3 Likes
ArcticZymes Technologies ASA - Capital Markets Day 2026. Scaling a High-Performance Enzyme Platform for Compounding Growth
2 Likes
Et par andre sider jeg syntes var litt interessante fra presentasjonen.
Ser at de er i 89 trials nå. Lee Davies fra OXB sier også at han ikke kjenner til enzymer som kan konkurrere mot SAN. De sparer som kjent, tid, penger og får bedre kvalitet ved å bruke SAN i produksjonen.
Denne viser inntektsmulighetene om en av kundenes produkter kommer til markedet.
Her er det nok snakk om Freenome sin test som venter svar fra FDA i sommer.
Og denne viser litt av skalerbarheten i businessmodellen da det meste av opex kommer til å ligge ganske flatt de neste par årene.
Lagde en grov skisse selv for noen uker siden selv som er ganske lik.
AZT handler da til rundt 19x ebit neste år inkludert cash buildup, og rundt 10x på 2028.
Dette er de laveste multiplene selskapet har hatt siden de begynte å tjene penger.
PAS kommentar etter CMD:
AZT hosted its capital markets day last Friday. Overall, the event provided a clearer overview of the company’s strategic priorities and market positioning.
Key highlights included the OXB presentation demonstrating strong performance data for M-SAN, Davies commented: “I can say I’ve not seen anything that can compare with M-SAN at the moment. It’s a bit of a standalone product”.
As well as a presentation on the emerging long-term opportunity within metagenomics.
No financial targets were presented, though management shared an illustrative example of the company’s operating leverage.
The scenario is broadly in line with our current assumptions, and we therefore leave our estimates unchanged. Overall, a positive event supporting our investment case. Buy reiterated, TP NOK 31.
9 Likes
Lite utdrag fra CMD hvor OXB lovpriser M-SAN.
Lee Davies: Why we were interested is because this nuclease from ArcticZymes has very, very
interesting operating ranges for specifically the Lentiviral vectors we’re working at. Unlike the
other commercially available nucleases, M-SAN operates very, very happily in the kind of pH
range that we like to work in our process, and also in the salt concentrations, the physiological
salt concentrations that our vectors prefer. Instead of operating a process a long, long way
away from the nuclease’s optimal activity, we’re now bringing that optimal activity and targeting
our process with it. There’s a real potential to improve our offering to the clients. I just wanna
step out again briefly to sort of say a little comment here about the supply from ArcticZymes.
Lee Davies: We do a lot of work around the world with new and interesting ideas for how we
can improve the process. Our main driver is delivering a product or a process to the clients as
fast as possible. We are looking for large-scale GMP manufacturing. Those clients are looking
for a product that can be produced at large scale in GMP very, very soon. We were very, very
impressed to find out that M-SAN was going to be available at the quality that we require for
GMP manufacturing, but also at the kind of scale that we can do. These are very large volumes
that are being used in these processes. Knowing that that was available gave us a lot of
confidence going into the investigations that should something good come out of it, we could
proceed with it very quickly, and that’s important for us.
Lee Davies: We can’t spend too much time on things that are never going to be suitable for that
GMP manufacture. Another point, we’re very impressed to find that ArcticZymes is also at the
same time were releasing an assay to measure the MSAN concentration. As a release
specification for our vectors, it’s important to be able to show that the nuclease has been
cleared from the process. Having a good to go assay that we could use within the process
saved a long time of developing one all by ourselves. A huge encouragement going up front
that we knew that this was a product should it work, we could transfer very quickly. Oh, dear.
We began optimization work on this process. The first thing we did was to use our standard
two-stage process with two nucleases.
Lee Davies: We took each of those steps and we replaced the nuclease with M-SAN, and we did
a huge range of optimization studies. Concentrations, co-factor concentrations, timings, all
those kind of things. We developed a process where it was very effective with both of those
nuclease steps in there using our small scale bioreactors we use for optimization. We went
back with this new design process with the M-SAN to look how it compares with the DNA
removal we’re seeing in our classic process. It’s fair to say it was very, very, very impressive.
For every batch of virus we produce, we have some very strict assays and specifications for
release. We have a number of different assays for DNA because it’s such an important
parameter.
Lee Davies: When we looked at the results from the first batch using the M-SAN, we were
incredibly impressed, and I think this is the data that Michael saw when he came to visit us two
years ago. In terms of the total amount of DNA in the final process, we had about a 10-fold
reduction. The plasmid DNA itself, so the DNA we add in the process, about a three-fold
reduction. When we look at different size fragments of DNA, which is quite important for what
we’re releasing, same impact on large bits of DNA, small bits of DNA. There was a real impact
on the DNA, and actually it was using the significantly lower amount of nuclease than we were
using before as well.
5 Likes
“For the manufacture of lentiviral vectors, OXB’s fast-track offering accelerates an industry-standard 12-18 month timeline to as little as nine months”.
Kan vel gjøre at volumene med enzymer fra AZT kommer opp litt raskere:)
6 Likes
Absolutt! dette sikter seg mot programmer i relativt tidlig fase der SAN er høyaktuell.
‘‘For emerging cell and gene therapy companies, viral vector development and manufacture represents a frequent bottleneck to clinical readiness, and issues can delay critical clinical milestones. The launch of our fast-track offering will make our proprietary inAAVate™ and LentiVector™ platforms accessible to a wider range of clients who are looking for an expedited route to GMP manufacture and the clinic, cutting industry standard development timelines by up to 50%.’’
50 % kortere tid for klienten = 50% kortere tid for større ‘‘kliniske’’ volumer for AZT
OXB virker mer og mer som den perfekte partnern for AZT i mine øyne.
5 Likes
Av 36.800 omsatte aksjer idag har altså Belvedere kjøpt 400 tusen av og kursen gikk litt ned👹
Noen som følger selskapet og er oppdatert? Hvorfor har selskapet falt fra kurs på 30 kr til 20 kr? Da det ser ut som de tjener gode penger og har et bra resultat.
Alt ligger til rette for et positivt 1Q. Presentasjonen de holdt i Stockholm viser hva de tenker og hvordan de posisjonerer seg for fremtidig vekst. Ja, de tjener penger, men det synes ikke å være viktig for mange. AZT er til å bli klok på, men de må nok overbevise markedet om at veksten er god og at den er bærekraftig. AZT er en spennende og, tror jeg, en meget god investering for alle oss som ikke forventer russiske prosenter hver dag.
1 Like
AZT handles for tiden med en P/E på 113, dette er høyt. Så det er priset inn høy fremtidig vekst. Noe selskapet ikke har klart og vise til de siste årene. Forhåpentligvis klarer de å snu denne trenden nå etter 2-3 magre år. Veksten må opp og og fortsette for og forsvare denne prisingen, men selskapet guider jo for dette så la oss håpe at vi nå får vind i seilene fremover. Så kan dette bli bra fremover, 7mai og Q1 vil gi oss en god indikasjon 
5 Likes
ArcticZymes Expands acib Collaboration and Joins CAARE Consortium to Advance Viral Vector Bioprocessing
3 Likes
ArcticZymes Technologies strengthens IP platform with new patent grant supporting expansion into RNA therapeutics manufacturing
7 Likes
Ser i årsrapporten at de hadde mål om en Lead pipeline på 220mnok - 280 mnok per end of year. Endte på Pipeline of 287 MNOK. Hvor mye av dette kan bli reelle salg tro?
5 Likes