I’ll take 225 billion dollars any day!
Godt nyttår! 
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PAS:
Chinese health authority recommends Nefecon for priority review
Calliditas China partner, Everest Medicines, today announced that the Chinese health authority recommended Nefecon’s new drug application (NDA) for priority review. This renders approval of Nefecon in China most likely in Q3 2023 and latest Q4 2023 – if no unexpected regulatory delays occur. We have not yet included China in our forecasts, this comes as additional upside to our estimates. We have a Buy rating on CALTX with a target price of SEK 300.
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REDEYE RESEARCH NOTE
Calliditas: An approval in China during 2023 is now more likely
2022-12-30
13:19
Calliditas partner in China (including South Korea, Hong Kong, Macau, Taiwan and Singapore) Everest Medical has announced that the Center for Drug Evaluation in China has recommended a Priority Review for Nefecon.
Johan Unnerus
The recommendation is interesting as the CDE and NMPA authorities have improved the regular handling times for new drugs in China due to increased resources and higher ambitions. The regular review times have been more than halved to around 200-300 days recently.
If Nefecon can take advantage of a priority review status, we can expect the processing time to be reduced below 200 days, possibly as fast as around 130 days or even faster. We can look forward to confirmation regarding this status, perhaps already, by Everest’s next planned call regarding a new Corporate Strategy Conference Call on the 3rd of January, 2023. Eventually, Everest may also communicate some NMPA feedback milestones during this process, such as the technical review process towards the end of the priority review process. Nefecon has an advantage as it has a local partner, approval in both US and Europe, and solid international clinical support. Specific studies in China are unlikely to be required.
In summary, Calliditas and Everest have an improved probability of securing approval during 2023, and Everest could also be in a position to initiate the launch in China in late 2023. We expect a moderate positive reaction ahead of the approval in China. Our Base case value proposition is SEK 280 (our Bear case is SEK 125 and our Bull case is SEK 450)
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Stada omsætning af Kingpeyo
Oktober € 125k
November € 330k
December € 407k
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Fin vekst, fortsetter det slik kan det også bli penger å regne med i CALTX-regnskapet.
STADA is also obligated pay tiered royalties on net sales expressed as a percentage between the low twenties and the low thirties.
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Hvor kommer disse tallene fra?
Helt officielle tall, men det er dyrt at få adgang til disse.
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Takk for at du deler! 
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Hvor får du tak i short-stats? Kan jo virke som den kanskje reduseres noe når vi nå forsøker å snike oss over SEK100.
Det begynner å nærme seg kvartalsrapport etterhvert nå, regner med de ikke ønsker å sitte short når vi mest sannsynlig får vår første positive bunnlinje et kvartal…
https://www.fi.se/en/our-registers/net-short-positions/emittent/?id=549300PVPZO8TNT76B58
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Mere fra Discorden:
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Shorten reduseres ytterligere, fra 1,6% på fredag(?) til 1,42% i dag:
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Hei
Hva sier TA? Jeg har ikke peiling, men ser det ikke bra ut?
God kveld
Aksjen har gått mye sideveis siste året, men har hatt en fin stigning siden slutten av oktober i fjor.
Aksjen kan pga. av makro og generelt børsfall internasjonalt falle kortsiktig tilbake noe som også kan synes på indikatorene.
Videre så vil nok gapet opp til 107,70 helt bli lukket når aksjen begynner å stige igjen, men møter noe motstand ved forrige topp kr 115.
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For en som ikke har peiling på TA ser det ut som at et mikrogap har blitt lukket, jeg er meget godt fornøyd med at vi fortsatt er godt over 100-lappen, men jeg håper vi får en runde oppover nå.
Men jeg forholder meg til det fundamentale, så jeg bryr meg ikke så mye om mindre endringer opp eller ned.
Det sagt tror jeg ikke vi får den store oppturen før shortpakket har fått redusert, det har vært tildels mye kapital (flere hundre mSEK) short i aksjen med tilhørende algoritmer…
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