Der er en meget spændende artikel i Financial Times idag om det område (targeted radiotherapy), som Curasight også arbejder inden for. Potentiale men også de udfordrigner der er med at arbejde med det. Curasights stifer Andreas Kjær har arbejdet inden for området i mange år. Hvis Curasight kan vise proof of concept i deres uTreat kliniske fase 1 studie, så kan der potentielt vente en stor aftale i min optik. Sræligt fordi, at Curasights løsning potentielt kan virke inden for mange cancer-typer. Deres samarbejde med Currium (nu stor-aktionær) er også vigtigt.
https://www.ft.com/content/a955b66c-89ac-4d2f-83dc-2b93baa4d56a
Her er et par bidder af artiklen:
Doctors and drug developers who first saw scans from a new targeted form of radiotherapy were amazed. For some patients in the clinical trial, Novartis' radioligand therapy had - in just six months - completely cleared cancer that had spread around their bodies. Michael Morris, an oncologist at New York's Memorial Sloan Kettering Cancer Center, said it was "incredible" and "never seen before".
In 2021, chief executive Vas Narasimhan estimated the market could be worth about $10bn. Earlier this year, he told the Financial Times that if the therapy lives up to its promise, it could be a $25bn to $30bn market.
Yet other companies see the opportunities in the therapy and are racing to catch up. In 2023 and 2024, US drugmaker Lilly, UK pharmaceutical company AstraZeneca, and French company Sanofi all bought start-ups developing radioligand therapies.
https://www.ft.com/content/a955b66c-89ac-4d2f-83dc-2b93baa4d56a
Her er et par bidder af artiklen:
Doctors and drug developers who first saw scans from a new targeted form of radiotherapy were amazed. For some patients in the clinical trial, Novartis' radioligand therapy had - in just six months - completely cleared cancer that had spread around their bodies. Michael Morris, an oncologist at New York's Memorial Sloan Kettering Cancer Center, said it was "incredible" and "never seen before".
In 2021, chief executive Vas Narasimhan estimated the market could be worth about $10bn. Earlier this year, he told the Financial Times that if the therapy lives up to its promise, it could be a $25bn to $30bn market.
Yet other companies see the opportunities in the therapy and are racing to catch up. In 2023 and 2024, US drugmaker Lilly, UK pharmaceutical company AstraZeneca, and French company Sanofi all bought start-ups developing radioligand therapies.
Curasight opdateret analyse og kursmål fra SEB i dag den 2. september: valuation range midpoint er nu 24 DKK hvilket svarer til en upside på næsten 5x. Det skal man huske, at de har modelleret meget konservativt med uTRACE glioblastom og prostata med kun 30% success rate samt uTREAT glioblastom med meget lave 6%. Øvrige indikationer er slet ikke medregnet i kalkylen, hvilket siger noget om den fremtidige potentiale.
https://research.sebgroup.com/corporate/reports/136436
https://research.sebgroup.com/corporate/reports/136436
3/9 2025 11:09 henningmaria 4
128211 Dette kan blive det næsta small cap raket på den danske børs. Hvis der er gode efficacy data her i fjerde kvartal, så er det altså slut med billige curasight aktier. Disse selskaber bliver opkøbt allerede imens de er i phase 2, og 1 milliard dollar i denne branche er det rene peanuts for de store pharma selskaber. 1 milliard dollars for curasight svarer til kurs 130(i dag er den kurs 6)
3/9 2025 16:22 Stockwatch1 4128218 Husk lige at nævne, at der lige har været en emission til kurs 1,98 for et par måneder siden.
3/9 2025 16:25 Stockwatch1 4128220 Jeg blev tilbudt at blive garant, men turde ikke...haha. Nu ligger den i 6,50.
