With the share price down over half from it's early 2018 peak, 4SC's valuation looks justified on the basis of it pivotal resminostat programme alone. The market ascribes little value to the immunotherapy combination programme with dominatostat now in Phase II. Although sentiment toward immuotherapy has deteriorated in the wake of the negative Incyte-Merck epacadostat ("IDO-1") data, we contend the dominatostatpembrolizumab ("pembro") immunotherapy combo still holds promise. Preclinical studies ....
16 Jul 2018
Melanoma data major catalyst in second half
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Melanoma data major catalyst in second half
4SC AG (VSC:FRA) | 0 0 4.2% | Mkt Cap: 249.2m
- Published:
16 Jul 2018 -
Author:
Chris Redhead -
Pages:
14
With the share price down over half from it's early 2018 peak, 4SC's valuation looks justified on the basis of it pivotal resminostat programme alone. The market ascribes little value to the immunotherapy combination programme with dominatostat now in Phase II. Although sentiment toward immuotherapy has deteriorated in the wake of the negative Incyte-Merck epacadostat ("IDO-1") data, we contend the dominatostatpembrolizumab ("pembro") immunotherapy combo still holds promise. Preclinical studies ....