PledPharma - Et uoppdaget selskap med større potensiale enn NANO


Anbefaler å sjekke ut stream fra Capital Markets Day https://www.redeye.se/live/pled-kapitalmarknadsdag-2019.
Presentasjon: https://www.pledpharma.com/wp-content/uploads//PledPharma-Capital-Markets-Day-Mar-26.pdf

PledPharma har 2 produkter i pipeline:

PledOx som er i Fase 3 mot bivirkninger forårsaket av Oxiplatin hos pasienter som behandles for kolorektalkreft.
https://clinicaltrials.gov/ct2/show/NCT03654729?term=pledpharma&rank=3
Markedspotensiale 1.5 millioner doser årlig * 1000 $ / dose = 1 500 000 000 $
PledOx har ingen konkurrenter.

Aladote som er på vei inn i Fase 2 med Orphan Drug Designation mot leverskader forårsaket av overdose med paracetemol.
https://clinicaltrials.gov/ct2/show/NCT03177395?term=pledpharma&rank=5
Markedspotensiale 135 000 sykehusinnleggelser årlig * 5000 $ / dose = 675 000 000 $
Aladote har ingen konkurrenter.

PledPharma har allerede en partner i Asia som betaler for studiet som gjennomføres i Asia i tillegg betaler de ut "milestone payments" under studiet.

PledPharma er fullfinansiert frem til PledOx' Fase 3 er fullført og har ingen behov for penger i den nærmeste fremtid ser det ut til.

PledPharma - https://www.pledpharma.com/

Redigert 28.03.2019 kl 22:35 Du må logge inn for å svare
SomSa
30.10.2019 kl 11:41 434


Chemotherapy Induced Peripheral Neuropathy (CIPN)
Peripheral neuropathy symptoms are caused by damages to sensory nerves, most commonly in hands and feet. Certain chemotherapies, including oxaliplatin, can cause such damages, which is then called chemotherapy induced peripheral neuropathy (CIPN). This can be a debilitating adverse reaction to the cancer treatment and may occur at any time after the initiation of chemotherapy. The symptoms often increase as the chemotherapy treatment continues and may often cause discontinuation of the chemotherapy. In many patients, the symptoms are resolved after discontinuing the chemotherapy, but up to 85-95% of the patients have sustained symptoms such as numbness, tingling and pain in hands and feet in case of FOLFOX therapy including oxaliplatin. Discontinuation of chemotherapy contributes improvement of a part of symptoms in 80% of patients and recovered in 40% of patients 6-8 months after discontinuation of chemotherapy. However, discontinuation of chemotherapy sometimes means withdrawal from treatment or change of treatment strategy and it is a clinically significant issue. $$$$$$$$$💥 There is currently no approved drug to prevent or treat CIPN.💥 $$$$$$$$$
Ticker
30.10.2019 kl 13:04 417

Sniker seg oppover som er helt greit for da finner som oftes aksjer mer fotfeste underveis og etablerer bedre nedre støtte..
Håper Napa kommer med skikkelig kursdrivende melding i november så litt kapital kan flyttes over til denne diamanten.

Interessant at største nettokjøper i dag Goldman Sachs International. Ser ut som fler enn oss som skriver her begynner å se potensiale.
Ticker
31.10.2019 kl 10:19 356


PledPharma's shares commences today on the Nasdaq Stockholm main market

PledPharma AB (publ) announces today the commencement of trading in the company's shares on Nasdaq Stockholm's main market.

"I am very happy and proud that we are now moving up to Nasdaq Stockholm's main market. The listing is an important milestone for PledPharma that can both help create further interest from a broader investor base and reflect the maturity of our business and our global ambitions," said Nicklas Westerholm, CEO of PledPharma.
The shares will be traded on the Nasdaq Stockholm main market under the same ticker (PLED) and ISIN-code (SE0003815604). There is no fund raising or new share issue in connection with the list change, and shareholders in PledPharma do not need to take any actions.

Redigert 31.10.2019 kl 10:23 Du må logge inn for å svare
SomSa
01.11.2019 kl 12:14 316


Hva slags nyhet Kommer?

TRADING HALT: ORDER BOOK PLED IN MARKET STO EQUITIES INTRADAY CROSS CCP AT 11:04:02.741
11:04
Trading Halt: Order Book PLED in market STO Equities intraday cross CCP at 11:04:02.741
Ticker
06.11.2019 kl 12:03 192

De har laget et lite regnestykke for PledoX som ikke ser så verst ut om det slår til:

Our price assumption for PledOx amounts to USD 1,200 per treatment cycle in the US and USD 800 in the rest of the world. We assume a high penetration of PledOx, being used as a pretreatment in half of all treatment cycles that involve oxaliplatin regimens. We estimate PledOx peak sales in CRC of USD 350m in the US, USD 400m in Europe and approaching USD 150m in Japan. At this stage, we include no sales in China as we seek more clarity over future development. We calculate the development risk of 60% for PledOx in Phase III We calculate a commercial deal generating an upfront payment of USD 50m (2021), regulatory and sales milestones of USD 550m and sales royalty of 25-30%.
Ticker
13.11.2019 kl 18:23 107

I det kommende kvartalet vil Pledpharma delta på en rekke internasjonale konferanser, og en vil anta at partnerkontakter og mulige lisensavtaler står høyt på dagsordenen. Den nylig utvidede lisensavtalen med Solasia, passerte markedet ganske ubemerket, men hvis de kan lande en annen avtale for PledOx, tror jeg den eksterne valideringen vil bety rent rakettdrivstoff for aksjekursen, spesielt hvis kjøperen er et litt mer kjent selskap.
En form for avtale angående Aladote hadde selvfølgelig ikke vært å fornekte
Dette er virkelig en spennende aksje å følge.
Her er konferansene der selskapet har flagget for deltakelse:

11-13 november 2019 - Bio-Europe, Hamburg
“As Europe"s largest life science partnering conference, BIO-Europe offers countless opportunities to engage with global life science partners. Empower yourself with knowledge from key biotech and pharma leaders who will discuss the latest industry trends in workshops and panels.”


20-21 november 2019 - Jefferies, London
“This year marks the 10th anniversary of now the largest healthcare-dedicated conference in Europe. In 2018, we hosted 500 participating companies, 2,000 attendees and 5,000 business-to-business and investor meetings. Our event will again feature leading public and private companies from the pharmaceuticals, biotechnology, generics, consumer health, animal health, medical technology and healthcare services sectors from the United States, Europe, Africa, Middle East, Latin America, Russia, India, Israel, China and Japan.”

13-15 januari 2020 - JP Morgan, San Fransisco
"The annual J.P. Morgan Healthcare Conference is the largest and most informative healthcare investment symposium in the industry, bringing together industry leaders, emerging fast-growth companies, innovative technology creators, and members of the investment community. The annual J.P. Morgan Healthcare Conference brings thousands of investors from around the world together. The hundreds of companies presenting run the gamut, from start-ups to those with more than $300 billion in market cap, and encompass the entire global healthcare landscape, including pharmaceutical firms, healthcare service providers, profit and not-for-profits, and medical device companies."

https://nyemissioner.se/video/intervju_med_vd_foer_pledpharma_som_nyligen_flyttade_till_nasdaq_stockholm/252

Redigert 17.11.2019 kl 14:42 Du må logge inn for å svare