Edison Investment Research - Basilea Pharmaceutica AG (BSLN) - The future looks bright

Report

Edison Investment Research

Susie Jana

- The future looks bright

Basilea’s prognosis looks good. Multiple licensing/distribution agreements announced for launched assets Cresemba and Zevtera should drive top-line growth faster than we had expected. Major deals include; Cresemba in Europe (ex Nordics), Russia, Turkey and Israel with Pfizer (CHF70m upfront plus up to $427m in regulatory and sales milestones and mid-teen royalties), Zevtera in China with CR Gosun, and in Europe with Cardiome. These licensing and distribution deals validate the commercial potential for both assets and enable the financial fire power to bolster Basilea’s existing, innovative R&D pipeline (with a focus on cancer and anti-infective drug resistance). Our upgraded valuation is CHF1,188m or CHF110/share (excluding treasury shares) vs CHF1,048 previously.

11/10/2017 15 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

Provider

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

Susie Jana

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- The future looks bright

Gute Verkaufszahlen für Cresemba® (Isavuconazol) in der Region Asien-Pazifik und China lösen Meilensteinzahlung an Basilea aus

Strong Cresemba® (isavuconazole) sales performance in Asia Pacific and China triggers milestone payment to Basilea

Basilea geht Partnerschaft mit INCATE ein, um Innovationen im Bereich Antipilzmittel zu unterstützen

Manx Financial Group - Termination of coverage

musicMagpie - Termination of coverage

Topps Tiles - Accelerating growth through Q125

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