2025 Q4 -tulosraportti
15 päivää sitten
‧49 min
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
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 päivää sittenComments by JS: I believe Dexcel Pharma (besides Zubsolv) is after OX124 (acute medication for overdoses). This medication can be compared to Narcan, which is currently on the market and sold for several billion SEK over-the-counter! Orexo should get at least 1 billion upfront + royalty for OX124 in a so-called partnership. Expected to be submitted to the FDA in summer 2026. The second major revenue opportunity in the pipeline is OX640, an acute medication for allergic reactions. OX640 – intranasal powder-based adrenaline for allergic reactions, incl. anaphylaxis – CLINICAL PHASE Project in brief The goal with OX640 is to develop a powder-based intranasal adrenaline medication for acute treatment of allergic reactions, including anaphylaxis. Adrenaline is a very unstable active ingredient that is sensitive to chemical degradation, especially when exposed to elevated temperatures, which is why the majority of today's commercial adrenaline products have limited shelf life and restrictive storage requirements. Differentiation and IP OX640 is a needle-free adrenaline medication based on AmorphOX technology. Supported by the technology, adrenaline has been formulated together with carrier material and then spray-dried to develop an AmorphOX powder suitable for intranasal administration. Powder-based medications, unlike liquid-based ones, can better maintain chemical and physical stability of the substance. Improved stability extends shelf life, preserves therapeutic effect over time, increases storage flexibility, and eliminates the need for preservatives. These factors can provide significant benefits for patients and healthcare systems worldwide. OX640 has patents and patent applications protecting the product until 2044 Peers: ARS Pharma received MUSD150 upfront for Neffy (NOTE not USA). The medication is already on the market and shows good growth. There has already been speculation about agreements in 2025, but given the sale of Zubsolv and the strong financial position, Orexo now wants to take this project a bit further before bringing in a partner. Likely because they see greater value in the future after more studies as proof. Let's say Orexo closes deals for these 2 medications in 2H 2026, then we're perhaps talking about 2 billion in upfront. Given the valuation of 930 mkr with a cash position of 500 mkr, I see at least a doubling of the share price, i.e., >60 kr. Furthermore, there are opportunities for nasal Semagluid (potential partner = Novo N), Vaccines (Abera et al.) etc. The Amorphox platform is a potential goldmine, but the company must now prove that it can commercialize it. I believe many positive news will come during 2026. An important date is March 24, when the company will present its new strategy. Orexo is on its way to transforming into a so-called Drug-delivery company. Carnegie has set a target price of 35-42 kr (conservative analysis) but has not taken future pipeline into account! NOTE Novo H owns 28% of Orexo. No way they'd let anyone other than Novo N in if they're betting on nasal insulin.
·10.2.Someone is hoovering up Orexo shares from the market without driving the price, and it doesn't yield much as sellers are few. It's likely that sooner or later we will see more price-driving purchases, and the timeline is until March 24th when the company has its market day.
·19 t sittenCould it possibly be Morgan Stanley driving down the price to get such a good starting position themselves? It would absolutely not surprise me.·19 t sittenNo short selling reported at FI anymore. Armistice closed its position a long time ago.- ·9.2.Warrants speculate on a rise ? A few things that can explain MS's high activities in Orexo Based on the flagging that Morgan Stanley (MS) made in February 2026, where over 5 % of their holding in Orexo consists of financial instruments, it is likely that the vast majority of the "game" right now is about an increase. Here's why it looks like this and what it means for the stock: Call Warrants (Bull) When MS flags such a large holding in instruments, it likely means that they have sold a quantity of Turbo Long or call warrants to their customers (both institutions and private investors) • Why? The market sees Orexo as a "turnaround-case" after the Zubsolv deal. With cash of almost 1 billion SEK and a valuation for which analysts (e.g. DNB Carnegie) recently set a target price of 38 SEK, many want leverage on that journey, and the company's pipeline contains hidden values, and an acquisition may occur. • The Effect: Since customers buy "Bull" products, Morgan Stanley is forced to act as the largest buyer of the actual stock to cover its risk. Right now, the most traded Turbo levels (knock-out) are probably at: • 24-25 SEK (High risk/leverage) • 22.00 SEK (More stable level) The fact that there are so many call warrants at these levels creates a kind of "floor" in trading. As long as Orexo stays above 25 SEK, these products are doing well, and Morgan Stanley keeps its purchased shares as a hedge. Summary of the situation (February 2026) There is a Bull in Morgan Stanley's order books. That they repeatedly buy the stock is the clearest proof that their customers demand exposure to a price increase. They simply buy because customers believe Orexo will go up towards 35–40 SEK during the spring. Next big trigger: Keep an eye on March 24, 2026, when Orexo has its R&D day. Much of the speculation you see in the warrants right now is probably aiming for news that may be presented there. Investors buy call Warrants with a floor of 22-26 and which aim for previous highs of 38-43 SEK. A price increase now triggered by good news or acquisition initiatives will mean that MS will need to buy shares and the upward pressure will then be significant. Currently, MS has a 5.35% holding and we will see rapid movements in Orexo going forward if news comes. Exciting times
- ·8.2.Acquisition candidate Orexo now has several "best-in-class" products (Izipry, OX640 and OX390). This increases Orexo's value as an acquisition candidate for a larger global company. Bid levels of 60-80 kr per share or more in a future acquisition are possible. The company is debt-free with strong cash and a strong pipeline, where OX390 is already financed with 0.5 billion. Buying Orexo for 3-4 billion is now fully possible, and large players are certainly looking at this now. The three "best in class" each account for many billions in potential revenue. The Amorph platform will soon be validated when Izipry is approved, and thereafter Orexo's value rises quickly. Whoever wants to buy the company should act soon.
