In this equity report, analyst Jacob Helmersson takes a deep-dive into Saniona. Saniona is a biotech company that is currently in possession of a broad drug pipeline that focuses on rare metabolic diseases. If Sanionas flagship drug, Tesomet, were to hit the market, our analyst estimates a high chance of them becoming a leader on this 2.8bn USD market.

Investment Highlights:

  • Comparable phase 3 data give Tesomet a 7-12% increased chance for success
  • A highly competitive product, which is more than 100% more efficient than its competitors reduces the risks associated with early entrances from them
  • Given a 26% market penetration of Tesomet in 2030, a risk-adjusted DCF yield an upside of 84%

To get the analyst’s full view, please see the report below:

 

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