2025 Q3 -tulosraportti
9 päivää sitten35 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
37 026
Myynti
Määrä
35 338
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 717 | - | - | ||
| 426 | - | - | ||
| 165 | - | - | ||
| 3 679 | - | - | ||
| 1 386 | - | - |
Ylin
4,965VWAP
Alin
4,7VaihtoMäärä
6,4 1 337 545
VWAP
Ylin
4,965Alin
4,7VaihtoMäärä
6,4 1 337 545
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 25.11. | |
| 2025 Q2 -tulosraportti | 21.8. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 26.2. | |
| 2024 Q3 -tulosraportti | 8.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·20 t sittenWhat key dates are in the nearest future for Egetis?
·10 t sittenFrom Avanza placera, they thought it was a very good post: Today around 130 known patients in the USA and 20-30 found per year in recent years. I.e. 150-160 known patients around the approval period. Likely price 5-7 million/patient, more likely higher than lower. So up to a billion in revenue the first 12 months after approval, in addition a voucher as well as an estimated 300-500 million from the EU based on slightly more patients but lower compensation. High profit margin due to low costs because of a very limited patient group. The valuation within one or two years should be around 10 billion, i.e. 5 x today's share price. This without even having mentioned a new indication or Aladote which is latent. By rapid revaluation, I mean that this is already known, but despite that, valued according to a bear case. When most things speak for a bull case. When everything is on paper and a dividend corresponding to 25% of market cap is knocking on the door, things move fast. The target prices in the range of 12-16kr are for TODAY, risks included. They will look COMPLETELY different in a year
·1 päivä sittenPositive news has been pouring in since 14/11. Still down 24% since then. Strange
·17 t sittenA bit quick ChatGPT, so take it for what it is: -------------------- B1: The drop from 27/10 to 24/11 – what can explain it? Here it is especially a combination of dilution/technical pressure and a “reality check” after a large rally: 1. Large directed issue (dilution) in early October October: Egetis completes a directed issue of 35.9 million new shares at SEK 5.10 – approx. 4.9 % discount to the closing price. This yields SEK 183 million but dilutes existing shareholders by approx. 8.5–9 %. TradingView +4 Egetis Therapeutics +4 Inderes +4 Even though the issue was oversubscribed and brought in strong US biotech investors and Swedish institutional investors, it is typical that: short-term investors take profit after a large rally new shares create selling pressure when some of the institutional investors want to balance positions This fits very well with the fact that the peak, according to you, is around 27/10 – i.e., after the market has had some time to price the issue and rebalance. 2. “Buy the rumour, sell the news” after the major regulatory victories Before we reach November, much of the good news package (EU approval, German launch, BTD, campaign/Redeye, NDA plan, new distribution agreements) is already known. After such a rerating, it is often small negative details or simply a lack of new positive news that is enough for a gradual decline – especially in a small-cap biotech with a high retail share. SimplyWallSt notes, for example, that the case is still running at a loss and is not expected to be profitable until 2026. Simply Wall St 3. Directed issue and change in share capital formally registered 31/10 October: Egetis formally announces the change in the number of shares/from the directed issue. Egetis Therapeutics +2 Egetis Therapeutics +2 This is typically another time when the market refocuses on dilution and when any arbitrage positions are closed. 4. Concerns about earnings and cash burn The Q3 report, published November 25, continues to show significant operating losses (around –76.5 million SEK in Q3) despite increasing revenue. Egetis Therapeutics +3 ALM +3 Yahoo Finance +3 Even though your B1 period stops 24/11, the expectations for the Q3 report and the focus on cash burn + further capital raises will typically contribute to a declining share price trend leading up to the report, especially after a large increase. Conclusion on B1: There isn't one big negative piece of news in the period, but: strong dilution + profit-taking after a large rally + focus on continued losses and capital needs is a plausible explanation for the more persistent, gradual share price decline.- ·1 päivä sitten · MuokattuTerrific news. Now there are no complications regarding the voucher. All the pieces of the puzzle seem to be falling into place slowly but surely for next year. It's not small money we're talking about: “According to an analysis from Kempen in November, a PRV can command a value of approximately 150 million dollars. This corresponds to approximately 1.4 billion kronor. In June 2025, Danish Bavarian Nordic sold a PRV to an unnamed buyer for 160 million dollars.” Keep in mind that this alone is roughly 75% of today's market capitalization. Ridiculous levels we are trading at now
