Thomas J. Schiessle
EUR 190.00 For Business Accounts Only

Herausforderungen - Verzögerungen - Anpassungen

COVID-19-bedingte Verzögerungen fordern Tribut. Der F&E-Fahrplan bei TCR-Partner BLUE wurde neu priorisiert und gestreckt, was Mitte Mai veröffentlicht wurde. Am 27.05.20 erfolgte die Guidance-Anpassung bei MDG1 (ca. € 5 Mio. geringerer F&E-Aufwand reduziert den Plan-EBITDA-Verlust proportional auf € 24 - € 32 Mio.) und erweitert die Finanzreichweite nun bis Ende 2021 (alt: H2/21). Das operative Geschäft und insbesondere die eigenen F&E-Projekte (Fortgang MDG1011; Start MDG1021 im H1/20) liefen, laut Aussage der - seit neuestem nur noch deskriptiven – Q1-Zwischenmitteilung vom 14.05.20 nach Plan. Die Q1/20-KPI`s lauten: Umsatz € 1,4 Mio.; EBITDA € -5,9 Mio.; Cash: € 48,5 Mio.

Bluebird Bio

bluebird bio is a clinical-stage biotechnology company focused on developing potentially transformative gene therapies for severe genetic diseases and cancer. The company's clinical programs in severe genetic diseases include its LentiGlobin? product candidate as a treatment for transfusion-dependent ?-thalassemia and sickle cell disease and its Lenti-D? product candidate as a treatment for cerebral adrenoleukodystrophy. bb2121 and bb21217, the company's clinical-stage product candidates in oncology, are CAR T cell product candidates for the treatment of multiple myeloma.

Medigene AG

Medigene is a biopharmaceutical company that focuses on the research and development of drugs to treat cancer and autoimmune diseases. Co.'s segments are: marketed products and drug candidates. Co.'s marketed products segment consists of the drug Veregen®, which is an ointment for the treatment of external genital warts. Co.'s drug candidates segment consists of: EndoTAG®-1, which is for the indication pancreatic cancer and triple-negative breast cancer; RhuDex®, which is a modifying agent for the oral treatment of autoimmune diseases; and adeno-associated virus-like particles, which provides potential as prophylactic and therapeutic vaccines, for example, against cancer and infections.


EQUI.TS GmbH is an innovative, equity research boutique based in Frankfurt (Germany). It is operated by its original founders and has established a reputation as a quality research provider over a period of more than 10 years. Although it generally does not focus on any particular branch of industry, its analyses often revolve around technology and growth stocks.

Thomas J. Schiessle

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