·5.2. · MuokattuHere's the correct link😅 https://www.di.se/mobil/live/battre-resultat-an-vantat-for-orexo/ Probably no stock price explosion at market opening, but we will definitely see an upward trend going forward. -Finally one sees the light at the end of the tunnel and it's not the train coming..🚂 The presentation this afternoon will be exciting.
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 Q4 -tulosraportti
15 päivää sitten
‧49 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
- ·3 päivää sittenComments by JS: I believe Dexcel Pharma (besides Zubsolv) is after OX124 (acute medication for overdoses). This medication can be compared to Narcan, which is currently on the market and sold for several billion SEK over-the-counter! Orexo should get at least 1 billion upfront + royalty for OX124 in a so-called partnership. Expected to be submitted to the FDA in summer 2026. The second major revenue opportunity in the pipeline is OX640, an acute medication for allergic reactions. OX640 – intranasal powder-based adrenaline for allergic reactions, incl. anaphylaxis – CLINICAL PHASE Project in brief The goal with OX640 is to develop a powder-based intranasal adrenaline medication for acute treatment of allergic reactions, including anaphylaxis. Adrenaline is a very unstable active ingredient that is sensitive to chemical degradation, especially when exposed to elevated temperatures, which is why the majority of today's commercial adrenaline products have limited shelf life and restrictive storage requirements. Differentiation and IP OX640 is a needle-free adrenaline medication based on AmorphOX technology. Supported by the technology, adrenaline has been formulated together with carrier material and then spray-dried to develop an AmorphOX powder suitable for intranasal administration. Powder-based medications, unlike liquid-based ones, can better maintain chemical and physical stability of the substance. Improved stability extends shelf life, preserves therapeutic effect over time, increases storage flexibility, and eliminates the need for preservatives. These factors can provide significant benefits for patients and healthcare systems worldwide. OX640 has patents and patent applications protecting the product until 2044 Peers: ARS Pharma received MUSD150 upfront for Neffy (NOTE not USA). The medication is already on the market and shows good growth. There has already been speculation about agreements in 2025, but given the sale of Zubsolv and the strong financial position, Orexo now wants to take this project a bit further before bringing in a partner. Likely because they see greater value in the future after more studies as proof. Let's say Orexo closes deals for these 2 medications in 2H 2026, then we're perhaps talking about 2 billion in upfront. Given the valuation of 930 mkr with a cash position of 500 mkr, I see at least a doubling of the share price, i.e., >60 kr. Furthermore, there are opportunities for nasal Semagluid (potential partner = Novo N), Vaccines (Abera et al.) etc. The Amorphox platform is a potential goldmine, but the company must now prove that it can commercialize it. I believe many positive news will come during 2026. An important date is March 24, when the company will present its new strategy. Orexo is on its way to transforming into a so-called Drug-delivery company. Carnegie has set a target price of 35-42 kr (conservative analysis) but has not taken future pipeline into account! NOTE Novo H owns 28% of Orexo. No way they'd let anyone other than Novo N in if they're betting on nasal insulin.
- ·10.2.Someone is hoovering up Orexo shares from the market without driving the price, and it doesn't yield much as sellers are few. It's likely that sooner or later we will see more price-driving purchases, and the timeline is until March 24th when the company has its market day.·19 t sittenCould it possibly be Morgan Stanley driving down the price to get such a good starting position themselves? It would absolutely not surprise me.·19 t sittenNo short selling reported at FI anymore. Armistice closed its position a long time ago.
