Wg Edisonów:
The return of the development rights to OATD-01 from Galapagos presents a considerable opportunity for Molecure, in our view. Despite a two-year development delay following the 2020 deal with Galapagos, the company has benefited from additional data generated by Galapagos as well as its PLN125m (US$28m) upfront licensing payment. Molecure will now continue to develop OATD-01 in sarcoidosis, an indication with substantial unmet medical need. If a disease-modifying effect is demonstrated, we see potential in other interstitial lung diseases (ILD) such as IPF.