, nor will there be any sale of these securities in any state or other jurisdiction in which such offer, solicitation, or sale would be unlawful before registration or qualification under the securities laws of that state or jurisdiction.About IGM Biosciences, Inc. Headquartered in Mountain View, California, IGM Biosciences is a clinical-stage biotechnology company focused on creating and developing engineered IgM antibodies. Since 2010, IGM Biosciences has worked to overcome the manufacturing and protein engineering hurdles that have limited the therapeutic use of IgM antibodies. Through its efforts, IGM Biosciences has created a proprietary IgM technology platform for the development of IgM antibodies for those clinical indications where their inherent properties may provide advantages as compared to IgG antibodies.IGM Biosciences Contact:Argot Partners David Pitts 212-600-1902 [email protected]
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