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Proprietary Development front and centre

Outlook | Pharmaceuticals & healthcare | 17 May 2016

MorphoSys is a biotechnology company developing antibody-based therapeutics for an array of indications. It is transitioning from a model of partnering early-stage leads to a proprietary development company. In 2015, research and development on these programmes increased by 61% and management guided to an additional 40% increase in 2016. This coincides with the maturation of its Partnered Discovery programmes, the first of which is expected to generate revenue in 2017.


Termination of coverage

Update | Pharmaceuticals & healthcare | 16 Oct 2017

Edison Investment Research is terminating coverage on MorphoSys (MOR). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.


Partnered and proprietary success

QuickView | Pharmaceuticals & healthcare | 09 Nov 2016

Top-line clinical data from the 837-person Phase III trial of Guselkumab forthe treatment of plaque psoriasis was recently released by MorphoSys'sdevelopment partner, Janssen. It showed statistically significantimprovements compared to Humira in Investigator's Global Assessment(IGA, 85.1% grade 1 or 2 vs 65.9%, p<0.001) and the fraction of patientswith Psoriasis Area and Severity Index response greater than 90% (PASI90, 73.3% vs 49.7%, p<0.001). Compelling data on MOR202 and MOR208were also presented at recent medical conferences.


MOR208 and MOR202 data at ASH

Update | Pharmaceuticals & healthcare | 17 Dec 2015

At the American Society of Hematology (ASH) annual meeting, compelling early combination data on MOR208 and MOR202 were presented. MOR208 with lenalidomide in previously untreated chronic lymphocytic leukemia (CLL) patients demonstrated a 100% (four/four) response rate in evaluable patients. In the relapsed/refractory CLL population, the combination demonstrated a 43% (3/7) response rate. MOR202 in combination with lenalidomide or pomalidomide demonstrated a 50% (three/six) response rate in relapsed/refractory multiple myeloma (MM) patients.


Shifting focus to internal pipeline

QuickView | Pharmaceuticals & healthcare | 09 Nov 2015

MorphoSys is in the process of transforming itself into a fully integrated biopharmaceutical company by focusing on its proprietary programmes rather than those of its partners. The company will commence Phase II trials for MOR208 in diffuse large B-cell lymphoma (DLBCL) and chronic lymphocytic leukemia (CLL) over the next six months, with a Phase III trial in DLBCL expected to start in 2017. MOR202 Phase I/IIa trials in multiple myeloma (MM) are ongoing with a Phase III expected to commence in 2017.


Getting aggressive on its pipeline

Update | Pharmaceuticals & healthcare | 20 Oct 2015

MorphoSys recently communicated its plans for its proprietary pipeline, which will help transform the company into a fully integrated biopharmaceutical company. It will be commencing Phase II trials for MOR208 in diffuse large B-cell lymphoma (DLBCL) and chronic lymphocytic leukaemia (CLL) over the next six months, with a Phase III trial in DLBCL expected to start in 2017. MOR202 Phase I/IIa trials in multiple myeloma (MM) are ongoing with a Phase III expected to commence in 2017.


A first glimpse of MOR202's potential

Update | Pharmaceuticals & healthcare | 04 Jun 2015

Preliminary data from the Phase I/II study in multiple myeloma (MM) with MOR202 were promising and support our view that Celgene returned the rights to the antibody for strategic reasons. It is too soon to make meaningful comparisons to the other CD38 antibodies in development, but that should start to become possible when more data are presented at ASH. There were also more Phase II data with MOR208 presented at ASCO, which further confirmed its potential in non-Hodgkin's lymphoma (NHL).


Moving beyond antibodies

Update | Pharmaceuticals & healthcare | 18 May 2015

MorphoSys's acquisition of Lanthio Pharma adds a promising product due to enter Phase I in 2016 and diversifies its portfolio beyond antibodies. The lead product MOR107 is being developed for nephropathy and fibrosis; large indications with limited treatment options available. MOR107 is also a lanthipeptide, which promises to combine the benefits of monoclonal antibodies and small molecules. The acquisition also positions MorphoSys as a leader in the field of peptide therapeutics.


Back to plan A

Update | Pharmaceuticals & healthcare | 20 Apr 2015

MorphoSys and Celgene have ended their co-development alliance for MOR202. This has no immediate impact on MOR202's development, and initial data from the Phase I/II in multiple myeloma will be reported at ASCO at the end of May. Meanwhile, MorphoSys is planning a head-to-head study with MOR208 against rituximab in diffuse large B-cell lymphoma (DLBCL). The company had a setback with Roche ending one of two trials with gantenerumab in Alzheimer's disease. We value MorphoSys at €1.76bn.


Expanding its prospects

Outlook | Pharmaceuticals & healthcare | 24 Nov 2014

The licensing deal to co-develop MOR209 in castration-resistant prostate cancer (CRPC) with Emergent Biosolutions adds another high-potential antibody to MorphoSys's proprietary pipeline. Meanwhile, the expansion of the MOR202 Phase I/II trial delays study completion, but optimises the antibody's market positioning. Phase II data with MOR208 highlights its potential in subgroups of non-Hodgkin's lymphoma (NHL). There are now 18 antibodies in its partnered pipeline, and J&J has recently advanced guselkumab into Phase III for psoriasis. We raise our valuation to €2.04bn.

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