Biotek-snakken — December 2023
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EVAXION får MSD/Merck ind som investor https://www.proinvestor.com/boards/117422
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Calliditas Therapeutics announces full FDA approval of TARPEYO
, the only FDA-approved treatment for IgA nephropathy to significantly reduce the loss of kidney function -
Mornings
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Helge Larsen opsummerer 2023 for de mest populære selskaber på ProInvestor.com. Han kigger især på kursudviklingen - også hvordan den tegner for 2024. Hvad skal der ske med Novo Nordisk-aktien oven på det vilde kursridt i 2023? Hvad er retningen for Bavarian Nordic efter alt den uro og mislykkede forsøg i pipelinen? Anavex er stadig under vild shortning. Hvordan ser næste år ud for Genmab, som har fået kursklø i år? Kort video https://www.proinvestor.com/boards/117489
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Xbrane var vel bare noget oversolgt….nyheden med 3 patenter berettiger ihvertfald ikke til en stigning på 20%, så længe der hænger en finansiering og venter
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CEO Martin Åmark 30 November. I believe there is a path forward if we are succesfull in all this to get to positive cashflow latest by first quarter of 2025 as we have previous communicated without need og additional capital but offcouese we cannot outrule delays of any of these diliverbliebles which we need to lead to additional capitals but we do all we can to minimize the potential need
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Kan Xbrane omsætte for 0,76 MIA sek i 2024? (Markedsværdi pt: 313 mio sek)
500 mio sek salg af XIMLUCI for 2024
40 mio sek Upfront partnerskab for Lucentis biosimlar USA (Ximluci)
80 mio sek Upfront partnerskab for Opdivo biosimlar (Xdivane)
40 mio sek Milepælsbtaling for godkendelse Lucentis biosimlar USA (Ximluci)
100 mio sek Milepælsbtaling fra BIOGEN for Cimzia biosimilar (BIIB801) -
CEO Martin Åmark 30 nov;30 nov. Outlicencing of our opdivo biosimilar candidate. We are working on that with several parties under active negotiarions
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Dertil indtægt fra produktsalg + royalty I USA vedr. Ximluci kan de måske komme omkring 1 mia sek i indtægter?
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