reports
- Maria Vara
- Oscar Haffen Lamm
End of coverage
From 5th February, we will no longer include in our research universe:Adaptimmune, ALK, argenx, Autolus, Cellectis, Galapagos, Hansa Biopharma, Heidelberg Pharma, Immatics, Immunocore, Ipsen, Moonlake Immunotherapeutics, Pharvaris, UCB, Vivoryon Therapeutics, Zealand Pharma, Nicox, GenSight Biologi
CLLS CELLECTIS ADS
ADAP ADAPTIMMUNE THERAPEUTICS ADS
ANZ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
HPHA HEIDELBERG PHARMA AG
COX NICOX SA
UCB UCB S.A.
HNSA HANSA BIOPHARMA AB
SIGHT GENSIGHT BIOLOGICS SA
ALSEN SENSORION SAS
ALKb ALK-ABELLO
ARGX ARGEN-X SE
AUTL AUTOLUS THERAPEUTICS ADS
IMCR IMMUNOCORE HOLDINGS ADS
PHVS PHARVARIS NV
MLTX MOONLAKE IMMUNOTHERAPEUTICS
IMTX IMMATICS
GLG GALAPAGOS
VVY VIVORYON THERAPEUTICS
- Alex Cogut
More execution challenges, downgrading to SELL
Hansa recently announced the first results from its 2nd gen product, HNSA-5487, which did not actually give an answer to its repeat dosing potential and likely will not be clear even with all data analysed in 2024. While we believe that HNSA-5487 is the real value in the company, the lack of clarit
- Alex Cogut
Coverage update
Given team and strategy changes, Alex Cogut is now assuming coverage of Achilles Therapeutics, Adaptimmune Therapeutics, Autolus, Calliditas, Cellectis, Galapagos, GenSight, Hansa Biopharma, Heidelberg Pharma, Immunocore, Innate Pharma, Sesorion and ValerioWe drop coverage of Celyad Oncology BioNte
CLLS CELLECTIS ADS
ADAP ADAPTIMMUNE THERAPEUTICS ADS
TNG TRANSGENE SA
IPH INNATE PHARMA SA CLASS A
CYAD CELYAD ONCOLOGY
HNSA HANSA BIOPHARMA AB
SIGHT GENSIGHT BIOLOGICS SA
5142 ACHILLES CORP.
POXEL POXEL SA
BCART BIOCARTIS GROUP NV
CRSP CRISPR THERAPEUTICS AG
GNMSY GENMAB A/S
BNTX BIONTECH SE
CALTX CALLIDITAS THERAPEUTICS AB
IMCR IMMUNOCORE HOLDINGS ADS
IMTX IMMATICS
GLG GALAPAGOS
- Healthcare Team
- Ingird Gafanhão
Reports Q1 2023 results
As expected, we see some fluctuation in Idefirix sales with Q1 2023 posting SEK 14.3m compared to SEK 24.2m in Q1 2022. We reiterate that this is not of concern as the figure reflects a small number of patients, and we believe that Hansa will increase sales for FY 2023 (we est. SEK 142m, consensus
- Erik Cassel
PHO PHOTOCURE ASA
DEMANT DEMANT A/S
OSSR OSSUR HF.
NOVO B NOVO NORDISK A/S CLASS B
SOBI SWEDISH ORPHAN BIOVITRUM AB
GN GN STORE NORD A/S
ALK B ALK-ABELLO A/S CLASS B
CRAD B C-RAD AB
HNSA HANSA BIOPHARMA AB
EGTX EGETIS THERAPEUTICS AB
VICO VICORE PHARMA HOLDING AB
EKTA B ELEKTA AB CLASS B
COLO B COLOPLAST A/S CLASS B
HUM HUMANA AB
ATT ATTENDO
AZN ASTRAZENECA PLC
ONCO ONCOPEPTIDES AB
BONEX BONESUPPORT HOLDING AB
ARJO B ARJO B
AMBU B AMBU A/S CLASS B
VITR VITROLIFE AB
MCAP MEDCAP
ULTI ULTIMOVACS
BOUL BOULE DIAGNOSTICS AB
IVACC INTERVACC AB
QLINEA Q LINEA AB
OSSD OSSDSIGN
VACC VACCIBODY AS
SYNACT SYNACT PHARMA
ABS ARCTIC BIOSCIENCE
NANEXA NANEXA AB
LINV LINC
IRLAB A IRLAB THERAPEUTICS
FLUO FLUOGUIDE AS
VIMIAN VIMIAN GROUP AB
LUND B H. LUNDBECK A/S
- Adam Karlsson
- Adam Karlsson
- Adam Karlsson
- Adam Karlsson
SOBI SWEDISH ORPHAN BIOVITRUM AB
HNSA HANSA BIOPHARMA AB
EGTX EGETIS THERAPEUTICS AB
NANO NORDIC NANOVECTOR ASA
AZN ASTRAZENECA PLC
ONCO ONCOPEPTIDES AB
ULTI ULTIMOVACS
IVACC INTERVACC AB
VACC VACCIBODY AS
SYNACT SYNACT PHARMA
ABS ARCTIC BIOSCIENCE
NANEXA NANEXA AB
LINV LINC
IRLAB A IRLAB THERAPEUTICS
FLUO FLUOGUIDE AS
LUND B H. LUNDBECK A/S
- Adam Karlsson
- Adam Karlsson
- Adam Karlsson
- Adam Karlsson
- Adam Karlsson
- Erik Cassel
- Gonzalo Artiach
- Jakob Lembke
- Morten Larsen
NOVO B NOVO NORDISK A/S CLASS B
SOBI SWEDISH ORPHAN BIOVITRUM AB
CRAD B C-RAD AB
HNSA HANSA BIOPHARMA AB
EGTX EGETIS THERAPEUTICS AB
SANION SANIONA AB
NANO NORDIC NANOVECTOR ASA
HUM HUMANA AB
ATT ATTENDO
AZN ASTRAZENECA PLC
BIOVIC B BIOVICA INTERNATIONAL AB
ONCO ONCOPEPTIDES AB
BONEX BONESUPPORT HOLDING AB
MCAP MEDCAP
PCIB PCI BIOTECH HOLDING ASA
ULTI ULTIMOVACS
BOUL BOULE DIAGNOSTICS AB
IVACC INTERVACC AB
QLINEA Q LINEA AB
VACC VACCIBODY AS
SYNACT SYNACT PHARMA
CLNK B CELLINK AB
ABS ARCTIC BIOSCIENCE
NANEXA NANEXA AB
LINV LINC
IRLAB A IRLAB THERAPEUTICS
FLUO FLUOGUIDE AS
- Adam Karlsson
- Adam Karlsson
- Adam Karlsson
- Adam Karlsson
- Gonzalo Artiach
- Jakob Lembke
- Adam Karlsson
- Ceren Emre
- Gonzalo Artiach
- Jakob Lembke
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