Redefining Cognitive Disorder Treatment
Gabather AB (“Gabather” or “the Company”) is advancing GT-002, a first-in-class GABAA-modulator, through Phase II clinical trials, targeting cognitive dysfunction. With a fully funded schizophrenia Phase II trial and a planned expansion into Phase II addressing dementia, the Company addresses a multi-billion-dollar CNS market with high unmet medical need. Gabather’s differentiated mechanism of action, strong patent portfolio, broad indication potential and expanding research efforts positions the Company to drive long-term value creation. The Company is in discussions with potential partners, further strengthening Gabather’s commercial prospects. Analyst Group considers the ongoing rights issue a compelling opportunity with an attractive Risk/Reward profile at a Pre-Money valuation of SEK 713.2k.
Strong Clinical Potential
Gabather’s lead candidate, GT-002, is in Phase II clinical trials addressing schizophrenia which is fully financed. Gabather’s dual-market strategy, targeting both schizophrenia and FTD, diversifies the clinical pipeline, reducing developmental risk while enhancing commercial upside. If successful, GT-002 could pioneer a new treatment paradigm in cognitive restoration, with applications across multiple disorders.
Large and Underserved Market
With GT-002, Gabather targets the market for neuro-psychiatric disorders and treatments, estimated to grow at a CAGR of 10.2% from 2025 to 2034, reaching a market value of USD 383bn with an estimated TAM of 320 million patients worldwide. The high unmet medical needs positions Gabather to capture significant value as demand for safer and more effective therapies grow.
Partnership and Licensing Potential
With GT-002 in Phase II clinical trials and a differentiated approach to neuropsychiatric treatment, Gabather is well-positioned to attract partnerships with major pharmaceutical companies. The CNS market has seen significant licensing deals for innovative treatments – Gabather’s strong preclinical and clinical data makes the Company an attractive candidate for partnerships and/or out-licensing opportunities.
