Hansa Biopharma: ABG øger kursmål fra SEK 239 til SEK 404
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Prisen på Idefirix (imlifidase) blev i går offentliggjort på lægemiddelstyrelsens hjemmeside i Danmark som det første europæiske land https://medicinpriser.dk/Default.aspx?id=15&vnr=084630
Indkøbsprisen er sat til DKK 2,2 mio eller EUR 297 700. Prisen er baseret på en two-pack med to viraler svarende til behandlingen a gennemsnitspatient. Andre EU lande forventes at følge trop de kommende uger og måneder.
ABG har udsendt en note har i går øger kursmålet fra SEK 239 til SEK 404:
"ABG is out with a note tonight reiterating their BUY recommendation and raising their Target Price on Hansa to SEK 404 equivalent to a market cap of SEK 17bn (up from previously SEK 239)
We raise our pricing assumption across all indications
With today's first look at how reimbursement organisations value Idefirix in highly-sensitised kidney transplant patients, we acknowledge that our assumptions were on the low end. We therefore raise our price of Idefirix across the board to USD 350k in Europe (prev. USD 125k) and USD 500k in the US (prev. USD 150k). However, we lower our peak penetration assumption in Europe somewhat, and assume that only the highest-sensitised patients (cPRA level 98-100%) will use the drug.All in all, we think it is time that Hansa Biopharma should be seen as a true platform company, and we expect that the company will move forward with several disease indications based on its unique mechanism of action for removing IgG antibodies.
We also think that Hansa's next-generation candidate, NiceR (which offers potential for repeat dosing) will be a key product for realising the full platform potential, making Hansa Biopharma similar to Momenta Pharmaceuticals (which was acquired by Johnson & Johnson for USD 6.5bn)".
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Teknisk analyse på Hansa Biopharma: https://www.proinvestor.com/boards/87172/Teknisk-analyse-af-Hansa-Biopharma
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Hvis den pris bliver standard i EU og USA, skal kursen da meget længere op
Fatter ikke den stadig ligger og roder under kurs 300...men tålmodighed bliver vel belønnet -
Utroligt som Morgan Stanley og JP Morgan kontrollerer kursen efter behag...uanset nyheder
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Lige nøjagtig....ligner robothandler
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Amerikanerne bestemmer kursen....BOFA, JP Morgan og Morgan Stanley smadrer kursen igen idag.
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Lidt mærkeligt at sende den 10% ned på dagens regnskab....godt nok brænder de mange penge af, men det var vel forventet, og fremtiden ser lys ud, mht indtjening. Eller har jeg overset noget i regnskabet?
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Er ved at være godt træt af alle deres "julelege" med algoritmehandel, computerstyrede handler m.m......de kører jo os alm. investorer rundt i manegen efter behag. Men kan man ikke lide lugten i bageriet :)....dog møgirriterende
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Ja, man skal have is i maven, hvis man har investeret et større beløb i aktien.
Kursstigningen til kurs 225,00 for kort tid siden så lovende ud, men den var kortvarig ...! Fik solgt lidt på kurs ca. 224 og har suppleret igen på kurs 217.
Helt enig i din opfattelse af de igangværende "julelege" hos de større aktionærer.
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