BASILEA, Ceftobiprole – A Free Option?
In continuation with our search for opportunities in “Drugs for Bad Bugs”, we reinstate our coverage on Basilea Pharma (BSLN), as it is trading close to cash value and offers a favorable risk reward profile. Upside could come from positive clinical data of Isavuconazole (BAL8577, PhIII, invasive fungal infections, partnered with Astellas), expected by YE12/1H13 and US approval of Toctino (2013). After entering into an exclusive worldwide agreement with Stiefel (GSK company) for Toctino (alitretinoin, L in major countries of ex-US; PhIII in US, Chronic Hand Eczema – CHE), BSLN now has teeth and cash buffer to attempt creating value from... For more detail, please read our initiation report released on 9th July, 2012 on BSLN titled “Ceftobiprole - A Free Option?
COMPANIES MENTIONED
Basilea
Basilea
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