Oryzon Genomics - Edison Group

Overview
Price performance
Financials
Research
Sector insights
Thematics

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

09.04.24

Oryzon Genomics — FDA green light for SCLC combination trial

Healthcare |
Flash note

05.04.24

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

Healthcare |
Update

05.03.24

Oryzon Genomics — Approaching a period of inflection

Healthcare |
Flash note

29.01.24

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

Sector

Healthcare

Equity Analyst

Soo Romanoff

Managing Director - Head of Content, Healthcare

Nidhi Singh

Analyst

Associate analyst

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	14.7	1.7	(6.1)
Relative	14.4	(8.1)	(20.5)
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	6.8	6.7

Oryzon-Genomics_resized

Flash note

Healthcare

26.07.23

Oryzon Genomics — H123 progress and results came in as expected

testalize-me-0jE8ynV4mis-unsplash

Flash note

Healthcare

05.07.23

Oryzon Genomics — Positive safety data for vafidemstat in PORTICO

Update

Healthcare

11.05.23

Oryzon Genomics — Advancing on multiple clinical fronts in Q1

Flash note

Healthcare

04.04.23

Oryzon Genomics — Promising PORTICO interim results

testalize-me-0jE8ynV4mis-unsplash

Flash note

Healthcare

16.03.23

Oryzon Genomics — Clinical milestone reached with FRIDA initiation

Flash note

Healthcare

14.03.23

Oryzon Genomics — New clinical candidate expands CNS portfolio

Oryzon-Genomics_resized

Update

Healthcare

06.03.23

Oryzon Genomics — Catalysts on the horizon in FY23

Oryzon-Genomics_resized

Flash note

Healthcare

28.02.23

Oryzon Genomics — KOL event puts near-term catalysts in the spotlight

Flash note

Healthcare

21.02.23

Oryzon Genomics — Progress in oncology and CNS in FY22

Oryzon-Genomics_resized

Flash note

Healthcare

18.01.23

Oryzon Genomics — First Phase II patient enrolled is clinical milestone

testalize-me-0jE8ynV4mis-unsplash

Flash note

Healthcare

16.12.22

Oryzon Genomics — Lead asset granted expansion into combo therapies

Update

Healthcare

13.12.22

Oryzon Genomics — Positive ALICE readouts pave way in AML

Flash note

Healthcare

09.11.22

Oryzon Genomics — IND granted for collaborative Phase II trial

Update

Healthcare

03.11.22

Oryzon Genomics — Clinical ramp in Q3; several catalysts approaching

Flash note

Healthcare

16.09.22

Oryzon Genomics — Encouraging safety data in PORTICO

Flash note

Healthcare

26.07.22

Oryzon Genomics — Preclinical collaboration in orphan disease

Flash note

Healthcare

25.07.22

Oryzon Genomics — Costs up but company remains well funded

testalize-me-0jE8ynV4mis-unsplash

Flash note

Healthcare

19.07.22

Oryzon Genomics — CRADA win to provide a halo effect

Update

Healthcare

06.07.22

Oryzon Genomics — Key milestones and extended cash runway

Flash note

Healthcare

10.06.22

Oryzon Genomics — Continued positive responses in ALICE trial

Flash note

Healthcare

09.06.22

Oryzon Genomics — FRIDA funding and orphan drug designation

Outlook

Healthcare

09.02.22

Oryzon Genomics — Planning iadademstat’s path to market

testalize-me-0jE8ynV4mis-unsplash

Update

Healthcare

15.06.21

Oryzon Genomics — Large response benefit consistent in ALICE trial

edison tv

Healthcare

03.02.21

Oryzon– Edison Open House interview

Update

Healthcare

11.12.20

Oryzon Genomics — Response rates consistently high in ALICE trial

Update

Healthcare

28.09.20

Oryzon Genomics — Final update from Phase IIa CLEPSIDRA trial

Update

Healthcare

15.06.20

Oryzon Genomics — Third positive update from Phase II ALICE trial

Update

Healthcare

14.04.20

Oryzon Genomics — More data support vafidemstat for aggression

testalize-me-0jE8ynV4mis-unsplash

Outlook

Healthcare

20.01.20

Oryzon Genomics — More to come after a year of data readouts

Update

Healthcare

10.12.19

Oryzon Genomics — Maturing ALICE trial dataset continues to impress

Flash note

Healthcare

30.09.19

Oryzon Genomics — Interim Phase II CLEPSIDRA results at ESMO

Update

Healthcare

18.07.19

Oryzon Genomics — Interim data from Phase IIa ETHERAL AD study

Update

Healthcare

18.06.19

Oryzon Genomics — Positive signals from first ALICE trial dataset

testalize-me-0jE8ynV4mis-unsplash

Update

Healthcare

29.04.19

Oryzon Genomics — First vafidemstat efficacy data

Update

Healthcare

27.02.19

Oryzon Genomics — A year of data readouts

edison tv

Healthcare

21.11.18

Executive interview – Oryzon

Update

Healthcare

09.11.18

Oryzon Genomics — Ramping up R&D activity; catalysts in 2019

Outlook

Healthcare

18.07.18

Oryzon Genomics — Awaiting for eventful 2019

Update

Healthcare

22.05.18

Oryzon Genomics — Phase IIa trial in Alzheimer’s disease initiated

testalize-me-0jE8ynV4mis-unsplash

Update

Healthcare

08.03.18

Oryzon Genomics — Multiple data readouts in 2019 within cash reach

Update

Healthcare

14.12.17

Oryzon Genomics — New data support holistic effects of ORY-2001

Update

Healthcare

22.05.17

Oryzon Genomics — ORY-2001 and ORY-3001 next in focus

Outlook

Healthcare

02.05.17

Oryzon Genomics — Maturing epigenetics portfolio

edison tv

Healthcare

02.05.17

Executive Interview – Oryzon

Update

Healthcare

13.03.17

Oryzon Genomics — New data further back MS indication

testalize-me-0jE8ynV4mis-unsplash

Update

Healthcare

09.12.16

Oryzon Genomics — Update 9 December 2016

Update

Healthcare

16.11.16

Oryzon Genomics — Update 16 November 2016

research

Healthcare

03.11.16

Oryzon Genomics — Update 3 November 2016

Update

Healthcare

08.08.16

Oryzon Genomics — Update 8 August 2016

Update

Healthcare

20.05.16

Oryzon Genomics — Update 20 May 2016

testalize-me-0jE8ynV4mis-unsplash

Initiation

Healthcare

10.03.16

Oryzon Genomics — Update 9 March 2016

QuickView

Healthcare

06.01.16

Oryzon Genomics — Update 5 January 2016