Schalast’s Post

Pitt Street Research has just published an update note on Dimerix Limited, a company aspiring bring its DMX-200 drug to market for Focal Segmental Glomerulosclerosis (FSGS) and is in a Phase 3 trial which has shown solid interim results. The company secured its inaugural license deal in October 2023 with Advanz Pharma, and secured a second deal earlier this week with Taiba Middle East. Dimerix will receive up to ~A$120.5m in upfront and milestone payments in addition to tiered royalties, starting at 30% on net sales. The deal will also provide for Taiba to be responsible for submission and maintenance of the regulatory dossier in all of these territories, as well as all sales and costs of marketing activities. Collectively, these markets have a population of over 100m, and healthcare is free and government-sponsored. Companies can set the prices of orphan drugs according to either their price in the country of origin or in the US or Europe. We previously valued of Dimerix at A$0.64 per share in a base case scenario and A$0.84 per share in an optimistic case scenario. We update this to A$0.84 and A$1.07 per share accounting for the market opportunity and utilising our independent assumptions on the market size and predictions of the company’s market penetration. Please note that this report is General Advice only and is one that was commissioned by the company. Please refer to pages 7-8 for more details on our valuation and the key risks to our thesis. Marc Kennis Stuart Roberts Mark Diamond Nina Webster Hugh Alsop Sonia Poli Hamish George #dimerix #dxb200 #kidneyhealth #kidneydisease #biotech #biotechs #biotechstocks #healthstocks #ASX #equities #equityresearch #researchreport #researchinitiation

🚀 Exciting Updates Ahead! 🚀 Daniel Chancellor and Isma Hachi, PhD have been working on a series of teasers leading up to their speaking session, “Knowing Me, Knowing You: A Tête-à-Tête on Global Trends and the Next Wave of Biopharma Innovation” on November 4th at 1 PM CET at BIO-Europe. In this first teaser, we dive into key insights on the global biopharma pipeline. Here’s a snapshot of what’s happening in the industry: 1️⃣ Asset growth continues strong, with a 7% increase in 2023, bringing the total to around 23,000 assets. 2️⃣ There are now over 10,000 clinical-stage drugs in the pipeline. 3️⃣ Phase III trials have crossed the 1,000-mark milestone. 4️⃣ China and drug platforms are driving the majority of growth. 5️⃣ Europe’s share of the pipeline has dropped from 45% to 22% over the last 15 years. 6️⃣ Products from China-headquartered companies now account for 29% of the R&D pipeline—up from 16% five years ago, and just 1% in 2008! 7️⃣ The US share has fallen from 42% to 34% in the same period, though the absolute number of trials remains stable (1,707 in 2008 vs. 1,704 in 2023). 💡 Have questions you’d like us to cover during the BioEurope session? Drop them in the comments below, and we’ll address them during the event! And this is just the beginning! More insights are coming your way in the weeks ahead. Stay tuned for the next teaser! #BioEurope #Biopharma #Innovation #EBDGroup #Norstella #IQVIA

🚑 The manufacturing sector for pharmaceuticals is a highly important constituent of the Georgian economy, employing a little over 2 thousand people. Pharmaceuticals produced in Georgia are also among the top 5 most exported products, the value of which has more than tripled over the past 10 years. The conference “Biopharma 2023 Georgia”, organized in Tbilisi under the EU4Georgia project, was international in its nature and brought together guests, medical practitioners, experts, national and international stakeholders, all of whom shared a common desire to exchange ideas and engage with one another. Playing a part in the organization and successful execution of the conference was indeed a memorable experience, which I have shared in this short clip.  🎬 📽