- ·9.2.Warrants speculate on a rise ? A few things that can explain MS's high activities in Orexo Based on the flagging that Morgan Stanley (MS) made in February 2026, where over 5 % of their holding in Orexo consists of financial instruments, it is likely that the vast majority of the "game" right now is about an increase. Here's why it looks like this and what it means for the stock: Call Warrants (Bull) When MS flags such a large holding in instruments, it likely means that they have sold a quantity of Turbo Long or call warrants to their customers (both institutions and private investors) • Why? The market sees Orexo as a "turnaround-case" after the Zubsolv deal. With cash of almost 1 billion SEK and a valuation for which analysts (e.g. DNB Carnegie) recently set a target price of 38 SEK, many want leverage on that journey, and the company's pipeline contains hidden values, and an acquisition may occur. • The Effect: Since customers buy "Bull" products, Morgan Stanley is forced to act as the largest buyer of the actual stock to cover its risk. Right now, the most traded Turbo levels (knock-out) are probably at: • 24-25 SEK (High risk/leverage) • 22.00 SEK (More stable level) The fact that there are so many call warrants at these levels creates a kind of "floor" in trading. As long as Orexo stays above 25 SEK, these products are doing well, and Morgan Stanley keeps its purchased shares as a hedge. Summary of the situation (February 2026) There is a Bull in Morgan Stanley's order books. That they repeatedly buy the stock is the clearest proof that their customers demand exposure to a price increase. They simply buy because customers believe Orexo will go up towards 35–40 SEK during the spring. Next big trigger: Keep an eye on March 24, 2026, when Orexo has its R&D day. Much of the speculation you see in the warrants right now is probably aiming for news that may be presented there. Investors buy call Warrants with a floor of 22-26 and which aim for previous highs of 38-43 SEK. A price increase now triggered by good news or acquisition initiatives will mean that MS will need to buy shares and the upward pressure will then be significant. Currently, MS has a 5.35% holding and we will see rapid movements in Orexo going forward if news comes. Exciting times
- ·8.2.Acquisition candidate Orexo now has several "best-in-class" products (Izipry, OX640 and OX390). This increases Orexo's value as an acquisition candidate for a larger global company. Bid levels of 60-80 kr per share or more in a future acquisition are possible. The company is debt-free with strong cash and a strong pipeline, where OX390 is already financed with 0.5 billion. Buying Orexo for 3-4 billion is now fully possible, and large players are certainly looking at this now. The three "best in class" each account for many billions in potential revenue. The Amorph platform will soon be validated when Izipry is approved, and thereafter Orexo's value rises quickly. Whoever wants to buy the company should act soon.
- ·5.2. · MuokattuHere's the correct link😅 https://www.di.se/mobil/live/battre-resultat-an-vantat-for-orexo/ Probably no stock price explosion at market opening, but we will definitely see an upward trend going forward. -Finally one sees the light at the end of the tunnel and it's not the train coming..🚂 The presentation this afternoon will be exciting.
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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
2025 Q4 -tulosraportti
15 päivää sitten
‧49 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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenComments by JS: I believe Dexcel Pharma (besides Zubsolv) is after OX124 (acute medication for overdoses). This medication can be compared to Narcan, which is currently on the market and sold for several billion SEK over-the-counter! Orexo should get at least 1 billion upfront + royalty for OX124 in a so-called partnership. Expected to be submitted to the FDA in summer 2026. The second major revenue opportunity in the pipeline is OX640, an acute medication for allergic reactions. OX640 – intranasal powder-based adrenaline for allergic reactions, incl. anaphylaxis – CLINICAL PHASE Project in brief The goal with OX640 is to develop a powder-based intranasal adrenaline medication for acute treatment of allergic reactions, including anaphylaxis. Adrenaline is a very unstable active ingredient that is sensitive to chemical degradation, especially when exposed to elevated temperatures, which is why the majority of today's commercial adrenaline products have limited shelf life and restrictive storage requirements. Differentiation and IP OX640 is a needle-free adrenaline medication based on AmorphOX technology. Supported by the technology, adrenaline has been formulated together with carrier material and then spray-dried to develop an AmorphOX powder suitable for intranasal administration. Powder-based medications, unlike liquid-based ones, can better maintain chemical and physical stability of the substance. Improved stability extends shelf life, preserves therapeutic effect over time, increases storage flexibility, and eliminates the need for preservatives. These factors can provide significant benefits for patients and healthcare systems worldwide. OX640 has patents and patent applications protecting the product until 2044 Peers: ARS Pharma received MUSD150 upfront for Neffy (NOTE not USA). The medication is already on the market and shows good growth. There has already been speculation about agreements in 2025, but given the sale of Zubsolv and the strong financial position, Orexo now wants to take this project a bit further before bringing in a partner. Likely because they see greater value in the future after more studies as proof. Let's say Orexo closes deals for these 2 medications in 2H 2026, then we're perhaps talking about 2 billion in upfront. Given the valuation of 930 mkr with a cash position of 500 mkr, I see at least a doubling of the share price, i.e., >60 kr. Furthermore, there are opportunities for nasal Semagluid (potential partner = Novo N), Vaccines (Abera et al.) etc. The Amorphox platform is a potential goldmine, but the company must now prove that it can commercialize it. I believe many positive news will come during 2026. An important date is March 24, when the company will present its new strategy. Orexo is on its way to transforming into a so-called Drug-delivery company. Carnegie has set a target price of 35-42 kr (conservative analysis) but has not taken future pipeline into account! NOTE Novo H owns 28% of Orexo. No way they'd let anyone other than Novo N in if they're betting on nasal insulin.
