2025 Q4 -tulosraportti
2 päivää sitten
‧41 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 299 | - | - | ||
| 57 | - | - | ||
| 222 | - | - | ||
| 348 | - | - | ||
| 113 | - | - |
Ylin
24,05VWAP
Alin
22,85VaihtoMäärä
3,3 141 408
VWAP
Ylin
24,05Alin
22,85VaihtoMäärä
3,3 141 408
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 25.8.2025 | ||
2025 Q1 -tulosraportti 28.4.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenWhen HMI‑115 proceeds to phase 3 (planned March 1, 2026), this will likely trigger a new milestone payment. If the drug is approved, BioInvent will receive a percentage of all sales globally. Such royalty streams can be very valuable, because the endometriosis market is large (globally >10 bn USD) and the treatment has a long duration.- ·10.2.Biostock today: BioInvent paves the way towards multi-billion-dollar market potential SPONSORED CONTENT | redaktion@biostock.se Strengthened by new promising data and with a thinning competitive landscape, BioInvent's pipeline appears as an increasingly attractive opportunity for long-term value creation. Particularly appealing is the potential to extend the lifecycle of pharmaceutical giants' best-selling oncology drugs. BioStock contacted CEO Martin Welschof for a comment. After a quiet start to the year, the silence was quickly broken by a series of high-profile deals signaling a shift in market sentiment. Already in January, GSK acquired Rapt Therapeutics in a deal valued at 2.2 billion USD, followed by Eli Lilly's purchase of Ventyx Bio for over 1 billion USD – with a substantial premium. Additionally, AbbVie made headlines with an upfront payment of 650 million USD to RemeGen. These transactions raise an interesting question: are the industry's heavyweights finally ready to open their wallets again? With large revenue streams threatened by patent expirations later in the decade – especially Merck's Keytruda in 2028 – the hunt for assets that can extend the lifecycle of these blockbusters is intensifying. From niche to blockbuster BioInvent's roadmap is designed to go from an initial market entry to broad expansion, illustrating how commercial potential can be scaled exponentially. With a strong cash position extending into 2027, the company is preparing for important data readouts in the second half of 2026, with the potential to trigger this value increase. For BI-1808, the first target – first-line systemic treatment for CTCL – represents an estimated maximal sales potential (peak sales) of approximately 200 million USD. However, the value proposition grows significantly with an expansion into solid tumors. A successful entry into first-line platinum-resistant ovarian cancer could add an estimated 500 million USD, while a broader expansion into indications such as non-small cell lung cancer (NSCLC) drives the potential peak sales to over 1.5 billion USD. For BI-1206, the calculation looks similar. BioInvent sees an initial potential in follicular lymphoma of 500 million USD, which, however, can grow into a multi-billion-dollar deal with success in solid tumors such as NSCLC and uveal melanoma. Q&A with CEO Martin Welschof We are seeing Big Pharma aggressively looking for assets to protect their PD-1 franchises post-2028. How do you position BI-1808 and BI-1206 in your discussions to capitalise on this specific window of opportunity? – We position both assets as a highly differentiated, first‑in‑class drugs that can complement and extend the relevance of existing PD‑1 treatment backbones. The mechanisms are orthogonal, the safety profile is remarkably clean, and we now have human proof‑of‑concept—elements that fit perfectly with the industry’s need for next‑generation immuno‑oncology combinations beyond 2028. The article headline alludes to a multi-billion-dollar potential. Could you elaborate on your strategy to gradually expand the scope of your candidates – moving from initial niche indications to broader solid tumor markets? – Our strategy is stepwise: establish clinical benefit in smaller niche indications in immunologically well‑defined patient groups, then broaden into larger solid‑tumor settings where the biology is similar. The haematological indications we have targeted allow a quicker time-to market. This reduces development risk while maximising commercial time and reach. Each expansion cohort is designed to open the door to significantly larger addressable markets. With recent high-profile deals from GSK, Eli Lilly and AbbVie, do you perceive a change in urgency in your ongoing partnering discussions compared to a year ago? – The tone has shifted meaningfully. Companies recognise that differentiated immunomodulators are becoming scarce, and we are seeing faster turnarounds, and a clearer willingness to secure access earlier than a year ago. BioInvent appears to be leading the TNFR2 race based on publicly available data. How do you plan to leverage this “first mover advantage” to secure market share? – We intend to solidify our lead through rapid clinical execution, strong translational data and strategic collaborations. Being first allows us to define the strategy, shape the clinical path and secure the most attractive combination partners as the field matures. Since these immunological processes are shared across different tumor types, our exploratory work in different indications will create the roadmap for exploiting this target most efficiently. That information is exclusively in our hands since all competitors lag way behind and lack the full understanding of the complexity of this target. Many shareholders feel the current valuation does not reflect the full potential of your assets compared to recent sector deals. What is your strategy ....See the rest on biostock's website –
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
2 päivää sitten
‧41 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 sittenWhen HMI‑115 proceeds to phase 3 (planned March 1, 2026), this will likely trigger a new milestone payment. If the drug is approved, BioInvent will receive a percentage of all sales globally. Such royalty streams can be very valuable, because the endometriosis market is large (globally >10 bn USD) and the treatment has a long duration.
