Lisavanbulin is a small molecule commercialized by Basilea Pharmaceutica, with a leading Phase II program in Gastroesophageal (GE) Junction Carcinomas. According to Globaldata, it is involved in 4 clinical trials, of which 3 were completed, and 1 was terminated. GlobalData uses proprietary data and analytics to provide a complete picture of Lisavanbulin’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.

The revenue for Lisavanbulin is expected to reach an annual total of $59 mn by 2033 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.

Lisavanbulin Overview

Lisavanbulin (BAL-101553) is under development for the treatment of advanced or recurrent solid tumors including colorectal cancer, gastric or cancers of the gastro-esophageal junction, non-small cell lung cancer, ovarian cancer, pancreatic cancer (including ampullary), triple-negative breast cancer, fallopian tube cancer, primary peritoneal cancer, endometrial cancer, malignant glioma and recurrent glioblastoma multiforme. It is administered through oral and intravenous routes. BAL101553 is a highly water soluble lysine prodrug of the synthetic small molecule BAL27862. It is a small molecule drug with a dual mode of action, targeting intracellular microtubules and in addition blocking the tumor blood supply.

It was also under development for the treatment of glioblastoma multiforme.

Basilea Pharmaceutica Overview

Basilea Pharmaceutica (Basilea) is a biopharmaceutical company that develops and markets antibiotics, antifungals and oncology drugs. The company products are for increasing resistance and non-response to present treatment options for various therapeutic areas such as cancer, bacterial infections, and fungal infections. Basilea also conducts research in the areas of anti-infectives, cancer, and bacterial or fungal strains. It discovers drugs with the help of various technologies such as genomics, assay development, cell biology and others. The company also operates in France, the UK, China, Germany, Spain, Switzerland, Italy, and Denmark. Basilea is headquartered in Basel, Switzerland.

The company reported revenues of (Swiss Francs) CHF147.8 million for the fiscal year ended December 2022 (FY2022), a decrease of 0.2% over FY2021. The operating profit of the company was CHF18.5 million in FY2022, compared to an operating profit of CHF0.7 million in FY2021. The net profit of the company was CHF12.2 million in FY2022, compared to a net loss of CHF6.8 million in FY2021.

For a complete picture of Lisavanbulin’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.

GlobalData

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.