ExpreS2ion Biotech (One-pager): Early Phase I clinical validation of ES2B-C001 de-risks near term development
Oversigt
- ExpreS2ion Biotech har opdateret deres vurdering af ES2B-C001, efter positive tidlige immunogenicitetsdata og godkendelse af dosisoptrapning i fase I-studiet, hvilket reducerer risikoen for den nærmeste kliniske udvikling.
- Virksomheden har afsluttet TO 11 warrant-programmet og indgået en malaria-licensaftale med Serum Institute of India, som giver platformvalidering og ikke-dilutiv finansiering.
- Den nye aftale med Serum Institute har en begrænset indvirkning på den samlede pipelineværdi sammenlignet med ES2B-C001.
- HC Andersen Capital modtager betaling fra ExpreS2ion Biotech for en digitalIR/Corporate Visibility abonnementsaftale.
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We have published an updated one-pager on ExpreS2ion Biotech following encouraging early immunogenicity data and dose escalation clearance in the ongoing Phase I study of the HER2-targeted breast cancer vaccine ES2B-C001, which begins to de-risk near-term clinical development, as well as the completion of the TO 11 warrant programme. The note updates our assessment of the core value drivers, funding outlook and dilution, and revisits the market-implied probability of success. We also incorporate the recently signed malaria licensing agreement with Serum Institute of India, which provides platform validation and some non-dilutive funding, but has a more limited impact on total pipeline value relative to ES2B-C001.
You can also watch the presentation of the Q3 2025 results, where CEO Bent U. Frandsen and CFO Keith Alexander discuss recent developments and upcoming milestones, here:
https://www.inderes.dk/videos/expres2ion-biotechnologies-presentation-of-q3-2025-earnings-release
Disclaimer: HC Andersen Capital receives payment from ExpreS2ion Biotech for a digitalIR/Corporate Visibility subscription agreement. / Philip Coombes 08:44 15/01/2026