Nuevolution - Reconciliation of blog spot from late September-16 to now
2017-02-09 17:57, Edited at: 2017-02-10 09:10Please note: Community posts are written by its members and not by Redeye’s research department. As a reader you’re always encouraged to critically analyze the content.
My blog spot from September-16 reconciled to February-17. Stock increase 70% and more to come is very likely! Mgmt has delivered on forecasts, both scientificly & commercially. Apart from present pipeline very ambitious scientific cooperations have been established both in the US (GPCR receptors) and in Denmark (leukimia) which will build the future pipeline over next 3-5 years.
"- Exciting months ahead for Nuevolution - it is possible all six triggers are in place, and hopefully rock solid, already at year end. It will likely trigger a drastic revaluation of the stock."
Upcoming triggers from small molecule drug discovery engine Nuevolution ( based on public company info - dates are my own estimates based on public company info) - all quarters are calender quarters
Before end of October 2016
BET inhibitor (selective to BD1) - First in class in inflammation Obtain pre-clinical results from mouse models of very underserved diseases fibrosis (IPF) and Lupus (SLE)
FEBBRUARY-17. Had to re-do the IPF - results in Q2-17. Very good results in first SLE model. Second model results midyear. If both are positive it is a real breakthru re a selective BET inhibitor, also for autoimmune deseases like RA and MS.
Before end of November 2016
ROR gamma inhibitor - Second/third in class in inflammation / possibly first to inhibit resistance to standard of care in prostate cancer. Obtain late pre-clinical results from serious prostate cancer (CRPC) and undisclosed target in inflammation. Obtain non-GLP tox re the back up candidate.
FEBRUARY -17 Alimral deal re Dermatology and Psoriatic Arthritis in Dec. API produced. Presume non GLP tox re back up is OK. Speedy process to get GLP tox in place for Almirall IND application - probably summer 2017. Many exciting alternatives for areas outside the Almirall agreement. Late pre-clinical results of the above indications within a couple of months, "soon" Also other non disclosed indications to be tested/reported over 2017.
Before end of December 2016
Cytokine X inhibition - First in class in inflammation Reach lead optimisation stage - possibly release undisclosed target
FEBRUARY-17: Reached lead optimisation stage. Proof of concept in animal studies. Undisclosed small molecule to replace monclonal antibody. Likely to be RA and be next high value deal could be something truely unique! Mgmt keps cards close to their chest.
ROR gamma stimulant - Immune-oncology - compelling new mechanism Obtain data from IL17A/mouse splenocyte stimulation. Opens up for proof of concept 2017
FEBRUARY-17: No material news yet
GRP78 inhibitor - First in class in cancer Obtain data for proof of concept in relevant cancer cell lines
FEBRUARY-17: No material news yet
Before end of March 2017
Commercial deals - one or two licensing/risk sharing deals expected. Despite being in pre-clinical stage, promising "first/early in class" molecules have the potential to generate commercial deals of high or very high value.
FEBRUARY-17: Deals with AMGEN & ALMIRALL show that Nuevolution is an exciting player to count with in high value pharma development and attracting high value. Stock has risen by 70%. First Amgen target looks VERY promissing according to mgmt. Next deal could be plattform based which is likely to attract a high value leading a new revaluation of the stock. A 100% increase is in the cards for next 12 months in my view.
I have a 0.4% position in Nuevolution.