Isofol Medical All eyes on AGENT
The main event in Q4 2018 was the initiation of the pivotal phase III study, AGENT; the first patient has now been dosed in this study. Although there might be a slight delay in the top-line readout of AGENT, management’s estimated timing of a launch in 2023 is unchanged. In its Q4 report, the company highlighted that it could charge USD4,000 per patient per month in the US. This brings upside potential to our estimated price of USD3,000 per patient per month in the US. We reiterate our fair value of SEK18–49.
DNB Markets is the investment banking arm of DNB Bank ASA and is focused primarily on the Nordic region, as well as internationally on niches such as global shipping, energy and related services, and seafood. DNB Markets offers services in FICC, Equities and Investment Banking advisory from offices in Oslo, Stockholm, London, Singapore and New York. Equity research coverage is offered on c250 Nordic companies. DNB was ranked no.2 in Extel Nordic Research 2017. The DNB Markets’ Credit and FICC Macro & FX Research teams are repeatedly highly rated by Prospera Nordic Institutional Investor Surveys.
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