Breaking: Merck kjøper Themis
https://www.fiercebiotech.com/biotech/merck-inks-themis-buyout-to-join-covid-19-vaccine-race
Og for de som ikke vet, Themis lager vaksiner basert på viral vector teknologi.
Jeg har sagt det en del ganger nå: Biotec sitter på en het potet som heter SAN. Og SAN brukes i framstilling av denne typen vaksine.
Themis’ siste announcement om Covid19:
https://www.themisbio.com/themis-collaborates-with-abl-europe-to-manufacture-its-sars-cov-2-vaccine-candidate-in-france/
Å selge Biotec aksjer på denne siden av nyttår kan bli noe av det dummeste man gjør. Dette markedet er brennhett etter Covid.
Redigert 20.01.2021 kl 19:21
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oppturen
26.05.2020 kl 15:02
1014
Fra Q3, 2018
Second Supply Agreement
• 1st supply agreement for utility of Salt Active Nuclease (SAN-HQ) in the cGMP manufacturing of viruses for gene therapy. Milestone achievement for ArcticZymes
• The undisclosed customer is a leading pioneer in the rapidly growing gene therapy market
• Unlike traditional therapeutics, gene therapy provides a realistic opportunity to cure devastating
childhood genetic diseases and cancers by using viruses to modify DNA within a patient’s cells.
• Expected average annual sales will range between 1-3 MNOK
• Other similar deals in the pipeline. Anticipate approx. 10-20+ customers will lock down their large-scale cGMP manufacturing processes with SAN-HQ over the next 3 years
cGMP (current Good Manufacturing Practice) regulations are relevant when a drug leaves the laboratory and enters into production. cGMP regulations assure 14 proper design, monitoring, and control of manufacturing processes and facilities.
A wide range of bioreactors are used in upscaling cGMP manufacturing
Utifra dette kan vi si at forventet salg i 2021 av SAN var mellom 10-60 mill årlig.
Med det fokuset som er nå vil jeg tro dette estimatet må oppjusteres. Allerede i 2019 var vel også salget på ca 10mill.
Her er det bare å klore seg fast :-)
Second Supply Agreement
• 1st supply agreement for utility of Salt Active Nuclease (SAN-HQ) in the cGMP manufacturing of viruses for gene therapy. Milestone achievement for ArcticZymes
• The undisclosed customer is a leading pioneer in the rapidly growing gene therapy market
• Unlike traditional therapeutics, gene therapy provides a realistic opportunity to cure devastating
childhood genetic diseases and cancers by using viruses to modify DNA within a patient’s cells.
• Expected average annual sales will range between 1-3 MNOK
• Other similar deals in the pipeline. Anticipate approx. 10-20+ customers will lock down their large-scale cGMP manufacturing processes with SAN-HQ over the next 3 years
cGMP (current Good Manufacturing Practice) regulations are relevant when a drug leaves the laboratory and enters into production. cGMP regulations assure 14 proper design, monitoring, and control of manufacturing processes and facilities.
A wide range of bioreactors are used in upscaling cGMP manufacturing
Utifra dette kan vi si at forventet salg i 2021 av SAN var mellom 10-60 mill årlig.
Med det fokuset som er nå vil jeg tro dette estimatet må oppjusteres. Allerede i 2019 var vel også salget på ca 10mill.
Her er det bare å klore seg fast :-)
Redigert 20.01.2021 kl 19:21
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