NEX-18 safety issues postpone potential licensing deals With a clearer view on the path ahead for the company, we update our model and postpone the estimated out-licensing of NEX-18 to 2025 (2023) and its approval and commercialisation to 2028 (2026). For NEX-20, we also delay the expected out-licensing deal to 2025 (2024) and its approval and commercialisation to 2028 (2027). Finally, we also move the two expected future licensing agreements for the external projects A to 2023 (2022) and B to 2024 (2023). We do not yet include the NEX-21/22 programme in our valuation.
New fair value range of SEK 3-9 (SEK 4-10) We increase our WACC to 14% (13%), partly to reflect external macro-economic factors but also on our expectation of a new share issue of ... Läs mer på ABG Sundal Collier
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