Basilea has announced that it has received a further significant funding tranche of $13.3m to fund the development of the Phase 3-ready combination antibiotic ceftibuten-ledaborbactam. This brings the total BARDA funding received to date for this programme to $25m, with the existing BARDA contract potentially providing an additional $133m in non-dilutive funding. Securing non-dilutive funding has been a rewarding characteristic of Basilea's anti-infective research & developme

We published a research note today, updating our outlook and forecasts for Basilea. Following a period of significant strategic and financial milestones, management is executing its "Agenda 2030," a roadmap to transition the company beyond its lead asset, Cresemba, and toward becoming a leading global powerhouse in anti-infectives. Bridging the "Cresemba Gap" While Cresemba continues to deliver strong sales—marketed in 76 countries and showing early-cycle growth in Japan and

Basilea announced this morning that it has been awarded additional non-dilutive funding of $6m from CARB-X for BAL2420 to fund the ongoing first-in-man Phase 1 study. BAL2420 has previously been supported by CARB-X funding, including $7.5m in 2024, as the programme moved towards the clinic. Overall we believe that the support from CARB-X represents a strong endorsement of this particular approach given CARB-X's focus on accelerating programmes targeting the WHO and CDC's Prio

Basilea announced this morning that its novel antibiotic to treat problematic Gram-negative infections has moved into first-in-human clinical studies. BAL2420 is targeting the lipopolysaccharide (LPS) transport bridge which helps maintain the integrity of the outer membrane in Gram-negative bacteria. Targeting LPS production and its transport machinery has already proven to be a productive approach in the development of antibiotics targeting the outer membrane of Gram-negativ

We like Genuit’s focus on climate change solutions and management’s unwavering commitment to invest capital in growth businesses

Basilea has announced this morning that sales of its antifungal Cresemba in the Asia Pacific region have exceeded the sales threshold required, resulting in a $5m milestone payment from licensee Pfizer. With Cresemba facing loss of exclusivity in the US and Europe from Q4 2027, sales outside of these regions become signficantly more important, particularly in potentially large markets like China and Japan where Cresemba is still relatively early in its commercial roll out. Ne