HUMANIGEN | NEUTRAL vs. BUY | USD17 VS. USD35 Anticipating more clarity on the regulatory path forward for lenzilumab FDA declined the EUA application for lenzilumab in COVID-19 Potential regulatory path forward for lenzilumab in COVID-19 in the US Lenzilumab’s potential beyond COVID-19 Awaiting for more clarity in COVID-19, we lower TP to USD17 and downgrade to Neutral
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....
HUMANIGEN - BUY | USD35 (+94%) Full phase III results highlight significant clinical benefits of lenzilumab Lenz showed significant benefits over SoC in both mITT and ITT analysis Greater clinical benefits could be achieved with earlier treatment Lenz is well positioned to potentially secure the EUA in Q2 2021
HUMANIGEN - BUY | USD35 VS. USD30 (+62%) Lenzilumab’s positive topline data sets a runway for EUA Phase III study met primary endpoint and positioned lenz competitively Anticipating EUA submission in Q2 2021 Changes to our financial model
HUMANIGEN - BUY | USD30 (+82%) Looking ahead of the major inflection point in 2021 Cash position strengthened by additional debt financing Looking ahead of the major inflection point Potential catalysts beyond COVID-19, could provide additional upside
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