2025 Q3 -tulosraportti
48 päivää sitten1 t 51 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
2 205
Myynti
Määrä
1 310
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 398 | - | - | ||
| 109 | - | - | ||
| 73 | - | - | ||
| 250 | - | - |
Ylin
25,05VWAP
Alin
24VaihtoMäärä
0,7 26 959
VWAP
Ylin
25,05Alin
24VaihtoMäärä
0,7 26 959
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 959 | 26 959 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 959 | 26 959 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q2 -tulosraportti | 16.7. | |
| 2025 Q1 -tulosraportti | 6.5. | |
| 2024 Q4 -tulosraportti | 6.2. | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4.12.DNB Carnegie has a justified value for Orexo at 27–35 kronor. Outside this valuation lies an agreement regarding OX640 or partnerships concerning other biomolecules that can be administered via the Amorpha platform. Orexo now has its revenue for Zubsolv relatively stable, as well as the agreement with Barda which guarantees coverage for the development of OX390 and provides some synergies within the company's personnel budget. So exciting things can come in 2026 and Carnegie writes about an upcoming eventful year. The stock has successively come down now due to a lack of news and guidance from the company, which has triggered disappointment among more short-term investors. But the latest rise clearly showed how fast it can go up for Orexo, and most signs indicate that we will get there again and further up during 2026. It could be the year when the company transforms into a company that does not rely so heavily on Zubsolv but becomes a broader pharmaceutical company. If orexo succeeds with this, larger investors will come in, and Carnegie writes about exactly this in its latest analysis. Like
·1.12.Good interview with the CEO Nikolaj! He talks a lot about the potential for GLP and the support from Novo Nordisk. I hardly think any other partner would be allowed to step in.....Novo H owns 28% and is related. It is clearly in Novo's interest to work closely with Orexo alone regarding Semagluid. https://www.youtube.com/watch?v=h7KLdcRuSdQ- ·21.11.A summary to remember Here are the most important factors that can drive value appreciation in Orexo going forward: The company is in a really good position now to start growing. AmorphOX® platform – technological leverage • Orexo has developed AmorphOX, a powder-based drug technology that provides stability and rapid absorption. • The platform opens new therapeutic areas, e.g., intranasal GLP-1 treatments for diabetes and weight management. Preclinical data show up to 7x higher plasma levels compared to oral Rybelsus®. • This can give Orexo a position in the rapidly growing GLP-1 market (forecast: 150 billion USD by 2032). Pipeline with several potential blockbusters • IZIPRY™ (OX124) – high-dose naloxone against fentanyl overdoses. FDA application is planned for summer 2026. • OX640 – intranasal epinephrine against anaphylaxis, with stability in extreme temperatures. Clinical data show rapid effect compared to injection. • OX390 – BARDA-funded rescue medicine against counterfeit opioids. Funding up to 480 Mkr upon milestones. • OX472 (semaglutide) – intranasal GLP-1 candidate for needle-free treatment. Support from the US market • Zubsolv® remains a core product against opioid dependence with 99 % market coverage in the commercial segment. EBIT margin in the US rose despite currency headwinds. • Federal initiatives in the US to combat the opioid crisis provide long-term demand. Strategic partnerships and financing • The BARDA agreement for OX390 strengthens Orexo's financial flexibility and commercially validates the technology. • Possible future licensing agreements for GLP-1 and rescue medicines can provide upfront payments and royalties. Technical and fundamental potential • The stock is in an upward trend channel in the medium term, with resistance at approx. 41,50 kr (now around 27–28 kr). Long-term momentum is positive, but short-term is weak. • Analysts' 12-month target price is around 31 kr, which is a limited upside from today's level, but with a significant option for value increase if the pipeline delivers.
- ·11.11.There are not many alternatives for competitors to ARS other than OX 640 when it comes to joining the shift from injections to nasal. Both manufacturing costs and efficacy beat needle alternatives. The market is enormous and global for epinephrine against anaphylactic shock and many companies live off it and now Orexo's solution is a future for their market.
- ·11.11.ARS pharma Q3 from the report Sales increase 2.5x Q3 sales approx 325 million SEK 18000 healthcare providers have started prescribing, 87% of patients positive and 97% of doctors indicate continued prescribing. What a good development for epinephrine nasal spray in the USA, the company states that they are now moving forward globally. Overall, this strengthens Orexos' opportunities for OX640, now the bids are coming from pharmaceutical companies that want to join. Hold tight to your shares
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.
