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 er en bioteknologisk virksomhed med fokus på udvikling af vacciner. Virksomhedens mål om at bidrage til sundhedsvæsenet ved at udvikle vacciner, der understøtter sygdomsforebyggelse og forbedrer livskvaliteten globalt. ExpreS2ion bruger sin ExpreS2™ teknologiplatform, som er blevet valideret i fase III kliniske forsøg, til udvikling og produktion af vaccinekomponenter. Blandt igangværende projekter er ExpreS2ion ved at udvikle ES2B-C001, en HER2-cVLP brystkræftvaccine, der gennemgår kliniske fase I forsøg.
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