Høres potensielt interessant ut - er det noen på forumet her som har innsikt i kvaliteten og nogenlunde realistisk potensiale for dette oppkjøpet?
Tipper det er få som kjenner selskapet de kjøper i særlig grad. Men Pledpharma har nå mye late stage assets, men de har også snart over 100 millioner nye aksjer, så det slår litt begge veier.
Dette oppkjøpet ligner jo mer på en reverse merger. Her må det komme en emisjon for å oppkapitalisere
Edit:
Takk, tek. 
Jeg er fremdeles så vonbroten av smellen jeg fikk i denne aksjen at jeg ikke orket å lese. 
Det står jo dette i pressemeldingen:
Köpeskillingen för aktierna i RTT består av en kontant köpeskilling om 60 MSEK, som finansieras genom egen kassa, som erläggs på tillträdet samt en aktiedel om 63 773 345 nyemitterade aktier i PledPharma. Säljarna av RTT har också rätt till dels en tilläggsköpeskilling som baseras på framtida nettoförsäljning av Emcitate, samt en tilläggsköpeskilling som utfaller vid en eventuell försäljning av en så kallad Rare Pediatric Disease Priority Review Voucher. Styrelsen i PledPharma har idag beslutat, villkorat av bolagsstämmans efterföljande godkännande, om en nyemission av 63 773 345 aktier till de nuvarande aktieägarna i RTT där betalning ska ske genom tillskjutande av apportegendom i form av aktier i RTT. Styrelsen har vidare beslutat, villkorat av bolagsstämmans efterföljande godkännande, om en fullt garanterad företrädesemission om cirka 200 MSEK samt att föreslå att bolagsstämman bemyndigar styrelsen att fatta beslut om en övertilldelningsoption om cirka 50 MSEK, se separat pressmeddelande för mer information.
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Tatt en spekulasjonspost i Pled pharma (Numera Egetis Therapeutics). Finn oppsummering her:
Teknisk fin trend.
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EGETIS THERAPEUTICS
Pareto upprepar köp för fokusskiftade Egetis (Finwire)
2021-01-19 10:43
Pareto Securities upprepar köp för Egetis Therapeutics, tidigare Pledpharma, baserat på den nya fokusinriktningen på sällsynta sjukdomar (Emcitate och Aladote), samt organisationsförstärkningen med Peder Walberg som spelat en nyckelroll i Wilson Therapeutics framgång.
I analysen uppger sig Pareto vara övertygade om att Emcitate når marknaden senast 2024. Baserat på den positiva fas 2-datan står Emcitate för 22 kronor av Egetis aktie under basscenariot, och 31 kronor om den godkänns.
För Aladote ligger samma siffror på 3 kronor per aktie och 13 kronor per aktie om läkemedlet godkänns.
Pareto har en 70 procent sannolikhet för godkännande av Emcitate i sin omnämnda prognos, medan den motsvarande för Aladate är höjd från 20 till 25 procent.
Paretos riktkurs på Egetis sänks med en krona till 21 kronor. Riktkursen uppges vara satt 20 procent under bolagets värde, mätt enligt SOTP-modellen, på grund av de tre år det tar för Emcitate att nå marknaden.
Egetis-aktien står i skrivande stund på 8,34 kronor.
Reno Santic
Nyhetsbyrån Finwire
https://twitter.com/finwire
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Nytt kursmål fra Redeye: Bear case 8 SEK, Base case 19 SEK, Bull case: 40 SEK
Egetis Therapeutics: An Attractive Late-Stage Orphan Drug Play
Redeye raises its base case for Egetis by almost 60 percent after a closer look at the project pipeline following the merger with Rare Thyroid Therapeutics (RTT). In our view, the current valuation does not fully reflect the transformation into a late-stage orphan drug developer or the quality of the portfolio. We see a high likelihood that flagship project Emcitate could become the first approved treatment for MCT8 deficiency, an ultra-rare severe thyroid hormone disorder, and a potential USD 1bn+ market.
EGETIS THERAPEUTICS: REDEYE HÖJER BASVÄRDERING TILL 19 KR
STOCKHOLM (Nyhetsbyrån Direkt) Analyshuset Redeye höjer det rimliga värdet för forskningsbolaget Egetis Therapeutics till 19 kronor, från tidigare 12 kronor, i ett basscenario.
Det framgår av en uppdragsanalys.
Inom spannet negativt (“bear”)- respektive positivt (“bull”)-scenario är intervallet 8-40 kronor.
Uppdragsanalys innebär att bolaget betalar för bevakningen. Analytikern äger aktier i Egetis Therapeutics.
Aktien steg omkring 6 procent till 7:30 kronor i den inledande handeln på tisdagen.
Egetis - et annet lite svensk pharma-utviklingsselskap med spennende pipeline og utbombet kurs.
Hentet nylig 180 mSEK på kurs 3,6 SEK.
