Hansa Biopharma announces $70 million
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Husk CC idag kl. 14:00.
The webcast will be available on:
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Hansa Biopharma Q2; Idefirix sales progress and secured funding to end 2024
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Hansa Biopharma AB (publ) (HNSBF) CEO Søren Tulstrup on Q2 2022 Results - Earnings Call Transcript
Company Participants
Søren Tulstrup - CEO
Donato Spota - CFO
Conference Call Participants
Dominic Rose - Intron Health Research
Douglas Tsao - H.C. Wainwright
Zoe Karamanoli - RBC Capital Markets
Adam Karlsson - ABG Sundal Collier
Jacob Mekhael - Kempen & Co.
Johan Unnerus - Redeye
Christopher Uhde - SEB
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Den finansiering tog godt nok røven på shorterne
Shorterne havde nok sat næsen op efter finansiering gennem emission og billige aktier til omkring kurs 30-40....Men de fik travlt med at lukke shorts idag Tænker ikke kurs 100 er langt væk nu. Vi får se spændende selskab. -
SEB OPJUSTERER KURSMÅL PÅ HANSA BIOPHARMA
"Emerging from the wilderness
With its cash position secured into H2/24 and sales of Idefirix now becoming more consistent, we are increasingly confident that Hansa has emerged from the heart of the wilderness. Clearly, there is work to be done on the salesfront, but with reimbursements continuing to develop positively, we believe there is rising clarity on near-term sales evolution. With potential triggersremaining in H2, we expect Hansa to outperform the market. Buy.Building sales momentum and controlling the burn rate
Although not as high as Q1, Q2 sales of Idefirix reached SEK 19.5m, the next-bestquarter to date. Hansa continues to be disciplined in its cash burn rate at SEK -135.6m, with SG&A 18% below our estimates. Encouragingly, R&D costs were 16% higher than we forecast, implying healthy development activity. Set to gain momentum in H2/22 with upside from clinical dataIn terms of the outlook for the rest of 2022, France, Switzerland, and the UK are likely to contribute meaningfully to top-line growth in H2, and centres that had transplanted their first patients are likely to start using Idefirix again, given that results appear to be consistent with published experience. Patients will not bring recurring revenue, but centres will, and this should only accelerate as the year comes to a close. The clinical programme remains on track, with the phase 2 AMR
trial due to read out in H2/22. We note a degree of optionality in that thisrandomised trial feasibly has the potential to be pivotal should the data be sufficiently compelling.Lift target price to SEK 260 (230)
We raise our Idefirix estimates on the back of the sales beat, and update ourmodel to reflect the financing from NovaQuest. Accordingly, we raise our SOTP-rNPV-based target price to SEK 260 (230) and reiterate our Buy rating". -
CARNEGIE OPJUSTER KURSMÅL TIL SEK 121.
ERIK PENSER BANK TIL SEK 240-250
RBC TIL SEK 171
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Penser Access: Snygg finansieringslösning - Hansa Biopharma
https://docs.penser.se/a/2943/HNSA20220720.pdf
"Efter rapporten och den annonserade kapitalanskaffningen upprepar vi vårt fundamentala motiverade värde om 240-250 kronor per aktie. Vi bedömer att närmsta 12 månader kommer erbjuda flertalet triggers som kan minska värdegapet till vårt motiverade värde."
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Så er det bare at vente på kurs 75-80....så skal der suppleres for at få GAK ned.
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Så har den "sat" sig fra 105 til 85 og gevinsthjemtagningen begynder at klinge af. Det begynder snart at ligne et entry igen. For mit vedkommende bringer det min GAK lidt ned og så holder jeg den fremadrettet uanset den voldsomme volatilitet.
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Når Novaquest Capital Management er villig til at smide 70 mill $ i Hansa, så burde det ikke være helt skidt med fremtidsudsigterne.
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Købt lidt mere i 78...kunne ligne bunden heromkring 75-80 i denne omgang.
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