contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Equity Research Analyst

Philip Coombes

CEO, Sweden

Claus Thestrup

Gubra er en medicinalvirksomhed. Virksomhedens aktiviteter er fokuseret på de tidlige stadier af lægemiddeludvikling. De udfører hovedsageligt forskning og udvikling inden for stofskifte- og fibrotiske sygdomme.Virksomhedens produktportefølje omfatter flere brands og lægemidler, og aktiviteterne foregår på globalt plan med den største tilstedeværelse i Nordamerika og Norden. Hovedkontoret ligger i Hørsholm, Danmark.

Gubra

Gubra (One-pager): From Biotech to Techbio

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<p>From an investment perspective, Gubra offers investors a unique risk and return profile by combining: 1) a high-risk high-reward traditional drug discovery activity in its D&amp;P business and 2) a fast growing, positive cash flow CRO business, leading to enhanced stability and synergies from knowledge and resource exchange.</p>
<p>The CRO division has grown revenue quickly (12.4% 3yr CAGR), servicing 16 of the top 20 pharma companies, and historically supporting the D&amp;P business unit with positive cash flow. However, Gubra is shifting some resources towards its D&amp;P pipeline, as it aims to always maintain 1-3 active clinical development projects, which has dropped following its recently announced major partnership with AbbVie (a top-five global pharma company by market cap) for GUBamy, its Phase I amylin-based obesity drug. The deal, worth USD 350m upfront with USD 1.875bn in milestones and additional royalties, underscores Gubra&#x2019;s ability to develop high-potential pipeline assets. The upfront payment will present large capital resources to accelerate the preclinical UCN2 &quot;healthy weight loss&quot; obesity candidate, set to initiate Phase I in late 2025/early 2026, and support the strategic shift towards more D&amp;P discoveries.</p>
<p>The success of both the CRO and D&amp;P business units has been underpinned by Gubra&#x2019;s &#x201c;streaMLine&#x201d; technology platform, built upon Machine Learning and AI. Gubra also aims to develop one additional technology platform per year, to accelerate the proliferation of drug candidates across indications and support both business units in and outside of obesity, and is actively developing new models for its next platform within Women&#x2019;s health.</p>
<p>Our DCF scenario analysis based on assumptions described on p2-3 and company guided where possible, currently reflects a market implied probability of success (PoS) of around 27% in the base case. The implied PoS can be benchmarked against the historical likelihood of phase I obesity peptides passing through clinical trials to successful launch of around 26%[1]. The market is currently implying an around benchmark likelihood of success, which could suggest that the further clinical progress of GUBamy and/or UCN2 can be triggers towards increasing the market implied PoS.</p>
<p>Source: 1) GlobalData Inc. via Gubra&#x2019;s IPO prospectus</p>
<p>Disclaimer: <span lang="EN-US">HC Andersen Capital receives payment from Gubra for a Digital IR/Corporate Visibility subscription agreement. /Claus Thestrup</span><span lang="EN-US"> 08:05 AM 17-03-2025.</span></p>
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