Sabadell - Grifols (GRF SM) (GRF SM) GRIFOLS: VERTEX ABANDONA SU ESTUDIO FASE II PARA EL DÉFICIT DE ALFA-1 ANTITRIPSINA (ANÁLISIS BANCO SABADELL)

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Sabadell

Luis Arredondo

EUR 200.00 For Business Accounts Only

GRIFOLS: VERTEX ABANDONA SU ESTUDIO FASE II PARA EL DÉFICIT DE ALFA-1 ANTITRIPSINA (ANÁLISIS BANCO SABADELL)

El laboratorio americano Vertex anunció anoche que abandona su estudio fase II VX-814 para déficit de alfa 1 antitripsina por razones de seguridad (elevados niveles de enzimas hepáticas en pacientes). El déficit de alfa 1 antitripsina es una de las principales causas de EPOC (Enfermedad Pulmonar Obstructiva Crónica).
VALORACIÓN
Noticia muy positiva que queda reflejada con la favorable reacción del valor (+7% vs IBEX). Recordamos que VX-814 era la principal amenaza competitiva para GRF en la medida que las ventas de alfa 1 antitripsina suponen un 15%-16% de sus ventas totales BS(e) y probablemente una porción más elevada de su EBITDA. GRF es líder del mercado en este segmento con su producto Prolastin y estimamos que tiene una cuota del mercado mundial del ~67%.

15/10/2020 3 ES

Underlying

Grifols (GRF SM)

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Provider

Sabadell

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Analysts

Luis Arredondo

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GRIFOLS: VERTEX ABANDONA SU ESTUDIO FASE II PARA EL DÉFICIT DE ALFA-1 ANTITRIPSINA (ANÁLISIS BANCO SABADELL)

GRIFOLS: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

GRIFOLS: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 13 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

VISIÓN TÁCTICA DE LOS MERCADOS 19 MAYO (ANÁLISIS BANCO SABADELL)

ESTRATEGIA SEMANAL DE CRÉDITO: LOS CÍCLICOS TOMAN LA DELANTERA (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 19 MAY (ANÁLISIS BANCO SABADELL)

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