Isofol Medical Undefined future - DNB

After the previously announced setback regarding the AGENT study, the Q2 report was largely in line with our expectations. The failed study was disappointing, with the remaining hope that after full data read-out in Q4, a clinical path forward based on sub-groups can be found for arfolitixorin. We see a cash runway until H2 2023, which should give the company some breathing space short-term to determine its long-term strategy. We reiterate our fair value of SEK0–3.

Länk till analysen i sin helhet: https://www.dnb.no/seg-fundamental/fundamentalweb/GetReportSpon.aspx?file=CMPSP_199497.pdf