Q3-osavuosiraportti
17 päivää sitten‧1 t 51 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
2 965
Myynti
Määrä
4 917
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 548 | - | - | ||
| 309 | - | - | ||
| 117 | - | - | ||
| 56 | - | - | ||
| 338 | - | - |
Ylin
27,5VWAP
Alin
26,1VaihtoMäärä
1,2 45 972
VWAP
Ylin
27,5Alin
26,1VaihtoMäärä
1,2 45 972
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 23.10. | |
| 2025 Q2-osavuosiraportti | 16.7. | |
| 2024 Yhtiökokous | 8.5. | |
| 2025 Q1-osavuosiraportti | 6.5. | |
| 2024 Q4-osavuosiraportti | 6.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 t sittenNovo Nordisk Lost the huge deal with Metsera now. Novo's CEO now says that acquisitions of companies in diabetes/obesity have high priority. One can imagine that Orexo's amorphous platform fits into this venture. For Novo, a small morsel to swallow Orexo and sell off US pharma. Ox 640 Novo can develop further in a subsidiary. Novo Holding owns approx 30% and part of the board comes from Novo. We'll see, but Orexo's current low valuation is likely to attract more interested parties to calculate a deal.
·29.10.I agree with both of you, the IOM Barda project is making it financially stronger, but the price will unfortunately/probably hover at these levels until a possible strengthened Q4 report if nothing else is communicated regarding the pipeline, as the market's confidence in NS & Co as of today is not really where it should be.
·28.10.Interesting how the market works and reacts. After the latest report, the market has focused on temporary delays in partner discussions, but overlooks the substantial potential in Orexo's pipeline. The BARDA collaboration is a clear validation of Orexo's capacity and provides both financing and legitimacy in the development of OX124 and OX125. At the same time, OX640 has the potential to challenge dominant adrenaline drugs globally in the long term. In terms of valuation, the difference between Orexo and, for example, Camurus is striking. Camurus is valued at many times higher multiples (EV/sales and pipeline value) despite Orexo having several projects in similar development phases and also government support through BARDA. If the market were to value Orexo's pipeline according to the same methodology and multiples as Camurus, it would indicate a significantly higher justified value, several times today's market capitalization. Given the cash position, technology platform and growing US market for Orexo's projects, the stock appears to be a clear example of misvaluation with great potential upside.
·28.10.What do you say, are we heading back to 10 SEK?·28.10.What is the basis for your assessment? Personally, I do not see that anything fundamental has changed that would justify a decline to 10 sek. Partner discussions around OX640 are still ongoing and the company is doing what is necessary to maximize value. Regarding the remaining products/pipeline, I have also not seen anything that justifies a share price of 10 kr. Only revenues from Zubsolv generate a higher share price than 10 kr, and now Orexo has strengthened its financial situation regarding the Barda agreement. The fact that the market reacts to delays in this way is, in my opinion, completely unrealistic. A consequence of this reaction would be that the market prefers a worse agreement? I remain positive about the company with its broad pipeline and unique potential, primarily AmorphOX. I see an opportunity to increase and will do so in the future.
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 ja analyysit
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.
Q3-osavuosiraportti
17 päivää sitten‧1 t 51 min
Uutiset ja analyysit
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
- ·2 t sittenNovo Nordisk Lost the huge deal with Metsera now. Novo's CEO now says that acquisitions of companies in diabetes/obesity have high priority. One can imagine that Orexo's amorphous platform fits into this venture. For Novo, a small morsel to swallow Orexo and sell off US pharma. Ox 640 Novo can develop further in a subsidiary. Novo Holding owns approx 30% and part of the board comes from Novo. We'll see, but Orexo's current low valuation is likely to attract more interested parties to calculate a deal.
- ·29.10.I agree with both of you, the IOM Barda project is making it financially stronger, but the price will unfortunately/probably hover at these levels until a possible strengthened Q4 report if nothing else is communicated regarding the pipeline, as the market's confidence in NS & Co as of today is not really where it should be.
- ·28.10.Interesting how the market works and reacts. After the latest report, the market has focused on temporary delays in partner discussions, but overlooks the substantial potential in Orexo's pipeline. The BARDA collaboration is a clear validation of Orexo's capacity and provides both financing and legitimacy in the development of OX124 and OX125. At the same time, OX640 has the potential to challenge dominant adrenaline drugs globally in the long term. In terms of valuation, the difference between Orexo and, for example, Camurus is striking. Camurus is valued at many times higher multiples (EV/sales and pipeline value) despite Orexo having several projects in similar development phases and also government support through BARDA. If the market were to value Orexo's pipeline according to the same methodology and multiples as Camurus, it would indicate a significantly higher justified value, several times today's market capitalization. Given the cash position, technology platform and growing US market for Orexo's projects, the stock appears to be a clear example of misvaluation with great potential upside.
