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Analyst Comment

Gubra: Shares drop 4% yesterday amid pipeline news, despite the news relating to a smaller part of our pipeline valuation

By Claus ThestrupCEO, Sweden
Gubra

Gubra's shares fell by 4% yesterday following updates on its pipeline. Boehringer Ingelheim, Gubra's partner in multiple obesity projects, has decided to discontinue the clinical obesity project NYP2. Besides NYP2, Gubra and Boehringer Ingelheim are collaborating on one Phase 1 projects and two  preclinical project. In our valuation model, we have attributed the highest value to Gubra's own projects, UCN2 and Gubamy (Amylin), while the pre-clinical projects make up a smaller part of our aggregate value for Gubra’s other pipeline projects, with Boehringer (now three), the hemophilia project with Hema, and other preclinical projects. Consequently, today’s announcement affects only a minor part of the valuation for Gubra’s Discovery & Preclinical (D&P) business segment.

The two largest risks for Life Sciences companies are capital and pipeline strength. Gubra is well-capitalized and boasts a broad and robust pipeline across multiple areas.

Read our latest One-Pager here: Gubra: One-pager - september 2024

Disclaimer: HC Andersen Capital receives payment from Gubra for a Digital IR/Corporate Visibility subscription agreement. /Claus Thestrup 9:05 AM 01-11-2024.

Gubra

430DKK31.10.2024, 17.20

Gubra is a pharmaceutical company. The company's operations are focused on the early stages of drug development. They mainly conduct research and development in the field of metabolic and fibrotic diseases. The company's product portfolio includes several brands and pharmaceuticals, and operations are conducted on a global level, with the largest presence in North America and the Nordics. The head office is located in Hørsholm, Denmark.

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