Gubra is a pharmaceutical company. The company's operations are focused on the early stages of drug development. They primarily conduct research and development in the area of metabolic and fibrotic diseases. The company's product portfolio includes several brands and drugs, and the operations are conducted on a global level, with the largest presence in North America and the Nordic region. The headquarters are located in Hørsholm, Denmark.
Gubra announced this morning that its partner, Boehringer Ingelheim, is advancing BI 3034701, a next-generation triple-agonist peptide for the treatment of obesity, into mid-stage clinical development following completion of the Phase I study. No data have been released, but the decision to progress the candidate follows a randomized, placebo-controlled Phase I trial in healthy volunteers and individuals with overweight or obesity, in which BI 3034701 demonstrated a favourable safety and tolerability profile together with promising early weight-loss effects.
The latest Gubra one-pager follows the continued progress in the company’s obesity pipeline, including development under the partnership with AbbVie for ABBV-295, which released an upfront payment of USD 350m in Q2 2025. Our model suggests that Discovery & Partnerships (D&P) is the primary value driver for Gubra, led by the potential for ABBV-295 for a further USD 1.875bn in milestones and royalties, and followed by the early-stage, but high-potential UCN2 Gubra-owned pipeline asset. We still assume the CRO has significant value despite a more challenging 2025 after a long period of strong growth, and highlight a range of CRO valuations based on peer company valuations.
I dag præsenterede CFO Kristian Borbos samt Investor Relations & Strategy Lead Emma Jappe Lange resultaterne for årets første 9 måneder af 2025 samt forventningerne til resten af året. Ud over de finansielle resultater var der fokus på pipelinen inden for vægttab, og især kandidaten UNC2, der har fokus på sundt vægttab gennem opretholdelse af muskelmasse, og som forventes at rykke til kliniske fase 1-forsøg i løbet af første halvdel af 2026.
Gubra forventer at offentliggøre sin Q3 2025 handelsopdatering den 7. november 2025.
Samme dag kl. 13.00 vil selskabet præsentere resultaterne for de første ni måneder af 2025 og svare på spørgsmål fra investorer i et live-event.
I dagens Morgenbørs ser vi ind i positive futures efter gårsdagens nedtur. Herhjemme er der fokus på Novo, Bavarian, Gubra, Genmab og andre regnskabsaktuelle selskaber.
I dagens Morgenbørs ser vi ind i svagt positive markeder, drevet af yderligere deeskalering mellem USA og Kina. Herhjemme er der fokus på FLS, H+H og optakten til regnskabsstormen.
I dagens Morgenbørs ser vi ind i en svag positiv åbning i Europa, som følger efter en positiv udvikling i Asien. Herhjemme er der fokus på bl.a. Novo Nordisk, Pharma og Ørsted.