- ·28.10.What do you say, are we heading back to 10 SEK?·28.10.What is the basis for your assessment? Personally, I do not see that anything fundamental has changed that would justify a decline to 10 sek. Partner discussions around OX640 are still ongoing and the company is doing what is necessary to maximize value. Regarding the remaining products/pipeline, I have also not seen anything that justifies a share price of 10 kr. Only revenues from Zubsolv generate a higher share price than 10 kr, and now Orexo has strengthened its financial situation regarding the Barda agreement. The fact that the market reacts to delays in this way is, in my opinion, completely unrealistic. A consequence of this reaction would be that the market prefers a worse agreement? I remain positive about the company with its broad pipeline and unique potential, primarily AmorphOX. I see an opportunity to increase and will do so in the future.
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
2 965
Myynti
Määrä
4 917
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 548 | - | - | ||
| 309 | - | - | ||
| 117 | - | - | ||
| 56 | - | - | ||
| 338 | - | - |
Ylin
27,5VWAP
Alin
26,1VaihtoMäärä
1,2 45 972
VWAP
Ylin
27,5Alin
26,1VaihtoMäärä
1,2 45 972
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 23.10. | |
| 2025 Q2-osavuosiraportti | 16.7. | |
| 2024 Yhtiökokous | 8.5. | |
| 2025 Q1-osavuosiraportti | 6.5. | |
| 2024 Q4-osavuosiraportti | 6.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
17 päivää sitten‧1 t 51 min
Uutiset ja analyysit
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-osavuosiraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 23.10. | |
| 2025 Q2-osavuosiraportti | 16.7. | |
| 2024 Yhtiökokous | 8.5. | |
| 2025 Q1-osavuosiraportti | 6.5. | |
| 2024 Q4-osavuosiraportti | 6.2. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t sittenNovo Nordisk Lost the huge deal with Metsera now. Novo's CEO now says that acquisitions of companies in diabetes/obesity have high priority. One can imagine that Orexo's amorphous platform fits into this venture. For Novo, a small morsel to swallow Orexo and sell off US pharma. Ox 640 Novo can develop further in a subsidiary. Novo Holding owns approx 30% and part of the board comes from Novo. We'll see, but Orexo's current low valuation is likely to attract more interested parties to calculate a deal.
- ·29.10.I agree with both of you, the IOM Barda project is making it financially stronger, but the price will unfortunately/probably hover at these levels until a possible strengthened Q4 report if nothing else is communicated regarding the pipeline, as the market's confidence in NS & Co as of today is not really where it should be.
- ·28.10.Interesting how the market works and reacts. After the latest report, the market has focused on temporary delays in partner discussions, but overlooks the substantial potential in Orexo's pipeline. The BARDA collaboration is a clear validation of Orexo's capacity and provides both financing and legitimacy in the development of OX124 and OX125. At the same time, OX640 has the potential to challenge dominant adrenaline drugs globally in the long term. In terms of valuation, the difference between Orexo and, for example, Camurus is striking. Camurus is valued at many times higher multiples (EV/sales and pipeline value) despite Orexo having several projects in similar development phases and also government support through BARDA. If the market were to value Orexo's pipeline according to the same methodology and multiples as Camurus, it would indicate a significantly higher justified value, several times today's market capitalization. Given the cash position, technology platform and growing US market for Orexo's projects, the stock appears to be a clear example of misvaluation with great potential upside.
- ·28.10.What do you say, are we heading back to 10 SEK?·28.10.What is the basis for your assessment? Personally, I do not see that anything fundamental has changed that would justify a decline to 10 sek. Partner discussions around OX640 are still ongoing and the company is doing what is necessary to maximize value. Regarding the remaining products/pipeline, I have also not seen anything that justifies a share price of 10 kr. Only revenues from Zubsolv generate a higher share price than 10 kr, and now Orexo has strengthened its financial situation regarding the Barda agreement. The fact that the market reacts to delays in this way is, in my opinion, completely unrealistic. A consequence of this reaction would be that the market prefers a worse agreement? I remain positive about the company with its broad pipeline and unique potential, primarily AmorphOX. I see an opportunity to increase and will do so in the future.
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
2 965
Myynti
Määrä
4 917
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 548 | - | - | ||
| 309 | - | - | ||
| 117 | - | - | ||
| 56 | - | - | ||
| 338 | - | - |
Ylin
27,5VWAP
Alin
26,1VaihtoMäärä
1,2 45 972
VWAP
Ylin
27,5Alin
26,1VaihtoMäärä
1,2 45 972
Välittäjätilasto
Dataa ei löytynyt