- ·10.2.Someone is hoovering up Orexo shares from the market without driving the price, and it doesn't yield much as sellers are few. It's likely that sooner or later we will see more price-driving purchases, and the timeline is until March 24th when the company has its market day.·19 t sittenCould it possibly be Morgan Stanley driving down the price to get such a good starting position themselves? It would absolutely not surprise me.·19 t sittenNo short selling reported at FI anymore. Armistice closed its position a long time ago.
- ·9.2.Warrants speculate on a rise ? A few things that can explain MS's high activities in Orexo Based on the flagging that Morgan Stanley (MS) made in February 2026, where over 5 % of their holding in Orexo consists of financial instruments, it is likely that the vast majority of the "game" right now is about an increase. Here's why it looks like this and what it means for the stock: Call Warrants (Bull) When MS flags such a large holding in instruments, it likely means that they have sold a quantity of Turbo Long or call warrants to their customers (both institutions and private investors) • Why? The market sees Orexo as a "turnaround-case" after the Zubsolv deal. With cash of almost 1 billion SEK and a valuation for which analysts (e.g. DNB Carnegie) recently set a target price of 38 SEK, many want leverage on that journey, and the company's pipeline contains hidden values, and an acquisition may occur. • The Effect: Since customers buy "Bull" products, Morgan Stanley is forced to act as the largest buyer of the actual stock to cover its risk. Right now, the most traded Turbo levels (knock-out) are probably at: • 24-25 SEK (High risk/leverage) • 22.00 SEK (More stable level) The fact that there are so many call warrants at these levels creates a kind of "floor" in trading. As long as Orexo stays above 25 SEK, these products are doing well, and Morgan Stanley keeps its purchased shares as a hedge. Summary of the situation (February 2026) There is a Bull in Morgan Stanley's order books. That they repeatedly buy the stock is the clearest proof that their customers demand exposure to a price increase. They simply buy because customers believe Orexo will go up towards 35–40 SEK during the spring. Next big trigger: Keep an eye on March 24, 2026, when Orexo has its R&D day. Much of the speculation you see in the warrants right now is probably aiming for news that may be presented there. Investors buy call Warrants with a floor of 22-26 and which aim for previous highs of 38-43 SEK. A price increase now triggered by good news or acquisition initiatives will mean that MS will need to buy shares and the upward pressure will then be significant. Currently, MS has a 5.35% holding and we will see rapid movements in Orexo going forward if news comes. Exciting times
- ·8.2.Acquisition candidate Orexo now has several "best-in-class" products (Izipry, OX640 and OX390). This increases Orexo's value as an acquisition candidate for a larger global company. Bid levels of 60-80 kr per share or more in a future acquisition are possible. The company is debt-free with strong cash and a strong pipeline, where OX390 is already financed with 0.5 billion. Buying Orexo for 3-4 billion is now fully possible, and large players are certainly looking at this now. The three "best in class" each account for many billions in potential revenue. The Amorph platform will soon be validated when Izipry is approved, and thereafter Orexo's value rises quickly. Whoever wants to buy the company should act soon.
- ·5.2. · MuokattuHere's the correct link😅 https://www.di.se/mobil/live/battre-resultat-an-vantat-for-orexo/ Probably no stock price explosion at market opening, but we will definitely see an upward trend going forward. -Finally one sees the light at the end of the tunnel and it's not the train coming..🚂 The presentation this afternoon will be exciting.
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