ExpreS2ion Biotech (One-pager): Early stage biotech company with a phase 3 validated platform
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 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.
The breast cancer vaccine candidate ES2B-C001 offers two notable advantages over typical early-stage candidates. First, its ExpreS2 protein and AdaptVac cVLP virus platforms, have been validated in a large-scale Phase III trial via the ABNCoV2 COVID-19 vaccine. Second, ES2B-C001’s polyclonal approach targets multiple epitopes and when combined with the proven cVLP platform, may overcome issues of limited durability due to triggering a greater immune response. This reduces “me-too” competition risk and eases market access if marketing authorization is achieved.
Disclaimer: HC Andersen Capital receives payment from ExpreS2ion Biotech for a Digital IR/Corporate Visibility subscription agreement. /Claus Thestrup 1:30 PM 21-10-2024.
ExpreS2ion Biotech Holding
ExpreS2ion er en biotekvirksomhed med base i Danmark, men børsnoteret i Sverige. Virksomheden udvikler en portefølje af vacciner mod sygdomme som COVID-19, influenza og brystkræft gennem brugen af dets cellebaserede ekspressionssystem, ExpreS2, som er anerkendt for at håndtere protein udfordringer. ExpreS2ion har udviklet Expres2, som er en teknologiplatform til effektiv og hurtig ikke-klinisk udvikling og produktion af komplekse proteiner til nye vacciner og diagnostik. På nuværende tidspunkt er selskabets primære produkt corona-vaccinekandidaten, ABNCoV2 som er i fase 2, udviklet sammen med sin partner, AdaptVac, hvoraf ExpreS2ion ejer 34%. Vaccinekandidatens licensret tilhører Bavarian Nordic som har globale kommercialiseringsrettigheder og ansvar for yderligere klinisk udvikling af vaccinen.
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