2025 Q3 -tulosraportti
48 päivää sitten1 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
- ·4.12.DNB Carnegie has a justified value for Orexo at 27–35 kronor. Outside this valuation lies an agreement regarding OX640 or partnerships concerning other biomolecules that can be administered via the Amorpha platform. Orexo now has its revenue for Zubsolv relatively stable, as well as the agreement with Barda which guarantees coverage for the development of OX390 and provides some synergies within the company's personnel budget. So exciting things can come in 2026 and Carnegie writes about an upcoming eventful year. The stock has successively come down now due to a lack of news and guidance from the company, which has triggered disappointment among more short-term investors. But the latest rise clearly showed how fast it can go up for Orexo, and most signs indicate that we will get there again and further up during 2026. It could be the year when the company transforms into a company that does not rely so heavily on Zubsolv but becomes a broader pharmaceutical company. If orexo succeeds with this, larger investors will come in, and Carnegie writes about exactly this in its latest analysis. Like
- ·1.12.Good interview with the CEO Nikolaj! He talks a lot about the potential for GLP and the support from Novo Nordisk. I hardly think any other partner would be allowed to step in.....Novo H owns 28% and is related. It is clearly in Novo's interest to work closely with Orexo alone regarding Semagluid. https://www.youtube.com/watch?v=h7KLdcRuSdQ
- ·21.11.A summary to remember Here are the most important factors that can drive value appreciation in Orexo going forward: The company is in a really good position now to start growing. AmorphOX® platform – technological leverage • Orexo has developed AmorphOX, a powder-based drug technology that provides stability and rapid absorption. • The platform opens new therapeutic areas, e.g., intranasal GLP-1 treatments for diabetes and weight management. Preclinical data show up to 7x higher plasma levels compared to oral Rybelsus®. • This can give Orexo a position in the rapidly growing GLP-1 market (forecast: 150 billion USD by 2032). Pipeline with several potential blockbusters • IZIPRY™ (OX124) – high-dose naloxone against fentanyl overdoses. FDA application is planned for summer 2026. • OX640 – intranasal epinephrine against anaphylaxis, with stability in extreme temperatures. Clinical data show rapid effect compared to injection. • OX390 – BARDA-funded rescue medicine against counterfeit opioids. Funding up to 480 Mkr upon milestones. • OX472 (semaglutide) – intranasal GLP-1 candidate for needle-free treatment. Support from the US market • Zubsolv® remains a core product against opioid dependence with 99 % market coverage in the commercial segment. EBIT margin in the US rose despite currency headwinds. • Federal initiatives in the US to combat the opioid crisis provide long-term demand. Strategic partnerships and financing • The BARDA agreement for OX390 strengthens Orexo's financial flexibility and commercially validates the technology. • Possible future licensing agreements for GLP-1 and rescue medicines can provide upfront payments and royalties. Technical and fundamental potential • The stock is in an upward trend channel in the medium term, with resistance at approx. 41,50 kr (now around 27–28 kr). Long-term momentum is positive, but short-term is weak. • Analysts' 12-month target price is around 31 kr, which is a limited upside from today's level, but with a significant option for value increase if the pipeline delivers.
- ·11.11.There are not many alternatives for competitors to ARS other than OX 640 when it comes to joining the shift from injections to nasal. Both manufacturing costs and efficacy beat needle alternatives. The market is enormous and global for epinephrine against anaphylactic shock and many companies live off it and now Orexo's solution is a future for their market.
