Bankinter | The FDA has authorised the combination therapy as a first-line maintenance treatment for adults with advanced small cell lung cancer, following platinum-based therapy.
Bankinter analysis team’s view: Positive news, Zepzelca was approved as a second-line treatment, now it moves to first-line and maintenance, making it the first choice for oncologists. This approval should be reflected in an increase in royalty income, direct sales of the drug and sales of raw materials. We reiterate our Buy recommendation and Target Price of €100/share.
