ExpreS2ion Biotech (One-pager): Market value below cash balance
Investment case
Although not a one-product company, the huge shareholder value creation lies in the progression of its ES2B-C001 breast cancer vaccine candidate, given its unmet need within HER2+ breast cancer therapy, and very large addressable market at around USD 10bn[1] annually based on current treatments.
The ES2B-C001 vaccine targets the HER2+ protein, associated with a more aggressive, higher recurrence, and higher mortality rate disease. The ES2B-C001 vaccine targets multiple HER2+ epitope sites vs existing therapies (1-2 epitopes) of the HER2-ECD. Existing monoclonal therapies have been associated with resistance, (which pre-clinical data has overcome), and additional adverse cardiac effects. An elongation of progression free survival (PFS) or reduced cardiac effects would offer a significant advantage.
Disclaimer: HC Andersen Capital receives payment from the ExpreS2ion Biotech for a Digital IR/Corporate Visibility subscription agreement. Analyst Claus Thestrup 5:05 PM, 23.12.2024
ExpreS2ion Biotech Holding
ExpreS2ion is a biotechnology company focused on the development of vaccines. The company aims to contribute to healthcare by developing vaccines that support disease prevention and improve quality of life globally. ExpreS2ion utilizes its ExpreS2™ technology platform, which has been validated in Phase III clinical studies, for the development and production of vaccine components. Among its ongoing projects, ExpreS2ion is advancing ES2B-C001, a HER2-cVLP breast cancer vaccine undergoing Phase I clinical trials.
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