Edison Investment Research - Transgene SA (TNG) Transgene - Defining data from lead assets by year-end

Report

Edison Investment Research

Daniel Wilkinson

Transgene - Defining data from lead assets by year-end

Key inflection points from lead assets Pexa-Vec, TG4010 and TG4001 by year-end will continue to inform the validity of Transgeneâ€™s IO strategy. Notably, a futility analysis expected mid-year for the Phase III trial with Pexa-Vec (+sorafenib) in first-line hepatocellular carcinoma (HCC) and efficacy data from the Phase II TG4010 (+nivolumab + chemotherapy) trial in first-line non-small cell lung cancer (NSCLC) will be key to driving value in 2019. Early-stage development continues with both the expansion of its Invir.IO collaboration with BioInvent and the announcement of the first product candidate (TG4050) from the companyâ€™s myvac platform (initiating clinical trials in H219). Net profit for FY18 was â‚¬8.0m, compared with a â‚¬32.3m loss in FY17, mainly as a result of the non-cash gain of â‚¬35.6m in FY18 from the allocation of Tasly shares. We value Transgene at â‚¬312m.

27/03/2019 5 EN

Underlying

Transgene SA

Transgene is a biopharmaceutical company that designs and develops immunotherapy and virotherapy products for the treatment of cancers and infectious diseases. Co. is developing three anti-cancer products that are in clinical trials: (cancer of the lungs, liver and oropharynx); two anti-infectious immunotherapy products also in clinical trials: (hepatitis B and C). Co. also has products in the pre-clinical development stage. Co. operates in a single business segment, the research and development of therapeutic vaccines and immunotherapy products. Co. does not have any products on the market. Substantially all of its operations are conducted in France.

See profile

FR0005175080 Euronext Paris France

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.

See profile

Analysts

Daniel Wilkinson

Other Reports on these Companies

GlobeNewsWire

Transgene and BioInvent to Present Updated Data on Armed Oncolytic virus BT-001, at ESMO 2025

Transgene and BioInvent to Present Updated Data on Armed Oncolytic virus BT-001, at ESMO 2025 Poster presentation of updated data on BT-001 from the Phase I part of the ongoing Phase I/IIa study in solid tumors Strasbourg, France, and Lund, Sweden, July 28, 2025, 8:30 a.m. CEST – Transgene (Euronext Paris: TNG), a biotech company that designs and develops virus-based immunotherapies for the treatment of cancer, and BioInvent International AB (“BioInvent”) (Nasdaq Stockholm: BINV), a biotech company focused on the discovery and development of novel and first-in-class immune-modulatory antib...

July 28, 2025 July 28, 2025 1 EN

GlobeNewsWire

Transgene et BioInvent présentent à l’ESMO 2025 une mise à jour des résultats cliniques du virus oncolytique armé BT-001

Transgene et BioInvent présentent à l’ESMO 2025 une mise à jour des résultats cliniques du virus oncolytique armé BT-001 Présentation d’un poster sur des données mises à jour de la partie Phase I de l’étude en cours de Phase I/IIa de BT-001 dans les tumeurs solides Strasbourg, France, et Lund, Suède, le 28 juillet 2025, 8 h 30 – Transgene (Euronext Paris : TNG), société de biotechnologie qui conçoit et développe des immunothérapies contre le cancer reposant sur des vecteurs viraux, et BioInvent International AB (« BioInvent ») (Nasdaq Stockholm : BINV), société de biotechnologie dédiée à ...

July 28, 2025 July 28, 2025 1 EN

GlobeNewsWire

Transgene nomme une experte de l’industrie pharmaceutique, Emmanuelle Quilès, en tant qu’administratrice indépendante au Conseil d’administration

Transgene nomme une experte de l’industrie pharmaceutique, Emmanuelle Quilès, en tant qu’administratrice indépendante au Conseil d’administration Strasbourg, France, 9 juillet 2025, 17 h 45 CET — Transgene (Euronext Paris : TNG), société de biotechnologie qui conçoit et développe des immunothérapies reposant sur des vecteurs viraux contre les cancers, annonce la nomination d’Emmanuelle Quilès en tant qu’administratrice indépendante au sein du Conseil d’administration. Elle succède à Philippe Archinard qui a souhaité quitter le Conseil. Emmanuelle Quilès possède plus de 25 ans d’expérience...

July 9, 2025 July 9, 2025 1 EN

Manx Financial Group - Termination of coverage

Edison Investment Research is terminating coverage on Manx Financial Group (MFX). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.

March 10, 2025 March 10, 2025 1 EN

Kate Heseltine

Kate Heseltine

musicMagpie - Termination of coverage

Edison Investment Research is terminating coverage on musicMagpie (MMAG). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.

March 5, 2025 March 5, 2025 1 EN

Kate Heseltine

Kate Heseltine

Topps Tiles - Accelerating growth through Q125

Topps Tiles (TPT) is enjoying a return to revenue growth following a very challenging FY24 due to wider macroeconomic weakness. The company’s recovery is clearly being boosted by new revenue streams from its self-help initiatives, notably from trade and online customers across all of its brands. While the macroeconomic environment remains uncertain, it is pleasing that the strategy is supporting growth. The valuation continues to look compelling, even with limited macroeconomic recovery included in management’s long-term financial goals. With the Q125 trading update, the CEO has announced his ...

January 10, 2025 January 10, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Transgene - Defining data from lead assets by year-end

Transgene and BioInvent to Present Updated Data on Armed Oncolytic virus BT-001, at ESMO 2025

Transgene et BioInvent présentent à l’ESMO 2025 une mise à jour des résultats cliniques du virus oncolytique armé BT-001

Transgene nomme une experte de l’industrie pharmaceutique, Emmanuelle Quilès, en tant qu’administratrice indépendante au Conseil d’administration

Manx Financial Group - Termination of coverage

musicMagpie - Termination of coverage

Topps Tiles - Accelerating growth through Q125

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe