Dypdykk her
Hørsholm, Denmark, November 19, 2021 – ExpreS2ion Biotech Holding AB’s affiliate ExpreS2ion Biotechnologies ApS (“ExpreS2ion") announces that Pareto Securities and Analysguiden have updated their respective research reports on ExpreS2ion in November, following the publication of Q3 2021 results. Pareto upheld its ‘buy’ rating with a target price of SEK 68 per share, while Analysguiden has increased its fair value estimate from SEK 55 to SEK 60 per share, based on an increased likelihood of approval.
Selvom den danske vaccinefabrik er blevet skudt til hjørne, har én af vaccineproducenterne fået mere ud af det end de andre fem: I august meldte Sundhedsministeriet ud, at Bavarian Nordic får 800 millioner kroner til udviklingen af en coronavaccine.
Den beslutning er – i modsætning til en dansk fabrik – fornuftig, mener Nils Strandberg Pedersen. Han kalder det “en lodseddel, der er værd at investere i”.
For selvom mRNA-vaccinerne har vist sig at blive de første vindere i vaccinekapløbet, kan andre vaccineteknologier på længere sigt vise sig at have fordelen, eksempelvis i form af længerevarende immunitet.
- Vi har jo masser af mRNA-vacciner, selvom vi ikke selv har fabrikken og gudskelov for det. Nu er spørgsmålet så, om vi kan finde en bedre teknologi på sigt, siger han.
Vaksinen vår viste bra beskyttelse mot delta da den kom. Antar den viser til like god beskyttelse mot den nye omikron varianten.
FaseII dataene kan komme inn når som helst fra neste uke av.
Spår åpning rundt 50 til mandag.
Her snakker Rolf om disse variantene som dukker opp, og om hvor bra vaksinen vår fungerer på samtlige. (Fra 19:40)
Mye gull i denne presentasjonen om noen har tid til å se hele, og tåler dansken
Hørsholm, Denmark, November 29, 2021 - ExpreS2ion Biotech Holding AB (“ExpreS2ion”) will participate and hold presentations at key investor events in December. These include events hosted by Aktiespararna and HC Andersen Capital in collaboration with Nordea Markets.
EXPRESSION BIOTECH
INVÄNTAR COVID-19 VACCINRESULTAT FAS 2 - VD (Direkt)
2021-12-02 10:13
STOCKHOLM (Nyhetsbyrån Direkt) Forskningsbolaget Expression Biotech väntar under december på de första resultaten i fas 2-studien kring vaccinkandidaten ABNCov2. Vaccinkandidaten beskrivs av Expression Biotech i presentationsmaterialet på Stora Aktiedagen som det bästa covid-19 vaccinet.
“Det kommer naturligtvis att bli mycket spännande”, säger Expression Biotechs vd Bent Frandsen på torsdagen under sin presentation vid Stora Aktiedagen arrangerad av Aktiespararna.
Expression Biotech förväntar sig enligt Bent Frandsen “resultat vilken dag som helst”.
https://www.avanza.se/placera/telegram/2021/12/02/expression-biotech-invantar-covid-19-vaccinresultat-fas-2-vd.html
Da var dataene på plass!
CEO Bent Frandsen comments:
“These excellent topline results from the Bavarian Nordic-sponsored on-going clinical Phase II trial confirm that the ABNCoV2 vaccine is able to boost COVID-19 immunity to levels associated with a high efficacy regardless of the antibody levels prior to the booster dose, and that is very encouraging. It is evident that there is a strong global need for an improved vaccine providing a more robust and long-lived level of protection, and ABNCoV2 has so far proven to have just the right profile to meet this demand.”
Results from the two other study groups in the Phase II trial are expected during the first quarter of 2022. In parallel, Bavarian Nordic is also preparing for a Phase III trial of ABNCoV2, expected to be initiated in the first half of 2022 pending final feedback from the regulatory authorities.
Tja det her var et jævlig trist skue. Forventa ikke at dagen skulle gå sånn…
Pareto
ExpreS2ion reported very positive topline results for the Phase II trial evaluating the ABNCoV2 vaccine for COVID-19. The topline results confirm the vaccine’s excellent profile as a non-adjuvanted universal COVID-19 booster vaccine, in our view. What is interesting is that we can see positive results across the major variants, including Delta, though Omikron has not been studied yet. With Phase III funding no longer an issue, and great Phase II topline data, the ABNCoV2 project has a significantly higher chance of success. As a result of reaching this milestone, we increase our LOA for this project from 47% to 65%. We increase our target price to SEK 79 per share (from SEK 68) and reiterate our Buy recommendation.
Hørsholm, Denmark, December 22, 2021 – ExpreS2ion Biotech Holding AB’s affiliate ExpreS2ion Biotechnologies ApS (“ExpreS2ion") announces that its capsid virus-like particle (cVLP) breast cancer vaccine candidate ES2B-C001 demonstrated strong tumor-growth inhibiting effect in a mice model, thus reaching an important pre-clinical milestone ahead of schedule. Additionally, anti-HER2 antibodies from these studies were found to effectively inhibit tumor growth in human cancer cells. The therapeutic vaccine is being developed towards first in human clinical trials in 2023.
ExpreS2ion Biotech Holding - Exciting topline preclinical results for ES2B-C001
ExpreS2ion Biotech announced exciting topline proof-of-concept preclinical results for its HER2-cVLP breast cancer vaccine, ES2B-C001. The results show that ES2B-C001 has a strong therapeutic potential, breaks HER2 tolerance and targets HER2 positive tumors. We regard this an important milestone as the company prepares the project for clinical development. We expect Phase I study to begin in 2023, on track with previous guidance. The key differentiator would be success treating HER2 breast cancer with trastuzumab-resistant patients. The recently announced results appear to support this aspiration. As a result of the milestone reached, we increase ES2B-C001 LOA to ~4% (from ~3%). We increase our target price to SEK 88 per share (from SEK 79) and reiterate our Buy rating.
LOA fra 3%-4% ga 9kr utslag . Viser hvor mye potensiale denne brystkreft vaksinen har.
Men men, enda en positiv nyhet. Da vet vi hvor kursen går
ExpreS2ion reported Q4 2021 figures. For the quarter, the operating income
declined -16%, though this was primarily influenced by lower grant revenues
compared to last year and a changing CRO business model, as was the case
in the last few quarters. The company’s cash position has remained solid and
now stands at SEK 138.9m. The remaining Phase II data of the COVID-19
vaccine candidate data was announced on February 28th, which confirms
positive results published earlier. As a result, we have increased the LOA of
the project to 81%. We have also adjusted the timeline of the breast cancer
vaccine project, pushing the start of Phase I trial and other subsequent
milestones by a year, which has resulted in a minor impact to the share price.
Finally, we have modeled in an increase in costs expected in the near term.
We increase our target price to SEK 99 (from SEK 88) and reiterate our Buy
recommendation.
Vender vi opp herfra da
Her rant det på litt volum brått
Hør fra 36:48. Ganske alvorlige anklagelser han kommer med ang MRNA vaksinene.