Daily Brief Health Care: Kalbe Farma, Shanghai Cell Therapy Group, Medical Facilities, Aethlon Medical , Quoin Pharmaceuticals , Reviva Pharmaceuticals Holdi, Mira Pharmaceuticals , kneat.com and more

• Kalbe Farma had a tough year in 2023, with high raw material prices and product mix impacting margins but these headwinds have abated in 1Q2024 with promising growth ahead. 
• Distribution & Logistics and the pharmaceutical segment led growth in 1Q2024, with growth in the latter driven by more specialty drugs and unbranded generics.
• Consumer health and nutritionals give Kalbe a consumer edge, with price rises in 1Q2024 and new products helping to drive profitability. Valuations look reasonable versus history with lustre around profits. 

• The biggest problem of cell therapy in China is the uncertain prospect of commercialization. Medical practitioners also have reservations regarding the usefulness of cryopreserved cells for clinical application.
• Shanghai Cell Therapy could be in a long-term loss making state, and both of its R&D and commercialization capabilities need to be verified. Then, how would investors obtain expected returns?
• Post-Investment valuation already reached above RMB7.1 billion after Series D financing. However, market value of comparable companies are quite low, which makes us worry about stock price performance after IPO.

• Medical Facilities Corp. is undervalued with strong cash flow and positive changes in capital allocation and corporate strategy
• Trading at an attractive valuation of 7x P/FCF and 4.9x EV/EBITDA, the company has a large stock buyback program and is looking to sell its facilities, potentially increasing its value significantly
• The company owns 4 surgical hospitals in the US with a history of paying large dividends, traded on the Canadian stock market, and shares could potentially reach $20 CAD in a more optimistic scenario

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• The in vitro testing examined the removal of EVs directly from plasma & was reviewed and examined by an independent 3rd party commercial lab & by NAMSA, AEMD’s CRO for its planned Australian oncology study.
• The data is a critical element enabling the company to move the Hemopurifier forward in clinical oncology studies towards potential regulatory approval and commercialization.
• The next step is for AEMD to add the data to its Clinical Investigator Brochure, which it will then submit to the Ethics Committees at clinical sites interested in participating in the planned trials in Australia and India.

• Between cash on hand and a recent arrangement for an equity line of credit for up to $8M, management believes that through its measures, it has extended its cash to maintain activities into late 2025.
• This is expected to enable Quoin to continue moving QRX003 ahead through NS clinical trials and recent FDA clearance to recruit subjects 14 and older also allows Quoin to broaden the pool of people eligible to participate in the studies and thereby facilitate recruitment efforts.
• Expanding the number of participants to an aggregate of 50 NS subjects also is expected to contribute to a more robust database to present for potential regulatory approval.

• Reviva is a research and development pharmaceutical company with two portfolio compounds targeting nine indications.
• The candidates address multiple related mental disorders, rare diseases & other categories of un met need.
• Reviva’s lead indication in schizophrenia with brilaroxazine (RP5063) completed its 1st Phase III trial & began its 2nd in 2Q:24.

• MIRA Pharmaceuticals is a preclinical-stage pharmaceutical company focused on the development and commercialization of new molecular synthetic cannabinoid analog for the treatment of adult patients with neuropathic pain as well as anxiety and cognitive decline typically associated with early-stage dementia.
• The company announced it is in advanced discussions with a top cancer hospital to study Ketamir-2 for the treatment of cancer-related pain and depression.

• Kneat Solutions initially served the life sciences industry but is now expanding to other industries
• The company has significant growth potential due to addressing a critical need for efficient validation processes in highly regulated industries
• Investors should be cautious of limited trading volume and potential volatility associated with microcap stocks

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.