Edison Investment Research - Bellus Health (BLUSD) Update: AA amyloidosis pivotal study fully enrolled

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Edison Investment Research

Update: AA amyloidosis pivotal study fully enrolled

Bellusâ€™s lead candidate, Kiacta, recently reached full recruitment for the pivotal Phase III trial for AA amyloidosis, with data expected in 2016. We estimate the probability of success at 60%, given positive efficacy trends in a previous Phase II/III study and design elements that could raise the likelihood of statistical separation vs placebo. Bellusâ€™s partner, Auven Therapeutics, is funding a Phase II Kiacta study in sarcoidosis, to start in Q115. The potential for premium pricing and extended market exclusivity drive our C$110m rNPV, which continues to reflect upside even after Bellusâ€™s share price has more than tripled ytd.

06/10/2014 7 EN

Underlying

Bellus Health

Bellus Health is engaged in the research, development and commercialization of products for health solutions. Co.'s principal business activity has been the development of its core technology platform, amyloid inhibitors, which focuses on chemical compounds that could have the potential to inhibit the formation, deposition and toxicity of amyloid fibrils which are implicated or believed to be the underlying causes of certain diseases. The diseases targeted by Co. include Amyloid A (AA) amyloidosis as well as Alzheimer's disease. KIACTA™ is being developed to treat AA amyloidosis meanwhile NRM8499, prodrug of tramiprosate is being developed to treat Alzheimer's disease.

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CA07987C1059 Pink OTC Markets Canada

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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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