News
5 game changing products from the Aescap portfolio
Innovation in medicine R&D is gearing up rapidly, with over 20 new technologies being added over the years and AI improving timelines, costs, and success rate. We picked some eye-opening products from our portfolio companies that have been launched recently or delivered great results in clinical trials Sickle cell disease Crispr Therapeutics recently launched the
Intra-Cellular Therapeutics acquired by Johnson & Johnson
J&J is acquiring this Aescap Life Sciences portfolio company for $132 per share. This represents a 39% premium to Friday’s closing price of $ 94,87. The deal is valued at $ 14,6 billion. A 39% premium may not seem like much. However, there was already some takeover speculation in the share price, which rose earlier
Portfolio company Uniqure up 110%
Following positive feedback from the FDA around a potential approval of its treatment of Huntington’s disease, the share price of Uniqure rose by 110% yesterday. This large increase in the share price is not a surprise. There is no treatment available for this severe disease which causes nerve cells in the brain to gradually die.
Roche pays 215%+ premium for Aescap Genetics’ Poseida Therapeutics
Today Roche announced the acquisition of Aescap Genetics’ portfolio company Poseida Therapeutics for $ 9 per share, a premium of 215% over yesterday’s closing share price of $ 2,86. Poseida shareholders also receive a CVR (contingent value rights) of $ 4, consisting of 3 payments of respectively $ 2, $ 1 and $1 upon the
Aescap funds >10% up in 1 day
On October 16th, the Aescap Life Sciences fund gained 11,7% and the Genetics fund 12,5%. This rise was driven by our holdings in ProQR Therapeutics (in both funds) and Wave Life Sciences (Genetics fund). The increase in both companies was caused by data from a clinical trial for a Wave Life Sciences medicine. This product
Uniqure 76% up on significant improvement in Huntington disease
For the first time in history, a company has demonstrated an effective treatment for Huntington’s disease.
Aescap’s Calliditas Therapeutics received a takeover bid from Asahi Kasei: 83% premium
Japan’s Asahi Kasei Corp. announced that it intends to buy Calliditas Therapeutics at a premium of 83%. Yesterday, Calliditas closed at SEK 113,6. Asahi Kasei’s offer is SEK 208.
Aescap’s Fusion Pharmaceuticals acquired by AstraZeneca for 97% premium
AstraZeneca announced that it has come to an agreement to acquire Aescap Life Sciences portfolio company Fusion Pharmaceuticals for $ 21 and a CVR (Contingent value right) of $ 3 per share.
4D Molecular Therapeutics up 85% on good news for patients with macular degeneration
Aescap portfolio company 4DMT saw its share price increase by 85% yesterday after it announced positive results from its clinical trial for a gene therapy treatment of a form of macular degeneration (Wet AMD).
Opportunities & threats in biotech
The biotech sector has been going through some heavy turmoil since the start of the Covid-19 epidemic. Nonetheless, with the sector being back on track but still being seriously undervalued compared to other sectors, it is a promising sector for investors again. Read why!
First ‘gene-editing’ therapy approved in US and UK
Today, the FDA approved the world’s first ‘gene-editing’ therapy, Casgevy. This treatment for sickle cell disease (SCD) is based on the 2020 Nobel Prize-winning CRISPR/Cas9 technology and is developed by Aescap portfolio companies Crispr and Vertex
Ionis – positive phase 3 study Olezarsen
Aescap portfolio company Ionis announced today that its medicine candidate Olezarsen has shown a statistically significant reduction in triglyceride levels in a phase 3 clinical study.
Rocket Pharmaceuticals up 39% on good news for Danon patients
Aescap portfolio company Rocket Pharmaceuticals yesterday went up 39% after it came to an agreement with the FDA that it only needs to enroll 12 patients in a pivotal clinical trial with their gene therapy for a fatal heart disease.
Biotech, to time with a good feeling
Promising undervalued biotech companies offer an excellent opportunity for significant future returns. Waiting until the sector is back in the spotlight often results in a missed opportunity. As share prices will have risen by then.
Argenx Share Price closed 31% higher upon Positive Trial Data for CIDP
Today Argenx, an Aescap Life Sciences company, has announced positive results for its final clinical trial in patients diagnosed with CIDP (chronic inflammatory demyelinating polyneuropathy).
Artificial Intelligence (AI) in Biotech: Revolutionizing Medicine Development
Several of the Aescap portfolio companies in both the Aescap Life Sciences and Aescap Genetics fund have an internal team with hundreds of AI experts. Is this just a hype or is there a real added value? And what are they aiming for?
UCB: An interesting biopharmaceutical growth story
UCB is a biopharma company with over 8 600 employees, headquartered in Brussels, Belgium The company develops and manufactures multiple medicines, sold in 40 countries. In this company showcase we describe why we think UCB is an interesting biopharmaceutical growth story, even after 95 years of existence.
Aescap’s portfolio company Albireo acquired for 84% premium + 44% via CVR
We are reporting to you from the JPMorgan conference in San Francisco where Ipsen and our portfolio company Albireo announced that Ipsen has made an offer to acquire Albireo
Zai Lab’s share price is up 40% after positive phase 3 results in lung cancer
Portfolio company Zai Lab and its partner Novocure announced that the phase 3 study investigating their new therapy for late-stage lung cancer patients resulted in improved overall survival
Biotech Enters New Phase
Biotech companies are rapidly developing new technologies to treat previously incurable diseases.
