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Oryzon Genomics

New data support holistic effects of ORY-2001

Update | Pharmaceutical & healthcare | 14 Dec 2017

Recently, Oryzon has published a flurry of fresh preclinical data backing its products ORY-2001 and ORY-3001. Latest data from ORY-2001 expanded the understanding about its diverse effects on Alzheimer's disease (AD) patients, potentially including a disease modifying effect. At ASH in December 2017 Oryzon revealed first preclinical data with ORY-3001 showing that the drug could be effective in sickle cell disease. The company also introduced its plans to continue the development of ORY-1001, its lead oncology asset, once it gets the rights back in early Q118, after Roche completes a dose-finding study with small cell lung cancer patients. Our valuation is EUR 305m or EUR 8.9/share (vs EUR 8.6/share).


Preparing to tackle big markets

Update | Pharmaceutical & healthcare | 07 Dec 2017

Immunovia continues to leverage the IMMray technology to additional opportunities with prospective trials in the group of early pancreatic cancer symptoms (PANSYM-1) due to start in the next few weeks. In diabetes patients (PANDIA-1) trials should start after the readout of a retrospective study in this population expected in Q118. Immunovia is preparing for the launch of a PanCan-d test for the early detection of pancreatic cancer in high-risk patients in 2018. Our valuation is SEK156/share.


Looking towards pivotal Cavatak combo studies

Outlook | Pharmaceutical & healthcare | 05 Dec 2017

Viralytics continues to report impressive preliminary data for Cavatak in combination with immune checkpoint inhibitors (ICIs), whether administered intravenously (iv) or by intra-tumoural injection. Viralytics is currently recruiting additional patients in expansion cohorts in melanoma, lung and bladder cancers in order to obtain more robust estimates of tumour response rates. It has announced plans to initiate four Phase I studies in additional indications and has commenced planning for a potential pivotal study of Cavatak plus Yervoy in melanoma patients who had failed prior single-agent, anti-PD1 ICI therapy, a serious unmet medical need. Updates on MITCI, CAPRA and Keynote 200 are expected in Q218. We increase our valuation to A$469m or A$1.95/share (vs A$408m and A$1.70/share).


Big EU trials on deck

Outlook | Pharmaceutical & healthcare | 28 Nov 2017

In September 2017, VolitionRx announced its European development plan for the Nu.Q™ colorectal cancer (CRC) frontline screening test. It will run two clinical trials (of 4,300 and 10,000 samples), which are expected to initiate in Q118 and Q218, respectively, supporting an expected CE mark and launch in Q318. VolitionRx is also participating in a three-year, 13,500-person US clinical trial including Nu.Q™ assays to support a US launch.


Executive interview - VolitionRx

Edison TV: | Pharmaceutical & healthcare | 20 Nov 2017

An interview covering third quarter results and a business update with Cameron Reynolds, CEO of Volition, a multi-national life sciences company developing simple, easy to use blood-based cancer tests to accurately diagnose a range of cancers.

Prescient Therapeutics

PTX-100 to target RhoA-mutant lymphomas

Update | Pharmaceutical & healthcare | 20 Nov 2017

Prescient Therapeutics is planning a clinical trial of PTX-100 in RhoA-mutant lymphomas, a niche indication where the company could potentially conduct a pivotal study before out-licensing. It has resumed recruitment in the Phase Ib component of trials of lead anti-cancer compound PTX-200 in acute myeloid leukaemia (AML) and ovarian cancer, and is working with the FDA to recommence its Phase II breast cancer study. The company had A$6.9m cash on 30 September, sufficient to fund operations into FY19. We value Prescient at A$62m or A$0.29 per share.

Heidelberg Pharma

ATACking cancer cells with novel technology

QuickView | Pharmaceutical & healthcare | 16 Nov 2017

Heidelberg Pharma is building a proprietary pipeline of Antibody Targeted Amanitin Conjugates (ATACs). Lead product, HDP-101, is in preparation to start clinical development at the end of 2018. The company has a back-loaded research and option deal with Takeda that could be worth up to $113m per product. The investment case rests on its current and new partnerships and on the clinical progress of its proprietary ATAC pipeline. Cash at end-9M17 was €4.5m; the company has an additional funding commitment of €5.6m, sufficient into Q218.

Atossa Genetics

Seeking to prevent or treat breast cancer

Outlook | Pharmaceutical & healthcare | 16 Nov 2017

Atossa Genetics reported Phase I data on its topical endoxifen formulation and it is now developing this as a potential treatment for high mammographic breast density (MBD), which is associated with increased breast cancer risk. The firm is also developing oral endoxifen for patients refractory to tamoxifen, and its intraductal microcatheter (IDMC), combined with established cancer drug fulvestrant. After also considering the recent $5.5m equity raise (at $0.44 per share), our rNPV-derived equity valuation is $24.6m (from $9.3m previously), or $0.93 per share.

Laboratorios Farmacéuticos ROVI

Biosimilar enoxaparin launches

Update | Pharmaceutical & healthcare | 14 Nov 2017

ROVI reported operating revenue of EUR 203m for 9M17 (+ 6%), driven by exceptionally strong growth in the toll manufacturing business (+20%). The speciality pharmaceutical business grew 3%, aided by sales growth in newer product launches offsetting declines in the mature portfolio. ROVI has launched its internally developed biosimilar enoxaparin into the first European market (Germany) ahead of any competition; this is a key driver of sales and operating growth in the medium term. R&D progress continues with the long-acting DORIA (schizophrenia) and letrozole (breast cancer) having entered Phase III and Phase I of clinical-stage development respectively. Our revised valuation is EUR 0.98bn.


The stars are aligning for fast growth in the US

Outlook | Pharmaceutical & healthcare | 13 Nov 2017

Photocure is a commercial-stage Norwegian specialty pharmaceutical company that currently markets Hexvix/Cysview for diagnosing and managing bladder cancer. Recently, the company announced that the US Centers for Medicare & Medicaid Services (CMS) issued a final rule that would improve reimbursement for a large number of procedures. Also, following positive Phase III results in the surveillance setting, the company filed a supplemental New Drug Application (sNDA) which, if approved, would dramatically increase the addressable market for Hexvix/Cysview.


Priming immune response in anticancer combos

Initiation | Pharmaceutical & healthcare | 08 Nov 2017

Targovax is an immuno-oncology (IO) company specialising in two distinct, but complementary approaches. ONCOS-102 is a genetically engineered adenovirus being tested in advanced melanoma, mesothelioma and three other indications run by partners. From the TG platform two mutant RAS-specific, neo-antigen cancer vaccines are in development for colorectal and pancreatic cancers, for which interim Phase I/II results with positive survival data were presented at ASCO in June 2017. Targovax’s core proposition is to use its products as immune response primers and combine with other anticancer therapies, such as checkpoint inhibitors, for increased efficacy. We value Targovax at NOK1.69bn or NOK32.1 per share.

ASLAN Pharmaceuticals

Novel treatments for worldwide unmet needs

Initiation | Pharmaceutical & healthcare | 07 Nov 2017

We are initiating coverage on ASLAN Pharmaceuticals, a clinical-stage drug developer focusing on in-licensing drugs with a high prevalence in Asia that are orphan indications in the West. The company's lead asset is the pan-HER inhibitor varlitinib, which is in clinical trials for biliary tract cancer (BTC, pivotal) and gastric cancer (GC, Phase II/III), both of which are widely prevalent in Asia. The company has also planned a Phase II trial of ASLAN003 targeting AML via the novel mechanism of inducing blast differentiation. We initiate at NT$9.5bn or NT$72.87 per share.