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Endocyte, Inc. Message Board

  • naked_finger naked_finger Dec 18, 2012 6:40 PM Flag

    Edison Investment research

    Acceptance of EU regulatory filings for vintafolide and its companion diagnostic
    etarfolatide for ovarian cancer could lead to conditional approval in H213. While the
    muted share price reaction to this news suggests low market expectations, recent
    EMA decisions raise the possibility of approval on Phase II PFS data. Given
    Endocyte’s modest valuation and low investor expectations, EU conditional
    approval offers favourable risk/reward and could provide significant upside.

    Sentiment: Strong Buy

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    • With an EV of only $142m, we believe the market is significantly underestimating the
      potential of vintafolide in ovarian cancer, other indications (lung cancer, Phase IIb
      data in H114), or the value of the Merck licensing deal (potential for additional
      indications). Moreover, given Endocyte’s modest EV and low investor expectations,
      EU conditional approval for vintafolide in H213 could offer significant upside.

      Sentiment: Strong Buy

    • recent conditional approval of Takeda’s Adcetris suggests the
      EMA will approve drugs based on Phase II PFS data, provided unmet need is high.

      Sentiment: Strong Buy

 
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