Wenn wir der Meinung wären, dass 20,-- viel/der Wahnsinn wären, dann müssten wir uns doch hier nicht seit Jahren die Finger wundschreiben !?
Das kann doch -bei weiteren Studien-Erfolgen- nur eine Zwischenstation sein.
Erinnert sei nochmal an den schönen 7-seitigen Artikel von SeekingAlpha der uns im Zusammenspiel mit dem MS-Einstieg einen grandiosen Bekanntheits-Schub gebracht hat.
"Medigene AG: Addressing The CAR-T Market Pain Points
Mar. 18, 2015 12:51 PM ET | About: MediGene AG (MDGEF), Includes: BLCM, CMVLF, JNJ, JUNO, KITE, MDVN, NVS, ZIOP
Disclosure: The author is long MDGEF. (More...)
Medigene's T-cell receptor platform offers the potential for adoptive immunotherapy with less side effects and may broaden the market to other hematological malignancies and solid tumors.
The company already has a growing revenue of $14.5 million per annum from three outlicensed and marketed products. This supports the company valuation without even considering its adoptive immunotherapy platforms.
With a market cap of only ~$87 million USD, Medigene is starkly undervalued relative to its adoptive immunotherapy/CAR-T peers.
I have written about the market opportunity for adoptive cancer immunotherapy before when my interest was piqued by the incredible appreciation of a number of early-stage CAR-T therapy companies (a form of adoptive immunotherapy). Companies such as Kite Pharma (NASDAQ:KITE) and Juno Therapeutics (NASDAQ:JUNO) have market capitalizations of $2.7 billion and $4.0 billion, respectively, based on the excitement around this form of therapy in hematological cancers despite the fact that they have only early phase 1 data.
Recently, I came across Medigene AG (OTC:MDGEF), a low-profile German company that I overlooked in my prior analysis. I was surprised by the relative undervaluation of Medigene for an adoptive immunotherapy company, particularly because its solutions have the promise of addressing the biggest pain points of these highly-valued CAR-T players.
In this article, I will highlight Medigene with a focus on its promising adoptive immunotherapy platforms and investment potential..."
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