contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


pharma-equity-group-one-pager-proof-of-concept-year-2025

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Equity Research Analyst

Philip Coombes

CEO, Sweden

Claus Thestrup

Pharma Equity Group develops new medicines for the local treatment of serious and life-threatening inflammatory diseases for which there is currently no adequate treatment. The company uses repositioning of existing drugs and brings drug candidates to a clinical phase III stage, after which it is handed over to a strategic partner who will complete the development of the products and bring them to market, either independently or in collaboration with the company.

Pharma Equity Group

Pharma Equity Group (One-pager): Proof-of-Concept year 2025

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<p><strong>Investment case:</strong></p>
<p>Revenue guidance of around DKK 11m in 2025 suggests management confidence in securing an attractive partnership agreement in 2025 as PEG continues clinical progress in its leading assets. The company submitted a clinical trial application for RNX-011 (Peritonitis) to the Danish Medicines Agency in February 2025 and expects to submit the application for RNX-051 (Colorectal cancer) at the beginning of Q2 2025, which our model suggests are PEG&#x2019;s two highest-value assets. Reponex has also recently been strengthened with the appointments of CEO Sebastian Bo Jakobsen and CMO Professor Lars Otto Uttenthal.</p>
<p>Pharma Equity Group strengthened its capital position in Q4 2024 following raising DKK 51m via direct share issues to downpay debt and secure cash for operations, which were further bolstered in Jan 2025 via an additional DKK 13m loan. PEG has further reduced its cost base, with a run rate of around DKK 5-6m per quarter, extending its run rate at least 12 months forward. The company focuses on continued development and securing partnership agreements for its prioritized projects: RNX-011 for peritonitis, RNX-041 for inflammatory bowel diseases, and RNX-051 for colorectal cancer, with expectations for partnership revenue of around DKK 11 (Q3 or Q4 2025) FY2025e, relating to an agreement for either RNX-011 or RNX-51.</p>
<p>Disclaimer: <a class="dgePcUVTyZcmWIuOySyndWdGoBMukAZsio " tabindex="0" href="https://www.linkedin.com/company/hcandersencapital/" target="_self" data-test-app-aware-link>HC Andersen Capital</a> receives payment from <a class="dgePcUVTyZcmWIuOySyndWdGoBMukAZsio " tabindex="0" href="https://www.linkedin.com/company/pharma-equity-group-a-s/" target="_self" data-test-app-aware-link>Pharma Equity Group A/S (PEG)</a> Equity Group for a Digital IR/Corporate Visibility agreement.<br>Claus Thestrup, 4:15 PM, 31-03-2025</p>
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