The pivotal RELEASE study is behind schedule in activating new sites. As this is early in the study, and measures to close the gap are being implemented, we assess this as a minor issue, but will follow developments closely. Both fimaNAc and fimaVACC appear to be in promising positions with several possibilities for collaboration. We increase our TP due to an increase in the likelihood of an AZ deal and potentially higher royalty income for fimaVACC.
28 Feb 2020
Strong fundamentals raise our TP to NOK 86
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Strong fundamentals raise our TP to NOK 86
The pivotal RELEASE study is behind schedule in activating new sites. As this is early in the study, and measures to close the gap are being implemented, we assess this as a minor issue, but will follow developments closely. Both fimaNAc and fimaVACC appear to be in promising positions with several possibilities for collaboration. We increase our TP due to an increase in the likelihood of an AZ deal and potentially higher royalty income for fimaVACC.