fehlen nur noch die Clowns von GBC, die packen in aller Regel aber noch nen Euro drauf :-).
Naja, für mich vorerst beides keine Verkaufskurse, egal womit die ihr DCF-Model füttern. Ich finde den Bericht von FB dennoch gut zu lesen. Die meisten Infos sind sicher nicht neu, aber unten stehende Passagen fande ich schon recht spannend.
Hier die Passagen aus dem neuen FB-Bericht die ich spannend finde:
https://www.ariva.de/news/...sebio-ag-von-first-berlin-equity-8583126"Further, three prominent gene therapy drug candidates such as BioMarin's, and Spark's for haemophilia A, and Nightstar's for choroideremia have progressed to late-stage development after showing promising earlier-stage data. According to the research firm Informa (Sep-2019), there are currently 776 gene therapy and gene-modified cell therapy trials in development, thereof 46 in Phase III. The FDA anticipates registration approval to grow from about 6 cell and gene therapy products p.a. in 2020 and 2021 to about 10-20 products p.a. by 2025."
>>>die Frage ist ob die hier mRNA/DNA vermischen oder nicht (bei Gelegenheit schaue ich mal in die zitierte Studie).
"Multi-billion deals reflect the growing appetite of large life-science and pharmaceutical companies for manufacturing capacity. Production capacity shortfall is reflected in 2019 corporate activity that included multi-billion dollar acquisitions as gene therapy developers aimed to secure access to manufacturing capacity: Thermo Fisher bought Brammer Bio for USD 1.7bn; Catalent acquired Paragon Bioservices for USD 1.2bn; Roche's USD 4.8bn deal for Spark Therapeutics; and Novartis' USD 8.7bn acquisition of AveXis."
>>>Wenn die Produktion mal richtig angelaufen ist würde ich einer Übernahme bei 1+ Millarde auch gerne zustimmen ^^
"MARKET PLAYERS PURSUING SYNTHESIS APPROACH:
In our view, 4basebio can take a leading role in the race for enzymatic production. At present, we have identified only two direct competitors of 4basebio that use a synthesis approach for DNA manufacturing in gene therapy applications. In our view, the UK-based life-science company Touchlight Genetics has the strongest competitive position with a head start of a few years in the implementation of its GMP facility for the cell-free manufacturing of DNA. Based on its strong financial position, we believe 4basebio has an excellent chance to become the second entrant. However, despite potentially arriving on the market in second place, 4basebio will benefit from the education process and positive experiences that Touchlight may have carried out within the pharmaceutical industry regarding switching from bacterial to enzymatic production. The gene therapy manufacturing market is large enough, and 4basebio should still be able to capture a significant stake. We also believe that largescale
synthetic production technology will require several years to demonstrate its full capability. As a result, we believe big pharma may likely cooperate with both players to spread risks and compare technologies performance and products success. We conduct aquick summary of 4basebio's peers below."
>>> Der wohl spannendste Teil. Die beiden anderen Unternehmen werden dort kurz vorgestellt. Ansonsten finde ich diesen Bericht schon eine gelungene Zusammenfassung (mal völlig unabhängig davon welche Kursziele die ausrufen, die Zahlen habe ich mir nicht angeschaut).
@Steffn:
Im Übrigen war der Vektor-DNA Impfstoff von AstraZeneca Anfag Juli glaube ich der erste in Phase III, danach folgte einer von Sinovac (inaktiviertes Material) und jetzt soll diesen Monat ein mRNA-Impfstoff von Moderna in Phase III kommen (mal weg von Gentherapien und zur mRNA vs DNA bei Impfstoffen).