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Pressmeddelande

Analyst Group: Analyst Group Comments on PEG’s H1 Report for 2025

Pharma Equity Group

Pharma Equity Group (“PEG” or “the Company”) published its H1 report for 2025 on the 14th of August 2025.

The following are key events that we have chosen to highlight in the report:

  • Strategic Shift Positions PEG as a Diversified Life Science Investment Platform
  • Executive Management Change – Well Experienced CEO Joined April 1st, 2025
  • Advancing RNX-011 and RNX-051 Toward Partnerships and Licensing Deals
  • Receivable from Portinho S.A. Remains Valued at DKK 58m
  • Strained Liquidity Position – Additional External Capital Expected

In summary, PEG’s H1-25 represents a period of strategic transformation, clinical advancement, and continued financial pressure in terms of liquidity. The Company is repositioning itself as a diversified life science investment platform, expanding beyond pharmaceuticals into Medical Devices and MedTech. This strategic shift is underpinned by the appointment of an experienced CEO and the implementation of a governance-driven investment framework. The primary operational focus remains on advancing RNX-011 and RNX-051 toward Phase 2b trials in parallel with active licensing discussions, where the signing of agreements would represent significant value-creating triggers.

Cost discipline has been maintained, with operating expenses down 27% Y-Y in H1-25. Nevertheless, liquidity remains constrained, with a cash position of only DKK 0.7m at the end of June and early H2 financing fully allocated to debt repayment. With commercial revenue not expected until late 2025 and a sustained operational burn rate, Analyst Group considers additional capital raising in the near term to be highly likely.


Read Analyst Group’s comment on the report here


About Analyst Group: One of Sweden's leading equity research boutiques with focus on small and medium-sized listed companies.
Read more about Analyst Group
 
This is a press release from Analyst Group regarding the publication of a comment on Pharma Equity Group. Readers may assume that Analyst Group has received compensation for making the comment. The Company has not been given an opportunity to influence the parts where Analyst Group has had opinions about the Company, future valuation or anything else that could be considered a subjective assessment.

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