Siirry pääsisältöön
Käyttämääsi selainta ei enää tueta – lue lisää.
Ylin-
Alin-
Vaihto-
Ylin-
Alin-
Vaihto-
Ylin-
Alin-
Vaihto-
Ylin-
Alin-
Vaihto-
Ylin-
Alin-
Vaihto-
Ylin-
Alin-
Vaihto-
2025 H2 -tulosraportti
62 päivää sitten

Tarjoustasot

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
4 453--
161--
1 635--
2 450--
3 200--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 H1 -tulosraportti
28.8.
Menneet tapahtumat
2025 H2 -tulosraportti
26.2.
2025 Q4 -tulosraportti
26.2.
2025 H1 -tulosraportti
29.8.2025
2025 Q2 -tulosraportti
29.8.2025
2024 H2 -tulosraportti
26.2.2025

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 16 min sitten
    ·
    16 min sitten
    ·
    What's happening.. why is such a good stock plummeting like this, with such good prospects?
    Alle minuutti sitten
    ·
    Alle minuutti sitten
    ·
    I find what is happening now a bit refreshing. Capital wants in.
  • 27 min sitten
    ·
    27 min sitten
    ·
    I thought I was done trading. But now I'm not so sure anymore. Help me. Has TM forgotten to paint a wall in the new factory?
    21 min sitten
    ·
    21 min sitten
    ·
    Yes, here it's just a matter of raising capital and trading 😂I mentioned it yesterday too 👍Totally crazy.
  • 2 t sitten
    ·
    2 t sitten
    ·
    Why the 4.7 figure? Not that it really matters much what the price is right now, but I'm a bit puzzled as to why we are well below 5kr now that physical work is finished and commissioning is ongoing according to plan. Last autumn I created a spreadsheet of what I expect the price development to be over the next 2 years.. The spreadsheet was largely created with the help of AI, but also some pressing on the calculator. The basis was that the factory was built without incident and commissioned within Q3, just as Thor Medical itself has reported and according to current progress which is on plan. Now, neither AI nor my calculator is a definitive answer in any way, but according to both me and Grok, we should have been stable on a rising trend between 5.2 and 5.5. And just over 6 around startup and closer to 7 in February 2027. It's not such a big deviation that it can be corrected within hours, but I'm just puzzled as to why the price is where it is. And for my part, who plans to sit tight until at least 2027, this doesn't really mean much what the price is now in this phase. There's a lot of talk about shorting etc, but I doubt this alone is the reason. Is it generally profit-taking after some adventurous years behind us? Now, there are guaranteed to be some who are pulling their hair out and think something completely different. Remember that dreams are still dreams, but realism is often closer to the truth. Neither I nor Grok, in the same way as you, have a definitive answer, even if some claim to have the definitive answer. Up until now, at least many of you have demonstrably not had the definitive answer, as we have not seen 8, 10 or 25kroner at this point, which several claimed was guaranteed.
    2 t sitten
    ·
    2 t sitten
    ·
    A lot of sensible things here. There are low volumes at the moment. So it doesn't take many shares to pull the price down. We are in a bit of a quiet period. The vast majority is not doing much.
    2 t sitten
    ·
    2 t sitten
    ·
    It would have been interesting to feed an AI with top 50 holdings every day and asked for an overview of changes from day to day. I think it's little.
  • 14 t sitten
    ·
    14 t sitten
    ·
    Why does must sell out if the company seems so promising then?
    2 t sitten
    ·
    2 t sitten
    ·
    This almost reminds me of a ragebait post 😂 Jokes aside; Must doesn't trade, he is known as "The Investor Who Never Sells". Finansavisen once made a story when he moved shares between companies, we are at that level.. He has thus held onto these 700k shares ever since they were bought. As many here point out, this is confirmed in the share register. This repeated message is only because Nordnet, and their artificial intelligence, uses the top-50 list incorrectly! I contacted customer service about this earlier, maybe it helps if more of us explain the problem to them. The wording in the "news" here makes this direct misinformation. It's quite clear that it confuses some, but perhaps it helps Nordnet's turnover?
    25 min sitten
    ·
    25 min sitten
    ·
    I have also reported that error several times. AI also sometimes mistakes stocks, confuses tickers and directly misinforms about buy/sell. If one buys big in POL, it writes about large purchases in PLT.
