“We expect the programme in partnership with Verrica Pharmaceuticals to advance to Phase III trials in H2 2026”
Ja vel?
Får kanskje vite noe mer på onsdag når Verrica skal rapportere Q4. Får håpe de har noe mer konkret å si om tidsplanen og hvordan det går med å finne en partner.
Men DNB har fått vite noe før?! (Fra Lytix i så fall)
Eller er det bare en forventing de har? La oss håpe de har rett 
Jeg mener at Rekdal sa det på en presentasjon tidligere i vinter, men jeg oppfattet det som at det var noe han trodde.
Vi får ta det positive kortsiktige - DNB tar opp dekning i Lytix.
We initiate coverage of Lytix Biopharma, a clinical-stage biotechnology company developing novel cancer immunotherapies, with a fair value range of NOK14–18 per share. Its lead asset, ruxotemitide, is in mid-stage development for skin cancer indications. We estimate total peak sales potential of close to USD1bn by 2036–37. Key near-term events include clinical data readouts and potential advancement to pivotal studies, which we expect in H2 2026. The main risks to our outlook mainly relate to development delays.
Hva er det Lytix ønsker å oppnå med denne annonsen som til stadighet dukker opp i finansavisen:
Ja, det der er en pengebruk jeg aldri har sett biotek firmaer gjøre. Burde nok heller bruke ressurser inn mot institusjonelle investorer, eller rett og slett bare spare pengene.
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Q4-25 og FY rapport fra Verrica i dag:
“– Company is advancing VP-315, its novel oncolytic peptide, toward a Phase 3 program for basal cell carcinoma in 2026, further analysis supports abscopal effects and tumor size reduction in untreated lesions –*”
“We are also advancing toward pivotal Phase 3 studies of VP-315 for the treatment of basal cell carcinoma. VP-315 represents a unique opportunity to introduce a novel immunotherapy with potential abscopal activity that could become a primary or neoadjuvant, non-surgical treatment option for this large patient population…”
"VP-315
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On November 4, 2025, the Company presented new data on VP-315 from its Phase 2 trial in basal cell carcinoma (BCC) at the 40th Society for Immunotherapy of Cancer (SITC) Annual Meeting. The presentation revealed supportive immunologic mechanistic data that helps explain why VP-315 shrinks treated basal cell carcinomas in many patients (as evidenced by a 97% objective response rate and an 86% reduction in overall tumor size).
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The Company is now providing additional data on the abscopal response in 14 observed but not treated lesions from the Phase 2 study, which suggests immune system engagement. Specifically, 3 out of the 14 lesions had complete histologic clearance and there was a 67% overall reduction in tumor size across all 14 lesions. Additional details on this observation are being planned for discussion at a scientific conference later this year.
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On November 14, 2025, the Company announced that the FDA confirmed alignment with the Company’s plan for the Phase 3 program for BCC to encompass two placebo-controlled Phase 3 studies with approximately 100 subjects each and a primary endpoint of complete clearance as assessed at week 14. Based on the discussion with the FDA, the Company expects these studies will be adequate to support a New Drug Application filing, with long-term follow-up studies to be conducted as post-approval commitments."
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