2025 Q3 -tulosraportti
69 päivää sitten1 t 51 min
Tarjoustasot
Nasdaq Stockholm
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0
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0
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
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Välittäjätilasto
Dataa ei löytynyt
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: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·17 t sittenValuation Orexo We now see the market trading Orexo up at a calm pace, likely funds cautiously increasing holdings without hyping it. I have previously written about Orexo's valuation and stated target prices in the range of 80-140kr. This still applies, and now with a higher probability for the higher share value. ARS Pharma, which now sells Neffy globally (equivalent to OX640), is valued in the USA today at 968miljUSD; we round it off to 9 billion. Neffy generates revenue from direct sales, strategic partners, license agreements, and royalties. OX640 collectively has better effect and durability, tolerates higher temp intervall and long storage. Orexo is currently valued around 1 billion on the stock exchange, on a debt-free basis and substantial cash. When agreements etc. come for OX640, Neffy's journey and valuation are a guide regarding value. That we can go 4X today's price towards 120kr upon agreement for OX640 is entirely possible. In addition to this comes the rest of the portfolio with Izipry (market 2026), other development pipeline e.g. ox390, and Amorpha applications for vaccines and large molecules e.g. GLP in obesity medicine, and a lot of other things that Orexo has dormant in its portfolio. The biggest risk now is that Novo buys the company, throwing in a bid of 60kr, which is a bargain price, as Orexo's net cash alone is likely to be around 500 milj when the bond obligation is resolved. Hopefully, such a bid will be rejected by larger owners. But for Novo, an Orexo free from the drug sector fits very well, as they can quickly use the Amorpha platform within Novo and existing partners. That they can then quickly sell off Izypry and OX390 to companies in the USA naturally makes it a fantastic deal for whoever can buy up the company. Wishing you all a Happy New 2026- ·2 päivää sittenOrexo valuation We will see if the market has absorbed the deal and perhaps Klas Palin at Carnegi will come with an update But a small summary: The deal provides including inventory and bonus on sales in coming years calculated at today's dollar rate Ca 1040 milj kr, as well as Barda paying in almost 500milj during the development work with ox 390 Orexo has smaller revenues from remaining operations. Risk of a new share issue is gone and the cash secures the company for several years. The company is now rapidly scaling down a larger part of its costs and enters forced development debt-free and with a strong cash position. -Izypry- unique rescue medicine for market USA and the world - Ox 640, Orexo is now conducting a smaller and rapid human study in 2026 and then likely one or more agreements with companies in USA and the world, the need for a nasal spray for allergic shocks via adrenaline is the future, a treatment with rapid effect, which tolerates high temperature range and has long storage times will take large market shares in this multi-billion market which today primarily relies on needle alternatives. The contract value is from a billion and more and then further with ongoing royalties over the years. The Amorpha technology will then be broadened within vaccine applications, for example influenza, for which it is perfectly suited. When it comes to large proteins like Semaglutides in obesity medicines, the company has already shown that Amorph works 7ggr better than the Novo tablet being released in USA now. Orexo has for this several projects on hold which can now be revived and more about this may come at the announced Capital Markets Day. It will be exciting to see how analysts now incorporate all this and calculate present value and future values. Orexo now has the conditions to become a broad pharmaceutical development company with rapid growth for many years. My biggest concern now is an aggressive takeover that we shareholders would lose out on, however Novo Holdings likely blocks this.
