Seige greier om dagen, er snart på all time low til tross for høynet kursmål og nye avtaler og publikasjoner.
Har markedet mistet tålmodigheten med Spark og frykter ny emisjon grunnet at de satser andre steder i mellomtiden som krever mer cash før Spark kommer med milestonespayment?
Ikke godt å si. Er vel litt sektor som styrer også kursen. Synes det er merkelig at selskapet som allerede har landet big farma avtale med royalties, milestones og dekket kostnader for hovedprosjektet sitt ikke skulle ha større interesse. Nå muligens vente til de blir mer konkrete på inngang mot klinikken før det begynner å få skikkelig vann på mølla. Vil tro når milestonepayments begynner å dukke opp på tallene at det blir litt mer interesse blant aksjonærer til å ta plass her. Mystisk at selskapet er priset til hakket overkant av pengebeholdningen i den gode situasjonen de er i for øyeblikket.
Kan vel være så enkelt som at det er genterapi som er spacet, der tar man ingenting for gitt før safety og data foreligger, antar jeg.
Dette er nok ene og alene triggeren som kan løfte det ja, men siden den ferskeste analysen, type kjøpt (?),legger til grunn friske salgsinntekter og royalties allerede i 2027 ( 13 milliarder) bør de vel snart komme seg til klinikken i US og Europa?
Får jo satse på det. Siste spørsmålet Jan Nilsson fikk på Aktiedagen som var 14 mars i år var hva den neste milepælen han trodde aksjonærene kunne vente på så svarte han at han håpte på at det ville være fra Spark samarbeidet, så må jo bety at det er noe rundt epilepsi prosjektet som nærmer seg nye oppdateringer.
Det som er så fint når innsidere «tror» er vel at de stort sett vet…
Takk for sitatet, får vel legge til noen flere aksjer til uka da (basert på min risikoappetitt, ikke fordi du «hausser» caset 
Kommer ny presentasjon på aktiedagene 15 mai. Forøvrig trivelig utvikling på kursen for tiden.
Noen som visste litt mer enn de andre kanskje
Herlig oppdatering!!
Since the beginning of 2023, CombiGene and the Danish company Zyneyro have jointly developed the pain program COZY. The goal is to develop an effective treatment for severe chronic pain, a common and often difficult to treat condition. The program consists of two projects – a peptide treatment (COZY01) and a gene therapy treatment (COZY02), both of which are based on a new mechanism of action for pain-relieving treatment.
Both the peptide and the gene therapy are being developed for treatment of severe chronic pain conditions, the gene therapy is reserved for patients where the possibility of spontaneous reduction of chronic pain is judged to be limited (or unlikely). The peptide-based therapy is expected to be ready for human studies within a few years, while the gene therapy will need a few more years to reach the same point in its development.
Selection of partner for COZY01’s pivotal preclinical toxicology program
Since the collaboration with Zyneyro began at the beginning of the year, the level of activity has been high. After the companies’ first joint steering group meeting, work has intensified regarding preparations for the pivotal preclinical toxicology program in the peptide project COZY01. The preparations include, among other things, the ongoing selection of the company that will produce the material for the pivotal preclinical toxicology program and the company that will conduct the toxicology program. Choosing the right partners is an extensive task that has long-term and important consequences.
Early interest from NIH
An independent evaluation of the potential of COZY01 as a future pain treatment is ongoing at the National Institutes of Health (NIH) in the US, in a government-funded program (Preclinical Screening Platform for Pain, PSPP) aimed at finding non-opiod-based pain relief options that are not addictive or result in tolerance development.
COZY01 has undergone the first level of three and has been selected to move on to the next level where the substance will be tested in different pain models as well as for any disturbances in behavior and motor activity.
During the first quarter of the year, CombiGene and Zyneyro worked on preparatory activities for the next level.
“The fact that COZY01 has already been recognized by the NIH is of course extremely encouraging and points to the great need for new forms of pain relief. COZY01 has passed the first of three levels in the PSPP program and has moved on to the next level where the substance will be tested in different pain models and possible neurological side effects. It is also very gratifying to note that CombiGene and Zyneyro have quickly established a very good collaboration and that the pace of the project is now high and focused on the upcoming pivotal preclinical toxicology program,” says CombiGene’s CEO Jan Nilsson.
About the pain program COZY
Chronic pain can be devastating for those affected. The disease also leads to enormous costs for society. Between six and eight percent of the adult population is estimated to suffer from severe chronic pain, and the societal costs of chronic pain are estimated at USD 635 billion annually in the US alone.[1]
Conventional treatment consists mainly of anti-inflammatory drugs, antidepressants, anticonvulsant drugs and opioids (a group of substances with a morphine-like mechanism of action).
The problem with these treatments is that they are not specifically developed to treat chronic pain. The pain relief that is achieved therefore often has a number of debilitating side effects such as substance abuse problems, depression, anxiety, fatigue, reduced physical and mental ability.
The COZY program is being developed to address these enormous challenges by offering effective pain relief without the problems that today’s drugs can bring.
Nytt nyhetsbrev nettopp lagt ut fra CombiGene.
Nye krefter på vei inn
According to succession plan som de skriver.
Noen som har satt seg godt inn i den?
For me as Chairman of the Board of CombiGene, it is very satisfying that we are now carrying out this change of CEO in accordance with pre-established succession plan. Together with the rest of the Board and all employees at CombiGene, Peter Ekolind and I are looking forward to continue the development of the Company into an increasingly stronger and attractive gene
Corden mener dette kan ha noe med saken. Ceos nye rolle her
Ellers er folk forventningsfulle at ny kost kan kommunisere og få frem verdiene bedre.
Så må vi ta høyde for at det kommer noe negativt om Spark? Bør ev komme raskt, vil jeg tro, slik at ny Ceo ikke får det på sin vakt.