Kursen vaker i dag rundt 3,2 SEK
Fra Redeye’s omtale av Q1 den 26. april
Overall, we believe that Egetis is now well-positioned to successfully advance Emcitate through its (potential) upcoming commercial phase. We reiterate our reassessed Base case valuation of SEK 17 (Bull case 35, Bear case 7).
[…]
Egetis started 2022 off in style, announcing an intent to submit an NDA in the US for Emcitate in mid-2023 following positive interactions with the FDA. This means that already existing data (along with data from a future small, randomized, controlled trial) could provide a basis for marketing approval for Emcitate also in the US. Furthermore, in February, the company hinted at a potential indication expansion with Emcitate as the company announced that the FDA had granted Orphan Drug Designation (ODD) to Emcitate for treatment of Resistance to Thyroid Hormone type beta (RTH-β). Subsequently, in March, the EMA also issued a positive opinion on ODD for RTH-β. With the condition being similar to MCT8-deficiency in many aspects, we believe there is a clear scientific rationale to expand the Emcitate program to RTH-β. We argue that It has the potential to add further shareholder value at relatively low risk.
After the end of the quarter, Egetis announced that the Triac Trial II had been fully recruited. Results from the trial are expected in the first quarter of 2024 and are scheduled to be submitted to regulatory authorities after market approval.
Regarding Aladote, the company announced that preparations for the pivotal phase IIb/III trial continue as the COVID-19 pandemic continues to make it difficult to initiate clinical studies in the intensive care setting. However, in January, The European Patent Office (EPO) issued a ‘Notice of Intent to Grant’ for a new patent that includes a combination treatment with Aladote and NAC, further enhancing the patent protection of Aladote until 2037.
Egetis capped off an eventful first quarter of the year by announcing that its board of directors has resolved a fully guaranteed preferential rights issue of approximately SEK 180m before the deduction of transaction costs. We published a research note in connection with the announcement where we provided our opinion on the rights issue (Here). The net proceeds are meant to finance the preparations for regulatory submissions for market approval in the EU and the USA for Emcitate, to initiate the establishment of commercial infrastructure in Europe and the USA, and pre-launch activities. Moreover, the rights issue also saw the company broaden its specialist investor base as Life science investment company Linc AB becomes a significant shareholder.
Company pres. mai 2022
Redeye 26. april 2022
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Penger på bok - og gjør klar for “the successful launch of Emcitate in 2024” i Nord-Amerika.
Egetis Therapeutics AB (publ) (Nasdaq Stockholm: EGTX) today announced the appointment of Sara Melton as President of North America. Ms. Melton will be part of the Company’s leadership team and brings over 20 years of commercial leadership experience in biotechnology, pharmaceutical, and medical device companies, including rare disease. She will be responsible for establishing and maintaining a successful presence of Egetis and its products in the United States and Canada, including building the infrastructure for Egetis North America, developing relationships with key national stakeholders, and recruiting a highly effective team to support all initiatives necessary for the successful launch of Emcitate in 2024.
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Smått imponerende 24% i dag!
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- juli 2022:
PAS biotech analyst Dan Akschuti interviewed Egetis Therapeutics’ CEO Nicklas Westerholm as well as board member & main shareholder Peder Walberg on the progress the company has gone through since its formation in 2020 and the exciting path ahead towards market approval in a currently untreatable rare disease affecting newborns.
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PAS:
Q3 report, silently moving towards final development stages
Egetis Therapeutics today released its Q3 report, which came as expected and with no new material information. At the capital markets day on October 13, the company gave a broad overview yet deep insight into its projects and strategy ( link to recording ). The number of treated patients remained stable compared to last quarter at over 160 by end of Q3 2022 (through named patient/ compassionate use programs). The cash burn rate has been increasing from SEK -35.3 in Q2 to SEK -42.7 (31.7) in Q3, which is related to the initiation of the 16-patient US registrational study that is expected to start any day now. Liquid funds are approximately SEK 190.1m and expected to last until Q4 2023. The stock remains highly undervalued, likely related to lack of newsflow at this point and the remaining development time, yet the path to market is clear and de-risked (we see a 75% chance of commercial success and a fully diluted potential upside to SEK 39). We therefore expect the share price to pick up sooner or later – the closer it gets to key regulatory milestones in 2023 & 1H 2024. We have a Buy rating on EGTX with a target price of SEK 24/share.
Bygger opp organisasjonen:
PAS’ kommentar: Attracting high profile commercial team incl. ex Biogen & Biomarin
Egetis Therapeutics today announced ten additions to its commercial and medical affairs team. All additions have a proven-track record in bringing some of the most successful rare disease drugs to the market such as Biogen’s Spinraza (peak sales in 2019 of USD 1.2bn), one of three drugs indicated for spinal muscular atrophy (SMA). Today’s news is an additional validation that Emcitate is moving towards commercialization in 2024. Based on existing clinical data and regulatory agencies feedback, we see Emcitate as highly de-risked and expect the share price to pick up the closer it will get to regulatory and commercial milestones. We reiterate our Buy rating on EGTX with a target price of SEK 24.