·23.12.STOCKHOLM (Nyhetsbyrån Direkt) Following the sale of the US rights for Zubsolv, Orexo has the resources to take its current projects into the next phase, but the company will also look at opportunities for partnership agreements going forward. This is according to Orexo's CEO Nikolaj Sørensen in an interview with Nyhetsbyrån Direkt after the deal where the US rights to Zubsolv are sold to Dexcel Pharma for 91 million dollars plus an additional purchase price of up to 16.8 million dollars based on future sales. "We have the ability to bring our ongoing projects to fruition with the capital we receive. But we will also look at opportunities to finance new projects," he says. Following the sale of the drug Zubsolv, for opioid dependence, which accounts for 96 percent of the company's revenues, Orexo will become a more focused research company. The deal with Dexcel Pharma should be seen against the background that Orexo a year ago entered into a settlement agreement in a patent dispute which meant that generic versions of Zubsolv could enter the market in September 2030. "It's a good deal. We essentially secure the money we would earn from Zubsolv until 2030. After that, we expect revenues to decline dramatically from 2031 onwards." Nikolaj Sørensen explains that during the first half of this year, the company received proposals from companies interested in buying Zubsolv, whereupon the company initiated a process. "We have evaluated several different proposals. There are other companies that have submitted bids as well," he says. Going forward, Orexo now has the opportunity to focus on its ongoing and future projects. At the forefront is OX640, which is a nasal treatment for allergic reactions. "We have seen that there is great value for us to take OX640 a step further in development before we sign partnerships. The stage the project is currently in has not been attractive enough for potential partners." Are you having any discussions about OX640 now? "We have several companies that are interested, not least if we can produce a bit more data. Many large companies require us to test our finished product on healthy volunteers to demonstrate similar absorption in the body as an injection pen," says Nikolaj Sørensen, explaining that the company will begin producing the product on a commercial scale during the spring. The company is also running a project concerning OX390, for overdose caused by polysubstance abuse, together with the US agency Barda. "Even though Barda is financing almost the entire development, Orexo will participate in financing the project. Here, we have also ensured that resources are available throughout the project's duration until the early 2030s." Otherwise, Orexo will focus on its Amorphox platform for biological drugs. "We have tested it on semaglutide for weight loss, with promising results. But we would need to invest more money in that development. Through a nasal spray, there is an opportunity to achieve better absorption through the nose than if the drug is taken orally or via injection." How far off is this? "This is an early project, and I don't want to give a time perspective. Hopefully, it's in the short to medium term. We are in a phase where we have promising results that we want to build upon, and now we are getting the resources to do so." The Orexo CEO also wants to highlight that the company will remain in the US market through the OX390 project with Barda. "It is strategically important for us in the long term to be in the world's largest pharmaceutical market," he says.
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
69 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
- ·17 t sittenValuation Orexo We now see the market trading Orexo up at a calm pace, likely funds cautiously increasing holdings without hyping it. I have previously written about Orexo's valuation and stated target prices in the range of 80-140kr. This still applies, and now with a higher probability for the higher share value. ARS Pharma, which now sells Neffy globally (equivalent to OX640), is valued in the USA today at 968miljUSD; we round it off to 9 billion. Neffy generates revenue from direct sales, strategic partners, license agreements, and royalties. OX640 collectively has better effect and durability, tolerates higher temp intervall and long storage. Orexo is currently valued around 1 billion on the stock exchange, on a debt-free basis and substantial cash. When agreements etc. come for OX640, Neffy's journey and valuation are a guide regarding value. That we can go 4X today's price towards 120kr upon agreement for OX640 is entirely possible. In addition to this comes the rest of the portfolio with Izipry (market 2026), other development pipeline e.g. ox390, and Amorpha applications for vaccines and large molecules e.g. GLP in obesity medicine, and a lot of other things that Orexo has dormant in its portfolio. The biggest risk now is that Novo buys the company, throwing in a bid of 60kr, which is a bargain price, as Orexo's net cash alone is likely to be around 500 milj when the bond obligation is resolved. Hopefully, such a bid will be rejected by larger owners. But for Novo, an Orexo free from the drug sector fits very well, as they can quickly use the Amorpha platform within Novo and existing partners. That they can then quickly sell off Izypry and OX390 to companies in the USA naturally makes it a fantastic deal for whoever can buy up the company. Wishing you all a Happy New 2026
- ·2 päivää sittenOrexo valuation We will see if the market has absorbed the deal and perhaps Klas Palin at Carnegi will come with an update But a small summary: The deal provides including inventory and bonus on sales in coming years calculated at today's dollar rate Ca 1040 milj kr, as well as Barda paying in almost 500milj during the development work with ox 390 Orexo has smaller revenues from remaining operations. Risk of a new share issue is gone and the cash secures the company for several years. The company is now rapidly scaling down a larger part of its costs and enters forced development debt-free and with a strong cash position. -Izypry- unique rescue medicine for market USA and the world - Ox 640, Orexo is now conducting a smaller and rapid human study in 2026 and then likely one or more agreements with companies in USA and the world, the need for a nasal spray for allergic shocks via adrenaline is the future, a treatment with rapid effect, which tolerates high temperature range and has long storage times will take large market shares in this multi-billion market which today primarily relies on needle alternatives. The contract value is from a billion and more and then further with ongoing royalties over the years. The Amorpha technology will then be broadened within vaccine applications, for example influenza, for which it is perfectly suited. When it comes to large proteins like Semaglutides in obesity medicines, the company has already shown that Amorph works 7ggr better than the Novo tablet being released in USA now. Orexo has for this several projects on hold which can now be revived and more about this may come at the announced Capital Markets Day. It will be exciting to see how analysts now incorporate all this and calculate present value and future values. Orexo now has the conditions to become a broad pharmaceutical development company with rapid growth for many years. My biggest concern now is an aggressive takeover that we shareholders would lose out on, however Novo Holdings likely blocks this.