- ·2 päivää sitten · MuokattuInsider purchases continue to pour in, Yilmaz also takes the opportunity to buy. What a treat Pareto offered. https://x.com/insynsboten/status/1995411032563409245?s=20💯
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
9 päivää sitten35 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
- ·20 t sittenWhat key dates are in the nearest future for Egetis?·10 t sittenFrom Avanza placera, they thought it was a very good post: Today around 130 known patients in the USA and 20-30 found per year in recent years. I.e. 150-160 known patients around the approval period. Likely price 5-7 million/patient, more likely higher than lower. So up to a billion in revenue the first 12 months after approval, in addition a voucher as well as an estimated 300-500 million from the EU based on slightly more patients but lower compensation. High profit margin due to low costs because of a very limited patient group. The valuation within one or two years should be around 10 billion, i.e. 5 x today's share price. This without even having mentioned a new indication or Aladote which is latent. By rapid revaluation, I mean that this is already known, but despite that, valued according to a bear case. When most things speak for a bull case. When everything is on paper and a dividend corresponding to 25% of market cap is knocking on the door, things move fast. The target prices in the range of 12-16kr are for TODAY, risks included. They will look COMPLETELY different in a year
- ·1 päivä sittenPositive news has been pouring in since 14/11. Still down 24% since then. Strange·17 t sittenA bit quick ChatGPT, so take it for what it is: -------------------- B1: The drop from 27/10 to 24/11 – what can explain it? Here it is especially a combination of dilution/technical pressure and a “reality check” after a large rally: 1. Large directed issue (dilution) in early October October: Egetis completes a directed issue of 35.9 million new shares at SEK 5.10 – approx. 4.9 % discount to the closing price. This yields SEK 183 million but dilutes existing shareholders by approx. 8.5–9 %. TradingView +4 Egetis Therapeutics +4 Inderes +4 Even though the issue was oversubscribed and brought in strong US biotech investors and Swedish institutional investors, it is typical that: short-term investors take profit after a large rally new shares create selling pressure when some of the institutional investors want to balance positions This fits very well with the fact that the peak, according to you, is around 27/10 – i.e., after the market has had some time to price the issue and rebalance. 2. “Buy the rumour, sell the news” after the major regulatory victories Before we reach November, much of the good news package (EU approval, German launch, BTD, campaign/Redeye, NDA plan, new distribution agreements) is already known. After such a rerating, it is often small negative details or simply a lack of new positive news that is enough for a gradual decline – especially in a small-cap biotech with a high retail share. SimplyWallSt notes, for example, that the case is still running at a loss and is not expected to be profitable until 2026. Simply Wall St 3. Directed issue and change in share capital formally registered 31/10 October: Egetis formally announces the change in the number of shares/from the directed issue. Egetis Therapeutics +2 Egetis Therapeutics +2 This is typically another time when the market refocuses on dilution and when any arbitrage positions are closed. 4. Concerns about earnings and cash burn The Q3 report, published November 25, continues to show significant operating losses (around –76.5 million SEK in Q3) despite increasing revenue. Egetis Therapeutics +3 ALM +3 Yahoo Finance +3 Even though your B1 period stops 24/11, the expectations for the Q3 report and the focus on cash burn + further capital raises will typically contribute to a declining share price trend leading up to the report, especially after a large increase. Conclusion on B1: There isn't one big negative piece of news in the period, but: strong dilution + profit-taking after a large rally + focus on continued losses and capital needs is a plausible explanation for the more persistent, gradual share price decline.
