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Oryzon Genomics (BME: ORY)

Last close As at 17/04/2024

EUR1.92

▲ 0.14 (7.87%)

Market capitalisation

EUR120m

Spanish biotech Oryzon Genomics is focused on epigenetics. Iadademstat is being explored for acute leukaemias, small-cell lung cancer (SCLC) and neuroendocrine tumours. Central nervous system (CNS) asset Vafidemstat has completed several Phase IIa trials and a Phase IIb trial in borderline personality disorder, and is in a Phase IIb trial for schizophrenia.

Oryzon is among the leading clinical-stage drug developers with a second generation of epigenetic therapeutics, which have greater selectivity and a potentially favourable safety/efficacy profile compared with the first-generation HDAC inhibitors.

Latest Insights

View More

Healthcare | Flash note

Oryzon Genomics — FDA green light for SCLC combination trial

Healthcare | Flash note

Oryzon Genomics — Third time is a charm; INNOVATIVE SME Seal

Healthcare | Update

Oryzon Genomics — Approaching a period of inflection

Healthcare | Flash note

Oryzon Genomics — KOL event: Offering a real-world solution in BPD
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Sector

Healthcare

Equity Analyst

Soo Romanoff

Soo Romanoff

Managing Director - Head of Content, Healthcare

Nidhi Singh

Nidhi Singh

Analyst

Arron Aatkar

Associate analyst

Jyoti Prakash

Jyoti Prakash

Analyst, Healthcare

Key Management

  • Carlos Buesa

    CEO

Balance Sheet

Forecast net cash (€m)

19.1

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 9.8 0.0 (12.5)
Relative 9.5 (7.2) (22.9)
52 week high/low €2.3/€1.6

Financials

With the FDA investigational new drug (IND) application clearance, Oryzon can commence its Phase I/II cooperative research and development agreement (CRADA) trial sponsored by the National Cancer Institute (NCI; part of the National Institutes of Health) with Dr Noura Choudhury from the Memorial Sloan Kettering Cancer Center (MSKCC) as the principal investigator. This trial will evaluate iadademstat in combination with immune checkpoint inhibitors (ICIs) for the treatment of first-line extensive-stage small-cell lung cancer (SCLC). This is a key development for Oryzon as interim results from this study will influence the design of the company-sponsored Phase Ib/II STELLAR trial. The IND application for this is likely to be filed by end-2024 (trial commencing in 2025). ICIs atezolizumab and durvalumab are currently approved as first-line treatments in SCLC and Oryzon expects a combination with iadademstat to enhance immune activity in patients, increasing therapeutic efficacy. The CRADA-MSKCC trial will enrol 40–50 patients, with updates expected through 2024.

Y/E Dec Revenue (€m) EBITDA (€m) PBT (€m) EPS (fd) (c) P/E (x) P/CF (x)
2022A 15.7 (5.3) (6.3) (7.49) N/A N/A
2023A 14.2 (4.4) (6.0) (5.65) N/A N/A
2024E 12.9 (3.1) (4.2) (2.71) N/A N/A
2025E 33.7 16.9 15.5 29.18 6.6 6.5

Research

Flash note

Healthcare

Oryzon Genomics — Third time is a charm; INNOVATIVE SME Seal

Update

Healthcare

Oryzon Genomics — Approaching a period of inflection
testalize-me-0jE8ynV4mis-unsplash

Healthcare

Flash note

Oryzon Genomics — FDA green light for SCLC combination trial

testalize-me-0jE8ynV4mis-unsplash
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Further insights

insight

Epigenetics

Analyst of the week

Soo Romanoff

Soo Romanoff

Managing Director - Head of Content, Healthcare

sromanoff@edisongroup.com 020 3077 5700
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Thematics

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