Added to YB: 2026-04-17
Pitch date: 2026-04-15
HNSA.ST [neutral]
Hansa Biopharma AB (publ)
+14.78%
current return
Author Info
No bio for this author
Company Info
Hansa Biopharma AB (publ), a biopharmaceutical company, engages in development and commercialization of treatments for patients with rare immunological conditions in Sweden, North America, and rest of Europe.
Market Cap
N/A
Pitch Price
SEK 29.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.92
P/E
N/A
EV/Sales
N/A
Sector
Biotechnology
Category
turnaround
Hansa Biopharma: In-depth analysis
HNSA.ST (deep dive): Swedish biotech w/ imlifidase rapidly cleaving IgG antibodies for kidney transplants (EU since 2020) & autoimmune diseases. New CEO Renée Aguiar-Lucander (ex-Calliditas) cut costs, raised ~SEK 1B. Positive ph3 data in US kidney tx; FDA decision Dec 2026 (~90%+ approval odds). US TAM ~$1.4B vs EU €700M. Expects EU ops CF+ 2026, co-wide EBIT+ mid-2028. Anti-GBM ph3 missed endpoint but GBS ph2 promising; next-gen HNSA-5487 enables repeat dosing. Gene therapy deals w/ Sarepta (up to $397M milestones) & Genethon. Risks: FDA denial/delay, commercialization sluggishness, financing needs (modeled SEK 500M raise 2027). Trades 4.7x 2028e P/S vs peers; M&A potential post-US launch.
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