Curasight had a small delay in its clinical programme, so the topline of both ph1 uTREAT and ph2 uTRACE will now be in H1/27 (H2/26), but the overall opportunity remains intact. The delay enables an assessment of whether administration can be simplified and the opportunity in brain cancer broadened beyond glioblastoma, so we view it as positive and important. Our fair value range falls to DKK 11-30 (14-36).
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