XOMA PLC. - ein neuer Versuch

eröffnet am 31.10.20 01:54:07 von
neuester Beitrag 16.11.20 21:46:40 von

ISIN: US98419J2069 | WKN: A2ATUH | Symbol: XOMA
32,05
$
27.11.20
Nasdaq
-1,87 %
-0,61 USD

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31.10.20 01:54:07
Hallo,

nachdem in den historischen Threads hier nicht mehr geschrieben werden kann, möchte ich einen neuen eröffnen: XOMA ist kein klassisches Biotech-Forschungsunternehmen, sondern ein sogenannter "royalty aggregator".

XOMA PLC.
MC 273 Mio$
CASH ca. 50 Mio$
Kurs: 24,81$
Aktienzahl: ca. 11 Mio

Wenn ich das Geschäftsmodell richtig verstanden habe - lasse mich hier gerne belehren - kauft die Firma für einen geringen Betrag von verschiedenen kleineren Biotechfirmen ihre Royaltys und Milestones auf, um sie irgendwann zu versilbern.

Over the course of our history, we had licensed antibody assets and technologies to pharmaceutical and biotech companies, building a sizeable portfolio of potential royalty and milestone payments. Through our experience, we realized the royalty monetization market was largely focused on Phase 3 or commercial-stage products.

When a biotech company seeks to raise money during the development process, they often are faced with three options – give up ownership of their company in order to raise equity capital, take on debt, or discontinue a promising program because financing isn’t available. Historically, there have been few options to monetize royalties at a pre-commercial stage.

We knew we had an opportunity to build upon XOMA’s strong license portfolio and deliver shareholder value by addressing a clear market need. We offer a fourth option to the biotech industry – access to non-dilutive, non-recourse capital in exchange for the contractual rights to future milestones and royalties.


Das Portfolio hierzu ist beachtlich:
https://www.xoma.com/portfolio/

Portfolio of 65+ assets in >30 disclosed indications today and growing

Zum CASH: On June 30, 2020, XOMA had cash and cash equivalents of $49.5 million. Bei einem Cash-Burn von 3,5 Mio$ im letzten Quartal reicht das für fast 4 Jahre - Income nicht einberechnet.

Vielleicht ist hier jemand näher in der Materie und kann was zum Geschäftsmodell sagen oder ob es ähnliche Werte gibt. Über eine neue Diskussion würde ich mich freuen.
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04.11.20 00:24:26
Heute + 8%

Die News dazu: "XOMA Acquires Royalty Interest in Four Lysosomal Storage Disorder Enzymes Being Developed Under the Chiesi Group–Bioasis Strategic Alliance"

https://investors.xoma.com/news-events/press-releases/detail…

Sowie noch eine News von letzter Woche: "XOMA Earns $25 Million Milestone Payment..."

https://investors.xoma.com/news-events/press-releases/detail…
Xoma | 26,01 $
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12.11.20 23:26:42
XOMA Earns First Milestone Payment from 2018 Royalty Purchase Agreement

https://investors.xoma.com/news-events/press-releases/detail…

EMERYVILLE, Calif., Nov. 11, 2020 (GLOBE NEWSWIRE) -- XOMA Corporation (Nasdaq: XOMA) (“XOMA” or the “Company”) today announced it has earned a $1 million milestone payment from Agenus Inc. (NASDAQ: AGEN) related to Merck’s advancement of MK-4830 into a Phase 2 study in patients with advanced non-small cell lung cancer (NSCLC) previously treated with anti-programmed cell death receptor ligand 1 (PD-L1) therapy. MK-4830 is part of XOMA’s first transaction under its royalty and milestone aggregator business model in which the Company acquired a royalty interest in seven milestone and royalty-bearing licenses Agenus held with Merck and Incyte for $15 million.

“Today’s announcement marks the first asset that the XOMA team acquired under our royalty and milestone aggregator business model to achieve a clinical milestone. We congratulate Merck on its early clinical success with MK-4830, and we hope this positive development ultimately translates into a new therapeutic option for patients with non-small cell lung cancer,” stated Jim Neal, Chief Executive Officer at XOMA."


Wieder ein Milliönchen...
Xoma | 27,71 $
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16.11.20 16:28:52
Danke für die Threaderöffnung.
Diese alte Xoma...2009 eingestiegen...seit 2 Nachkäufen bald wieder im Plus, wenn's so weiter geht.

War ne gute Entscheidung, ein "royalty aggregator" zu werden. Läuft seit dem.
Heute richtig nice.



🤠
Xoma | 29,50 $
1 Antwort
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16.11.20 21:46:40
Antwort auf Beitrag Nr.: 65.724.576 von jimmo am 16.11.20 16:28:52Danke für die Blumen :)

Hier die Meldung zum heutigen Kursanstieg:

XOMA Earns $2 Million Milestone from Takeda as Mezagitamab Advances into Phase 2 Development

https://investors.xoma.com/news-events/press-releases/detail…

Auszüge: XOMA Corporation (Nasdaq: XOMA) (“XOMA” or the “Company”) today announced it has earned a $2 million milestone payment from Takeda Pharmaceutical Company Limited as the first patient has been dosed in its Phase 2 study to evaluate safety, tolerability, and efficacy of mezagitamab (TAK-079) in participants with generalized myasthenia gravis (MG)...
In the last month, we have earned $28.5 million in combined value from four partners, Takeda, Novartis, Merck, and one undisclosed company. XOMA may receive up to $16 million in additional milestones from Takeda. Upon receipt of regulatory approval to commercialize mezagitamab, XOMA will receive a four percent royalty on any net product sales.


Und so als Zusammenfassung der Ereignisse: XOMA’s royalty aggregator model is beginning to bear fruit

+ 25% seit Threaderöffnung vor gut 14 Tagen. Bin zufrieden :lick:
Xoma | 31,38 $


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XOMA PLC. - ein neuer Versuch