- ·1 päivä sitten · MuokattuTerrific news. Now there are no complications regarding the voucher. All the pieces of the puzzle seem to be falling into place slowly but surely for next year. It's not small money we're talking about: “According to an analysis from Kempen in November, a PRV can command a value of approximately 150 million dollars. This corresponds to approximately 1.4 billion kronor. In June 2025, Danish Bavarian Nordic sold a PRV to an unnamed buyer for 160 million dollars.” Keep in mind that this alone is roughly 75% of today's market capitalization. Ridiculous levels we are trading at now
- ·2 päivää sitten · MuokattuInsider purchases continue to pour in, Yilmaz also takes the opportunity to buy. What a treat Pareto offered. https://x.com/insynsboten/status/1995411032563409245?s=20💯
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
37 026
Myynti
Määrä
35 338
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 717 | - | - | ||
| 426 | - | - | ||
| 165 | - | - | ||
| 3 679 | - | - | ||
| 1 386 | - | - |
Ylin
4,965VWAP
Alin
4,7VaihtoMäärä
6,4 1 337 545
VWAP
Ylin
4,965Alin
4,7VaihtoMäärä
6,4 1 337 545
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 25.11. | |
| 2025 Q2 -tulosraportti | 21.8. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 26.2. | |
| 2024 Q3 -tulosraportti | 8.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
9 päivää sitten35 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 | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 25.11. | |
| 2025 Q2 -tulosraportti | 21.8. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 26.2. | |
| 2024 Q3 -tulosraportti | 8.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20 t sittenWhat key dates are in the nearest future for Egetis?·10 t sittenFrom Avanza placera, they thought it was a very good post: Today around 130 known patients in the USA and 20-30 found per year in recent years. I.e. 150-160 known patients around the approval period. Likely price 5-7 million/patient, more likely higher than lower. So up to a billion in revenue the first 12 months after approval, in addition a voucher as well as an estimated 300-500 million from the EU based on slightly more patients but lower compensation. High profit margin due to low costs because of a very limited patient group. The valuation within one or two years should be around 10 billion, i.e. 5 x today's share price. This without even having mentioned a new indication or Aladote which is latent. By rapid revaluation, I mean that this is already known, but despite that, valued according to a bear case. When most things speak for a bull case. When everything is on paper and a dividend corresponding to 25% of market cap is knocking on the door, things move fast. The target prices in the range of 12-16kr are for TODAY, risks included. They will look COMPLETELY different in a year
- ·1 päivä sittenPositive news has been pouring in since 14/11. Still down 24% since then. Strange·17 t sittenA bit quick ChatGPT, so take it for what it is: -------------------- B1: The drop from 27/10 to 24/11 – what can explain it? Here it is especially a combination of dilution/technical pressure and a “reality check” after a large rally: 1. Large directed issue (dilution) in early October October: Egetis completes a directed issue of 35.9 million new shares at SEK 5.10 – approx. 4.9 % discount to the closing price. This yields SEK 183 million but dilutes existing shareholders by approx. 8.5–9 %. TradingView +4 Egetis Therapeutics +4 Inderes +4 Even though the issue was oversubscribed and brought in strong US biotech investors and Swedish institutional investors, it is typical that: short-term investors take profit after a large rally new shares create selling pressure when some of the institutional investors want to balance positions This fits very well with the fact that the peak, according to you, is around 27/10 – i.e., after the market has had some time to price the issue and rebalance. 2. “Buy the rumour, sell the news” after the major regulatory victories Before we reach November, much of the good news package (EU approval, German launch, BTD, campaign/Redeye, NDA plan, new distribution agreements) is already known. After such a rerating, it is often small negative details or simply a lack of new positive news that is enough for a gradual decline – especially in a small-cap biotech with a high retail share. SimplyWallSt notes, for example, that the case is still running at a loss and is not expected to be profitable until 2026. Simply Wall St 3. Directed issue and change in share capital formally registered 31/10 October: Egetis formally announces the change in the number of shares/from the directed issue. Egetis Therapeutics +2 Egetis Therapeutics +2 This is typically another time when the market refocuses on dilution and when any arbitrage positions are closed. 4. Concerns about earnings and cash burn The Q3 report, published November 25, continues to show significant operating losses (around –76.5 million SEK in Q3) despite increasing revenue. Egetis Therapeutics +3 ALM +3 Yahoo Finance +3 Even though your B1 period stops 24/11, the expectations for the Q3 report and the focus on cash burn + further capital raises will typically contribute to a declining share price trend leading up to the report, especially after a large increase. Conclusion on B1: There isn't one big negative piece of news in the period, but: strong dilution + profit-taking after a large rally + focus on continued losses and capital needs is a plausible explanation for the more persistent, gradual share price decline.
- ·1 päivä sitten · MuokattuTerrific news. Now there are no complications regarding the voucher. All the pieces of the puzzle seem to be falling into place slowly but surely for next year. It's not small money we're talking about: “According to an analysis from Kempen in November, a PRV can command a value of approximately 150 million dollars. This corresponds to approximately 1.4 billion kronor. In June 2025, Danish Bavarian Nordic sold a PRV to an unnamed buyer for 160 million dollars.” Keep in mind that this alone is roughly 75% of today's market capitalization. Ridiculous levels we are trading at now
- ·2 päivää sitten · MuokattuInsider purchases continue to pour in, Yilmaz also takes the opportunity to buy. What a treat Pareto offered. https://x.com/insynsboten/status/1995411032563409245?s=20💯
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
37 026
Myynti
Määrä
35 338
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 717 | - | - | ||
| 426 | - | - | ||
| 165 | - | - | ||
| 3 679 | - | - | ||
| 1 386 | - | - |
Ylin
4,965VWAP
Alin
4,7VaihtoMäärä
6,4 1 337 545
VWAP
Ylin
4,965Alin
4,7VaihtoMäärä
6,4 1 337 545
Välittäjätilasto
Dataa ei löytynyt