Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on CERULEAN PHARMA INC. We currently have 6 research reports from 1 professional analysts.
Frequency of research reports
Research reports on
CERULEAN PHARMA INC
CERULEAN PHARMA INC
Update on ovarian cancer and CRLX301
24 Jun 16
Cerulean recently presented the results on the Phase Ib trial of CRLX101 with weekly paclitaxel for the treatment of platinum-resistant ovarian cancer. The nine-patient trial showed a 56% overall response rate (ORR). The company also reported data from the Phase I/IIa dose escalation trial of CRLX301 (docetaxel nanoparticle conjugate) for solid tumors. The primary purpose of the study was to determine the maximum tolerated dose, but six of the 13 patients evaluable for efficacy were stabilized during the study.
Phase II renal data pushed to Q3 from Q2
17 May 16
Cerulean reported first quarter results and provided a pipeline update on 2 May, while confirming an expected cash runway for the company into 2017. Management has pushed back its timing for an announcement on the highly awaited top-line data for CRLX101 in renal cancer. Critical Phase II top-line data in RCC are now expected in Q316 (changed from end-June), due to an apparent slowing of the rate of disease progression in patients.
Approaching release of Phase II renal data
16 Mar 16
2015 results, reiterating an expected cash runway into 2017 and confirming timelines for releasing clinical data for key pipeline projects in H116 are on track. Phase II data in renal cancer are expected by end June for its highprofile CRLX101, which uses its nanoparticle drug delivery system
Collaborating with big pharma
19 Nov 15
Cerulean reported in-line Q3 results on 16 November followed by an investor call highlighting its growing clinical program for treatments using its unique nanoparticle drug conjugation NDC delivery system. If successful, lead compound CRLX101 will launch as a new mechanism of action in third- and fourth-line renal cell cancer where there are few treatment options. Its technology holds the potential for numerous NDC combinations with currently marketed drugs, underlined by its newly announced collaboration with AstraZeneca.
Multiple price inflections on clinical pipeline
10 Sep 15
Cerulean is on track to announce critical Phase II trial results for CRLX101 in metastatic renal cancer (mRCC) in H116 following encouraging preliminary efficacy data in a Phase IIa readout presented at ASCO in 2015. Additionally, interim Phase Ib/II results are due for CRLX101 in ovarian and rectal cancers in H215 and Phase I data for CRLX301 in 2015 in solid tumors. If positive, these results should renew confidence in Cerulean’s pipeline and its differentiated nanoparticle drug conjugate technology (NDC). We value Cerulean at $273m ($10.0 per share).
Multiple data readouts in coming quarters
10 Aug 15
In its Q2 results on 6 August, Cerulean confirmed its clinical programme is progressing to plan and continues to expect numerous critical data readouts over the next 12 months. Most notably, results from its Phase II trial of CRLX101 in renal cell cancer (RCC) will be announced in Q216 while initial clinical data for CRLX301 are expected in Q4 of this year. We highlight that recent announcements by two peers progressing first- and second-line treatments for RCC could bode well for CRLX101 as a leading contender in the third- and fourth-line RCC setting in this indication.
N+1 Singer - Morning Song 30-11-2016
30 Nov 16
Sanderson has delivered full year results in line with expectations and the 19 October trading update after a strong finish to the year compensated for a slower start. A healthy level of pre-contracted recurring revenue (50%), incremental sales to existing customers and new customer wins at higher average order values helped deliver solid revenue growth in both the Digital Retail (+9%) and Enterprise (+12%) divisions. A decent order book and good sales momentum suggest that the company is on track to deliver on unchanged profit expectations for the current year. We continue to view the valuation (FY17 EV/EBITDA 8.6x) as undemanding given an attractive combination of accelerating growth potential, strong cash generation and growing dividends.
30 Nov 16
Abzena (ABZA): Interim results indicate happy customers (BUY) | Horizonte Minerals* (HZM): Fund raise completed (CORP) | SacOil* (SAC): Half-year trading statement (CORP) | Revolution Bars (RBG): New openings (BUY) | Amino Technologies* (AMO): Multi operator FUSION roll out (CORP)
N+1 Singer - Morning Song 05-12-2016
05 Dec 16
RTHM is acquiring a profitable Canadian listed mobile specialist for equivalent of US$42.5m consideration in shares (88.235m). This helps adds to two growth vectors RTHM is targeting; (i) adds unique exclusive audience (10m unique) and (ii) Exclusive demand Yahoo and Facebook. The business has 15 premium and owned and operated apps which provide users with rewards for activity. The business is expected to deliver c$9m of EBITDA in FY18 including $2m of cost synergies. This equates to just 4.7x EV/EBITDA. This marks what we see the first step in RTHM activity to scale the business and deliver on margin potential (see our initiation notes). Our initial estimates for EPS revisions are very significant - for FY18 are 2.3 cents (currently 0.6) and for FY19 4.3 (currently 2.5). There is a call at 830 for investors and we will revise post this.
N+1 Singer - Morning Song 29-11-2016
29 Nov 16
Vp has reported another impressive set of interims, confirming strong growth in most markets and a positive outlook. Recent acquisitions are bedding in well and the full year outturn is set to exceed previous expectations (5%/6% EPS upgrades in FY17/FY18). The recent Capital Markets Day provided a reminder of Vp’s qualities (specialist focus, high returns, strong cash generation) and its growth potential, which in our view are not reflected in a modest <11x P/E rating. We firmly believe the shares are due a re-rating and see intrinsic value in excess of 800p.
Panmure Morning Note 02-12-16
02 Dec 16
We expect CareTech to report FY results to September on 8th December. A positive trading update in October indicated that performance for the year was in line with market expectations therefore we are focusing on the outlook. We expect a confident statement since the end of 2016 showed positive trends across fee rates, expansion in places and occupancy. We believe CareTech is well positioned for further expansion, and remains at an attractive valuation. We retain our BUY and 380p price target.
Food intolerance driving growth
29 Nov 16
Omega Diagnostics Group has an established core business providing high quality in vitro diagnostic tests within three core areas of competence – Food Intolerance, Allergy & Autoimmune, Infectious Disease – that are sold in over 100 countries. The group offers steady low single-digit growth which is profitable and cash generative. Investment in new products has seen the launch of a new panel of automated allergy tests and progress on Visitect CD4 for monitoring of HIV positive patients. Interim results highlighted the opportunities to accelerate growth of the business, particularly Allersys, which has drawn attention from its partner.