Duchesnay Pharmaceutical Group, represented by our President Éric Gervais, participated in the conference “Life sciences: anchor companies as an international springboard for Quebec? » organized by Montreal Council on Foreign Relations (CORIM) in collaboration with BIOQuebec on February 21 in Montreal. We would like to thank MERCURE Conseil for inviting us to this major event and BIOQuebec and Montreal Council on Foreign Relations (CORIM) dedicated teams for offering major players in the industry an opportunity to exchange and share our expertise and visions on the development of this crucial domain that impacts both public health and the economy. In circumstances where international challenges become more complex and domestic needs in the life sciences field keep on increasing, conferences of this magnitude play a vital role in creating critical connections and building essential strategies to advance research, innovation and health for the benefit of each individual and society as a whole. To learn more about Duchesnay Pharmaceutical Group: https://lnkd.in/eX9mGPNU #lifescience #globalgrowth #researchandinnovation

Thoughts on this? >> PanTera raises €93M to ‘radically improve supply’ of actinium for radiotherapeutics  >> Comment below! >>> lqventures.com #strategy #competitiveintelligence #marketing #biotech #pharmaceutical #healthcare #pharma #productmarketing

Thoughts on this? >> PanTera raises €93M to ‘radically improve supply’ of actinium for radiotherapeutics  >> Comment below! >>> lqventures.com #strategy #competitiveintelligence #marketing #productmarketing #healthcare #biotech #pharmaceutical #pharma

One week, two different continents 🌎 Join us in Denmark and South Korea for two much awaited events! 📍2024 PDA Parenteral Packaging Conference: 23 – 24 April,   Copenhagen, Denmark 🇩🇰  📍 Cophex 2024: 23 – 26 April, Goyang, South Korea 🇰🇷 Explore the future of pharma, packaging and biotech at these industry leading events and discover cutting-edge solutions that are sure to disrupt the industry’s paradigm and trigger innovation in your company. Whether it be in Denmark or South Korea, come meet our experts to learn about the latest pharma trends, discusse your company’s challenges and how we can help you move forward. Don’t miss on this chance! 🙌 Discover more about these events and, if you can’t meet us this week, check Körber Pharma’s upcoming events 👉 https://lnkd.in/dBdWwXR9 #cophex2024 #PDA #pharma #pharmaindustry #KörberPharma  

Come and join Yu-Su Chen and learn more about our NanoSight Pro and what it can do in terms of analysing extra cellular vesicles!

Stay compliant and informed with the latest updates from the Pharma current affairs by simply following Neoplus Translation & Neocubes Pharma Have a look in to Policy for Testing of Alcohol (Ethanol) and Isopropyl Alcohol for Methanol. #elearning #updates #currentaffairs #knowledgesharing #neoplus #neocubes #neons

𝐇𝐨𝐰 𝐭𝐨 𝐤𝐞𝐞𝐩 𝐄𝐮𝐫𝐨𝐩𝐞 𝐨𝐧 𝐭𝐡𝐞 𝐦𝐚𝐩? 🌍💊 We are pleased to invite you to the upcoming joint policy event on Biosimilar Medicines Manufacturing in Europe, hosted by Sandoz in collaboration with the Ministrstvo za gospodarstvo, turizem in šport / Ministry of the Economy, Tourism and Sport. The panel discussion, titled How to Keep Europe on the Map? Biosimilar Medicines Manufacturing in Europe will take place on November 8, between 11 PM and 12 PM and will be focusing on the untapped potential of European biosimilar manufacturing. Key topics will include the forthcoming European Biotech Act, how increased manufacturing capacity can enhance supply chain resilience, and the importance of a supportive patent framework. 🗣️ The event will feature high-level speakers from key European institutions and industry leaders who will provide valuable insights on how to strengthen Europe's position in the global biosimilar manufacturing landscape. 📍 The event will be accessible both in person and online. 🔗 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐡𝐞𝐫𝐞: https://lnkd.in/ehkQFK-U. We look forward to your participation in this important discussion. #Lek #Sandoz #Biosimilars #PharmaceuticalIndustry #MedicinesForEurope #GlobalBiosimilarsWeek