Edison Investment Research - SCANDION ONCOLOGY A/S (SCOL) Scandion Oncology - PANTAX dosing schedule expanded

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Edison Investment Research

Sean Conroy

Scandion Oncology - PANTAX dosing schedule expanded

Scandion Oncology has announced the extension of dose-escalation in the Phase Ib PANTAX trial, investigating the company’s add-on chemotherapy, SCO-101, in the treatment of metastatic pancreatic cancer (mPC). The observation of better-than-expected tolerability in patients has led Scandion to now pursue higher dosing than previously expected. As a result, top-line data from PANTAX are now expected in H123 (previously Q222). We view this as a positive development for Scandion, as the primary endpoints for the PANTAX trial are safety and tolerability. Additionally, if proof-of-concept data from the Phase II CORIST study in metastatic colorectal cancer (expected Q322) prove positive, this should provide encouragement for the survival and response rate based secondary endpoints of PANTAX, in our view. We value Scandion Oncology at SEK586.5m or SEK18.3 per share.

17/08/2022 1 EN

Underlying

SCANDION ONCOLOGY A/S

Scandion Oncology A/S. Scandion Oncology A/S is a manufacturer of biological products. The Company was founded in May 2017 and is located in Copenhagen, Denmark. It focuses on modern onclogy, the treatment of cancers that have developed resistance to chemotherapy.

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DK0061031895 Denmark

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

Sean Conroy

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Scandion Oncology - PANTAX dosing schedule expanded

Scandion Oncology - An active quarter with AML plans in the mix

Scandion Oncology - PANTAX Phase I trial meets primary endpoint

Scandion Oncology - Expanding SCO-101 into AML

Ultimovacs - Steadfast commitment to UV1 progression

OSE Immunotherapeutics - AbbVie deal clears antitrust hurdle

Foxtons Group - FY24 underpinned by market share gains

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