Pharma Equity Group: Advanced Discussions with Prospective Licensing Partners - Analyst Group
Detta är en aktieanalys producerad av tredje part och reflekterar därför nödvändigtvis ej våra åsikter och värderingar
Pharma Equity Group (“PEG” or “the Company”) has recently refined the Company’s execution strategy, prioritizing resources toward three key candidates, RNX-051, RNX-011, and RNX-041, where the Company identifies the shortest path to market and strong interest from potential licensing partners. Discussions with prospective partners have advanced, particularly for RNX-051, with negotiations intensifying in Q1-25 and the Company anticipating formalizing agreements in H2-25. Supported by a solid financial foundation following the Q4-24 directed share issue, a cost-efficient operational model, and expected revenues in H2-25, PEG is estimated to be financed until Q2-26. With a newly appointed executive team bringing a proven track record in funding, strategic execution, and clinical acceleration, PEG is well-positioned to deliver on the Company’s new strategy. Analyst Group has made slight adjustments to the estimates for 2025-2027, resulting in a potential present market value of DKK 959m, corresponding to DKK 0.8 (0.8) per share in a Base scenario.