Genkyotex (voorheen Genticel)

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Icksray-1979
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Re: Genkyotex (voorheen Genticel)

Berichtdoor Icksray-1979 » 23 Jan 2018 07:20

Gewoon ter info, op de site van genkyotex staan 2 volgende analisten weergegeven. Ene geeft een koersdoel van 2.9€, zal hem hieronder weergeven:

Genkyotex is a listed biotech since 2017 following its reverse take-over of Genticel.

A worldwide specialist in NOX inhibitors it aims to become a leader in fibrotic pathologies such as the very attractieve NASH market. We are initiating coverage of the stock on Buy, with a target price of € 2.9, pointing to upside of 70%.

At the leading edge of NOX sciencefiction Genkyotex’s defining feature is its thorough knowledge of NOX, the enzymes responsible for oxidative stress in humans. The company was founded 11 years ago by three international
experts in the field. Today, it is still one of the very few companies with a real capacity to discover these compounds.

It is also one of the rare NOX biotech companies to have
reached the human testing phase. Finally, it is, to our knowledge, the only NOX company in the world to specialise in fibrotic diseases such as NASH.

Genkyotex has already built up a considerable body of encouraging preclinical data. It is preparing to deliver its first clinical data for liver fibrosis in Hè 2018. Fibrosis a potential market worth $ 6bn in 2022.
In targeting fibrosis, Genkyotex is looking to carve out A position on a fledgling but potentially massive market. The principal indications that could be targeted by the group (NASH and PBC in the liver, diabetic nephropathy, pulmonary fibrosis) represents, according to EvaluatePharma, a potential market of $ 6bn in 2022 (growing at a pace of 24% per annum).

In our view, the advantage of targeting a market that is largely still not addressed is that the competitive field is still relatively open. By way of example, in NASH, only cenicriviroc
(Allergan/Novartis) and selonsertib (Gilead), still in development, clearly have mechanistically anti-fibrotic properties. All of the other treatments that are currently in clinical trials (anti-metabolic, anti-inflammatory) would not actually be competing but would rather round out treatment by the future anti-fibrotic products like Genkyotex’s GKT831.

Valuation: € 2.9 per share, 70% upside:
We value Genkyotex via the sum of its cash position and the indications of its main compound, GKT831. We are excluding, for the time being, the group’s second compound,
GKT771 (too early) and the agreement on Vaxiclase without Serum Institute (a legacy from the former Genticel which milestones are difficult to model). In the event of clinical success andere regulatory approval, GKT831, could, on our estimates, generate peak sales (2029e) of €230m in PBC (assuming it becomes commercially available in 2021), €2.7bn in NASH (assuming it becomes commercially available in 2024e) and €1.9bn in diabetic nephropathy
(assuming it becomes commercially available in 2024).

We value Genkyotex at € 2.9 per share (€ 0.4 for PBC, € 0.3 for nephropathy, € 2.2 for NASH, -€ 0.1 for cash). The stock
offers upside of 70%, on our estimates.

Main risks:
Genkyotex is a company with strong potential but still in the fledging stage. Whilst the
rewards could be significant in the event of a blue-sky scenario materialising (potentially x8
out to 2023), the principal risk remains the failure of clinical trials (GKT831 has mainly been
tested in the pre-clinical trial stage to date). In the longer term, the company’s capacity to
effect its transition towards the commercial phase must also be monitored.

(Sebastien Malafosse, analyse. Bron: genkyotex.be)
Euronav - Exmar - Econocom Group - ArcelorMittal -
Genkyotex - Thrombogenics - Nordic American Tankers - IBA - Teekay Tankers LTD - Ahold Delhaize.


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Icksray-1979
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Re: Genkyotex (voorheen Genticel)

Berichtdoor Icksray-1979 » 23 Jan 2018 07:25

En dit is de tweede, waardering van 3.5€/aandeel (datering is wel al van mei-2017):

http://www.edisoninvestmentresearch.com ... otex1/full
Euronav - Exmar - Econocom Group - ArcelorMittal -
Genkyotex - Thrombogenics - Nordic American Tankers - IBA - Teekay Tankers LTD - Ahold Delhaize.

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Re: Genkyotex (voorheen Genticel)

Berichtdoor El Dinero » 26 Jan 2018 09:19

Woensdag 31/01 is er een business update, iets om naar uit te kijken.

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Re: Genkyotex (voorheen Genticel)

Berichtdoor Icksray-1979 » 31 Jan 2018 19:52

GENKYOTEX REPORTS DECEMBER 31, 2017 CASH POSITION
AND PROVIDES BUSINESS UPDATE:

* Cash equivalents and liquid investments of €14.6 million as of December 31st, 2017, in line with Company’s expectations.

* Phase 2 trial of GKT831 in Primary Biliary Cholangitis on track with interim results expected mid-2018.

* Patient enrollment continues for the Phase 2 trial of GKT831 in Diabetic Kidney Disease; Investigator-Initiated Study fully funded by Juvenile Diabetes Research Foundation Australia and Baker Institute.

Genkyotex (Euronext Paris & Brussels: FR00011790542 – GKTX), a biopharmaceutical company and the leader in NOX therapies, today reported cash, cash equivalents and liquid investments of €14.6 million, on December 31st, 2017.