- ·10.2.Biostock today: BioInvent paves the way towards multi-billion-dollar market potential SPONSORED CONTENT | redaktion@biostock.se Strengthened by new promising data and with a thinning competitive landscape, BioInvent's pipeline appears as an increasingly attractive opportunity for long-term value creation. Particularly appealing is the potential to extend the lifecycle of pharmaceutical giants' best-selling oncology drugs. BioStock contacted CEO Martin Welschof for a comment. After a quiet start to the year, the silence was quickly broken by a series of high-profile deals signaling a shift in market sentiment. Already in January, GSK acquired Rapt Therapeutics in a deal valued at 2.2 billion USD, followed by Eli Lilly's purchase of Ventyx Bio for over 1 billion USD – with a substantial premium. Additionally, AbbVie made headlines with an upfront payment of 650 million USD to RemeGen. These transactions raise an interesting question: are the industry's heavyweights finally ready to open their wallets again? With large revenue streams threatened by patent expirations later in the decade – especially Merck's Keytruda in 2028 – the hunt for assets that can extend the lifecycle of these blockbusters is intensifying. From niche to blockbuster BioInvent's roadmap is designed to go from an initial market entry to broad expansion, illustrating how commercial potential can be scaled exponentially. With a strong cash position extending into 2027, the company is preparing for important data readouts in the second half of 2026, with the potential to trigger this value increase. For BI-1808, the first target – first-line systemic treatment for CTCL – represents an estimated maximal sales potential (peak sales) of approximately 200 million USD. However, the value proposition grows significantly with an expansion into solid tumors. A successful entry into first-line platinum-resistant ovarian cancer could add an estimated 500 million USD, while a broader expansion into indications such as non-small cell lung cancer (NSCLC) drives the potential peak sales to over 1.5 billion USD. For BI-1206, the calculation looks similar. BioInvent sees an initial potential in follicular lymphoma of 500 million USD, which, however, can grow into a multi-billion-dollar deal with success in solid tumors such as NSCLC and uveal melanoma. Q&A with CEO Martin Welschof We are seeing Big Pharma aggressively looking for assets to protect their PD-1 franchises post-2028. How do you position BI-1808 and BI-1206 in your discussions to capitalise on this specific window of opportunity? – We position both assets as a highly differentiated, first‑in‑class drugs that can complement and extend the relevance of existing PD‑1 treatment backbones. The mechanisms are orthogonal, the safety profile is remarkably clean, and we now have human proof‑of‑concept—elements that fit perfectly with the industry’s need for next‑generation immuno‑oncology combinations beyond 2028. The article headline alludes to a multi-billion-dollar potential. Could you elaborate on your strategy to gradually expand the scope of your candidates – moving from initial niche indications to broader solid tumor markets? – Our strategy is stepwise: establish clinical benefit in smaller niche indications in immunologically well‑defined patient groups, then broaden into larger solid‑tumor settings where the biology is similar. The haematological indications we have targeted allow a quicker time-to market. This reduces development risk while maximising commercial time and reach. Each expansion cohort is designed to open the door to significantly larger addressable markets. With recent high-profile deals from GSK, Eli Lilly and AbbVie, do you perceive a change in urgency in your ongoing partnering discussions compared to a year ago? – The tone has shifted meaningfully. Companies recognise that differentiated immunomodulators are becoming scarce, and we are seeing faster turnarounds, and a clearer willingness to secure access earlier than a year ago. BioInvent appears to be leading the TNFR2 race based on publicly available data. How do you plan to leverage this “first mover advantage” to secure market share? – We intend to solidify our lead through rapid clinical execution, strong translational data and strategic collaborations. Being first allows us to define the strategy, shape the clinical path and secure the most attractive combination partners as the field matures. Since these immunological processes are shared across different tumor types, our exploratory work in different indications will create the roadmap for exploiting this target most efficiently. That information is exclusively in our hands since all competitors lag way behind and lack the full understanding of the complexity of this target. Many shareholders feel the current valuation does not reflect the full potential of your assets compared to recent sector deals. What is your strategy ....See the rest on biostock's website –
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 299 | - | - | ||
| 57 | - | - | ||
| 222 | - | - | ||
| 348 | - | - | ||
| 113 | - | - |
Ylin
24,05VWAP
Alin
22,85VaihtoMäärä
3,3 141 408
VWAP
Ylin
24,05Alin
22,85VaihtoMäärä
3,3 141 408
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 25.8.2025 | ||
2025 Q1 -tulosraportti 28.4.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
2025 Q4 -tulosraportti
2 päivää sitten
‧41 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 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 25.8.2025 | ||
2025 Q1 -tulosraportti 28.4.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenWhen HMI‑115 proceeds to phase 3 (planned March 1, 2026), this will likely trigger a new milestone payment. If the drug is approved, BioInvent will receive a percentage of all sales globally. Such royalty streams can be very valuable, because the endometriosis market is large (globally >10 bn USD) and the treatment has a long duration.
