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Mit rund 10 Millionen ADR Aktien zu einem Ausgabekurs von $26 um 258 Millionen US Dollar Cash bei einer Marktkapitalisierung von etwas über einer Milliarden US Dollar.
Für dieses Geld bekommen die Aktionäre einen Anteil an einem 2008 als Ausgründung der Medigene AG von deren britischen Zukauf Avidex gestarteten und nun bis zur ersten abgeschlossenen Phase III fortgeschrittenen Unternehmen mit vielen "Firsts" :
$IMCR -story is groundbreaking on multiple fronts: First pos P3 survival data for a CD3 T cell engager in a solid tumor, first effective IO in uveal mel, first TCR based win in a randomized trial, first effective treatment targeting gp100 after years of failures. Well done!
— Ohad Hammer (@ohadhammer) January 18, 2021
wie Immunocore schon in der Pressemitteilung zum letzten Quartalsbericht und ausführlicher im Jahresbericht Seite 127 beschrieben hatte: "Under the GSK Agreement, we granted GSK the right to nominate up to four targets as being exclusive to GSK under our collaboration. The first target, GSK01/NY-ESO, was nominated at the time of execution of the GSK Agreement. A second target was nominated in July 2017. GSK has no further ability to nominate additional targets under the GSK Agreement. Under the GSK Agreement, for NY-ESO, we are responsible for the development of the soluble TCR bispecific therapeutic candidate compounds through initial Phase 1 clinical trials. The GSK-01 NY-ESO Phase 1 dose escalation study to determine safety, and which is enrolling several different tumor types, is still ongoing. An expansion phase was planned to initiate once the Phase 1 dose escalation was complete. However, following a portfolio review, we, in collaboration with GSK, have jointly elected not to plan for or initiate the efficacy determining expansion phase. The expansion arm was planned to be conducted in synovial sarcoma, an ultra-rare disease which is already addressed by other assets in our portfolio including MAGE-A4 and PRAME. Consequently, GSK has forgone their option to acquire an exclusive license to the NY-ESO program and we will retain ownership of the asset. We will present the data from this Phase 1 study in 2022."
sicher kein Pappenstiel, aber ein fast 50% geringeres Todesrisiko als andere Behandlungen wie z.B. Keytruda werden es wohl attraktiv genug erscheinen lassen.
Fiercebiotech: Immunocore wins FDA nod for first uveal melanoma treatment, also first T-cell receptor therapeutic
Biotech to Take Novel Cancer Drug to Market
( Auf aktuellem Niveau ein Kursverdoppler, wenn Oppenheimer Recht hat, aber möglicherweise mit eigenen Interessen in der Aktie - siehe Artikeldisclaimer )
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| Wertung | Antworten | Thema | Verfasser | letzter Verfasser | letzter Beitrag | |
| 96 | Immunocore Kernkompetenz: 100% Chance fürs Leben | iTechDachs | Vassago | 25.09.24 08:45 |
