Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on MORPHOSYS AG. We currently have 3 research reports from 1 professional analysts.
|13Dec16 06:30||GNW||MorphoSys Starts Phase 2 Trial of MOR208 in Combination with Idelalisib in Patients with Relapsed or Refractory CLL or SLL Previously Treated with a BTK Inhibitor|
|06Dec16 06:30||GNW||MorphoSys Presents Updated Clinical Results for Anti-CD38 Antibody MOR202 at ASH 2016|
|06Dec16 06:30||GNW||MorphoSys Presents Updated Clinical Data for Blood Cancer Candidate MOR208 in NHL and CLL at ASH 2016 Conference:|
|28Nov16 11:07||GNW||MorphoSys Announces That Its Licensee Janssen Has Submitted a Marketing Authorisation Application For Guselkumab in Europe|
|17Nov16 13:46||GNW||MorphoSys Announces That Its Licensee Janssen Has Submitted Biologics License Application For Guselkumab|
|15Nov16 22:35||GNW||MorphoSys Raises EUR 115 million in Private Placement|
|15Nov16 22:34||GNW||Ad hoc: MorphoSys Raises EUR 115 million in Private Placement|
Frequency of research reports
Research reports on
Proprietary Development front and centre
17 May 16
MorphoSys is a biotechnology company developing antibody-based therapeutics for an array of indications. It is transitioning from a model of partnering early-stage leads to a proprietary development company. In 2015, research and development on these programmes increased by 61% and management guided to an additional 40% increase in 2016. This coincides with the maturation of its Partnered Discovery programmes, the first of which is expected to generate revenue in 2017.
MOR208 and MOR202 data at ASH
17 Dec 15
At the American Society of Hematology (ASH) annual meeting, compelling early combination data on MOR208 and MOR202 were presented. MOR208 with lenalidomide in previously untreated chronic lymphocytic leukemia (CLL) patients demonstrated a 100% (four/four) response rate in evaluable patients. In the relapsed/refractory CLL population, the combination demonstrated a 43% (3/7) response rate. MOR202 in combination with lenalidomide or pomalidomide demonstrated a 50% (three/six) response rate in relapsed/refractory multiple myeloma (MM) patients.
Getting aggressive on its pipeline
20 Oct 15
MorphoSys recently communicated its plans for its proprietary pipeline, which will help transform the company into a fully integrated biopharmaceutical company. It will be commencing Phase II trials for MOR208 in diffuse large B-cell lymphoma (DLBCL) and chronic lymphocytic leukaemia (CLL) over the next six months, with a Phase III trial in DLBCL expected to start in 2017. MOR202 Phase I/IIa trials in multiple myeloma (MM) are ongoing with a Phase III expected to commence in 2017.
Panmure Morning Note 15-02-2017
15 Feb 17
With the early January trading update having prompted us to upgrade forecasts, today’s interim results show how the group’s focus on areas such as product development and international sales are translating through to growth in both the top and bottom-line. The consistency of delivery is what impresses us, reflecting the maturity of the management team and the clarity of the longterm vision. We repeat our Buy recommendation.
N+1 Singer - Morning Song 22-02-2017
22 Feb 17
CORETX (COR LN) Contract wins and new Lifestyle facility | Gooch & Housego (GHH LN) Solid Q1 trading plus earnings enhancing acquisition of StingRay Optics | NCC Group (NCC LN) Further issues in Assurance | PCI-PAL (PCIP LN) Strong H1 underpins positive outlook | UBM (UBM LN) Results | Verona Pharma (VRP LN) Phase IIa RPL554 add-on trial to tiotropium commenced
N+1 Singer - Morning Song 21-02-2017
21 Feb 17
Abzena (ABZA LN) Contract bookings strong; US costs higher than expected | City of London Investment Group (CLIG LN) Earnings and interim dividend in line, some modest growth in FuM | dotdigital Group (DOTD LN) Good H1; broadening avenues of growth | Grafenia (GRA LN) Weak print volumes | Vernalis (VER LN) Interims highlight increasing Tuzistra™ scrip volume
Panmure Morning Note 20-02-2017
20 Feb 17
Chi-Med has announced the initiation of a Phase II study of savolitinib in locally advanced or metastatic pulmonary sarcomatoid carcinoma (PSC) in China. This is a disease where patients are usually diagnosed by normal pathology (i.e. not via molecular diagnostics methods) but given that 20-30% of PSC patient show c-Met gene amplification this potentially represents a very rich patient pool for savolitinib as a highly selective and potent oral c-Met inhibitor. The continued strength of Chi-Med’s clinical momentum is further demonstrated by today’s news and we consider this represents further upside potential against our existing investment case. We repeat our Buy recommendation.
Capital increase to support accelerated growth
14 Feb 17
Collagen Solutions is a biomaterials company developing and manufacturing medical grade collagen components for use in medical devices, research, and regenerative medicine. A number of investment initiatives have been introduced over the last year to accelerate the rate of growth, including global commercial infrastructure and the development of a pipeline of finished medical devices. The company has announced a capital increase, as well as some strategic investor venture debt, to raise gross funds of up to £12.0m to fund these initiatives, with a target of generating a five-fold sales increase over 5 years and profitability in 2019.
Discovering a sustainable model
21 Feb 17
We expect C4XD to begin to deliver commercially in 2017, following the shift in strategy away from fee for service in 2016. Over the next 12 months we expect C4XD to sign its first pre-clinical out-licensing deal, develop at least one more product line and sign at least one more strategic alliance. We believe this demonstration of the model will translate to a step up in value and we initiate coverage with a BUY recommendation and 129p price target.