2025 H2 -tulosraportti
62 päivää sitten
‧38 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenWhy does must sell out if the company seems so promising then?
12 t sitten12 t sittenMakary’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_4·11 t sittenPositive 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)11 t sitten11 t sittenBelow 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.
·17 t sitten · MuokattuNow it's getting close to me selling everything else and buying even more Thor M 😂
·18 t sitten · MuokattuI see that Verdipapirfondet Storebrand Indeks has increased its stake by 1 076 691,- in TRMED. The fund now owns over 2 million shares. 🫶🏻
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
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 H2 -tulosraportti
62 päivää sitten
‧38 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenWhy does must sell out if the company seems so promising then?
- 12 t sitten12 t sittenMakary’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_4·11 t sittenPositive 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)11 t sitten11 t sittenBelow 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.
- ·17 t sitten · MuokattuNow it's getting close to me selling everything else and buying even more Thor M 😂
- ·18 t sitten · MuokattuI see that Verdipapirfondet Storebrand Indeks has increased its stake by 1 076 691,- in TRMED. The fund now owns over 2 million shares. 🫶🏻
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
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 |
2025 H2 -tulosraportti
62 päivää sitten
‧38 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 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
- ·9 t sittenWhy does must sell out if the company seems so promising then?
- 12 t sitten12 t sittenMakary’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_4·11 t sittenPositive 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)11 t sitten11 t sittenBelow 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.
- ·17 t sitten · MuokattuNow it's getting close to me selling everything else and buying even more Thor M 😂
- ·18 t sitten · MuokattuI see that Verdipapirfondet Storebrand Indeks has increased its stake by 1 076 691,- in TRMED. The fund now owns over 2 million shares. 🫶🏻
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt