BLU.TO (Mkap $22 M) Big Rare Disease Drug in Phase3 = 500%++ Potential (Seite 34)
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Bin auch drin.. seit .85. Entwickelt sich gut.
Odoch, nur niemand schreibt darüber. 
Antwort auf Beitrag Nr.: 47.614.899 von branigan am 26.08.14 19:01:11hallo
ist ja recht ruhig hier - noch jemand investiert ? das Teil klettert still
und leise und niemanden fällts auf
wenn hier mal umsatz reinkommt dann ist es besser dabei zu sein
ich bin auf jedenfall long seeehr long
ist ja recht ruhig hier - noch jemand investiert ? das Teil klettert still
und leise und niemanden fällts auf
wenn hier mal umsatz reinkommt dann ist es besser dabei zu sein
ich bin auf jedenfall long seeehr long
Fetter Ausbruch nach oben heute
Hat irgendjemand eine Begründung dafür?
Hat irgendjemand eine Begründung dafür?
Trading Spotlight
etwas weiter weg vom Thema
Light Bulbs
The first in a series of profiles of young life sciences leaders.
If it's possible to blend a legacy and an upstart into one person, Roberto Bellini may very well fit the bill.
...
http://www.siteselection.com/LifeSciences/2014/aug/bellus.cf…
Light Bulbs
The first in a series of profiles of young life sciences leaders.
If it's possible to blend a legacy and an upstart into one person, Roberto Bellini may very well fit the bill.
...
http://www.siteselection.com/LifeSciences/2014/aug/bellus.cf…
Zacks Research Report Update 08/13/2014
BLU.TO: With Kiacta Phase 3 Fully Enrolled, Bellus Is Looking Attractive
... Valuation and Recommendation
Not much has changed in the past 3 months to alter our opinion on Bellus or the Kiacta™ Phase 3 trial, thus we are maintaining our 'Buy' rating on the stock as we believe an investment at this juncture still represents an attractive risk/reward opportunity for investors, even with the stock up almost 50% since we initiated coverage.
The main driver for the stock in the near future will continue to be the success or failure of Kiacta™ in the confirmatory Phase 3 trial and the ability of Bellus to monetize that asset in the form of a licensing deal or sale. We believe that the trial has a 75% chance of success, and base this on the results seen from the first trial, as well as the changes in primary outcomes and design that we think facilitate a successful trial outcome. Bellus has obtained the services of investment banking firm, Lazard Capital, as a financial advisor to explore the sale of Kiacta™ with the idea that a potential sale prior to the completion of the Phase 3 trial would provide the acquirer with the opportunity to offer input into the regulatory process for approval of Kiacta™.
http://scr.zacks.com/News/Press-Releases/Press-Release-Detai…
BLU.TO: With Kiacta Phase 3 Fully Enrolled, Bellus Is Looking Attractive
... Valuation and Recommendation
Not much has changed in the past 3 months to alter our opinion on Bellus or the Kiacta™ Phase 3 trial, thus we are maintaining our 'Buy' rating on the stock as we believe an investment at this juncture still represents an attractive risk/reward opportunity for investors, even with the stock up almost 50% since we initiated coverage.
The main driver for the stock in the near future will continue to be the success or failure of Kiacta™ in the confirmatory Phase 3 trial and the ability of Bellus to monetize that asset in the form of a licensing deal or sale. We believe that the trial has a 75% chance of success, and base this on the results seen from the first trial, as well as the changes in primary outcomes and design that we think facilitate a successful trial outcome. Bellus has obtained the services of investment banking firm, Lazard Capital, as a financial advisor to explore the sale of Kiacta™ with the idea that a potential sale prior to the completion of the Phase 3 trial would provide the acquirer with the opportunity to offer input into the regulatory process for approval of Kiacta™.
http://scr.zacks.com/News/Press-Releases/Press-Release-Detai…
Antwort auf Beitrag Nr.: 47.520.040 von curacanne am 14.08.14 20:54:50da ist ja noch Platz nach oben.
kleiner Fehler von mir im Beitrag Nr. 41, die Präsi ist schon älter. Sommer 2014 ist aktuell
kleiner Fehler von mir im Beitrag Nr. 41, die Präsi ist schon älter. Sommer 2014 ist aktuell
Antwort auf Beitrag Nr.: 47.519.887 von DasTier666 am 14.08.14 20:34:51http://stockcharts.com/def/servlet/SC.pnf?c=BLU.TO,P
kursziel 2,94 US
kursziel 2,94 US
schon etwas älter!