- ·23.12.STOCKHOLM (Nyhetsbyrån Direkt) Following the sale of the US rights for Zubsolv, Orexo has the resources to take its current projects into the next phase, but the company will also look at opportunities for partnership agreements going forward. This is according to Orexo's CEO Nikolaj Sørensen in an interview with Nyhetsbyrån Direkt after the deal where the US rights to Zubsolv are sold to Dexcel Pharma for 91 million dollars plus an additional purchase price of up to 16.8 million dollars based on future sales. "We have the ability to bring our ongoing projects to fruition with the capital we receive. But we will also look at opportunities to finance new projects," he says. Following the sale of the drug Zubsolv, for opioid dependence, which accounts for 96 percent of the company's revenues, Orexo will become a more focused research company. The deal with Dexcel Pharma should be seen against the background that Orexo a year ago entered into a settlement agreement in a patent dispute which meant that generic versions of Zubsolv could enter the market in September 2030. "It's a good deal. We essentially secure the money we would earn from Zubsolv until 2030. After that, we expect revenues to decline dramatically from 2031 onwards." Nikolaj Sørensen explains that during the first half of this year, the company received proposals from companies interested in buying Zubsolv, whereupon the company initiated a process. "We have evaluated several different proposals. There are other companies that have submitted bids as well," he says. Going forward, Orexo now has the opportunity to focus on its ongoing and future projects. At the forefront is OX640, which is a nasal treatment for allergic reactions. "We have seen that there is great value for us to take OX640 a step further in development before we sign partnerships. The stage the project is currently in has not been attractive enough for potential partners." Are you having any discussions about OX640 now? "We have several companies that are interested, not least if we can produce a bit more data. Many large companies require us to test our finished product on healthy volunteers to demonstrate similar absorption in the body as an injection pen," says Nikolaj Sørensen, explaining that the company will begin producing the product on a commercial scale during the spring. The company is also running a project concerning OX390, for overdose caused by polysubstance abuse, together with the US agency Barda. "Even though Barda is financing almost the entire development, Orexo will participate in financing the project. Here, we have also ensured that resources are available throughout the project's duration until the early 2030s." Otherwise, Orexo will focus on its Amorphox platform for biological drugs. "We have tested it on semaglutide for weight loss, with promising results. But we would need to invest more money in that development. Through a nasal spray, there is an opportunity to achieve better absorption through the nose than if the drug is taken orally or via injection." How far off is this? "This is an early project, and I don't want to give a time perspective. Hopefully, it's in the short to medium term. We are in a phase where we have promising results that we want to build upon, and now we are getting the resources to do so." The Orexo CEO also wants to highlight that the company will remain in the US market through the OX390 project with Barda. "It is strategically important for us in the long term to be in the world's largest pharmaceutical market," he says.
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
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0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
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-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
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: Quartr, FactSet
2025 Q3 -tulosraportti
69 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 | 5.2.2026 |
| 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: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17 t sittenValuation Orexo We now see the market trading Orexo up at a calm pace, likely funds cautiously increasing holdings without hyping it. I have previously written about Orexo's valuation and stated target prices in the range of 80-140kr. This still applies, and now with a higher probability for the higher share value. ARS Pharma, which now sells Neffy globally (equivalent to OX640), is valued in the USA today at 968miljUSD; we round it off to 9 billion. Neffy generates revenue from direct sales, strategic partners, license agreements, and royalties. OX640 collectively has better effect and durability, tolerates higher temp intervall and long storage. Orexo is currently valued around 1 billion on the stock exchange, on a debt-free basis and substantial cash. When agreements etc. come for OX640, Neffy's journey and valuation are a guide regarding value. That we can go 4X today's price towards 120kr upon agreement for OX640 is entirely possible. In addition to this comes the rest of the portfolio with Izipry (market 2026), other development pipeline e.g. ox390, and Amorpha applications for vaccines and large molecules e.g. GLP in obesity medicine, and a lot of other things that Orexo has dormant in its portfolio. The biggest risk now is that Novo buys the company, throwing in a bid of 60kr, which is a bargain price, as Orexo's net cash alone is likely to be around 500 milj when the bond obligation is resolved. Hopefully, such a bid will be rejected by larger owners. But for Novo, an Orexo free from the drug sector fits very well, as they can quickly use the Amorpha platform within Novo and existing partners. That they can then quickly sell off Izypry and OX390 to companies in the USA naturally makes it a fantastic deal for whoever can buy up the company. Wishing you all a Happy New 2026