  • 17 t sitten
    17 t sitten
    Makary’s announcement today fits right in with the FDA’s new strategy: Real-time clinical trial tracking + single pivotal trial model = faster, more agile, and more modern drug development. This is one of the biggest FDA reforms in decades and will have a huge impact, especially for biotechnology, rare diseases, and gene therapies. For six decades, the clinical trial process has remained largely unchanged. It's time to modernize. At 1:30pm today, FDA Commissioner Marty Makary will unveil FDA's real-time clinical trials initiative—a major step to accelerate cures for patients. Join us! https://lnkd.in/e_sUCb_4
    17 t sitten
    ·
    17 t sitten
    ·
    Positive effect (bull case) If FDA makes it easier and faster to get approval: More radiopharmaceutical projects progress faster Lower development cost → more players dare to start studies Increased demand for isotopes (Thor's market)
    16 t sitten
    16 t sitten
    Below is a summary of what this means for the TAT sector: 📌 IMPACT ANALYSIS: FDA Real‑Time Clinical Oversight + Single Pivotal Trial Model 🎯 1. Regulatory Environment Shift (Macro Level) Makary’s policy direction moves the FDA toward a system where: • data is evaluated continuously, not only at the end of a trial • one strong pivotal study is sufficient if the signal is clear • AI automates parts of the review, shortening timelines • accelerated approval becomes the default, not the exception Impact: The FDA shifts from a gatekeeper to a real‑time regulatory partner. This is the largest structural change since the 1962 Kefauver–Harris Act. --- 📌 2. Impact on Biotech Development Cycles 🔹 Development timelines shorten by 20–40% Real‑time monitoring enables: • faster interim assessments • early stopping for efficacy • smaller required sample sizes in certain indications • reduced bureaucracy around data locking and auditing This reduces development costs by an estimated $200–500M per drug. --- 📌 3. Impact on Capital Markets 🔹 Risk premium decreases As approval pathways become shorter and more predictable: • early‑stage companies gain easier access to capital • venture investors return to higher‑risk programs • valuation multiples rise across the biotech sector Makary’s policy shift is already visible: • more accelerated approvals • shorter median time‑to‑approval • analysts raising targets for TAT, gene therapy, and immuno‑oncology companies --- 📌 4. Impact on the TAT Sector (Pb‑212, Ac‑225, Th‑228) This is the most critical part for your interests. 🔥 TAT is one of the biggest winners. Why? 1. Early responses appear quickly TAT therapies often show clear responses after 1–2 cycles. → Real‑time monitoring makes these signals immediately actionable. 2. Small patient populations Many TAT indications are rare cancers. → One pivotal trial + real‑time data = sufficient evidence. 3. Predictable safety profiles TAT toxicity is well‑characterized and modelable. → FDA can approve faster when risks are well understood. 4. Makary prioritizes innovative mechanisms TAT is explicitly one of the FDA’s priority therapeutic areas. Concrete impact on TAT companies: Company Impact Rationale Perspective Therapeutics (CATX) Very positive Strong early responses, small cohorts, clear mechanism RayzeBio (BMS) Positive Large resources → rapid data delivery Telix Positive Broad pipeline, large patient pools Oncoinvent Positive Radspherin shows early efficacy signals Thor Medical (isotope production) Very positive Demand rises as approvals accelerate --- 📌 5. Impact on Isotope Production (Pb‑212, Ac‑225, Th‑228) 🔥 Demand will grow faster than supply As approvals accelerate: • clinical programs progress more quickly • isotope consumption increases • production bottlenecks become more severe Thor Medical, NorthStar, IBA, and Orano stand to benefit the most. Pb‑212 and Ac‑225 are especially critical because: • production is limited • demand is rising exponentially • FDA’s new model increases pressure to expand capacity --- 📌 6. Impact on Investor Psychology 🔹 Regulatory risk decreases → valuation multiples increase Makary’s framework makes: • early‑stage data more valuable • uncertainty lower • approval pathways more predictable This is a major psychological shift for biotech investors. --- 📌 7. Impact on Patients 🔹 Faster access to therapies Especially for: • rare diseases • pediatric cancers • genetic disorders • TAT therapies • immunotherapies Patients receive treatments years earlier than under the old model. --- 📌 8. Overall Impact (Executive Summary) FDA real‑time clinical oversight + single pivotal trial model: • shortens development timelines • reduces costs • raises biotech valuations • accelerates TAT approvals • increases isotope demand • lowers regulatory risk • improves patient access This is the most significant regulatory reform in biotechnology in 60 years.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 H2 -tulosraportti
62 päivää sitten

Uutiset

AI
Viimeisin
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.

