Oryzon Genomics - Edison Group

Overview
Price performance
Financials
Research
Sector insights
Thematics

Spanish biotech Oryzon Genomics is focused on epigenetics. Iadademstat is being explored for acute leukaemias, small-cell lung cancer (SCLC) and neuroendocrine tumours. Central nervous system (CNS) asset vafidemstat has completed several Phase IIa trials and a Phase IIb trial in borderline personality disorder, and is in a Phase IIb trial for schizophrenia.

Oryzon is among the leading clinical-stage drug developers with a second generation of epigenetic therapeutics, which have greater selectivity and a potentially favourable safety/efficacy profile compared with the first-generation HDAC inhibitors.

Latest Insights

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Healthcare |
Update

30.10.24

Oryzon Genomics — Q3 results recap key upcoming inflection points

Healthcare |
Flash note

02.10.24

Oryzon Genomics — FDA aligns on Phase III BPD plans

Healthcare |
Update

23.09.24

Oryzon Genomics — Final PORTICO data reaffirms potential in BPD

Healthcare |
Flash note

09.09.24

Oryzon Genomics — First patient dosed in new AML combination study

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Sector

Healthcare

Equity Analyst

Analyst

Jyoti Prakash

Analyst, Healthcare

Key Management

Carlos Buesa

CEO

Balance Sheet

Forecast net cash (€m)

19.1

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	(11.9)	(11.0)	(21.4)
Relative	(9.4)	(14.9)	(33.3)
52 week high/low	€2.2/€1.6

Financials

Oryzon’s lead assets, both inhibitors of LSD1 (an epigenetic target), are vafidemstat (CNS indications) and iadademstat (oncology). In CNS, the Phase IIb PORTICO trial (BPD) did not meet the primary endpoint with statistical significance, but vafidemstat was favoured over placebo in all efficacy measures, with statistical significance in key secondary endpoints. The final analysis showed improved significance compared to the top-line results. The data were discussed with the FDA at a recent EoP2 meeting, which concluded with an endorsement of management’s plans for a Phase III programme. The next steps are to submit a full trial protocol for PORTICO-2 to the FDA (expected in Q125). The Phase IIb EVOLUTION trial (schizophrenia) is ongoing. In oncology, the ongoing FRIDA trial (AML) and planned CRADA/STELLAR trials (SCLC) may be pivotal. FRIDA is a key strategic priority; positive interim data were reported in June and the next update is due at the EHA conference (June 2025).

Y/E Dec	Revenue (€m)	EBITDA (€m)	PBT (€m)	EPS (fd) (c)	P/E (x)	P/CF (x)
2022A	15.7	(5.3)	(6.6)	(7.49)	N/A	N/A
2023A	14.2	(4.4)	(6.1)	(5.65)	N/A	N/A
2024E	7.6	(4.0)	(4.9)	(3.13)	N/A	N/A
2025E	40.5	26.8	25.5	43.90	3.6	3.4

