Det er et scenario som er så langt frem i tid at man vanskelig kan bekymre seg for det nå? Eventuelle «gjennombrudd» må forskes frem fra preklinisk til fase 3. Det tar mange, mange år. Og da er vel patenter mv. utløpt uansett. Det er Cevira som er gullkalven til Asieris, som de får godkjent innen veldig kort tid (får vi håpe) og som de skal prøve å tjene seg rike på.
Kunne også være fordi folk er fornuftige, og at mange af os allerede nu har investeret det max beløb, vi ønsker at investere i en enkeltaktie.
Korrekt at der er meget store muligheder for kraftig kursstigninger, især ved Cevira godkendelse.
Men selv om alt tyder på dette, så er der en lille risiko, og tænker at vi belært af erfaring, ikke køber mere end for det beløb vi ser som max risikoen - selv om det er fristende at købe mere , her ved kurser under og omkring 50
Jeg er skeptisk til kinesiske selskaper og svært negativ til kinesisk politikk og intensjoner. Egentlig vil jeg ha minst mulig med det landet og gjøre.
Nå har jeg dessverre blitt helt avhengig av eventuell suksess for Asieris hvis jeg skal komme meg ut av PHO investeringen på en akseptabel måte.
Merlin hadde i mine øyne et relativt uskyldig innlegg tidligere i dag om at kursen på Asieris fortsatt stiger og et spørsmål om godkjenning kan være nært forestående,
Det har blitt for sterk kost for en eller annen og derfor rapportert og skjult. Antagelig for hausing. Takhøyden og toleransen er da som i en krypkjeller.
Hva skal man da si om den endeløse rekken av PHO-aksjonærer innen trøste og bære-segmentet som konstant bedriver baising av sin egen investering. Det har vi alltid toleranse for - og det bør vi også ha. Selv når PHO-skepsisen er gjentatt til det kjedsommelige og ikke bringer noe nytt til torgs.
Men denne tråden må være den mest underlige på TI - og trolig et uttrykk for menneskenaturens kompleksitet.
Det er uansett ikke mulig å se ut av kursen til Asieris at markedet driver og priser inn noen aksellerert godkjennelse, tvert imot er det nesten umulig å se forskjell på chartet til Asieris vs Shanghai composite index. (Enkeltaksjen med hakket større utslag skal sies.)
Based on Asieris’ existing commercialization team and business network, we will continue to seek products that are commercialized or near-commercialization in Asieris’ advantageous therapeutic areas (urological diseases and women’s health), with the aim of maximizing product potential and creating sustained value and growth momentum for Asieris and our partners.
Out-Licensing
A variety of innovative products, seeking global market partners
APL-1702 is the world’s first-in-class non-surgical treatment for cervical HSIL with its efficacy proven in a randomized, double-blind, controlled international phase III trial.
Between November 2020 and July 2022, a total of 402 eligible patients from various countries, including China, Germany, the Netherlands, were randomized and enrolled in the international multi-center phase III clinical trial of APL-1702. Regarding the primary efficacy endpoint, the response rate in the APL-1702 treatment group was 89.4% higher than that in the placebo control group (41.1% vs. 21.7%, p = 0.0001),indicating a remarkable therapeutic effect. Additionally, APL-1702 showed an improved clearance rate of high-risk HPV16 and/or HPV18, with a 103.9% increase in the APL-1702 treatment group compared to the control group (31.4% vs. 15.4%)1. The incidence of treatment-emergent adverse events (TEAEs) was comparable between the treatment group and the control group, with the majority being mild and self-healing without requiring intervention. The occurrence rates of treatment-related adverse events (TRAEs) and serious adverse events (SAEs) were both low in both groups.
• The response rate increased by 89.4% compared to the placebo control group, with a low incidence of adverse events;
• This product has clinical treatment value for the long-term management of precancerous lesions of cervical cancer, public health value for the prevention and control of cervical cancer, and social value for protecting women’s fertility.
• It heralds a potential paradigm shift in the treatment of precancerous cervical lesions.
• The New Drug Application (NDA) for product APL-1702 has been accepted by the National Medical Products Administration (NMPA) in May 2024.
Actively seeking collaborative opportunities for overseas market development.
Strategic Partnership
Explore diversified collaboration models across all phases.
October 24th stock market must-read: Yahong Pharmaceutical (688176) discloses the latest institutional research information
Establishment of the commercialization team :
The company established the Women’s Health Division in early 2024 to be responsible for the domestic commercialization of the core product PL-1702 and the expansion of the gynecological product pipeline. As of the disclosure date of the 2024 semi-annual report, the core members of the Women’s Health Division, the core managers of the Marketing Department and the Government Affairs Department, and the regional excellent listing team have been recruited. All team members have rich work experience in the field of gynecology and many years of work experience in first-tier multinational pharmaceutical companies.
Pricing strategy :
In the future, APL-1702 will be priced based on multiple factors such as the comprehensive cost of traditional surgical treatment, the product’s own innovation and pharmacoeconomic evaluation, and the patient’s ability to pay
Market space :
According to Frost & Sullivan’s analysis, the number of HSIL patients in the world and China is expected to reach 16.6 million and 2.2 million respectively in 2030. With the popularization of two cancer screening and cervical cytology examination, more and more patients with cervical precancerous lesions are detected in their precancerous stage, and the number of patients is expected to continue to increase.
Overseas development plan :
The company plans to submit a pre-marketing communication application to the European Medicines Agency in the fourth quarter of 2024, and expects to communicate with the US FDA in 2024 on the design of the registration clinical program in the North American market, and submit an application for a registration phase III clinical study in North America in due course, while actively seeking opportunities for PL-1702 to cooperate in the development of overseas markets
Safety of photodynamic therapy : Compared with existing treatment options, PL-1702 will not damage tissues near the cervix when used, and no related situations have been observed in clinical practice