Stunning Potential for Upside in Canadian Biotech: Brian Bloom
Source: George S. Mack of The Life Sciences Report (6/12/14)
... BB: BELLUS Health Inc. (BLU : TSX; BLUSF : OTCPK) is another of our favorite biotechnology companies. It has a long history in the capital markets, previously as Neurochem Inc., where it conducted a Phase 3 study with an Alzheimer's program that has since failed. The company renamed itself BELLUS Health and has since focused very intelligently on other assets, with a new focus on orphan disease, a strategy where you target smaller patient populations but where you have a higher probability of success due to a more supportive regulatory and commercial pathway.
"The United States—namely Boston, New York and San Francisco—is where the world goes for risk capital in life sciences."
BELLUS' lead program is Kiacta (NC-503; eprodisate disodium) for the treatment of AA amyloidosis. Kiacta previously was the subject of a Phase 2/3 clinical trial, in which the results were mixed. But there were positive efficacy signals, prompting the U.S. Food and Drug Administration (FDA) to ask the company to conduct a confirmatory Phase 3 trial. This study, with 230 patients, has been slightly redesigned—all to the favor of Kiacta—with refinement of endpoints and patient- or subject-selection criteria. We believe the company has a higher probability of success in its current Phase 3 study than it did in its original Phase 2/3.
TLSR: At the end of Q1/14, BELLUS reported a cash position of $14M on its balance sheet. Is that sufficient to carry the company forward?
BB: Yes it is. The Kiacta program has been capitalized by a U.S. fund called Auven Therapeutics Management LLLP. It is a project-based financing group, and it has significant development and regulatory expertise. Auven and BELLUS formed a joint venture (JV), in which BELLUS contributed the Kiacta assets while Auven contributed more than $50M in the development of the current Phase 3 program and will share in the monetization of the proceeds if the drug is successful.
We also like BELLUS Health because in early May it announced that it had engaged Lazard as its financial advisor. Lazard is among the preeminent biotechnology merger and acquisition advisory firms in the United States, and is currently acting on behalf of the BELLUS-Auven joint venture to see whether it could be partnered or monetized before Kiacta's Phase 3 data. This is a very long clinical trial, and we don't expect data to be in-hand until 2016 or 2017. However, we believe Lazard may succeed in finding the right price in advance of the data and that could be very meaningful for BELLUS, which has a very small market cap of approximately $CA54M, and $CA14M in cash. We have a Phase 3 program with an enterprise value of $CA40M that has a fully funded Phase 3 program with a capable development partner and now a very capable banking firm to represent the asset to larger companies who may wish to commercialize Kiacta.
TLSR: AA amyloidosis is an orphan disease, and BELLUS says there are about 50,000 patients in the U.S., Europe and Japan. I saw a company presentation saying that peak revenues could be $US400–600M. What could this product be worth today if BELLUS and Auven divest Kiacta?
BB: We don't have formal models on BELLUS Health at the moment. However, most biotechnology products are valued conservatively at approximately two times peak sales at the time of regulatory approval. If we assume Kiacta is a $500M peak-sale product, it would infer an asset value of approximately $US1 billion ($US1B), post-FDA regulatory approval. Split equally between Auven Therapeutics and BELLUS Health, this could mean $US500M to each partner in the JV. I could discount that using a simple probability of successful-approval factor of 50%, and it's highly plausible that if the JV were monetized today, it might be worth several hundreds of millions of dollars in total, or from $US100–200M for BELLUS Health's share of the JV. That would obviously be a significant premium to where the company is trading today, at $US48M valuation.
TLSR: If Kiacta is partnered or sold to a pharma, this would be an immediate catalyst that would far precede any kind of data emanating from a Phase 3 trial, correct?
