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Cantargia

Analyytikko

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Nettovaikuttavuus

Muut analyysit
27.5.
2021

After Cantargia's CMD last week, the Q1 report offered few surprises. The increased operating loss versus our previous estimate was likely due to R&D investments during the quarter.

Muut analyysit
26.5.
2021

Cantargia reported their Q1 this morning with an operating loss of SEK -73.2m, 45% more than we expected (SEK -50.5m) and up 83% from last year (SEK -39.9m).

Muut analyysit
26.2.
2021

Cantargia stands well equipped for a successful 2021, in our view. The Q4 report offered few surprises and the promising interim results for CANFOUR provide a good outlook for further positive data generation. The strong cash balance also puts the company in a good position when negotiating potential commercial partnership agreements. We make no estimate revisions following the report but increase our DCF-based valuation range to SEK 54-59 (48-54) per share.

Muut analyysit
4.2.
2021

Cantargia: Edison Open House interview
Muut analyysit
13.11.
2020

The past few months have been very positive for Cantargia. Most encouraging, in our view, is the recently published and promising interim results for its ongoing phase IIa CANFOUR trial. In its Q3 report, Cantargia repeated the message that it is planning its next steps forward. We argue that these next steps –along with the full results from CANFOUR and the readouts from Novartis's canakinumab trials – represent the next key triggers for the share.

Muut analyysit
14.10.
2020

Over the past few weeks, Cantargia has presented positive interim data from the ongoing CANFOUR trial, which has significantly strengthened our conviction in a successful outcome of ph IIa. The full readout is expected within the coming months, but the company has, on the back of the recent findings, already started planning to advance the development of CAN04 in both NSCLC and PDAC. During Q4, we expect Novartis to present data from its ongoing ph III trial for Canakinumab, which will provide further insight into targeting the IL-1 system for cancer treatment.

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Cantargia