2025 Q3 -tulosraportti
76 päivää sitten1 t 51 min
Tarjoustasot
Nasdaq Stockholm
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0
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0
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Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 16.7.2025 | |
| 2025 Q1 -tulosraportti | 6.5.2025 | |
| 2024 Q4 -tulosraportti | 6.2.2025 | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenStakeholders Orexo's holdings: Emergent BioSolutions sells narcan and Kloxxado today, the latter a liquid-based spray that is a competitor to Izipry in the USA. EBS sells these two products for several billions annually and has a sales network and well-developed distribution. That Orexo is now coming with Izypry, OX 125, and OX390, which is backed by BARDA, naturally constitutes a direct problem for EBS. Orexo's products are better in so many aspects that they will take market shares in this large market in the USA but also outside the USA. Orexo has now opened up for another player to take this over, as they have left their sales organization for zubsolv in the USA and are no longer interested in selling in this market themselves. There is now only one way for Orexo here. Sell to another large player. For EBS, this now constitutes an even bigger problem, as a larger player than Orexo with the muscle to sell in the USA market can step in. In other words, the price is now rising on what OREXO has within US inc, it is likely why we see Morgan Stanley coming in now and building holdings and there will be more. Regarding the Amorph platform and OX640, there are completely different large pharmaceutical players who can come in - Pfizer, Novo, Viatrisi, Elli Lilly, Decxel and more, of course. We are heading towards a really exciting 2026 for Orexo.- ·1 päivä sittenMorgan Stanley appears to be taking a corner in the company, which is at least 10% of the shares. This would then be a strategic move that could indicate a belief in takeover bids. It is a blocking minority position that provides insight and a mandate to negotiate if bids come, together with larger owners. Very logical if bids come, I have written about why before. If we get a bid, it will likely come around 80 kr or higher. Paying 2-4 billions for Orexo is a good deal; one can sell off the drug-related assets in the pipeline and advance OX640 and Amorph. Many companies are looking at this now, and of course Novo. Acceptance is possible around 80 kr, perhaps sweetened with shares in the acquiring company. Exciting 2026, be so sure of that.
·1 päivä sittenWonder who is behind Morgan Stanley's purchase? Eli Lilly? Pfizer? Both are active in obesity drugs and may have an interest in making things difficult for Novo. Today's market value of Orexo is just pocket change for players like these. - ·2.1.Exciting, Morgan Stanley has swept the market and bought 5.16% of the company. No previous holding is registered and no major owner seems to have flagged down. This is very good and Morgan Stanley will likely continue to increase and buy from the free float, and many short-term sellers might end up drawing the short straw.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
76 päivää sitten1 t 51 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenStakeholders Orexo's holdings: Emergent BioSolutions sells narcan and Kloxxado today, the latter a liquid-based spray that is a competitor to Izipry in the USA. EBS sells these two products for several billions annually and has a sales network and well-developed distribution. That Orexo is now coming with Izypry, OX 125, and OX390, which is backed by BARDA, naturally constitutes a direct problem for EBS. Orexo's products are better in so many aspects that they will take market shares in this large market in the USA but also outside the USA. Orexo has now opened up for another player to take this over, as they have left their sales organization for zubsolv in the USA and are no longer interested in selling in this market themselves. There is now only one way for Orexo here. Sell to another large player. For EBS, this now constitutes an even bigger problem, as a larger player than Orexo with the muscle to sell in the USA market can step in. In other words, the price is now rising on what OREXO has within US inc, it is likely why we see Morgan Stanley coming in now and building holdings and there will be more. Regarding the Amorph platform and OX640, there are completely different large pharmaceutical players who can come in - Pfizer, Novo, Viatrisi, Elli Lilly, Decxel and more, of course. We are heading towards a really exciting 2026 for Orexo.
- ·1 päivä sittenMorgan Stanley appears to be taking a corner in the company, which is at least 10% of the shares. This would then be a strategic move that could indicate a belief in takeover bids. It is a blocking minority position that provides insight and a mandate to negotiate if bids come, together with larger owners. Very logical if bids come, I have written about why before. If we get a bid, it will likely come around 80 kr or higher. Paying 2-4 billions for Orexo is a good deal; one can sell off the drug-related assets in the pipeline and advance OX640 and Amorph. Many companies are looking at this now, and of course Novo. Acceptance is possible around 80 kr, perhaps sweetened with shares in the acquiring company. Exciting 2026, be so sure of that.·1 päivä sittenWonder who is behind Morgan Stanley's purchase? Eli Lilly? Pfizer? Both are active in obesity drugs and may have an interest in making things difficult for Novo. Today's market value of Orexo is just pocket change for players like these.
- ·2.1.Exciting, Morgan Stanley has swept the market and bought 5.16% of the company. No previous holding is registered and no major owner seems to have flagged down. This is very good and Morgan Stanley will likely continue to increase and buy from the free float, and many short-term sellers might end up drawing the short straw.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 16.7.2025 | |
| 2025 Q1 -tulosraportti | 6.5.2025 | |
| 2024 Q4 -tulosraportti | 6.2.2025 | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
76 päivää sitten1 t 51 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 16.7.2025 | |
| 2025 Q1 -tulosraportti | 6.5.2025 | |
| 2024 Q4 -tulosraportti | 6.2.2025 | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenStakeholders Orexo's holdings: Emergent BioSolutions sells narcan and Kloxxado today, the latter a liquid-based spray that is a competitor to Izipry in the USA. EBS sells these two products for several billions annually and has a sales network and well-developed distribution. That Orexo is now coming with Izypry, OX 125, and OX390, which is backed by BARDA, naturally constitutes a direct problem for EBS. Orexo's products are better in so many aspects that they will take market shares in this large market in the USA but also outside the USA. Orexo has now opened up for another player to take this over, as they have left their sales organization for zubsolv in the USA and are no longer interested in selling in this market themselves. There is now only one way for Orexo here. Sell to another large player. For EBS, this now constitutes an even bigger problem, as a larger player than Orexo with the muscle to sell in the USA market can step in. In other words, the price is now rising on what OREXO has within US inc, it is likely why we see Morgan Stanley coming in now and building holdings and there will be more. Regarding the Amorph platform and OX640, there are completely different large pharmaceutical players who can come in - Pfizer, Novo, Viatrisi, Elli Lilly, Decxel and more, of course. We are heading towards a really exciting 2026 for Orexo.
- ·1 päivä sittenMorgan Stanley appears to be taking a corner in the company, which is at least 10% of the shares. This would then be a strategic move that could indicate a belief in takeover bids. It is a blocking minority position that provides insight and a mandate to negotiate if bids come, together with larger owners. Very logical if bids come, I have written about why before. If we get a bid, it will likely come around 80 kr or higher. Paying 2-4 billions for Orexo is a good deal; one can sell off the drug-related assets in the pipeline and advance OX640 and Amorph. Many companies are looking at this now, and of course Novo. Acceptance is possible around 80 kr, perhaps sweetened with shares in the acquiring company. Exciting 2026, be so sure of that.·1 päivä sittenWonder who is behind Morgan Stanley's purchase? Eli Lilly? Pfizer? Both are active in obesity drugs and may have an interest in making things difficult for Novo. Today's market value of Orexo is just pocket change for players like these.
- ·2.1.Exciting, Morgan Stanley has swept the market and bought 5.16% of the company. No previous holding is registered and no major owner seems to have flagged down. This is very good and Morgan Stanley will likely continue to increase and buy from the free float, and many short-term sellers might end up drawing the short straw.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt