Q3 2024 Flerie AB Earnings Call Transcript
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(audio in progress) which is selling, it's a blockbuster drug by BMS. And this, of course, means that the payers, the pharmacies have to watch out to not give the same dose as SPRYCEL because Xspray's Dasynoc is actually more potent. So the FDA wanted more clearer labelling there. And that's what the company is working through now. There's actually only some delay here, but we really do believe in the company and that they will go to market in the US next year.
Not only that, this technology can be applied to many protein kinase inhibitors. So it's not just the Dasynoc and SPRYCEL market, but it's actually a lot more that Xsprayâs could solve. Again, you see here, the fair value SEK294 million. We've invested SEK299 million. So we are a long term investor. We really believe that Xspray will have that success that they deserve next year and beyond.
Other key developments in the private portfolio, they don't affect our NAV as much, but that's precisely because of our very prudent valuation methodology, which our CFO is going to speak a
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