- ·2 päivää sittenOrexo valuation We will see if the market has absorbed the deal and perhaps Klas Palin at Carnegi will come with an update But a small summary: The deal provides including inventory and bonus on sales in coming years calculated at today's dollar rate Ca 1040 milj kr, as well as Barda paying in almost 500milj during the development work with ox 390 Orexo has smaller revenues from remaining operations. Risk of a new share issue is gone and the cash secures the company for several years. The company is now rapidly scaling down a larger part of its costs and enters forced development debt-free and with a strong cash position. -Izypry- unique rescue medicine for market USA and the world - Ox 640, Orexo is now conducting a smaller and rapid human study in 2026 and then likely one or more agreements with companies in USA and the world, the need for a nasal spray for allergic shocks via adrenaline is the future, a treatment with rapid effect, which tolerates high temperature range and has long storage times will take large market shares in this multi-billion market which today primarily relies on needle alternatives. The contract value is from a billion and more and then further with ongoing royalties over the years. The Amorpha technology will then be broadened within vaccine applications, for example influenza, for which it is perfectly suited. When it comes to large proteins like Semaglutides in obesity medicines, the company has already shown that Amorph works 7ggr better than the Novo tablet being released in USA now. Orexo has for this several projects on hold which can now be revived and more about this may come at the announced Capital Markets Day. It will be exciting to see how analysts now incorporate all this and calculate present value and future values. Orexo now has the conditions to become a broad pharmaceutical development company with rapid growth for many years. My biggest concern now is an aggressive takeover that we shareholders would lose out on, however Novo Holdings likely blocks this.
- ·23.12.STOCKHOLM (Nyhetsbyrån Direkt) Following the sale of the US rights for Zubsolv, Orexo has the resources to take its current projects into the next phase, but the company will also look at opportunities for partnership agreements going forward. This is according to Orexo's CEO Nikolaj Sørensen in an interview with Nyhetsbyrån Direkt after the deal where the US rights to Zubsolv are sold to Dexcel Pharma for 91 million dollars plus an additional purchase price of up to 16.8 million dollars based on future sales. "We have the ability to bring our ongoing projects to fruition with the capital we receive. But we will also look at opportunities to finance new projects," he says. Following the sale of the drug Zubsolv, for opioid dependence, which accounts for 96 percent of the company's revenues, Orexo will become a more focused research company. The deal with Dexcel Pharma should be seen against the background that Orexo a year ago entered into a settlement agreement in a patent dispute which meant that generic versions of Zubsolv could enter the market in September 2030. "It's a good deal. We essentially secure the money we would earn from Zubsolv until 2030. After that, we expect revenues to decline dramatically from 2031 onwards." Nikolaj Sørensen explains that during the first half of this year, the company received proposals from companies interested in buying Zubsolv, whereupon the company initiated a process. "We have evaluated several different proposals. There are other companies that have submitted bids as well," he says. Going forward, Orexo now has the opportunity to focus on its ongoing and future projects. At the forefront is OX640, which is a nasal treatment for allergic reactions. "We have seen that there is great value for us to take OX640 a step further in development before we sign partnerships. The stage the project is currently in has not been attractive enough for potential partners." Are you having any discussions about OX640 now? "We have several companies that are interested, not least if we can produce a bit more data. Many large companies require us to test our finished product on healthy volunteers to demonstrate similar absorption in the body as an injection pen," says Nikolaj Sørensen, explaining that the company will begin producing the product on a commercial scale during the spring. The company is also running a project concerning OX390, for overdose caused by polysubstance abuse, together with the US agency Barda. "Even though Barda is financing almost the entire development, Orexo will participate in financing the project. Here, we have also ensured that resources are available throughout the project's duration until the early 2030s." Otherwise, Orexo will focus on its Amorphox platform for biological drugs. "We have tested it on semaglutide for weight loss, with promising results. But we would need to invest more money in that development. Through a nasal spray, there is an opportunity to achieve better absorption through the nose than if the drug is taken orally or via injection." How far off is this? "This is an early project, and I don't want to give a time perspective. Hopefully, it's in the short to medium term. We are in a phase where we have promising results that we want to build upon, and now we are getting the resources to do so." The Orexo CEO also wants to highlight that the company will remain in the US market through the OX390 project with Barda. "It is strategically important for us in the long term to be in the world's largest pharmaceutical market," he says.
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