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 ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...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
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    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 {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    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
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


pharma-equity-group-one-pager-repositioning-strategy-at-an-inflection-point

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

CEO, Sweden

Claus Thestrup

Equity Research Analyst

Philip Coombes

Pharma Equity Group develops medicines for the treatment of serious and life-threatening inflammatory diseases for which there is currently no adequate treatment. The Company uses repositioning of existing medicines and takes drug candidates to a clinical Phase III stage, after which they are 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

PEG maintained its guidance with its H1 2025 results, for DKK 11m in partner-driven revenue. The recent approval to initiate its RNX- 011 Phase IIb clinical trial strengthens PEG’s partner negotiation position.

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<p>PEG maintained its guidance with its H1 2025 results, for DKK 11m in partner-driven revenue. The recent approval to initiate its RNX- 011 Phase IIb clinical trial strengthens PEG&#x2019;s partner negotiation position. Medium-term cash burn should remain moderate with plans to fully out-license pipeline assets based on Phase IIb results. Despite limited cash-on-hand, PEG maintains a lean cost base of around DKK 5&#x2013;6m per quarter. The near-term capital position is contingent on an imminent partner agreement or settlement of the Portinho receivable with book value DKK 58m. Short-term financing or an equity capital raise may be used to bridge the funding gap as PEG develops towards cash flow break- even, driven by milestones and royalties from partner agreements.</p>
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<p>From a valuation perspective, our base case assigns around 31% Probability of Success (PoS) to achieve regulatory approval and commercialize the pipeline through partnerships. This compares to a benchmark POS of 29% for a Phase II product attaining FDA approval, across indications, according to Biostatistics.</p>
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<p><span lang="EN-US">HC Andersen Capital receives payment from Pharma Equity Group for a Digital IR subscription agreement. /Claus Thestrup, 10 September 2025, 08:31 AM.</span></p>

HC Andersen Capital

<p><ul>
<li>Pharma Equity Group (PEG) maintains its guidance for DKK 11m in partner-driven revenue, supported by the approval to initiate its RNX-011 Phase IIb clinical trial, enhancing its partner negotiation position.</li>
<li>We expect PEG's medium-term cash burn to remain moderate, with plans to out-license pipeline assets based on Phase IIb results, despite limited cash-on-hand and a lean cost base of DKK 5–6m per quarter.</li>
<li>The company's near-term capital position relies on securing a partner agreement or settling the Portinho receivable, with short-term financing or equity capital raise as potential solutions to bridge funding gaps.</li>
<li>Our valuation assigns a 31% Probability of Success for regulatory approval and commercialization through partnerships, slightly above the 29% benchmark for Phase II products attaining FDA approval.</li>
</ul></p><p><em>This content is generated by AI. You can give feedback on it in the Inderes <a href="https://forum.inderes.com/t/inderes-fi-sisallon-kehitysideat/71/last">forum</a>.</em></p>

Pharma Equity Group (One-pager): Repositioning Strategy at an Inflection Point

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