contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  availableLanguages
  pageUrl
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analytiker

Antti Siltanen

Mendus utvecklar immunterapier mot cancer med fokus på att förebygga tumöråterfall, ansvarigt för majoriteten av cancerrelaterade dödsfall globalt. Indikationerna omfattar akut myeloid leukemi, äggstockscancer och mjukdelssarkom. Företaget brukade heta Immunicum och omdöptes till Mendus efter sammanslagningen med det nederländska privata företaget DCprime 2021. Mendus har sitt huvudkontor i Stockholm och sin operativa verksamhet i Leiden i Nederländerna.

Inderes lopettaa Menduksen seurannan, koska yhtiö on päättänyt analyysisopimuksen. Mendus keskittyy AML-hoitoihin ja tähtää Phase III -vaiheeseen vuoteen 2025 mennessä. Ensimmäinen kaupallistaminen odotetaan vuonna 2029. Suurimmat riskit liittyvät rahoituksen varmistamiseen ja kliinisiin tuloksiin.                   Inderes              Mendus: We are discontinuing coverage - Inderes    We are discontinuing our coverage of Mendus as the company has terminated the equity research agreement. Consequently, we will no longer be giving a target price (was SEK 14) or a recommendation (was Accumulate) for the stock.

Mendus aloitti ilixadencelin uuden kliinisen tutkimuksen suunnittelun pehmytkudossarkoomaa vastaan ja eteni CADENCE-tutkimuksen potilashankinnassa. Kulusäästöjen ansiosta rahavaranto ulottuu nyt Q4’25 asti (aiemmin Q3’25). Alla on Antin näpyttelemä tuore yhtiöraportti Menduksesta.                    Inderes              Mendus Q3'24: Building basis for a pivotal trial - Inderes    In Q3, Mendus reported bringing ilixadencel back into clinical development, opening research centers for the CADENCE trial and progressing in building Phase III readiness.                             In Q3, Mendus reported bringing ilixadencel back into clinical development, opening research centers for the CADENCE trial and progressing in building Phase III readiness. Operating expenses for the quarter came in below our expectations due to implemented cost savings that should continue in the coming months. As a result, the company’s cash runway has been extended into Q4’25 (was Q3’25). We reiterate our target price of SEK 14 and lower our recommendation to Accumulate (was Buy) due to the stock price appreciation relative to our DCF model and Nordic immuno-oncology peers.

Pareto antanut ostosuosituksen tavoitehinnalla 14 kruunua:                  Affärsvärlden              Mendus stiger efter köp från Pareto | Affärsvärlden                              Kurssi +26,88%

Tässä on Antin yhtiöraportti Menduksen Q2:n jälkeen.  For Mendus, Q2’24 marked the start of the pivotal CADENCE trial in acute myeloid leukemia (AML). The company also announced plans to restart clinical development of ilixadencel in soft tissue sarcomas (STS). In parallel, Mendus is building readiness for a pivotal trial in AML by H2’25. These key developments are supported by a secured cash runway until Q3’25. We include the STS indication in our estimates and revise our R&D cost estimates upwards for the coming years. We reiterate our recommendation (Buy) as well as our target price of SEK 14 as both our DCF model and peer valuation suggest upside for the stock.                    Inderes              Mendus Q2'24: Ilixadencel to return to the clinical arena - Inderes    For Mendus, Q2'24 marked the start of the pivotal CADENCE trial in acute myeloid leukemia (AML). The company also announced plans to restart clinical development of ilixadencel in soft tissue sarcomas.

Mendus julkaisi toisen vuosineljänneksen raporttinsa perjantaina 23.8. Toimitusjohtaja Erik Manting tiivistää Antin haastattelussa, mitä tapahtui toisella neljänneksellä sekä kertoo CADENCE-tutkimuksen keskeiset saavutukset sekä kertoo uudesta Ilixadencel-lääkkeen tutkimuksesta.                   Inderes              Mendus Q2´24: The CADENCE trial has started - Inderes    Time: 23.08.2024 klo 15.42 Mendus released their Q2 report today 23/8 and in this interview, you can listen to CEO Erik Manting summarize the second quarter. What has happened during Q2, main milestones in CADENCE and the new communicated trial with...                             Aiheet: 00:00 Start  00:14 What has happened during Q2  04:58 The CADENCE trial  08:04 Main milestones in CADENCE  09:36 Immune activation in AML patients - What have you learned?  12:19 New trial with Ilixadencel  15:16 Timeline for the trial  15:54 Building readiness in AML

Tässä on Antin tuoreet kommentit Mendusin tuoreesta ilixadenceli-tutkimuksen yhteistyöstä.   Mendus announced on Tuesday that the company will start a new ilixadencel trial in collaboration with the French cancer center Institut Bergonié. The trial will combine ilixadencel with the cancer drugs regorafenib and avelumab for soft-tissue sarcomas (STS). According to the announcement, first patient data should be available in H1’26. The news merit minor adjustments in our estimates which we will implement with the Q2’24 pre-comment.                   Inderes              Mendus brings ilixadencel back into clinical development - Inderes    Mendus announced on Tuesday that the company will start a new ilixadencel trial in collaboration with the French cancer center Institut Bergonié. The trial will combine ilixadencel with the cancer drugs regorafenib and avelumab for soft-tissue...

Mielenkiintoinen tuttavuus, mutta niin on moni muukin ruotsalainen biopharma/-tech -firma. Näihin voi laittaa lottoarvan tavoin rahaa ja ehkä joku menestyy lopulta, ja loput tekevät loputonta diluutiota osakekannalleen ja laimentavat sijoittajien rahat. Firman ympärillä oleva keskustelu vaikuttaa tutulle, hyvin epäileviä kommentteja ja taas osa kovasti uskovaisia lupauksiin ja lupaaviin koetuloksiin/trialeihin. Ruotsin skenen sijaan/lisäksi kannattaa kurkata jenkkien vastaavia, olen itse löytänyt sieltä(kin) filtteröinnillä vähintään yhtä lupaavia raketteja laukaisualustoillaan.

Mendus

Mendus is a clinical-stage biotechnology company developing cellular immunotherapies for cancer. The company aims to improve disease-free and overall survival in cancers with a high recurrence rate.

<p>Mendus is a clinical-stage biotechnology company developing cellular immunotherapies for cancer. The company aims to improve disease-free and overall survival in cancers with a high recurrence rate. Its lead product, vididencel, is being developed as maintenance therapy for acute myeloid leukemia (AML) and is about to enter a Phase II clinical trial. As a pre-revenue company, Mendus' risk profile is high, as unfavorable research results can lead to a permanent loss of capital. These risks are offset by significant upside potential if commercialization is successful. Our DCF model suggests upside for stock while relative valuation is in line with Nordic peers. The stock's upside could be realized via a partnering deal or Mendus becoming an acquisition target.</p>

	2023	24e	25e
Omsättning	0,0	0,0	0,0
tillväxt-%
EBIT (adj.)	−125,9	−123,8	−123,0
EBIT-%	−1 259 210,00 %	−1 237 780,00 %	−1 229 750,00 %
EPS (adj.)	−0,15	−0,13	−0,13
Utdelning	0,00	0,00	0,00
Direktavkastning
P/E (just.)	-	-	-
EV/EBITDA	-	-	-

Keeping cancer in check

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Mendus

Key Estimate Figures10.04.

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Mendus

Key Estimate Figures10.04.

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