Oct 16, 2024 / 09:00AM GMT
Ted Fjällman - Flerie AB - CEO
(audio in progress) which is selling, it's a blockbuster drug by BMS. And this, of course, means that the payers, the pharmacies have to watch out to not give the same dose as SPRYCEL because Xspray's Dasynoc is actually more potent. So the FDA wanted more clearer labelling there. And that's what the company is working through now. There's actually only some delay here, but we really do believe in the company and that they will go to market in the US next year.
Not only that, this technology can be applied to many protein kinase inhibitors. So it's not just the Dasynoc and SPRYCEL market, but it's actually a lot more that Xsprayâs could solve. Again, you see here, the fair value SEK294 million. We've invested SEK299 million. So we are a long term investor. We really believe that Xspray will have that success that they deserve next year and beyond.
Other key developments in the private portfolio, they don't affect our NAV as much, but that's precisely because of our very prudent valuation methodology, which our CFO is going to speak a
Q3 2024 Flerie AB Earnings Call Transcript
Oct 16, 2024
Already have an account? Log in
Get the full story
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent 
4.6 out of 5 
Trustpilot
Trustpilot
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers