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EUR 93.41
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The company has three clinical-stage assets, SHP2 inhibitors (JAB-3068 and JAB-3312) and BET inhibitor (JAB-8263).
The SHP2 inhibitors show a synergistic effect with PD-1 and KRAS inhibitors in pre-clinical studies but not efficacy as monotherapy in clinical trials. The out-licensing agreement to AbbVie, with a total payment of up to USD 855m plus sales royalties, is significant for a China biotech company.
Its BET inhibitor (JAB-8263) is also in the early stage of clinical development which demonstrated strong affinity and anti-tumor activities as compared to benchmark products.
We think both the management team and investor backing is strong. Besides the efficacy of the JAB-3068, we are concerned about the long lead time to commercialization which is as late as 2025.
Jacobio (加科思药业) Pre-IPO - Right team but long time to market
Jacobio is a clinical stage China biotech company with a focus on small molecule oncology drugs. The company was founded by Dr. Wang, co-founder of Betta Pharma, and aims to raise up to USD 400m.The company has three clinical-stage assets, SHP2 inhibitors (JAB-3068 and JAB-3312) and BET inhibitor (JAB-8263).
The SHP2 inhibitors show a synergistic effect with PD-1 and KRAS inhibitors in pre-clinical studies but not efficacy as monotherapy in clinical trials. The out-licensing agreement to AbbVie, with a total payment of up to USD 855m plus sales royalties, is significant for a China biotech company.
Its BET inhibitor (JAB-8263) is also in the early stage of clinical development which demonstrated strong affinity and anti-tumor activities as compared to benchmark products.
We think both the management team and investor backing is strong. Besides the efficacy of the JAB-3068, we are concerned about the long lead time to commercialization which is as late as 2025.
Underlying
Jacobio
Provider
Aequitas Research
Aequitas Research is a leading ECM research firm with a focus on IPOs and placements/follow-on offerings across the Asia Pacific with deal size of over USD100m.
Since 2015, we have covered 400+ IPOs and 450+ placements with a hit rate of 73% and 65%, respectively. We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic analysis.
Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis. We also provide a more quant driven analysis on placement/follow-on offerings.
Markets that we cover include:
Hong Kong,
China ADRs,
India,
Japan,
Australia, and
ASEAN.
Hong Kong,
China ADRs,
India,
Japan,
Australia, and
ASEAN.
Ke Yan
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