Hansa - Building A Foundation for Growth (Sponsored Research, TP SEK220, 11 pgs)
With the European post-approval study (PAS) underway, Hansa is building a solid base of experienced prescribers whom we expect to be converted into commercial users in 2025, after the study ends. We anticipate sales to be lumpy but steady over 2023-24, with an inflection in 2025 driven by the US launch and greater momentum in Europe. We have increased our estimate of Idefirix’s net price in Europe by 20% as more data has emerged, leading to a sales upgrade in outer years. Outside of kidney, Idefirix has shown efficacy in AMR and we expect P2 data in GBS later this year. We reiterate our SEK220 PT, with higher EU sales mostly offset by FX.For access to the full note, please contact Naresh Chouhan ( )
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New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
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- Asian Internet
- Pan European Healthcare
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- Pan European Telecom Services and Cable
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