Jeg tror Spark bruker samme tankegang. Lav upfront, større milestone. Win win.
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Endelig går kursen i riktig retning
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Fylte på litt selv i dag. Før inngåelse av avtalen fra det jeg kan se så var selskapsverdien omkring MSEK 125 . Hvis en hadde kjørt emisjon i stedet for avtalen for å hente 8.5m usd så ville utvanningen gjort at selskapsverdien verd ca. MSEK 197 om den hadde vært tegnet på samme kurs (da er ikke omkostninger inkludert). Med selskapsverdi nå så er resterende del av avtalen mottatt av markedet til en verdi av ca. MSEK 55 .Det henger ikke helt på greip spør du meg. Derfor jeg bruker muligheten til å akkumulere. Kommer til å forsøke å fortsette med det så ofte som jeg har muligheten til det.
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Husker du cashbeholdning ved q2 rapport?
82 mill
Jøss, det føles nesten litt rart med grønn farge på Combi og 4,5% opp.
Håper dette er snupunktet, da volumet har stilnet veldig etter at alle aksjen i prinsippet har byttet eiere 3 ganger siste uker
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Da smeller det kanskje opp neste uke? 
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It is hope in a hanging snore 
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COMBI virker veldig spennende etter avtale - spesielt nå som MCAP kun er 260M-ish. Generelt har jeg tro på genterapi vil utgjøre en forskjell i fremtiden.
Men jeg har problemer med å forstå hvorfor MCAP kun er 260M etter anerkjennelse og avtale.
Riktignok ikke all verden upfront, men Spark bidrar også med viktig kompetanse og dekker deler av utviklingskostnader. Spark ser heller ikke ut til å inngå avtaler i “øst og vest” så et viss kvalitetsstempel vil jeg tro denne avtalen er. Burde også fjerne emisjonsfrykten for en stund.
Så hvorfor priser markedet dette som om det er “snake oil”?
Ja det er risiko, Ja det er “langt” frem i tid etc. etc. Men sånn er jo biotech.
Hvor er elefanten jeg ikke ser?
(Har ikke fått satt meg skikkelig inn i caset, så takker for input),
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For min del har elefanten i rommet hvert finansiering. Det at aksjonærene har hatt emisjoner for å finansiere har lagt trykk på aksjen lenge. Nå som avtale er på plass så stiller jo dette seg veldig annerledes. Nå vil lisenspenger komme rullende inn så lenge de oppnår milepælene. Forhåpentligvis kan det begynne å rykke igjen når det kommer ny nyhetsstrøm. Teknologien er utrolig spennende.
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Noen andre som har problemer med nettmegler i dag? Aksjen pleier alltid å være rød i oversikten, men vises nå som grønn.
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Sliter med det samme.
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CombiGene’s Horizon 2020 project successfully completed
Paved the way for the agreement with Spark Therapeutics
STOCKHOLM, November 1, 2021 — On May 15, 2018, Horizon 2020, the EU framework for research and development, announced that it had decided to invest EUR 3.36 million in CombiGene’s continued development of the gene therapy candidate CG01, developed for the treatment of drug-resistant epilepsy. The Horizon 2020 grant was extremely important for CombiGene as it meant that CG01 could continue to be developed without delay according to the original plans. The Horizon 2020 project was completed on July 31, 2021, and CombiGene has now received the final payment of approximately EUR 500,000 from Horizon 2020 after the final report of the project was approved.
“The fact that Horizon 2020 chose to invest in CombiGene’s epilepsy project has had a huge impact on the development of this project,” says Karin Agerman, Chief Research and Development Officer at CombiGene. “Firstly, the money meant that we could continue to run the CG01 project according to our original plans, secondly, the grant from Horizon 2020 provided the project with a very significant quality stamp as Horizon 2020’s decision was based on an assessment of the quality of our research and our preclinical work, our organization and competence, and our commercialization plan. In other words, you can draw a straight line from Horizon 2020’s decision of May 15, 2018, to October 12, 2021, when CombiGene signed the exclusive global collaboration and licensing agreement for CG01 with Spark Therapeutics. Both of these days represent very significant milestones in CombiGene’s development as a company.”
In addition to creating the prerequisite to run CG01 through the preclinical studies, the Horizon 2020 grant have also contributed to CombiGene being able to deliver on the other goals set in the Horizon 2020 project, namely, to strengthen the company’s competence (the company has expanded from two to seven employees), inlicensing of another project (the lipodystrophy project CGT2 was inlicensed in October 2019) and find a partner for CG01 (exclusive collaboration and licensing agreement with Spark Therapeutics 2021).
The first payment of approximately EUR 1.5 million from Horizon 2020 was made on September 7, 2018. The second payment of EUR 1.21 million was made on November 19, 2019, when CombiGene’s project report presented clear and important progress in the project. A third payment of EUR 130,000 was made on November 17, 2020. The Horizon 2020 project was completed on July 31, 2021. The remaining sum of approximately EUR 500,000 has now been paid out, following Horizon 2020’s evaluation. This means that CombiGene’s Horizon 2020 project is now fully completed and that CombiGene has received the full grant of EUR 3.36 million.
“Thanks to the grant from Horizon 2020, we have been able to develop CombiGene as a company over the past three years. This, in turn, has enabled us to achieve the value-creating milestones that have made the CG01 epilepsy project really attractive to the international pharmaceutical industry and that led to our agreement with Spark. Without the funding from Horizon 2020, this journey would have taken considerably longer,” concludes Karin Agerman.
About CG01
CG01 is a unique gene therapy candidate aimed at a large patient population to solve a global need in epilepsy treatment. Epilepsy is a major global medical problem with approximately 47,000 drug-resistant patients with focal epilepsy estimated to be added each year in the US, EU4, UK, Japan, and China. CG01 is in a late preclinical stage, and the production platform, jointly developed by CombiGene and its partners Cobra Biologics and Viralgen, satisfies all quality requirements and is scalable to meet all future needs, from limited volumes for preclinical and clinical trials to full commercial production.
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Man har ganske god grunn til å være optimist for at de kommer seg i klinikk. Horizon → avtale med Spark/Roche → klinikk.
Selskapsverdien reflekter liten til ingen optimisme (enda). Tvert i mot.
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Ser ut til å være i orden igjen idag Holmes:
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Bra! Snakket med support og de sa flere hadde reagert og at dette var høyt prioritert.
Veldig godt å høre at de står på for kundene sine 
Men nå er det gæærnt igjen 
Just nu är vi lägre än för 12 månader sen, när Combi i princip var bankrutt.
Mycket vatten har passerat under broarna och finansiellt och fundamentalt är bolaget starkare än någonsin.
- Stor avtal med Roche
- ~150-60 miljoner i kassan
- Fortsatta studier i cg01 är förfinansierade
- Patent har godkänts i flertalet länder
- Godkänt resultat för slutlig betalning från EU Horizon
- CGT2 nära genombrott
Slutsats: skänk bort aktierna
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