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 16 min sitten
    ·
    16 min sitten
    ·
    What's happening.. why is such a good stock plummeting like this, with such good prospects?
    Alle minuutti sitten
    ·
    Alle minuutti sitten
    ·
    I find what is happening now a bit refreshing. Capital wants in.
  • 27 min sitten
    ·
    27 min sitten
    ·
    I thought I was done trading. But now I'm not so sure anymore. Help me. Has TM forgotten to paint a wall in the new factory?
    21 min sitten
    ·
    21 min sitten
    ·
    Yes, here it's just a matter of raising capital and trading 😂I mentioned it yesterday too 👍Totally crazy.
  • 2 t sitten
    ·
    2 t sitten
    ·
    Why the 4.7 figure? Not that it really matters much what the price is right now, but I'm a bit puzzled as to why we are well below 5kr now that physical work is finished and commissioning is ongoing according to plan. Last autumn I created a spreadsheet of what I expect the price development to be over the next 2 years.. The spreadsheet was largely created with the help of AI, but also some pressing on the calculator. The basis was that the factory was built without incident and commissioned within Q3, just as Thor Medical itself has reported and according to current progress which is on plan. Now, neither AI nor my calculator is a definitive answer in any way, but according to both me and Grok, we should have been stable on a rising trend between 5.2 and 5.5. And just over 6 around startup and closer to 7 in February 2027. It's not such a big deviation that it can be corrected within hours, but I'm just puzzled as to why the price is where it is. And for my part, who plans to sit tight until at least 2027, this doesn't really mean much what the price is now in this phase. There's a lot of talk about shorting etc, but I doubt this alone is the reason. Is it generally profit-taking after some adventurous years behind us? Now, there are guaranteed to be some who are pulling their hair out and think something completely different. Remember that dreams are still dreams, but realism is often closer to the truth. Neither I nor Grok, in the same way as you, have a definitive answer, even if some claim to have the definitive answer. Up until now, at least many of you have demonstrably not had the definitive answer, as we have not seen 8, 10 or 25kroner at this point, which several claimed was guaranteed.
    2 t sitten
    ·
    2 t sitten
    ·
    A lot of sensible things here. There are low volumes at the moment. So it doesn't take many shares to pull the price down. We are in a bit of a quiet period. The vast majority is not doing much.
    2 t sitten
    ·
    2 t sitten
    ·
    It would have been interesting to feed an AI with top 50 holdings every day and asked for an overview of changes from day to day. I think it's little.
  • 14 t sitten
    ·
    14 t sitten
    ·
    Why does must sell out if the company seems so promising then?
    2 t sitten
    ·
    2 t sitten
    ·
    This almost reminds me of a ragebait post 😂 Jokes aside; Must doesn't trade, he is known as "The Investor Who Never Sells". Finansavisen once made a story when he moved shares between companies, we are at that level.. He has thus held onto these 700k shares ever since they were bought. As many here point out, this is confirmed in the share register. This repeated message is only because Nordnet, and their artificial intelligence, uses the top-50 list incorrectly! I contacted customer service about this earlier, maybe it helps if more of us explain the problem to them. The wording in the "news" here makes this direct misinformation. It's quite clear that it confuses some, but perhaps it helps Nordnet's turnover?
    25 min sitten
    ·
    25 min sitten
    ·
    I have also reported that error several times. AI also sometimes mistakes stocks, confuses tickers and directly misinforms about buy/sell. If one buys big in POL, it writes about large purchases in PLT.
