In today’s briefing:
- Australian Broker Call *Extra* Edition – Jul 07, 2025
- South32 Ltd – The Overnight Report: Tariff Truce’s Soft Extension
- Actinogen Medical — XanaMIA study enrols 100th patient
Australian Broker Call *Extra* Edition – Jul 07, 2025
- Extra Edition of the Broker Call Report
South32 Ltd – The Overnight Report: Tariff Truce’s Soft Extension
- A global perspective on what happened overnight
Actinogen Medical — XanaMIA study enrols 100th patient
Actinogen Medical announced on 30 June that it has recruited the 100th patient for its ongoing XanaMIA Phase IIb/III study assessing lead candidate Xanamem (emestedastat) in patients with biomarker-positive Alzheimer’s disease (AD). The company is on track to report a pre-planned interim efficacy (futility) analysis on 24-week data in early Q126, which, if successful, should strengthen confidence in the AD programme. After rolling forward our estimates, we obtain a total equity valuation of A$724.6m (versus A$673.8m previously).
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