AIMab-7195 is a monoclonal antibody commercialized by Xencor, with a leading Phase I program in Food Allergy. According to Globaldata, it is involved in 4 clinical trials, of which 3 were completed, and 1 is ongoing. GlobalData uses proprietary data and analytics to provide a complete picture of AIMab-7195’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
The revenue for AIMab-7195 is expected to reach an annual total of $42 mn by 2037 globally based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.
AIMab-7195 Overview
AIMab-7195 is under development for the treatment of food allergy. The drug candidate is administered through intravenous and subcutaneous routes. It is a humanized monoclonal antibody that targets IgE and co-engages CD32b. The drug candidate utilizes XmAb technology to improve the activity of XmAb7195 by engineering its Fc region to improve binding affinity to Fc (gamma) receptors.
It was also under development for the treatment of allergic rhinitis, allergic conjunctivitis, atopic dermatitis and allergic asthma.
Xencor Overview
Xencor is a clinical stage biopharmaceutical company that focused on discovering and developing engineered monoclonal antibody and cytokine therapeutics to treat patients with cancer and autoimmune diseases. The company product pipeline includes Vudalimab (PD1 x CTLA4), Plamotamab (CD20 x CD3), XmAb819 (ENPP3 x CD3), XmAb564 (IL-2-Fc) and XmAb104 (PD1 x ICOS). Xencor‘s Vudalimab is a bispecific antibody that simultaneously targets immune checkpoint receptors PD-1 and CTLA-4 and is designed to promote tumor-selective T-cell activation. Its Plamotamab is a tumor-targeted antibody that contains both a CD20 binding domain and a cytotoxic T-cell binding domain (CD3). The company utilizes its proprietary XmAb technology platform to develop next generation antibody product candidates. . Xencor is headquartered in Monrovia, California, the US.
The company reported revenues of (US Dollars) US$275.1 million for the fiscal year ended December 2021 (FY2021), compared to a revenue of US$122.7 million in FY2020. The operating profit of the company was US$43 million in FY2021, compared to an operating loss of US$76.8 million in FY2020. The net profit of the company was US$82.6 million in FY2021, compared to a net loss of US$69.3 million in FY2020.
The company reported revenues of US$27.3 million for the third quarter ended September 2022, a decrease of 9.5% over the previous quarter.
For a complete picture of AIMab-7195’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
GlobalData, the leading provider of industry intelligence, provided the underlying data, research, and analysis used to produce this article.
To create this model, GlobalData takes into account factors including patent law, known and projected regulatory approval processes, cash flows, drug margins and company expenses. Combining these data points with GlobalData’s world class analysis creates high value models that companies can use to help in evaluation processes for each drug or company.
The rNPV method integrates the probability of a drug reaching a clinical stage into the cash flow at that time, which provides a more accurate valuation, as it considers the probability that the drug never makes it through the clinical pathway to commercialization. GlobalData’s rNPV model uses proprietary likelihood of approval (LoA) and phase transition success rate (PTSR) data for the indication in the highest development stage, which can be found on GlobalData’s Pharmaceutical Intelligence Center.