Flash note

Healthcare

05.04.24

Oryzon Genomics — Third time is a charm; INNOVATIVE SME Seal

Update

Healthcare

05.03.24

Oryzon Genomics — Approaching a period of inflection

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Flash note

Healthcare

29.01.24

Oryzon Genomics — KOL event: Offering a real-world solution in BPD

Update

Healthcare

10.01.24

Oryzon Genomics — PORTICO update with planned FDA EoP2

edison tv

Healthcare

13.12.23

Executive interview with Carlos Buesa, CEO of Oryzon Genomics

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Flash note

Healthcare

05.12.23

Oryzon Genomics — Grant to bolster ALS pipeline, add funding

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Flash note

Healthcare

27.11.23

Oryzon Genomics — Key €45m funding to back strategic priorities

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Update

Healthcare

06.11.23

Oryzon Genomics — Q323 recap ahead of key clinical stages

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Flash note

Healthcare

11.10.23

Oryzon Genomics — Favorable safety reported in PORTICO Phase II

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Flash note

Healthcare

04.10.23

Oryzon Genomics — Grants provide confidence and expand portfolio

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Flash note

Healthcare

26.07.23

Oryzon Genomics — H123 progress and results came in as expected

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Flash note

Healthcare

05.07.23

Oryzon Genomics — Positive safety data for vafidemstat in PORTICO

Update

Healthcare

11.05.23

Oryzon Genomics — Advancing on multiple clinical fronts in Q1

Flash note

Healthcare

04.04.23

Oryzon Genomics — Promising PORTICO interim results

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Flash note

Healthcare

16.03.23

Oryzon Genomics — Clinical milestone reached with FRIDA initiation

Flash note

Healthcare

14.03.23

Oryzon Genomics — New clinical candidate expands CNS portfolio

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Update

Healthcare

06.03.23

Oryzon Genomics — Catalysts on the horizon in FY23

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Flash note

Healthcare

28.02.23

Oryzon Genomics — KOL event puts near-term catalysts in the spotlight

Flash note

Healthcare

21.02.23

Oryzon Genomics — Progress in oncology and CNS in FY22

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Flash note

Healthcare

18.01.23

Oryzon Genomics — First Phase II patient enrolled is clinical milestone

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Flash note

Healthcare

16.12.22

Oryzon Genomics — Lead asset granted expansion into combo therapies

Update

Healthcare

13.12.22

Oryzon Genomics — Positive ALICE readouts pave way in AML

Flash note

Healthcare

09.11.22

Oryzon Genomics — IND granted for collaborative Phase II trial

Update

Healthcare

03.11.22

Oryzon Genomics — Clinical ramp in Q3; several catalysts approaching

Flash note

Healthcare

16.09.22

Oryzon Genomics — Encouraging safety data in PORTICO

Flash note

Healthcare

26.07.22

Oryzon Genomics — Preclinical collaboration in orphan disease

Flash note

Healthcare

25.07.22

Oryzon Genomics — Costs up but company remains well funded

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Flash note

Healthcare

19.07.22

Oryzon Genomics — CRADA win to provide a halo effect

Update

Healthcare

06.07.22

Oryzon Genomics — Key milestones and extended cash runway

Flash note

Healthcare

10.06.22

Oryzon Genomics — Continued positive responses in ALICE trial

Flash note

Healthcare

09.06.22

Oryzon Genomics — FRIDA funding and orphan drug designation

Outlook

Healthcare

09.02.22

Oryzon Genomics — Planning iadademstat’s path to market

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Update

Healthcare

15.06.21

Oryzon Genomics — Large response benefit consistent in ALICE trial

edison tv

Healthcare

03.02.21

Oryzon– Edison Open House interview

Update

Healthcare

11.12.20

Oryzon Genomics — Response rates consistently high in ALICE trial

Update

Healthcare

28.09.20

Oryzon Genomics — Final update from Phase IIa CLEPSIDRA trial

Update

Healthcare

15.06.20

Oryzon Genomics — Third positive update from Phase II ALICE trial

Update

Healthcare

14.04.20

Oryzon Genomics — More data support vafidemstat for aggression

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Outlook

Healthcare

20.01.20

Oryzon Genomics — More to come after a year of data readouts

Update

Healthcare

10.12.19

Oryzon Genomics — Maturing ALICE trial dataset continues to impress

Flash note

Healthcare

30.09.19

Oryzon Genomics — Interim Phase II CLEPSIDRA results at ESMO

Update

Healthcare

18.07.19

Oryzon Genomics — Interim data from Phase IIa ETHERAL AD study

Update

Healthcare

18.06.19

Oryzon Genomics — Positive signals from first ALICE trial dataset

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Update

Healthcare

29.04.19

Oryzon Genomics — First vafidemstat efficacy data

Update

Healthcare

27.02.19

Oryzon Genomics — A year of data readouts

edison tv

Healthcare

21.11.18

Executive interview – Oryzon

Update

Healthcare

09.11.18

Oryzon Genomics — Ramping up R&D activity; catalysts in 2019

Outlook

Healthcare

18.07.18

Oryzon Genomics — Awaiting for eventful 2019

Update

Healthcare

22.05.18

Oryzon Genomics — Phase IIa trial in Alzheimer’s disease initiated

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Update

Healthcare

08.03.18

Oryzon Genomics — Multiple data readouts in 2019 within cash reach

Update

Healthcare

14.12.17

Oryzon Genomics — New data support holistic effects of ORY-2001

Update

Healthcare

22.05.17

Oryzon Genomics — ORY-2001 and ORY-3001 next in focus

Outlook

Healthcare

02.05.17

Oryzon Genomics — Maturing epigenetics portfolio

edison tv

Healthcare

02.05.17

Executive Interview – Oryzon

Update

Healthcare

13.03.17

Oryzon Genomics — New data further back MS indication

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Update

Healthcare

09.12.16

Oryzon Genomics — Update 9 December 2016

Update

Healthcare

16.11.16

Oryzon Genomics — Update 16 November 2016

research

Healthcare

03.11.16

Oryzon Genomics — Update 3 November 2016

Update

Healthcare

08.08.16

Oryzon Genomics — Update 8 August 2016

Update

Healthcare

20.05.16

Oryzon Genomics — Update 20 May 2016

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Initiation

Healthcare

10.03.16

Oryzon Genomics — Update 9 March 2016

QuickView

Healthcare

06.01.16

Oryzon Genomics — Update 5 January 2016