Healthcare
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Coeptis Therapeutics Inc. (NASDAQ: COEP) is a pre-clinical stage biopharmaceutical Corp focused on fighting cancer via a pipeline of potentially novel products targeting CD38+ related unmet need and solid tumor cancers. The up list to Nasdaq via the SPAC Bull Horn Holdings (BHSE) is a key milestone leaving COEP with 19,516,839 shares in issue, better liquidity and greater access to capital needed to advance its pipeline. We assess that there are multiple value drivers within COEP, including its two lead candidates (GEAR-NK and CD38+-Diagnostic) along with its….Read More on Coeptis Therapeutics
Coeptis Therapeutics Inc. (OTC: COEP) is a biopharmaceutical company developing innovative cell therapy platforms for fighting cancer. The product portfolio comprises – cell therapy technology (CD38-GEAR-NK); in vitro diagnostic (CD38-Diagnostic) targeting CD38+ cancers; and recently COEP signed an exclusive license agreement with the University of Pittsburgh conveying IP rights to its solid tumor targeting SNAP-CAR platform; COEP’s strategy is to develop its product portfolio to license to and partner with large-cap pharma corps. COEP has uplisted to Nasdaq as a….Read More on Coeptis Therapeutics
Nanoengineers may be better at drug delivery than pharma and biotech companies. Pneumonia, the inflammation of one or both lungs, is the largest infectious cause of death in children globally. In 2019 it accounted for 14% of all deaths of children under the age of 5, a total of 748,180 (WHO, 2019). This made up 30% of the total global deaths caused by pneumonia, which in 2019 was 2.5m individuals…Read Nanoengineers – better than Pharma?
Drug discovery and development requires colossal upfront investment. The process typically takes over a decade. A large number of product candidates fail to prove efficacy or safety during preclinical and clinical research phases or fail to pass regulatory scrutiny. According to Deloitte, the average cost of drug discovery and development increased over 80% between 2010 and 2018 from $1.188bn to $2.168bn, CAGR 7.8%, per successfully launched drug. By inflation only, we would expect costs to have risen to~$1.5bn by 2018 and~$1.8bn by YE22E, assuming an average inflation rate of 2.5% p.a. from YE09A to YE21A and 13% in YE22E. Inflation is not the key driver, and so we estimate the average cost from discovery to drug launch YE22E could exceed…….Read Artificial Intelligence in Drug Discovery Thematic Research
Avacta Group Plc (AIM: AVCT) is a UK-based clinical stage oncology drug and in-vitro diagnostics development company. Avacta is relatively de-risked compared to many biotech peers via its two novel technology platforms strategy: Affimer® and pre|CISION™. If one therapy fails, there are more in the pipeline. Affimer® has applications in diagnostics and therapeutics. pre|CISION™ is used in therapeutics mainly as a targeted chemotherapy platform. The therapeutics division remains the key near term company value driver. P1 first-in-human clinical trial of AVA6000 began Aug 2021. AVCT recently sold its…….Read More on Avacta Group Plc
Scandion Oncology A/S (SCOL: FNSE) is a Denmark-based biotechnology company focused on developing drugs to treat cancers that have developed resistance to existing medical protocols. SCOL targets the resistance of cancer drugs for various treatments including chemotherapy, anti-hormonal therapy and immunotherapy. The company’s lead drug candidate, SCO-101 is in Phase Ib (PANTAX) and Phase II (CORIST) clinical trial. Important to note that, there are currently no drugs in the market targeting cancer drug resistance, which could make SCO-101 a first-in-class treatment for a large unmet medical need…….Read More on Scandion Oncology
Plus Products Inc. (PLPRF: OTC) (PLUS: CSE) develops, manufactures and sells cannabis-edibles with operations in California and Nevada. PLPRF branded products are sold to the regulated medicinal and recreational markets. PLPRF also manufacturers hemp CBD-infused gummies, which could legally be sold to consumers and retailers in 43 states across the US. PLPRF’s ability to manufacture accurately dosed edibles at scale with exceptional food safety standards gives the Company a competitive edge. Highly conservative ACF “Indicative Valuation” assumptions include 1% US CBD market share only, WACC 19%, long-run FCF margin 20%, FCF Terminal value 8x…….Read More on Plus Produts
Imagin Medical Inc. (OTCQB:IMEXF, CSE:IME) is a Vancouver, Canada based early stage cancer imaging company focused on developing new tools that can visualise cancer during minimally invasive procedures. The Company’s single product, i/Blue Imaging System, is a bladder cancer medical imaging device. Its white and blue light sensors detect cancer more accurately and efficiently than white light alone. i/Blue is currently undergoing FDA approval. As such IMEXF is nil revenue. Highly conservative ACF “Indicative Valuation” assumptions include 39% US bladder cancer imaging market share only, WACC 18%, Long-run FCF margin 11%, FCF Terminal value 20x……Read More on Imagin Medical
ndiva Ltd. (NDVA: TSXV, NDVAF: OTC) is a Canadian producer and distributor of cannabis products. The Company’s current product categories include capsules, gummies, chocolates, pre-rolls, and dried flower. Its main products include the award winning Wana Sour Gummies and Bhang Chocolate. It is #1 in the edibles category in Canada with ~45% market share. Indiva’s primary consumer market is recreational cannabis and as of 4Q20A it has also entered into the medical market. The company has a supply agreement in place in 9 provinces and 2 territories in Canada…..Read More on Indiva
The marijuana plant, cannabis sativa, has been around for over 4,000 years. Its history is coloured with evidence of medical benefits. The growing demand is supported by liberal regulations, with the US and Canada leading the way. ACF forecasts a global legal cannabis market 2027E of US$ 75bn. ~260m people consume cannabis globally (medically / recreationally) and we expect this figure to increase in the short and medium term. This is a significant investment opportunity as we expect recreational use to surpass medicinal due to its ‘ease’ of acquisition and the ongoing regulatory restrictions….Read More The Future of Cannabis
Kaya Holdings, Inc. (OTCQB:KAYS) is a vertically integrated cannabis producer and retailer. It has ambitious plans to grow outside of the US market. Our indicative valuation captures only the US market potential with current acreage. We assume full current acreage production by 2023, but that there is no further growth beyond this point in revenues or margins. Long-run FCF margin assumption is 4.2% (aggressively low), our terminal value multiple for FCF of 10x does not attempt to capture the growth profile. Our WACC is risk 15%, high versus the peer group companies….Read More on Kaya Holdings
Nascent Biotech Inc. (NBIO: OTC Market) is a clinical stage biopharmaceutical company with no history of operations. NBIO develops monoclonal antibodies (mAbs) for cancer treatments. The Company’s flagship drug candidate, Pritumumab is targeting the oncology market; with a focus on brain, lung, breast and pancreatic cancer. In this indicative valuation for NBIO we have modelled only Pritumumab’s potential in the glioma (brain cancer) market. Our valuation approach is highly conservative. Assumptions include less than 2% market share, WACC 10% and market growth below the consensus range…Read More Nascent Biotech