  • 17 t sitten
    17 t sitten
    Makary’s announcement today fits right in with the FDA’s new strategy: Real-time clinical trial tracking + single pivotal trial model = faster, more agile, and more modern drug development. This is one of the biggest FDA reforms in decades and will have a huge impact, especially for biotechnology, rare diseases, and gene therapies. For six decades, the clinical trial process has remained largely unchanged. It's time to modernize. At 1:30pm today, FDA Commissioner Marty Makary will unveil FDA's real-time clinical trials initiative—a major step to accelerate cures for patients. Join us! https://lnkd.in/e_sUCb_4
    17 t sitten
    ·
    17 t sitten
    ·
    Positive effect (bull case) If FDA makes it easier and faster to get approval: More radiopharmaceutical projects progress faster Lower development cost → more players dare to start studies Increased demand for isotopes (Thor's market)
    16 t sitten
    16 t sitten
    Below is a summary of what this means for the TAT sector: 📌 IMPACT ANALYSIS: FDA Real‑Time Clinical Oversight + Single Pivotal Trial Model 🎯 1. Regulatory Environment Shift (Macro Level) Makary’s policy direction moves the FDA toward a system where: • data is evaluated continuously, not only at the end of a trial • one strong pivotal study is sufficient if the signal is clear • AI automates parts of the review, shortening timelines • accelerated approval becomes the default, not the exception Impact: The FDA shifts from a gatekeeper to a real‑time regulatory partner. This is the largest structural change since the 1962 Kefauver–Harris Act. --- 📌 2. Impact on Biotech Development Cycles 🔹 Development timelines shorten by 20–40% Real‑time monitoring enables: • faster interim assessments • early stopping for efficacy • smaller required sample sizes in certain indications • reduced bureaucracy around data locking and auditing This reduces development costs by an estimated $200–500M per drug. --- 📌 3. Impact on Capital Markets 🔹 Risk premium decreases As approval pathways become shorter and more predictable: • early‑stage companies gain easier access to capital • venture investors return to higher‑risk programs • valuation multiples rise across the biotech sector Makary’s policy shift is already visible: • more accelerated approvals • shorter median time‑to‑approval • analysts raising targets for TAT, gene therapy, and immuno‑oncology companies --- 📌 4. Impact on the TAT Sector (Pb‑212, Ac‑225, Th‑228) This is the most critical part for your interests. 🔥 TAT is one of the biggest winners. Why? 1. Early responses appear quickly TAT therapies often show clear responses after 1–2 cycles. → Real‑time monitoring makes these signals immediately actionable. 2. Small patient populations Many TAT indications are rare cancers. → One pivotal trial + real‑time data = sufficient evidence. 3. Predictable safety profiles TAT toxicity is well‑characterized and modelable. → FDA can approve faster when risks are well understood. 4. Makary prioritizes innovative mechanisms TAT is explicitly one of the FDA’s priority therapeutic areas. Concrete impact on TAT companies: Company Impact Rationale Perspective Therapeutics (CATX) Very positive Strong early responses, small cohorts, clear mechanism RayzeBio (BMS) Positive Large resources → rapid data delivery Telix Positive Broad pipeline, large patient pools Oncoinvent Positive Radspherin shows early efficacy signals Thor Medical (isotope production) Very positive Demand rises as approvals accelerate --- 📌 5. Impact on Isotope Production (Pb‑212, Ac‑225, Th‑228) 🔥 Demand will grow faster than supply As approvals accelerate: • clinical programs progress more quickly • isotope consumption increases • production bottlenecks become more severe Thor Medical, NorthStar, IBA, and Orano stand to benefit the most. Pb‑212 and Ac‑225 are especially critical because: • production is limited • demand is rising exponentially • FDA’s new model increases pressure to expand capacity --- 📌 6. Impact on Investor Psychology 🔹 Regulatory risk decreases → valuation multiples increase Makary’s framework makes: • early‑stage data more valuable • uncertainty lower • approval pathways more predictable This is a major psychological shift for biotech investors. --- 📌 7. Impact on Patients 🔹 Faster access to therapies Especially for: • rare diseases • pediatric cancers • genetic disorders • TAT therapies • immunotherapies Patients receive treatments years earlier than under the old model. --- 📌 8. Overall Impact (Executive Summary) FDA real‑time clinical oversight + single pivotal trial model: • shortens development timelines • reduces costs • raises biotech valuations • accelerates TAT approvals • increases isotope demand • lowers regulatory risk • improves patient access This is the most significant regulatory reform in biotechnology in 60 years.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
4 453--
161--
1 635--
2 450--
3 200--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 H1 -tulosraportti
28.8.
Menneet tapahtumat
2025 H2 -tulosraportti
26.2.
2025 Q4 -tulosraportti
26.2.
