Edison Investment Research - Basilea Pharmaceutica AG (BSLN) Basilea Pharmaceutica - Strategic streamlining – sale of oncology assets

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Edison Investment Research

Sean Conroy

Basilea Pharmaceutica - Strategic streamlining – sale of oncology assets

Management continues to execute its strategic plan and has announced the sale of its novel poly (ADP-ribose) glycohydrolase (PARG) inhibitor discovery programme to Nodus Oncology, a UK-based biotech company. Basilea is entitled to receive upfront and near-term milestone payments of CHF1m and potential future milestone payments up to CHF241m in total, in addition to royalty payments of ~5% in net sales. The transaction is part of the company’s broader strategy to cease oncology activities by the end of 2022 to focus on its core anti-infectives business. We anticipate the company to continue to monetise the balance of its oncology assets in the near future. Our valuation of Basilea remains unchanged at CHF893.8m or CHF75.5/share.

09/09/2022 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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