contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Antti Siltanen

Mendus develops cancer immunotherapies with a focus on the prevention of tumor recurrence, the leading cause of cancer-related deaths globally. Indications include acute myeloid leukemia, ovarian cancer and soft tissue sarcomas. The company previously went by the name Immunicum and was renamed Mendus following the merger with the Dutch private company DCprime in 2021. Mendus today has its headquarters in Stockholm and its operational activities in Leiden, The Netherlands.

MFN – 5 May 25              Mendus AB (publ): Mendus strengthens late-stage clinical developmen...    Mendus AB ('Mendus' publ; IMMU. ST), a biopharmaceutical company focused on immunotherapies targeting tumor recurrence, today announced the appointment of Tariq Mughal, MD FRCP FRCPath, as Chief Me...                             High-level recruitment for CMO. Share +22%

Inderes is discontinuing coverage of Mendus, as the company has terminated the research agreement. Mendus focuses on AML treatments and aims for Phase III by 2025. First commercialization is expected in 2029. The greatest risks relate to securing financing and clinical results.                   Inderes              Mendus: We are discontinuing coverage - Inderes    We are discontinuing our coverage of Mendus as the company has terminated the equity research agreement. Consequently, we will no longer be giving a target price (was SEK 14) or a recommendation (was Accumulate) for the stock.

Mendus started planning a new clinical trial for ilixadencel against soft tissue sarcoma and progressed with patient recruitment for the CADENCE trial. Thanks to cost savings, the cash runway now extends until Q4’25 (previously Q3’25). Below is the fresh company report on Mendus written by Antti.                    Inderes              Mendus Q3'24: Building basis for a pivotal trial - Inderes    In Q3, Mendus reported bringing ilixadencel back into clinical development, opening research centers for the CADENCE trial and progressing in building Phase III readiness.                             In Q3, Mendus reported bringing ilixadencel back into clinical development, opening research centers for the CADENCE trial and progressing in building Phase III readiness. Operating expenses for the quarter came in below our expectations due to implemented cost savings that should continue in the coming months. As a result, the company’s cash runway has been extended into Q4’25 (was Q3’25). We reiterate our target price of SEK 14 and lower our recommendation to Accumulate (was Buy) due to the stock price appreciation relative to our DCF model and Nordic immuno-oncology peers.

Pareto has issued a buy recommendation with a target price of 14 SEK:                  Affärsvärlden              Mendus stiger efter köp från Pareto | Affärsvärlden                              Price +26.88%

Tässä on Antin yhtiöraportti Menduksen Q2:n jälkeen.  For Mendus, Q2’24 marked the start of the pivotal CADENCE trial in acute myeloid leukemia (AML). The company also announced plans to restart clinical development of ilixadencel in soft tissue sarcomas (STS). In parallel, Mendus is building readiness for a pivotal trial in AML by H2’25. These key developments are supported by a secured cash runway until Q3’25. We include the STS indication in our estimates and revise our R&D cost estimates upwards for the coming years. We reiterate our recommendation (Buy) as well as our target price of SEK 14 as both our DCF model and peer valuation suggest upside for the stock.                    Inderes              Mendus Q2'24: Ilixadencel to return to the clinical arena - Inderes    For Mendus, Q2'24 marked the start of the pivotal CADENCE trial in acute myeloid leukemia (AML). The company also announced plans to restart clinical development of ilixadencel in soft tissue sarcomas.

Mendus published its second-quarter report on Friday, August 23. In an interview with Antti, CEO Erik Manting summarizes what happened during the second quarter, highlights the key achievements of the CADENCE trial, and discusses the new study for the drug Ilixadencel.                   Inderes              Mendus Q2´24: The CADENCE trial has started - Inderes    Time: 23.08.2024 klo 15.42 Mendus released their Q2 report today 23/8 and in this interview, you can listen to CEO Erik Manting summarize the second quarter. What has happened during Q2, main milestones in CADENCE and the new communicated trial with...                             Topics: 00:00 Start  00:14 What has happened during Q2  04:58 The CADENCE trial  08:04 Main milestones in CADENCE  09:36 Immune activation in AML patients - What have you learned?  12:19 New trial with Ilixadencel  15:16 Timeline for the trial  15:54 Building readiness in AML

Mendus

Q1 Ethics Committee approval cleared the way for Mendus and partner ALLG to start patient recruitment for the CADENCE trial in acute myeloid leukemia (AML) in Q2’24. In parallel, Mendus is building readiness for a pivotal-stage trial in AML supported by positive FDA feedback received during Q1. 

<p>Q1 Ethics Committee approval cleared the way for Mendus and partner ALLG to start patient recruitment for the CADENCE trial in acute myeloid leukemia (AML) in Q2&#x2019;24. In parallel, Mendus is building readiness for a pivotal-stage trial in AML supported by positive FDA feedback received during Q1. These key developments are supported by secured cash runway until Q3&#x2019;25. We make minor adjustments to our estimates with no tangible impact to our DCF valuation of SEK 0.7.</p>

AML development on track

Forum discussions