Gubra

We have updated our One-pager investment case on Gubra to reflect the Q1 2026 trading statement, the revised CRO guidance, and the clinical newsflow across the pipeline. The quarter has incrementally strengthened the D&P-driven equity value case, while the CRO downgrade has only a limited impact on our valuation framework given the segment's modest share of total enterprise value.

I går havde vi fornøjelsen af at have CFO Kristian Borbos samt Investor Relations & Strategy Lead Emma Jappe Lange med, hvor de præsenterede resultaterne samt de kliniske nyheder for første kvartal.

Gubra ventes at offentliggøre sin handelsopdatering for Q1 2026 den 6. maj 2026. Den 12. maj kl. 13.00 vil selskabets CFO Kristian Borbos og IR og Strategy Lead Emma Jappe Lange præsentere kvartalsopdateringen og svare på spørgsmål fra investorer i et live-event.

Mød ledelsen i Gubra og stil spørgsmål til dagens investorpræsentation

Gubra delivered its Q1 2026 trading statement yesterday, and the headlines are dominated by Biotech progress: AbbVie's ABBV-295 MAD data (~10% weight loss in 12-13 weeks, with comparable efficacy on every-other-week and monthly dosing) and the BI 3034701 triple agonist are both confirmed for Phase 2 entry in 2026, Q3 and mid-year, respectively. 

I dagens Morgenbørs ser vi ind i et positivt futuresmarked med tro på en mulig fredsaftale i Mellemøsten. Herhjemme er der stor regnskabsdag med regnskaber fra bl.a. Novo Nordisk, Vestas, Pandora, Demant, Ørsted og Ambu.

Dagens aktienyheder 06/05-2026: NORDEN, Gubra, MPC Energy Solutions og INVISIO

Dagens aktienyheder 29/04-2026: Gubra

Gubra today announced that its partner Boehringer Ingelheim plans to initiate Phase 2 development of BI 3034701 in mid-2026. BI 3034701 is a potential first-in-class triple GLP-1, GIP and NPY2 receptor agonist peptide for obesity, originating from Gubra's peptide discovery platform. The advancement provides further validation of Gubra's platform capabilities - particularly its ability to engineer differentiated, first-in-class peptide candidates within obesity that attract continued development investment from top-tier pharma partners.

I dagens Morgenbørs ser vi ind i små fald, hvor olieprisen og Nvidia sætter retningen. Herhjemme fokus på GN Store Nord og Novo Nordisk.

Dagens aktienyheder 11/03-2026: Gubra og RTX

In connection with AbbVie reporting positive topline results from a Phase 1 trial for ABBV-295, Gubra’s out-licensed long-acting amylin analogue, we hosted a live event with CFO Kristian Borbos and IR & Strategy Lead Emma Jappe Lange from Gubra.

On the 9th of March AbbVie reported positive topline results from the multiple ascending dose (MAD) portion of the Phase 1 trial for ABBV-295, Gubra’s out-licensed long-acting amylin analog.