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Gubra is a pharmaceutical company. The company's operations are focused on the early stages of drug development. They primarily conduct research and development in the area of metabolic and fibrotic diseases. The company's product portfolio includes several brands and drugs, and the operations are conducted on a global level, with the largest presence in North America and the Nordic region. The headquarters are located in Hørsholm, Denmark.
We have updated our investment case on Gubra to reflect a quarter in which the clinical picture changed materially. Both partnered obesity assets have moved into Phase 2, and the mechanism behind the wholly owned GUB-UCN2 programme has been validated by a large pharma transaction.
Hanmi Pharm announced this morning that it has entered into an exclusive licensing agreement with Genentech, part of the Roche Group, on its long-acting urocortin-2 (UCN2) analog, for obesity. This is the first large pharma transaction on a UCN2 asset, and it is the most direct external validation Gubra's GUB-UCN2 program has received to date
Gubra reported H1 2026 results this morning under the heading of strong clinical pipeline momentum and business execution, and the CRO business is showing signs of bottoming out with management expressing some optimism going forward.
Gubra this morning announced the initiation of the first-in-human trial of GUB-UCN2, the company's wholly owned muscle-sparing obesity candidate, with the first participant having completed the first visit. The event confirms the FPFV timeline of H2 2026.
Gubra today announced that its partner Boehringer Ingelheim has initiated Phase 2 clinical development of BI 3034701, a potential first-in-class triple GLP-1, GIP and NPY2 receptor agonist peptide, triggering EUR 10m in milestones.
