Edison Investment Research - VIRALYTICS LTD I (VRACF) Update: Combination trials gather momentum

Report

Edison Investment Research

Update: Combination trials gather momentum

Viralytics is escalating combination trials of its Cavatak oncolytic virotherapy with immune checkpoint inhibitors (ICI), adding a collaboration with Merck to study IV Cavatak combined with Keytruda in advanced lung and bladder cancers to its portfolio of ongoing trials combining intralesional Cavatak with Keytruda or Yervoy in melanoma patients. Cavatak has the potential to markedly improve the proportion of patients who respond to ICI therapy and we expect it to continue to attract attention from big pharma. We value Viralytics at A$192m or A$1.04 per share.

26/11/2015 8 EN

Underlying

VIRALYTICS LTD I

Viralytics is engaged in advancing the clinical and preclinical development of its product CAVATAK™. Co. is actively progressing with development of CAVATAK across a range of cancers within targeted clinical trials.

See profile

AU000000VLA6 Australia

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

Other Reports on these Companies

Independent Investment Research

Monthly LMI Update Independent Investment Research

Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked. This compares to the total dividends of 5 cents per share in FY20. The Board has confirmed that, in...

August 6, 2021 August 6, 2021 10 EN

Fundamental Research

Feasibility Study Results in December to be a Catalyst for this Junior

EUR 18.42

November 25, 2019 November 25, 2019 14 EN

Edison Investment Research

Viralytics - Looking towards pivotal Cavatak combo studies

Viralytics continues to report impressive preliminary data for Cavatak in combination with immune checkpoint inhibitors (ICIs), whether administered intravenously (iv) or by intra-tumoural injection. Viralytics is currently recruiting additional patients in expansion cohorts in melanoma, lung and bladder cancers in order to obtain more robust estimates of tumour response rates. It has announced plans to initiate four Phase I studies in additional indications and has commenced planning for a potential pivotal study of Cavatak plus Yervoy in melanoma patients who had failed prior single-agent, a...

December 5, 2017 December 5, 2017 13 EN

Tinexta - Typical seasonality in Q124

Tinexta’s Q124 results showed good progress in the two divisions that typically demonstrate more consistent (through the year) growth, Cyber Security and Digital Trust, which management expects to deliver higher growth over the next few years. Business Innovation demonstrated its typical seasonality and management therefore remains confident about the outlook for the year.

2h / 50m 2h / 50m 1 EN

Fiona Orford-Williams

Fiona Orford-Williams

Dentsu Group - FY24 prospects weighted to H2

Dentsu’s Q1 results indicate a slow start to the year, with organic net revenue down by 3.7%. However, prospects are improving, buoyed by new business wins and weighted to H2, which leave full year expectations (and our forecasts) unchanged. The One dentsu initiative, bringing together skill sets in consulting, technology, media and creative, is supporting improved pitch win rates, and giving greater coherence and consistency to the group product and service offering. We expect this to be a central element of the new management medium-term strategy, set to be unveiled during H2. The rating rem...

4h / 44m 4h / 44m 1 EN

Pedro Fonseca

Pedro Fonseca

Record - AUME momentum and a sharper focus

Record’s Q424 trading update demonstrated continued growth in assets under management equivalent (AUME), which will support management fee growth into FY25. In FY24, AUME grew 17% to US$102.2bn, setting a new milestone in business scale. Net inflows for FY24 were US$6.8bn (FY23: US$9.1bn) or 8% of opening AUME. Performance fees of US$5.8m matched the record FY23 figure, and we expect this to offset the negative product mix in FY24. We have reduced our FY24e EPS by 1%, which is affected by £2.4bn in IT restructuring and impairment charges announced in March 2024. New CEO Dr Jan Witte is putting...

20h / 22m 20h / 22m 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

Update: Combination trials gather momentum

Monthly LMI Update Independent Investment Research

Feasibility Study Results in December to be a Catalyst for this Junior

Viralytics - Looking towards pivotal Cavatak combo studies

Tinexta - Typical seasonality in Q124

Dentsu Group - FY24 prospects weighted to H2

Record - AUME momentum and a sharper focus

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