XBRANE BIOPHARMA: POP UP ON YOUR BOARDS, THE THIRD WAVE OF BIOSIMILARS IS RATHER A TSUNAMI - VATOR
13:14
Xbrane provides an exceptionally attractive exposure to the rapidly growing biosimilars market without the significant clinical and approval risk that is often present in biotech companies.
2019 proved to be a real tipping point with rapid uptake of the more recent biosimilar launches. It is nowadays trivial to question the attractiveness of the biosimilar market opportunity; the interesting question is rather which players have the best fit to capture this opportunity. We believe that Xbrane stands well-positioned for this with Xlucane progressing through the low-risk pivotal phase III study and with well-reputed, established commercial partners covering Europe and North America targeting global launch in mid 2022.
With the recent progress, Xbrane has reinforced its ownership base with institutional investors and secured funding to take Xlucane to the market and accelerate development of the preclinical candidates that are biosimilars to Opdivo (Xdivane) and Cimzia (Xcimzane). Moreover, the exclusive licensing agreement with Bausch + Lomb a global leader in eye health with a well-established sales infrastructure to leverage - for commercialization of Xlucane in the US and Canada is a significant de-risking factor that maximizes the likelihood of a successful launch and rapid market penetration. The competitors that will launch the two other Lucentis biosimilars in North America are far from having a comparable sales presence in ophthalmology.
We view the increasing focus on other pipeline candidates as an important step. We see Xdivane and Xcimzane as particularly interesting assets and expect the advancements of these to be key long-term value drivers for Xbrane, offering significant upside to our base case with Xlucane.
We maintain the Outperform rating and raise the target price to SEK 155 per share, corresponding to an equity value of SEK 3 billion non-diluted, derived from a project-based, risk-adjusted DCF valuation of the lead asset Xlucane with fairly conservative estimates; real-world data on biosimilars supports an even more bullish outlook. As the majority of development risk-reduction is achieved early on in biosimilar development, we will include Xdivane and Xcimzane in our model as Xbrane provides updates on preclinical progress and data packages
13:14
Xbrane provides an exceptionally attractive exposure to the rapidly growing biosimilars market without the significant clinical and approval risk that is often present in biotech companies.
2019 proved to be a real tipping point with rapid uptake of the more recent biosimilar launches. It is nowadays trivial to question the attractiveness of the biosimilar market opportunity; the interesting question is rather which players have the best fit to capture this opportunity. We believe that Xbrane stands well-positioned for this with Xlucane progressing through the low-risk pivotal phase III study and with well-reputed, established commercial partners covering Europe and North America targeting global launch in mid 2022.
With the recent progress, Xbrane has reinforced its ownership base with institutional investors and secured funding to take Xlucane to the market and accelerate development of the preclinical candidates that are biosimilars to Opdivo (Xdivane) and Cimzia (Xcimzane). Moreover, the exclusive licensing agreement with Bausch + Lomb a global leader in eye health with a well-established sales infrastructure to leverage - for commercialization of Xlucane in the US and Canada is a significant de-risking factor that maximizes the likelihood of a successful launch and rapid market penetration. The competitors that will launch the two other Lucentis biosimilars in North America are far from having a comparable sales presence in ophthalmology.
We view the increasing focus on other pipeline candidates as an important step. We see Xdivane and Xcimzane as particularly interesting assets and expect the advancements of these to be key long-term value drivers for Xbrane, offering significant upside to our base case with Xlucane.
We maintain the Outperform rating and raise the target price to SEK 155 per share, corresponding to an equity value of SEK 3 billion non-diluted, derived from a project-based, risk-adjusted DCF valuation of the lead asset Xlucane with fairly conservative estimates; real-world data on biosimilars supports an even more bullish outlook. As the majority of development risk-reduction is achieved early on in biosimilar development, we will include Xdivane and Xcimzane in our model as Xbrane provides updates on preclinical progress and data packages
11/11 2020 13:40 Aps invest 0
88407 Er blevet en del af MSCI global micro cap....burde give lidt mere opmærksomhed og omsætning i aktien..... BÖRS: MSCI PRESENTERAT SINA INDEXFÖRÄNDRINGAR
08:53
STOCKHOLM (Nyhetsbyrån Direkt) Indexleverantören MSCI har presenterat sin halvårsvisa ompopulering av flera index, många svenska bolag påverkas.
I MSCI GLOBAL STANDARD adderas för svenskt vidkommande Balder och Industrivärden. Ingen svensk aktie tas bort.
I MSCI GLOBAL SMALL CAP adderas: Bactiguard, Better Collective, BHG Group, Bonesupport, Calliditas, Cantargia, Garo, Immunovia, Invisio, Knowit, Lime, Platzer, Sdiptech och Svolder.
En aktie tas bort: Balder (uppflytt).
I MSCI GLOBAL MICRO CAP adderas: Ascelia, Bambuser, Bayn Europe, Biovica, BTS, Byggpartner, EQL Pharma, Flexion Mobile, Fluoguide, Gapwaves, Generic Sweden, Genova Property, Hövding, Parans Solar, Plejd, Polygiene, Scandinavian Enviro Systems, Scout Gaming, Synact Pharma, Train Alliance, Upsales Technology och Xbrane Biopharma.
Här tas följande aktier bort: Amasten, Bonesupport (uppflytt), Calliditas (uppflytt), Cantargia (uppflytt), Trianon, Garo (uppflytt), Immunovia (uppflytt), Knowit (uppflytt), Lime (uppflytt), Lyko, Midsona, NCAB, Sdiptech (uppflytt), Svolder (uppflytt) och Volati.
08:53
STOCKHOLM (Nyhetsbyrån Direkt) Indexleverantören MSCI har presenterat sin halvårsvisa ompopulering av flera index, många svenska bolag påverkas.
I MSCI GLOBAL STANDARD adderas för svenskt vidkommande Balder och Industrivärden. Ingen svensk aktie tas bort.
I MSCI GLOBAL SMALL CAP adderas: Bactiguard, Better Collective, BHG Group, Bonesupport, Calliditas, Cantargia, Garo, Immunovia, Invisio, Knowit, Lime, Platzer, Sdiptech och Svolder.
En aktie tas bort: Balder (uppflytt).
I MSCI GLOBAL MICRO CAP adderas: Ascelia, Bambuser, Bayn Europe, Biovica, BTS, Byggpartner, EQL Pharma, Flexion Mobile, Fluoguide, Gapwaves, Generic Sweden, Genova Property, Hövding, Parans Solar, Plejd, Polygiene, Scandinavian Enviro Systems, Scout Gaming, Synact Pharma, Train Alliance, Upsales Technology och Xbrane Biopharma.
Här tas följande aktier bort: Amasten, Bonesupport (uppflytt), Calliditas (uppflytt), Cantargia (uppflytt), Trianon, Garo (uppflytt), Immunovia (uppflytt), Knowit (uppflytt), Lime (uppflytt), Lyko, Midsona, NCAB, Sdiptech (uppflytt), Svolder (uppflytt) och Volati.
11/11 2020 14:14 Pappano 088408 Spændende aktie med et meget stort kurspotentiale. Købt i sidste uge
12/11 2020 23:30 Pappano 088473 Xbrane Biopharma: Full fart mot marknaden
https://www.redeye.se/research/798214/xbrane-biopharma-full-fart-mot-marknaden
https://www.redeye.se/research/798214/xbrane-biopharma-full-fart-mot-marknaden
Redeye ser ytterligare uppsida i Xbrane
https://s3-eu-west-1.amazonaws.com/rdey-cms-prod/app/uploads/2020/11/xbrane-update-201116.pdf
https://s3-eu-west-1.amazonaws.com/rdey-cms-prod/app/uploads/2020/11/xbrane-update-201116.pdf