2025 H1 -tulosraportti
29.8.2025
2025 Q2 -tulosraportti
29.8.2025
2024 H2 -tulosraportti
26.2.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 H2 -tulosraportti
62 päivää sitten

Uutiset

AI
Viimeisin
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 H1 -tulosraportti
28.8.
Menneet tapahtumat
2025 H2 -tulosraportti
26.2.
2025 Q4 -tulosraportti
26.2.
2025 H1 -tulosraportti
29.8.2025
2025 Q2 -tulosraportti
29.8.2025
2024 H2 -tulosraportti
26.2.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 16 min sitten
    ·
    16 min sitten
    ·
    What's happening.. why is such a good stock plummeting like this, with such good prospects?
    Alle minuutti sitten
    ·
    Alle minuutti sitten
    ·
    I find what is happening now a bit refreshing. Capital wants in.
  • 27 min sitten
    ·
    27 min sitten
    ·
    I thought I was done trading. But now I'm not so sure anymore. Help me. Has TM forgotten to paint a wall in the new factory?
    21 min sitten
    ·
    21 min sitten
    ·
    Yes, here it's just a matter of raising capital and trading 😂I mentioned it yesterday too 👍Totally crazy.
  • 2 t sitten
    ·
    2 t sitten
    ·
    Why the 4.7 figure? Not that it really matters much what the price is right now, but I'm a bit puzzled as to why we are well below 5kr now that physical work is finished and commissioning is ongoing according to plan. Last autumn I created a spreadsheet of what I expect the price development to be over the next 2 years.. The spreadsheet was largely created with the help of AI, but also some pressing on the calculator. The basis was that the factory was built without incident and commissioned within Q3, just as Thor Medical itself has reported and according to current progress which is on plan. Now, neither AI nor my calculator is a definitive answer in any way, but according to both me and Grok, we should have been stable on a rising trend between 5.2 and 5.5. And just over 6 around startup and closer to 7 in February 2027. It's not such a big deviation that it can be corrected within hours, but I'm just puzzled as to why the price is where it is. And for my part, who plans to sit tight until at least 2027, this doesn't really mean much what the price is now in this phase. There's a lot of talk about shorting etc, but I doubt this alone is the reason. Is it generally profit-taking after some adventurous years behind us? Now, there are guaranteed to be some who are pulling their hair out and think something completely different. Remember that dreams are still dreams, but realism is often closer to the truth. Neither I nor Grok, in the same way as you, have a definitive answer, even if some claim to have the definitive answer. Up until now, at least many of you have demonstrably not had the definitive answer, as we have not seen 8, 10 or 25kroner at this point, which several claimed was guaranteed.
    2 t sitten
    ·
    2 t sitten
    ·
    A lot of sensible things here. There are low volumes at the moment. So it doesn't take many shares to pull the price down. We are in a bit of a quiet period. The vast majority is not doing much.
    2 t sitten
    ·
    2 t sitten
    ·
    It would have been interesting to feed an AI with top 50 holdings every day and asked for an overview of changes from day to day. I think it's little.
  • 14 t sitten
    ·
    14 t sitten
    ·
    Why does must sell out if the company seems so promising then?
    2 t sitten
    ·
    2 t sitten
    ·
    This almost reminds me of a ragebait post 😂 Jokes aside; Must doesn't trade, he is known as "The Investor Who Never Sells". Finansavisen once made a story when he moved shares between companies, we are at that level.. He has thus held onto these 700k shares ever since they were bought. As many here point out, this is confirmed in the share register. This repeated message is only because Nordnet, and their artificial intelligence, uses the top-50 list incorrectly! I contacted customer service about this earlier, maybe it helps if more of us explain the problem to them. The wording in the "news" here makes this direct misinformation. It's quite clear that it confuses some, but perhaps it helps Nordnet's turnover?
    25 min sitten
    ·
    25 min sitten
    ·
    I have also reported that error several times. AI also sometimes mistakes stocks, confuses tickers and directly misinforms about buy/sell. If one buys big in POL, it writes about large purchases in PLT.
