GENSIGHT BIOLOGICS - Under Review Lumevoq hit by delay to PPQ batches and EMA approval Company announces 9m delay in PPQ batches and subsequent EMA approval Key items on agenda will be how PPQ batches failed, and if EMA may accommodate timeline Change rating to Under Review
GENSIGHT BIOLOGICS - BUY | EUR13 VS. EUR16 (+100%) 6 month CMC delay materialises; reduce TP keep rating CMC issues still correlated to earlier delay… … EMA/FDA timeline slips into 4Q Reduce TP to EUR13 (from EUR16) retain BUY
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....
GENSIGHT BIOLOGICS - BUY | EUR18(+127%) KOL event highlights tremendous promise GS030 9 patient 3 cohort PIONEER data expected 4Q21 GS030 still best positioned in our view GS030 value case likely to become a topic after REFLECT
GENSIGHT BIOLOGICS - BUY | EUR18(+118%) Nature publication highlights light at the end of the tunnel in RP Landmark result from first publication of optogenetic data Initial signs a breakthrough for driving further value from GS030 GS030 could become main value driver for GenSight story TP EUR 18, keep BUY, GS030 EUR 4 per share
GENSIGHT BIOLOGICS - BUY | EUR18(+115%) Minor manufacturing delay for LUMEVOQ, PIONEER news flow imminent CDMO partner and US DPA impact LUMEVOQ EMA approval timeline Delay is minor, and does not impact our valuation Near term PIONEER and REFLECT news flow too consequential to miss Reiterate BUY and EUR 18 TP
GENSIGHT BIOLOGICS - BUY | EUR18(+99%) GenSight can mitigate Adverum risks into PIONEER data KOLs surrounding GenSight believe vector is unlikely cause GenSight has many mitigants at disposal should new risks arise Early PIONEER data in 2 weeks puts GS030 top of investors mind into REFLECT Re-iterate BUY and EUR 18 TP into heavy news flow next few months
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