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....
BASILEA PHARMACEUTICA - BUY | CHF91(+107%) Updated analysis of FIDES-01 1st cohort and rollout of the intensified 400mg dose regimen 400mg/day intensified dose regimen expanded across the board Updated analysis show further improvement from FIDES-01’s 1st cohort Rich newsflow expected over the coming months
BASILEA PHARMACEUTICA - BUY | CHF91 VS. CHF102 (+90%) Successful CHF45.75m equity raise supports our investment case One million new shares placed in a private placement All eyes on Derazantinib as multiple catalysts are expected Lisavanbulin is Basilea’s wild card for 2021 Cresemba will continue to support Basilea’s top-line growth this year
BASILEA PHARMACEUTICA - BUY | CHF102(+67%) On track to deliver in 2021 Cresemba will continue to support Basilea topline’s growth this year All eyes on Derazantinib as multiple catalysts are expected Lisavanbulin is Basilea’s wild card for 2021
BASILEA PHARMACEUTICA BUY | CHF102 With several catalysts in sight, it is time to jump in PoC in iCCA marks the start of an exciting year for derazantinib Biggest catalyst of the year will be UC Gastric cancer could be a first-to-market opportunity
BASILEA PHARMACEUTICA - | CHF102(+92%) Proof-of-concept established in monotherapy in iCCA for Derazantinib Positive top-line results of FIDES-01 confirm derazantinib’s potential Is dera relevant in iCCA without the full data on other aberrations ? What’s next?
BASILEA PHARMACEUTICA - BUY | CHF102(+102%) Derazantinib is on track to become best-in-class Looking more than ever at a pipeline-in-a-product opportunity Safety is FGFR inhibitor’s main limitation in clinical practice An accelerated approval in sight Lisavanbulin is Basilea’s wild card for 2021
BASILEA PHARMACEUTICA - BUY | CHF102 vs. CHF95 (+110%) Two clinical trials initiation in a row and a busy end of year in sight A third indication for derazantinib: gastric cancer Significant catalysts for dera are expected before year-end Lisavanbulin targeted biomarker-driven phase II has started
BASILEA PHARMACEUTICA - BUY | CHF95 vs. CHF78 (+59%) FY feedback: Derazantinib poised to become the most versatile FGFR inhibitor around Underwhelming 2020 guidance gives a good entry point Competition is fierce but there are still some unmet needs Several catalysts will put derazantinib on the map in 2020 Buy rating reiterated and FV increased to CHF95
BASILEA PHARMACEUTICA - BUY | CHF73(+70%) Derazantinib shown to be effective in a broader iCCA population at ESMO 2019 FGFR2 mutations and amplifications patients benefit from Dera Competitors do not address those patients Extension of the ongoing clinical trial
BASILEA PHARMACEUTICA - BUY | CHF73 (+64%) J&J’s Balversa approval set the stage for derazantinib First FGFR kinase inhibitor to gain US approval Derazantinib will be evaluated in bladder cancer as well this year Derazantinib’s top-line results in iCCA are expected in H2 2020
BASILEA | Buy | FV CHF73 Like a treasury bond with free upsides -> Basilea is a commercial stage biopharmaceutical company with a cash generative, anti-infectives franchise. The latter helps finance a highly promising oncology pipeline, led by derazantinib which should reach the market as soon as H2 2021. -> The anti-infectives (AI) franchise consists of Cresemba, a leading antifungal for severe mould infections, and Zevtera, a broad-spectrum antibiotic for severe bacterial infections. Re...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.