- ·11.11.ARS pharma Q3 from the report Sales increase 2.5x Q3 sales approx 325 million SEK 18000 healthcare providers have started prescribing, 87% of patients positive and 97% of doctors indicate continued prescribing. What a good development for epinephrine nasal spray in the USA, the company states that they are now moving forward globally. Overall, this strengthens Orexos' opportunities for OX640, now the bids are coming from pharmaceutical companies that want to join. Hold tight to your shares
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
2 205
Myynti
Määrä
1 310
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 398 | - | - | ||
| 109 | - | - | ||
| 73 | - | - | ||
| 250 | - | - |
Ylin
25,05VWAP
Alin
24VaihtoMäärä
0,7 26 959
VWAP
Ylin
25,05Alin
24VaihtoMäärä
0,7 26 959
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 959 | 26 959 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 959 | 26 959 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q2 -tulosraportti | 16.7. | |
| 2025 Q1 -tulosraportti | 6.5. | |
| 2024 Q4 -tulosraportti | 6.2. | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
48 päivää sitten1 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 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q2 -tulosraportti | 16.7. | |
| 2025 Q1 -tulosraportti | 6.5. | |
| 2024 Q4 -tulosraportti | 6.2. | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4.12.DNB Carnegie has a justified value for Orexo at 27–35 kronor. Outside this valuation lies an agreement regarding OX640 or partnerships concerning other biomolecules that can be administered via the Amorpha platform. Orexo now has its revenue for Zubsolv relatively stable, as well as the agreement with Barda which guarantees coverage for the development of OX390 and provides some synergies within the company's personnel budget. So exciting things can come in 2026 and Carnegie writes about an upcoming eventful year. The stock has successively come down now due to a lack of news and guidance from the company, which has triggered disappointment among more short-term investors. But the latest rise clearly showed how fast it can go up for Orexo, and most signs indicate that we will get there again and further up during 2026. It could be the year when the company transforms into a company that does not rely so heavily on Zubsolv but becomes a broader pharmaceutical company. If orexo succeeds with this, larger investors will come in, and Carnegie writes about exactly this in its latest analysis. Like
- ·1.12.Good interview with the CEO Nikolaj! He talks a lot about the potential for GLP and the support from Novo Nordisk. I hardly think any other partner would be allowed to step in.....Novo H owns 28% and is related. It is clearly in Novo's interest to work closely with Orexo alone regarding Semagluid. https://www.youtube.com/watch?v=h7KLdcRuSdQ
- ·21.11.A summary to remember Here are the most important factors that can drive value appreciation in Orexo going forward: The company is in a really good position now to start growing. AmorphOX® platform – technological leverage • Orexo has developed AmorphOX, a powder-based drug technology that provides stability and rapid absorption. • The platform opens new therapeutic areas, e.g., intranasal GLP-1 treatments for diabetes and weight management. Preclinical data show up to 7x higher plasma levels compared to oral Rybelsus®. • This can give Orexo a position in the rapidly growing GLP-1 market (forecast: 150 billion USD by 2032). Pipeline with several potential blockbusters • IZIPRY™ (OX124) – high-dose naloxone against fentanyl overdoses. FDA application is planned for summer 2026. • OX640 – intranasal epinephrine against anaphylaxis, with stability in extreme temperatures. Clinical data show rapid effect compared to injection. • OX390 – BARDA-funded rescue medicine against counterfeit opioids. Funding up to 480 Mkr upon milestones. • OX472 (semaglutide) – intranasal GLP-1 candidate for needle-free treatment. Support from the US market • Zubsolv® remains a core product against opioid dependence with 99 % market coverage in the commercial segment. EBIT margin in the US rose despite currency headwinds. • Federal initiatives in the US to combat the opioid crisis provide long-term demand. Strategic partnerships and financing • The BARDA agreement for OX390 strengthens Orexo's financial flexibility and commercially validates the technology. • Possible future licensing agreements for GLP-1 and rescue medicines can provide upfront payments and royalties. Technical and fundamental potential • The stock is in an upward trend channel in the medium term, with resistance at approx. 41,50 kr (now around 27–28 kr). Long-term momentum is positive, but short-term is weak. • Analysts' 12-month target price is around 31 kr, which is a limited upside from today's level, but with a significant option for value increase if the pipeline delivers.
- ·11.11.There are not many alternatives for competitors to ARS other than OX 640 when it comes to joining the shift from injections to nasal. Both manufacturing costs and efficacy beat needle alternatives. The market is enormous and global for epinephrine against anaphylactic shock and many companies live off it and now Orexo's solution is a future for their market.
- ·11.11.ARS pharma Q3 from the report Sales increase 2.5x Q3 sales approx 325 million SEK 18000 healthcare providers have started prescribing, 87% of patients positive and 97% of doctors indicate continued prescribing. What a good development for epinephrine nasal spray in the USA, the company states that they are now moving forward globally. Overall, this strengthens Orexos' opportunities for OX640, now the bids are coming from pharmaceutical companies that want to join. Hold tight to your shares
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
2 205
Myynti
Määrä
1 310
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 398 | - | - | ||
| 109 | - | - | ||
| 73 | - | - | ||
| 250 | - | - |
Ylin
25,05VWAP
Alin
24VaihtoMäärä
0,7 26 959
VWAP
Ylin
25,05Alin
24VaihtoMäärä
0,7 26 959
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 959 | 26 959 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 959 | 26 959 | 0 | 0 |