Edison Investment Research - Basilea Pharmaceutica AG (BSLN) Basilea Pharmaceutica - Multiple catalysts on the horizon

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Edison Investment Research

Sean Conroy

Basilea Pharmaceutica - Multiple catalysts on the horizon

Basilea has provided an update on the three ongoing derazantinib Phase II trials (FIDES-01/02/03) that will define its utility in iCCA (bile duct cancer), urothelial cancer (UC) and gastric cancer (GC). Importantly, updated data from the open-label FIDES-01 study confirm encouraging efficacy in iCCA patients with FGFR2 gene fusions. Derazantinib’s value lies in its unique MOA (FGFR inhibition plus CSF1R activity) and favourable safety profile, which suggests it could enable synergies with other therapies. While we forecast its first route to market in 2023 in iCCA, multiple data readouts expected in 2021/22 from FIDES-02 (UC) and FIDES-03 (GC) will determine combination strategies and its potential differentiation from the competition. We maintain our valuation of CHF1.17bn or CHF99 per share.

04/06/2021 1 EN

Underlying

Basilea Pharmaceutica AG

Basilea Pharmaceutica is an integrated biopharmaceutical company engaged in the discovery, development and commercialization of pharmaceutical products for the treatment of bacterial infections, fungal infections, oncology and skin diseases. Co. focuses on antibiotics and antifungals as well as oncology and dermatology drugs. Co.'s portfolio spans from innovative early-stage through clinical late-stage drug candidates to a marketed product. In the context of its international commercialization organization, Co. has subsidiaries in Denmark, France, Germany, Italy, Spain and the United Kingdom.

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CH0011432447 Six Swiss Exchange Switzerland

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Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Sean Conroy

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