Applied Genetic TECH

Biogen gibt Rechte zurück nach schwachen Phase 1/2 Studiendaten

https://www.fiercebiotech.com/biotech/...ar-gene-therapy-flunks-trial

Zahlen für Q2/19

• Umsatz 0,4 Mio. $
  
• Verlust 11 Mio. $
  
• Cash 82 Mio. $
  
• MK 71 Mio. $
  

"The company believes these funds will be sufficient to allow AGTC to generate data from its ongoing clinical programs, to move the pre-clinical optogenetic program in collaboration with Bionic Sight into the clinic and fund the currently planned research and discovery programs into the first half of 2021. The company expects total cash, cash equivalents and investments as of June 30, 2020 to be between $30 and $40 million."

http://ir.agtc.com/news-releases/...ults-and-business-update-fourth-0

Zahlen für Q3/19

• kein Umsatz
  
• Verlust 12 Mio. $
  
• Cash 71 Mio. $
  
• MK 72 Mio. $
  

http://ir.agtc.com/news-releases/...lts-and-business-update-quarter-9

positive Phase 1/2 Studiedaten (XLRP)

http://ir.agtc.com/news-releases/...x-month-data-its-ongoing-phase-12

Phase 1/2 Daten für AAV-Gentherapie

http://ir.agtc.com/news-releases/...im-six-month-data-dose-escalation

Offering

• Ausgabe von 6 Mio. neuen Aktien geplant
  
• + Option auf weitere 15%
  

http://ir.agtc.com/news-releases/...osed-public-offering-common-stock

32,5 Mio. $ Offering

• 6,5 Mio. neue Aktien zu je 5$ ~32,5 Mio. $
  
• Option auf weitere 15%
  

http://ir.agtc.com/news-releases/...0000-public-offering-common-stock

Zahlen für Q4/19

• Umsatz 2 Mio. $
  
• Verlust 9 Mio. $
  
• Cash 63 Mio. $ + 32 aus dem Offering in 02/20 = 95 Mio. $
  
• MK 61 Mio. $
  
• Cash > MK
  

Vor dem Hintergrund der zuletzt positiven Studiendaten scheint die Bewertung von AGTC momentan recht interessant.

http://ir.agtc.com/node/10226/html

75 Mio. $ Offering

http://ir.agtc.com/news-releases/...ffering-common-stock-and-warrants