NuCana: Pipeline And Major Gilead Litigation Progressing Nicely

Jan. 08, 2023 4:30 AM ETNuCana plc (NCNA)GILD71 Comments
E. Roudasev profile picture
E. Roudasev


  • NuCana’s market cap is not reflecting the potential of two other drug candidates NUC-3373 and NUC-7738, currently in Phase 2 trials.
  • The UK and EU proceedings against Gilead for alleged years-long infringement of an EU patent have important hearing dates lined up in January and March 2023.
  • Total overdue license fees / damages could be about $920 million, and infringement is ongoing at $450 million in EU sales per year.
  • With cash runway until 2025 and almost 900 patents granted, this innovative biotech company is overlooked in my eyes.
Colonoscopy Scheduled on Calendar

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As in my previous coverage, NuCana (NASDAQ:NCNA) continues to receive a Strong Buy rating from me given its high-value Phase 2 oncology treatment candidates NUC-3373 and NUC-7738. Both are ProTide versions of compounds with proven chemotherapeutic activity; they are

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E. Roudasev profile picture
I am working in the financial sector. My areas of interest are technology, biotech, pharmaceutical companies, banks and a bit of shipping when an actionable trade passes on my radar.

Disclosure: I/we have a beneficial long position in the shares of NCNA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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