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Dette med at folket i Redeye sikter til USD 1.2BN licensing deal, hvor kommer dette fra?
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Catalyst Potential
About
One or more catalysts is likely to have a major positive stock price impact in the next six months
1
0-6 months
3
6-12 months
0
12-18 months
View expected catalysts
Expected Catalysts
H1 2024e: Phase II INITIUM top-line data
2024e: UV1 licensing deal
We believe it likely that Ultimovacs will sign a global licensing deal for UV1 worth up to USD1.2bn in 2024e. We estimate the deal could close before DOVACC and FOCUS read out, contingent upon positive readouts from INITIUM and NIPU. Licensing partners usually want to partake in pivotal trial design, and so we expect a licensing deal following positive INITIUM and NIPU top-line data and ahead of pivotal trials in malignant melanoma and mesothelioma. Notably, Ultimovacs already has two trials featuring supply agreements with BMS and AstraZeneca, and so it is likely already on some Big Pharma radars. Additionally, the company has openly stated that a partnership could maximize UV1’s potential. A Big Pharma partnership would give Ultimovacs access to extensive commercial and financial resources for UV1’s ongoing development. Still, Ultimovacs could conduct further UV1 clinical development in-house if no attractive deals were available, albeit likely with a slimmer ph III trial pipeline.
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