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.
I dagens Morgenbørs ser vi ind i US futures der ligger marginalt i minus, mens EU peger op fra morgenstunden. Afventende stemning op til at højesteret i USA kommer med afgørelse om Trumps tariffer.
Amylyx Pharmaceuticals has selected AMX0318, a long-acting drug discovered with Gubra, as a development candidate, triggering a USD 4m milestone and carrying >USD 50m in potential milestones plus royalties. While modest versus Gubra’s AbbVie partnership and UCN2, the progression further validates the streaMLine platform and its long-term optionality.
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I dagens Morgenbørs ser vi ind positive europæiske futures trukket op af en stærkt luk i US og ignorerende weekendens geopolitik. Herhjemme er der fokus på blandt andet Novo Gubra, ISS og Grønland.
Gubra has entered into an exclusive collaboration and license agreement with Camurus to develop a long-acting treatment for hypoparathyroidism, combining Gubra’s parathyroid hormone (PTH) analogue (discovered via its AI-enabled streaMLine platform) with Camurus’ FluidCrystal® sustained-release technology. The aim is to reduce injection frequency and improve disease control versus current once-daily PTH therapies, addressing a clear unmet need in this rare endocrine disorder.
I dagens Morgenbørs ser vi ind i endnu en positiv dag på de europæiske futures og positive globale markeder efter FED møde. Herhjemme fokus på blandt andet FLS, Bavarian og fedme aktier.
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.
