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Nanexa’s next proprietary development project, NEX-22, is a long-acting formulation of liraglutide for treatment of type 2 diabetes (T2D). Addressing a growth vertical within the USD 50bn type 2 diabetes market, the project is expected to enter phase I in 2023 and with a blended 5,4% likelihood of approval, NEX-22 alone could add some SEK 2 to per share to our rNPV. Simultaneously, investors return requirements are rising and with another capital raise likely on the horizon, we now find support for fair value of SEK 6.6-8.1 per share (6.3-7.7), which a potential issue at SEK 2 per share could cut to SEK 4.1, still providing a significant upside with plenty of milestones ahead. Should we however see a first firm license development agreement before that, this could alleviate the need to raise more cash.
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