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Nefecon receives UK market authorization
Calliditas Therapeutics today announced that Nefecon, sold under the brand name Kinpeygo in Europe, received market authorization in the UK. This follows the EU commissions authorization granted in July 2022. The European pharma partner STADA will be responsible for the UK launch as for EU and Switzerland. Yet another milestone delivered by Calliditas and that in an eventful month. We expect the competitor Sparsentan to be either delayed or rejected by the FDA on February 17 or before if the agency does not suddenly change its behavior. If anyways approved, we see Sparsentan as a second choice due to lack of kidney filtration data and blackbox warning requiring a risk evaluation and mitigation (REMS) related to risk of liver toxicity (for more details on Sparsentan see our previous notes). In addition, we expect Calliditas to report 2022 full year sales of Nefecon around USD 43m. We reiterate our Buy rating on CALTX with a target price of SEK 300.***