🏴☠️ Thegentlemen has just published a new victim : PharmaEssentia Corporation
Brief
pharmaessentia. com zoominfo. com/c/pharmaessentia-corp/145441146 PharmaEssentia Taiwanese global biopharma founded in 2003, known for besremi® (ropeginterferon alfa-2b) — the first drug developed in Taiwan ever approved by the FDA (2021) and the only polycythemia vera (PV) therapy approved in both the US and EU.
Its innovation: a mono-pegylated long-acting interferon dosed every 2 weeks at home, with disease-modifying potential (reducing JAK2V617F mutant allele frequency) — a premium rare-disease asset vs. hydroxyurea and Jakafi. Financials: $197M+ revenue in 2024 (~89% gross margin), TPEX-listed (6446) with a ~5x stock rally since 2024; next bets: essential thrombocythemia (ET) Phase 3 and myelofibrosis.