contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


isofol-medical-ab-publ-dnb-markets-good-momentum-in-q2

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Isofol Medical is a research-based biotechnology company working to improve the prognosis of patients with severe forms of cancer. The company's drug candidate arfolitixorin aims to increase the effect of first-line standard treatment that is used globally for several forms of solid tumors. Isofol is conducting clinical development of arfolitixorin in colorectal cancer, the world's third most common cancer, where the medical need for better treatments is great.

Isofol Medical

Isofol Medical reported a Q2 operating loss that was slightly better than we expected. The company is fairly well financed after a successful cSEK180m capital raise during Q2. Despite pandemic...

Isofol Medical reported a Q2 operating loss that was slightly better than we expected. The company is fairly well financed after a successful cSEK180m capital raise during Q2. Despite pandemic-related difficulties, Isofol Medical achieved two significant milestones after the quarter. Firstly, 330 patients were recruited in the pivotal phase III study, enabling the interim analysis, with results expected in Q1 2021. Secondly, it announced a licencing deal for the development and commercialisation of arfolitixorin in Japan that entitles it to cUSD100m in upfront and sales-related payments. The structure of the deal has yet to be disclosed, making it the only possible negative wrinkle. We reiterate our fair value of SEK10-23.Q2 operating loss of cSEK47m slightly bests our estimate of cSEK-52m. The main deviation was lower than expected R&amp;D costs, probably linked to lower activity at clinics relating to the pandemic. We believe R&amp;D costs will increase as the phase III study progresses, which is the type of cost we want to see for a company like Isofol Medical. The end-Q2 cash position was cSEK186m.330 patients recruited - enabling interim analysis after 16 weeks of treatment. A DSMB will evaluate the data and we believe the results could be communicated in Q1 2021, with the most likely scenario being a recommendation to expand the study to 660 patients (from 440) to reach statistical significance. The company has communicated that the ambition is to have 440 patients recruited around the same time as the interim results, which to us sounds like development efforts will be intensified. This paired with the likely addition of 220 patients would increase the cash burn, implying a need to raise additional capital - likely in connection with the interim readout in our view.Important commercial milestone achieved with cUSD100m licencing deal. As we stated earlier, we find it encouraging that management has delivered on the goal of finding a partner despite the difficulties relating to the pandemic. The company remains reluctant to share any further details of the deal, citing other ongoing discussions. From the market's perspective, this lack of information might be viewed as negative.We reiterate our fair value of SEK10-23. We have raised our cost assumptions as we believe development efforts will intensify. We have already included the licencing deal in our estimates but highlight we have low visibility of the deal.Click here to view full report (<a href="https://www.dnb.no/seg-fundamental/fundamentalweb/GetReports.aspx?file=CMPSP_161371.pdf&amp;Sid=1-7XT0MIJ">https://www.dnb.no/seg-fundamental/fundamentalweb/GetReports.aspx?file=CMPSP_161371.pdf&amp;Sid=1-7XT0MIJ</a>) Best regards  __________________________________________________David Martinsson | Markets | Equity Research | HealthcareDNB Bank ASA, Filial Sverige Visiting address: Regeringsgatan 59 | Stockholm | Sweden __________________________________________________Patrik Ling | DNB Markets | Equity Research | Senior Analyst Healthcare DNB Bank ASA Regeringsgatan 59 | Stockholm | Sweden