Marinomed - Time for Deal-Making (Sponsored Research, TP EUR 160, 12 pgs)
Having succeeded in generating positive data for Budesolv and Tacrosolv in allergic rhinitis and Carragelose in COVID, Marinomed is now looking to find suitable partners to push these products forward. The largest opportunity is for Budesolv, which has completed phase III and has favourable data in what amounts to a $2bn market. The company have also found that since publishing positive data in COVID, they have been attracting more interest from higher quality partners and as a result of this were able to agree terms for a partnership with M8 Pharma in Brazil and Mexico. With multiple launches ahead, we value the shares at €160 using our DCF.For access to the full note and our initiation, please contact Naresh Chouhan ( )
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