Nordea har mod betaling udarbejdet denne analyse af Cantargia:
We attended the American Society of Clinical Oncology (ASCO) conference in Chicago on 3-7 June, at which Cantargia revealed positive interim data in several presentations. These were related to its lead candidate nadunolimab (CAN04) in the studies CANFOUR and CIRIFOUR. In our view, the highlight was the poster discussion about gastrointestinal cancers that covered the extended interim analysis in PDAC in which Cantargia showed encouraging interim results in a significantly larger sample group than in the last interim readout. While this data is positive for the outlook in this indication, we make no revisions to our estimates for its likelihood of approval. This is since we have already fine-tuned an uplift in our Q4 update as Cantargia signed the partnership with PanCAN in January to start the phase 2/3 trial Precision Promise. The interim CANFOUR data in NSCLC also point to more positive results to come, but we note that the presenter also underpinned the fact that cisplatin and gemcitabine is not a frequent first-line chemotherapy, which could limit the applicability of the data. In our view, both the CANFOUR data in NSCLC and CIRIFOUR data are yet too immature to draw any meaningful conclusions from. Overall, we believe the interim results from ASCO were a positive addition to Cantargia’s data package, which will be favourable in negotiating any new partnerships ahead.
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