Elias Papatheodorou, CEO of Genkyotex, comments: “2017 was a productive year during which we laid important groundwork for Genkyotex’s future milestones. From A clinical standpoint, we initiated a Phase 2 study with GKT831 in Primary Biliary Cholangitis (PBC), interim results of which are expected to be available in mid-2018, with final data anticipated by the end of 2018. Australian investigators also begane enrolling patients in a Phase 2 study of GKT831 in diabetic kidney disease (DKD). This study is being fully funded by the Juvenile Diabetes Research Foundation (JDRF) Australia and the Baker Institute. These important clinical achievements have meaningfully advanced our company and brought us closer to achieving our goal of providing patients and physicians with a novel therapy for fibrotic diseases.”

Financial highlights:
On December 31st, 2017, Genkyotex's cash, cash equivalents and liquid investments amounted to €14.6 million vs. €15.3 million on September 30th, 2017, in line with the Company’s expectations. The cash position includes the €2.4 million payment of the 2016 Research Tax Credit (Crédit Impôt Recherche) received on December 2017. The Company’s cash burn was driven by investments in the ongoing phase 2 trial in PBC.

Clinical highlights:
Patient enrollment in the Phase 2 clinical trial of GKT831 in PBC is progressing as planned across a global network of investigational centers. A total of 102 patients will be enrolled in the study, and the Company expects interim results in mid-2018, and full results by the end of 2018.

Patient randomization continues for the Phase 2 trial evaluating the safety and efficacy of GKT831 in patients with type 1 diabetes and diabetic kidney disease (DKD). This investigator-initiated Phase 2trial is a placebo-controlled, double blind, randomized, parallel study to evaluate the effect of Oral GKT831 on the urine albumin-to-creatinine ratio (UACR) in patients with persistent albuminuria despite treatment with optimal standard of care.

A total of 142 patients are planned to be enrolled into the study at up to 15 investigational centers in Australia. This trial is being led by world-renowned diabetes experts, Professor Mark Cooper, Head of Department of Diabetes at Monash University, and Professor Jonathan Shaw, Deputy Director (Clinical and Population Health) at the Baker Heart and Diabetes Institute in Melbourne, Australia. As a reminder, the Phase 2 trial is being fully funded by the JDRF Australia and the Baker Institute.

Research highlights:
Genkyotex is advancing the preclinical development of GKT771 and intends to submit a clinical trial application in 2018. GKT771 targets a number of important pathological processes, including angiogenesis, pain processing and inflammation.

Genkyotex continues to explore the therapeutic value of NOX inhibition in oncology, hearing loss and Parkinson’s disease, and to seek opportunities for non-dilutive grant financing to support the preclinical evaluation of drug candidates in these therapeutic areas. In January 2018, academic collaborators published three studies demonstrating the efficacy of GKT831 in models of diabetic eye and kidney disease 1-3.
In 2018, the Company anticipates the publication of additional studies further validating the therapeutic potential of NOX inhibitors in various indications.

Upcoming financial publication:
Genkyotex expects to publish its full-year 2017 financial results on February 28th, 2018.
Euronav - Exmar - Econocom Group - ArcelorMittal -
Genkyotex - Thrombogenics - Nordic American Tankers - IBA - Teekay Tankers LTD - Ahold Delhaize.

Munnybunny
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Re: Genkyotex (voorheen Genticel)

Berichtdoor Munnybunny » 01 Feb 2018 12:24

Geraken door hun cash lees ik en trials kosten handenvol geld. Volgt er een kapitaalronde?

timothy v
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Re: Genkyotex (voorheen Genticel)

Berichtdoor timothy v » 01 Feb 2018 12:30

vandaag ingestapt, ik geloof erin.

El Dinero
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Re: Genkyotex (voorheen Genticel)

Berichtdoor El Dinero » 01 Feb 2018 22:17

Goeie keuze, alle koersdoelen liggen hoger dan 3 euro nu en terecht.
Ondergewaardeerd en de hoeveelheid cash lijkt me niet meteen problematisch.
Dat het weinig coverage krijgt is wel lastiger, onbekend is onbemind.

El Dinero
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Re: Genkyotex (voorheen Genticel)

Berichtdoor El Dinero » 21 Feb 2018 14:59

Toch weer een meevaller met dit nieuws:
https://www.genkyotex.com/images/PDF/GB ... CAF_EN.pdf

Koers reageert redelijk goed, boven 1.80 weinig weerstand

zittergie
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Re: Genkyotex (voorheen Genticel)

Berichtdoor zittergie » 22 Apr 2018 18:32

Woensdag terug een update ...
Be the difference that makes a difference

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Re: Genkyotex (voorheen Genticel)

Berichtdoor Stefkamielkafkajr » 22 Apr 2018 20:04

telkens opnieuw maken ze een sprong naar de 2€ om op langere termijn weer te zakken naar regionen rond de 1.50
Agfa, , Deceuninck , euronav, exmar , frontline,fagron,KPN, nyrstar,talvivaara, mdxhealt, pharming, thrombog, x fab