ExpreS2ion Biotech (One-pager): Market value below cash balance
Investment case
Although not a one-product company, the huge shareholder value creation lies in the progression of its ES2B-C001 breast cancer vaccine candidate, given its unmet need within HER2+ breast cancer therapy, and very large addressable market at around USD 10bn[1] annually based on current treatments.
The ES2B-C001 vaccine targets the HER2+ protein, associated with a more aggressive, higher recurrence, and higher mortality rate disease. The ES2B-C001 vaccine targets multiple HER2+ epitope sites vs existing therapies (1-2 epitopes) of the HER2-ECD. Existing monoclonal therapies have been associated with resistance, (which pre-clinical data has overcome), and additional adverse cardiac effects. An elongation of progression free survival (PFS) or reduced cardiac effects would offer a significant advantage.
Disclaimer: HC Andersen Capital receives payment from the ExpreS2ion Biotech for a Digital IR/Corporate Visibility subscription agreement. Analyst Claus Thestrup 5:05 PM, 23.12.2024
ExpreS2ion Biotech Holding
ExpreS2ion är ett bioteknikbolag fokuserat på utveckling av vacciner. Bolagets mål att bidra till hälso- och sjukvården genom att utveckla vacciner ämnade att stödja sjukdomsförebyggande och förbättra livskvaliteten globalt. ExpreS2ion använder sin ExpreS2™-teknologiplattform, som har validerats i kliniska fas III-studier, för utveckling och produktion av vaccinkomponenter. Bland pågående projekt utvecklar bolaget ES2B-C001, ett HER2-cVLP bröstcancervaccin som genomgår kliniska fas I-prövningar.
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