Farma

Biobiobio
PCIB 22.08.2020 kl 23:54 16293

PCI Biotech introduction
5-bullets quick market view for the lead indication
- Approximately 20’000 patients in Europe + USA with bile duct cancer
− Key target in the clinical trial is a subtype called perihilar tumor (60 – 70% of the patients)
- Little to no competition (and approach can be used on top of many treatments)
- Rare disease with granted Orphan Drug Status (ODD) thus pricing around USD 40-100k per
patient possible (highly dependent on data)
-Thus minimum addressable market in Europe and US with lead asset is in the range of USD 800 million – 2 billion
- Mcap currently at NOK 1975 million (USD 222 million) with ~slightly distant peer Oncopeptides trading at USD ~970 million implying a potential x4 upside over the next 2 – 3 years based on the lead asset.
Source: Pareto Securities Equity Research 6
Redigert 21.01.2021 kl 09:39

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