- ·10.2.Biostock today: BioInvent paves the way towards multi-billion-dollar market potential SPONSORED CONTENT | redaktion@biostock.se Strengthened by new promising data and with a thinning competitive landscape, BioInvent's pipeline appears as an increasingly attractive opportunity for long-term value creation. Particularly appealing is the potential to extend the lifecycle of pharmaceutical giants' best-selling oncology drugs. BioStock contacted CEO Martin Welschof for a comment. After a quiet start to the year, the silence was quickly broken by a series of high-profile deals signaling a shift in market sentiment. Already in January, GSK acquired Rapt Therapeutics in a deal valued at 2.2 billion USD, followed by Eli Lilly's purchase of Ventyx Bio for over 1 billion USD – with a substantial premium. Additionally, AbbVie made headlines with an upfront payment of 650 million USD to RemeGen. These transactions raise an interesting question: are the industry's heavyweights finally ready to open their wallets again? With large revenue streams threatened by patent expirations later in the decade – especially Merck's Keytruda in 2028 – the hunt for assets that can extend the lifecycle of these blockbusters is intensifying. From niche to blockbuster BioInvent's roadmap is designed to go from an initial market entry to broad expansion, illustrating how commercial potential can be scaled exponentially. With a strong cash position extending into 2027, the company is preparing for important data readouts in the second half of 2026, with the potential to trigger this value increase. For BI-1808, the first target – first-line systemic treatment for CTCL – represents an estimated maximal sales potential (peak sales) of approximately 200 million USD. However, the value proposition grows significantly with an expansion into solid tumors. A successful entry into first-line platinum-resistant ovarian cancer could add an estimated 500 million USD, while a broader expansion into indications such as non-small cell lung cancer (NSCLC) drives the potential peak sales to over 1.5 billion USD. For BI-1206, the calculation looks similar. BioInvent sees an initial potential in follicular lymphoma of 500 million USD, which, however, can grow into a multi-billion-dollar deal with success in solid tumors such as NSCLC and uveal melanoma. Q&A with CEO Martin Welschof We are seeing Big Pharma aggressively looking for assets to protect their PD-1 franchises post-2028. How do you position BI-1808 and BI-1206 in your discussions to capitalise on this specific window of opportunity? – We position both assets as a highly differentiated, first‑in‑class drugs that can complement and extend the relevance of existing PD‑1 treatment backbones. The mechanisms are orthogonal, the safety profile is remarkably clean, and we now have human proof‑of‑concept—elements that fit perfectly with the industry’s need for next‑generation immuno‑oncology combinations beyond 2028. The article headline alludes to a multi-billion-dollar potential. Could you elaborate on your strategy to gradually expand the scope of your candidates – moving from initial niche indications to broader solid tumor markets? – Our strategy is stepwise: establish clinical benefit in smaller niche indications in immunologically well‑defined patient groups, then broaden into larger solid‑tumor settings where the biology is similar. The haematological indications we have targeted allow a quicker time-to market. This reduces development risk while maximising commercial time and reach. Each expansion cohort is designed to open the door to significantly larger addressable markets. With recent high-profile deals from GSK, Eli Lilly and AbbVie, do you perceive a change in urgency in your ongoing partnering discussions compared to a year ago? – The tone has shifted meaningfully. Companies recognise that differentiated immunomodulators are becoming scarce, and we are seeing faster turnarounds, and a clearer willingness to secure access earlier than a year ago. BioInvent appears to be leading the TNFR2 race based on publicly available data. How do you plan to leverage this “first mover advantage” to secure market share? – We intend to solidify our lead through rapid clinical execution, strong translational data and strategic collaborations. Being first allows us to define the strategy, shape the clinical path and secure the most attractive combination partners as the field matures. Since these immunological processes are shared across different tumor types, our exploratory work in different indications will create the roadmap for exploiting this target most efficiently. That information is exclusively in our hands since all competitors lag way behind and lack the full understanding of the complexity of this target. Many shareholders feel the current valuation does not reflect the full potential of your assets compared to recent sector deals. What is your strategy ....See the rest on biostock's website –
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 299 | - | - | ||
| 57 | - | - | ||
| 222 | - | - | ||
| 348 | - | - | ||
| 113 | - | - |
Ylin
24,05VWAP
Alin
22,85VaihtoMäärä
3,3 141 408
VWAP
Ylin
24,05Alin
22,85VaihtoMäärä
3,3 141 408
Välittäjätilasto
Dataa ei löytynyt