4SC's H1/2018A report published today indicates that the company remains on track, but is fundamentally undervalued. As detailed in our note of the 16th July, financed into 2020E, the company's current valuation is largely justified by its pivotal stage resminostat ("RESMAIN") programme. It takes little or no account of the potential value of the domatinostat currently in Phase II in combination with the immune checkpoint inhibitor ("ICI") pembrolizumab for melanoma. First interim data from the ....
09 Aug 2018
On track and undervalued
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On track and undervalued
4SC's H1/2018A report published today indicates that the company remains on track, but is fundamentally undervalued. As detailed in our note of the 16th July, financed into 2020E, the company's current valuation is largely justified by its pivotal stage resminostat ("RESMAIN") programme. It takes little or no account of the potential value of the domatinostat currently in Phase II in combination with the immune checkpoint inhibitor ("ICI") pembrolizumab for melanoma. First interim data from the ....