BB: Yes. Additionally, Lazard could assist the JV in seeking a commercial partner that may wish to share risk and pay a substantial upfront fee, while leaving additional milestones and future considerations on the table. That also would be highly accretive to BELLUS Health's current share price.
http://www.thelifesciencesreport.com/pub/na/stunning-potenti…
Stunning Potential for Upside in Canadian Biotech: Brian Bloom
Source: George S. Mack of The Life Sciences Report (6/12/14)
... BB: BELLUS Health Inc. (BLU : TSX; BLUSF : OTCPK) is another of our favorite biotechnology companies. It has a long history in the capital markets, previously as Neurochem Inc., where it conducted a Phase 3 study with an Alzheimer's program that has since failed. The company renamed itself BELLUS Health and has since focused very intelligently on other assets, with a new focus on orphan disease, a strategy where you target smaller patient populations but where you have a higher probability of success due to a more supportive regulatory and commercial pathway.
"The United States—namely Boston, New York and San Francisco—is where the world goes for risk capital in life sciences."
BELLUS' lead program is Kiacta (NC-503; eprodisate disodium) for the treatment of AA amyloidosis. Kiacta previously was the subject of a Phase 2/3 clinical trial, in which the results were mixed. But there were positive efficacy signals, prompting the U.S. Food and Drug Administration (FDA) to ask the company to conduct a confirmatory Phase 3 trial. This study, with 230 patients, has been slightly redesigned—all to the favor of Kiacta—with refinement of endpoints and patient- or subject-selection criteria. We believe the company has a higher probability of success in its current Phase 3 study than it did in its original Phase 2/3.
TLSR: At the end of Q1/14, BELLUS reported a cash position of $14M on its balance sheet. Is that sufficient to carry the company forward?
BB: Yes it is. The Kiacta program has been capitalized by a U.S. fund called Auven Therapeutics Management LLLP. It is a project-based financing group, and it has significant development and regulatory expertise. Auven and BELLUS formed a joint venture (JV), in which BELLUS contributed the Kiacta assets while Auven contributed more than $50M in the development of the current Phase 3 program and will share in the monetization of the proceeds if the drug is successful.
We also like BELLUS Health because in early May it announced that it had engaged Lazard as its financial advisor. Lazard is among the preeminent biotechnology merger and acquisition advisory firms in the United States, and is currently acting on behalf of the BELLUS-Auven joint venture to see whether it could be partnered or monetized before Kiacta's Phase 3 data. This is a very long clinical trial, and we don't expect data to be in-hand until 2016 or 2017. However, we believe Lazard may succeed in finding the right price in advance of the data and that could be very meaningful for BELLUS, which has a very small market cap of approximately $CA54M, and $CA14M in cash. We have a Phase 3 program with an enterprise value of $CA40M that has a fully funded Phase 3 program with a capable development partner and now a very capable banking firm to represent the asset to larger companies who may wish to commercialize Kiacta.
TLSR: AA amyloidosis is an orphan disease, and BELLUS says there are about 50,000 patients in the U.S., Europe and Japan. I saw a company presentation saying that peak revenues could be $US400–600M. What could this product be worth today if BELLUS and Auven divest Kiacta?
BB: We don't have formal models on BELLUS Health at the moment. However, most biotechnology products are valued conservatively at approximately two times peak sales at the time of regulatory approval. If we assume Kiacta is a $500M peak-sale product, it would infer an asset value of approximately $US1 billion ($US1B), post-FDA regulatory approval. Split equally between Auven Therapeutics and BELLUS Health, this could mean $US500M to each partner in the JV. I could discount that using a simple probability of successful-approval factor of 50%, and it's highly plausible that if the JV were monetized today, it might be worth several hundreds of millions of dollars in total, or from $US100–200M for BELLUS Health's share of the JV. That would obviously be a significant premium to where the company is trading today, at $US48M valuation.
TLSR: If Kiacta is partnered or sold to a pharma, this would be an immediate catalyst that would far precede any kind of data emanating from a Phase 3 trial, correct?
BB: Yes. Additionally, Lazard could assist the JV in seeking a commercial partner that may wish to share risk and pay a substantial upfront fee, while leaving additional milestones and future considerations on the table. That also would be highly accretive to BELLUS Health's current share price.
http://www.thelifesciencesreport.com/pub/na/stunning-potenti…
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