Zeus schreef op 11 december 2025 13:41:
Uit het Bell Potter rapport van eergisteren; let u even op hun geprognotiseerde waarde van Immutep (mocht het allemaal op de rails blijven natuurlijk).
We have updated forecasts to include contributions from the Dr Reddy's deal in FY26 and FY27. The deal sets a precedent for the de-risked global valuation of Efti to be closer to ~US$7b excluding royalties, a large premium to the closing market cap of $472m. There is clear multi-fold upside potential for IMM should it succeed through the current Phase 3 lung cancer trial in a NSCLC market valued at US$12b/yr in the US alone. We maintain our BUY (speculative) recommendation and valuation is increased to $0.60/sh after increasing licensing revenue forecasts.