Ny uppdaterad analys efter Q2 rapport i fredags från Mendus! Inderes Mendus Q2'24: Ilixadencel to return to the clinical arena - Inderes For Mendus, Q2'24 marked the start of the pivotal CADENCE trial in acute myeloid leukemia (AML). The company also announced plans to restart clinical development of ilixadencel in soft tissue sarcomas.

Did an interview about Mendus with our analyst @antti.siltanen ! Inderes Mendus: Changing the course of cancer treatment - Inderes Mendus is a clinical-stage biotechnology company developing cellular immunotherapies for cancer. As a pre-revenue company, Mendus' risk profile is high, as unfavorable research results can lead to a permanent loss of capital. These risks are offset... Content: 00:00 Intro 00:15 Mendus in a nutshell 00:41 Vididencel in a nutshell 01:35 How does Vididencel differ from available drugs in the market? 02:43 Vididencel phase II trial 04:08 Commercialization of Vididencel 04:45 Frozen products 05:35 Company’s potential in the long run 06:05 Funding 06:48 Role of manufacturing 07:49 Valuation methods 08:43 Valuation for Mendus at the moment

f the company interests you even a little, it’s definitely worth reading this. About 40 pages of easily digestible, high-quality information about the company, there’s no better ‘help’ for an investor. Inderes Keeping cancer in check - Inderes Mendus is a clinical-stage biotechnology company developing cellular immunotherapies for cancer. The company aims to improve disease-free and overall survival in cancers with a high recurrence rate. Mendus is a clinical-stage biotechnology company developing cellular immunotherapies for cancer. The company aims to improve disease-free and overall survival in cancers with a high recurrence rate. Its lead product, vididencel, is being developed as maintenance therapy for acute myeloid leukemia (AML) and is about to enter a Phase II clinical trial. As a pre-revenue company, Mendus’ risk profile is high, as unfavorable research results can lead to a permanent loss of capital. These risks are offset by significant upside potential if commercialization is successful. Our DCF model suggests upside for stock while relative valuation is in line with Nordic peers. The stock’s upside could be realized via a partnering deal or Mendus becoming an acquisition target.

Mendus har släppt sin rapport för det andra kvartalet. I en intervju sammanfattar VD Erik Manting vad som hände under det andra kvartalet, presenterar de viktigaste framstegen i CADENCE-studien och berättar om den nya studien med läkemedlet Ilixadencel. Inderes Mendus Q2´24: The CADENCE trial has started - Inderes Time: 2024-08-23 14:42 Mendus released their Q2 report today 23/8 and in this interview, you can listen to CEO Erik Manting summarize the second quarter. What has happened during Q2, main milestones in CADENCE and the new communicated trial with...

Read the latest report that was published today: Inderes AML development on track - Inderes Q1 Ethics Committee approval cleared the way for Mendus and partner ALLG to start patient recruitment for the CADENCE trial in acute myeloid leukemia (AML) in Q2’24. In parallel, Mendus is building readiness for a pivotal-stage trial in AML supported...

CEO Erik Manting comments on the company’s Q1 and upcoming events in @antti.siltanen 's interview! Inderes Mendus Q1’24: Progress with main partnerships - Inderes Mendus made progress with main partnerships in Q1. CEO Erik Manting comments on the topic and other main events of Q1 as well as upcoming events in this interview.

JA! Äntligen är analysen här! Analysen får verkligen en stark läsrekommendation! Det går inte onoterat att Siltanen, som, det facto är Dr. i biomedicin verkligen kan sin sak. Kan inte annat än säga: dig in och läs! Att denna typ av material är tillgängligt för alla är en ren o skär lyx! Om bolaget är mina tankar de samma som senast. (Se inlägg ovan). Hög risk - hög potential, såsom Antti Siltanen sammanfattar det, dessutom på svenska , på klippet nedan, är en bra sammanfattning. Att rekommendationen är “öka” förstår jag också, med tanke på potentialen. Men detta för den risktålige. Att räkna på “the valuation” på bolag i detta skede, en utmaning, men ger verklig eloge till Siltanen! Utdrag ur analysen: in och LÄS !! The risk-reward ratio is reasonable We initiate the coverage of Mendus with an Accumulate recommendation and a target price of SEK 0.7. Our risk-adjusted valuation is primarily based on the DCF model. We also reflect Mendus’ valuation relative to Nordic peers. In addition to the free cash flow generated by product sales, Mendus’ value can also be realized through a partnering or acquisition deal. As the timing and value of such deals are virtually impossible to predict, we have not included such scenarios in our valuation model with the exception of a partner covering Phase III R&D costs from 2026. We view such a partnering deal or becoming an acquisition target as positive options for Mendus investors.