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After positive pre-clinical results in rats with NEX-22 (for treatment of type 2 diabetes) in Q1, we now see results from phase I for NEX-20 (for multiple myeloma) by end of June, initiation of phase I with NEX-22 later in 2023, and NEX-18 (long-acting injectable azacitidine for myelodysplastic syndrome) in 2024, as the primary catalysts for a continued revaluation. In addition, two unnamed partner projects are moving into pre-clinical phase in Q2'23. However, the cash is just enough for the rest of the year, which means that we will likely see a raise in H2'23. Our updated rNPV model, now taking a raise of another year's runway into account, supports a fair value of SEK 6.6-7.2 (6.6-8.2) per share, with further upside as the company continues to de-risk the portfolio with progress in clinical development.
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