  • 17 t sitten
    17 t sitten
    Makary’s announcement today fits right in with the FDA’s new strategy: Real-time clinical trial tracking + single pivotal trial model = faster, more agile, and more modern drug development. This is one of the biggest FDA reforms in decades and will have a huge impact, especially for biotechnology, rare diseases, and gene therapies. For six decades, the clinical trial process has remained largely unchanged. It's time to modernize. At 1:30pm today, FDA Commissioner Marty Makary will unveil FDA's real-time clinical trials initiative—a major step to accelerate cures for patients. Join us! https://lnkd.in/e_sUCb_4
    17 t sitten
    ·
    17 t sitten
    ·
    Positive effect (bull case) If FDA makes it easier and faster to get approval: More radiopharmaceutical projects progress faster Lower development cost → more players dare to start studies Increased demand for isotopes (Thor's market)
    16 t sitten
    16 t sitten
    Below is a summary of what this means for the TAT sector: 📌 IMPACT ANALYSIS: FDA Real‑Time Clinical Oversight + Single Pivotal Trial Model 🎯 1. Regulatory Environment Shift (Macro Level) Makary’s policy direction moves the FDA toward a system where: • data is evaluated continuously, not only at the end of a trial • one strong pivotal study is sufficient if the signal is clear • AI automates parts of the review, shortening timelines • accelerated approval becomes the default, not the exception Impact: The FDA shifts from a gatekeeper to a real‑time regulatory partner. This is the largest structural change since the 1962 Kefauver–Harris Act. --- 📌 2. Impact on Biotech Development Cycles 🔹 Development timelines shorten by 20–40% Real‑time monitoring enables: • faster interim assessments • early stopping for efficacy • smaller required sample sizes in certain indications • reduced bureaucracy around data locking and auditing This reduces development costs by an estimated $200–500M per drug. --- 📌 3. Impact on Capital Markets 🔹 Risk premium decreases As approval pathways become shorter and more predictable: • early‑stage companies gain easier access to capital • venture investors return to higher‑risk programs • valuation multiples rise across the biotech sector Makary’s policy shift is already visible: • more accelerated approvals • shorter median time‑to‑approval • analysts raising targets for TAT, gene therapy, and immuno‑oncology companies --- 📌 4. Impact on the TAT Sector (Pb‑212, Ac‑225, Th‑228) This is the most critical part for your interests. 🔥 TAT is one of the biggest winners. Why? 1. Early responses appear quickly TAT therapies often show clear responses after 1–2 cycles. → Real‑time monitoring makes these signals immediately actionable. 2. Small patient populations Many TAT indications are rare cancers. → One pivotal trial + real‑time data = sufficient evidence. 3. Predictable safety profiles TAT toxicity is well‑characterized and modelable. → FDA can approve faster when risks are well understood. 4. Makary prioritizes innovative mechanisms TAT is explicitly one of the FDA’s priority therapeutic areas. Concrete impact on TAT companies: Company Impact Rationale Perspective Therapeutics (CATX) Very positive Strong early responses, small cohorts, clear mechanism RayzeBio (BMS) Positive Large resources → rapid data delivery Telix Positive Broad pipeline, large patient pools Oncoinvent Positive Radspherin shows early efficacy signals Thor Medical (isotope production) Very positive Demand rises as approvals accelerate --- 📌 5. Impact on Isotope Production (Pb‑212, Ac‑225, Th‑228) 🔥 Demand will grow faster than supply As approvals accelerate: • clinical programs progress more quickly • isotope consumption increases • production bottlenecks become more severe Thor Medical, NorthStar, IBA, and Orano stand to benefit the most. Pb‑212 and Ac‑225 are especially critical because: • production is limited • demand is rising exponentially • FDA’s new model increases pressure to expand capacity --- 📌 6. Impact on Investor Psychology 🔹 Regulatory risk decreases → valuation multiples increase Makary’s framework makes: • early‑stage data more valuable • uncertainty lower • approval pathways more predictable This is a major psychological shift for biotech investors. --- 📌 7. Impact on Patients 🔹 Faster access to therapies Especially for: • rare diseases • pediatric cancers • genetic disorders • TAT therapies • immunotherapies Patients receive treatments years earlier than under the old model. --- 📌 8. Overall Impact (Executive Summary) FDA real‑time clinical oversight + single pivotal trial model: • shortens development timelines • reduces costs • raises biotech valuations • accelerates TAT approvals • increases isotope demand • lowers regulatory risk • improves patient access This is the most significant regulatory reform in biotechnology in 60 years.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
4 453--
161--
1 635--
2 450--
3 200--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt
© 2026 Nordnet Bank AB.
Nordnet | Alvar Aallon katu 5 C, 3. krs | FI-00100 Helsinki