2025 H2 -tulosraportti
23 päivää sitten
‧38 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 560 | - | - | ||
| 1 | - | - | ||
| 3 429 | - | - | ||
| 838 | - | - | ||
| 1 041 | - | - |
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
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
2 t sitten2 t sitten”We are looking forward to joining the XDC conference in Chengdu, China later in March! Our CEO, Jasper C. Kurth, will speak about the growing interest in lead‑212 and our role in the Targeted Alpha Therapy (TAT) landscape” What benefits does this bring to Thor Medical? Strengthened scientific and technological credibility • XDC is one of the key events in the field, and presenting there raises Thor Medical’s profile. • Lead‑212 is currently one of the most sought‑after isotopes in TAT, so visibility in the right context increases credibility and interest. Opportunities to form new partnerships • China and the broader Asia‑Pacific region are investing heavily in radiopharmaceuticals. • The conference provides direct access to drug developers, research institutions, and potential production or distribution partners. • This can open doors to joint projects or long‑term supply agreements. Increased investor interest • International exposure and a clear message about the market potential of lead‑212 can attract new investors. • The TAT market is growing rapidly, and investors are looking for players with both technology and production capability. Strengthening Thor Medical’s position in the global TAT ecosystem • Thor Medical can position itself as one of the leading suppliers of lead‑212. • As demand grows, early visibility and networking can provide a competitive advantage. Ability to influence the direction of the field • The CEO’s presentation gives Thor Medical a platform to shape the conversation around the role of lead‑212. • This can influence how other players view the isotope’s potential and who they choose to collaborate with. Increased brand awareness and trust • International conferences are powerful platforms for building brand recognition. • Thor Medical can present itself as an innovative, reliable, and forward‑looking company.
·23 t sittenI have bought into Thor Medical (TRMED) with a first chunk of 3.70 kroner, and have since averaged up to 4.05 – a classic «buy the dip, see it dip more» maneuver. Nevertheless, I actually sleep surprisingly well at night. With an order backlog of 850 million kroner from major players like Telix Pharmaceuticals, Oncoinvent and a global leader in cancer therapy, there is a solid foundation here. In addition, insiders exercised options now in March, and the AlphaOne facility is steadily moving towards commercial production in 2026. The market for alpha emitters like Pb-212 and Th-228 is now growing like weeds in what can best be described as a radiopharma revolution. My dream scenario is that the order backlog is converted into recurring cash flow and that customers land their FDA and EMA approvals. Should they deliver as promised, I envision a price of between 28 and 40 kroner in five years in my base-case. The real wet dream is 50 kroner plus in a ten-year perspective, but that requires almost perfect execution. Then we're talking about AlphaOne having to scale to over 500 million in annual revenue with 40 percent margins without delays, while customers like Telix and Oncoinvent succeed completely and remain as major customers for years. It also presupposes minimal dilution without large emissions – which is admittedly almost impossible in biotech – and that the entire market for alpha emitters explodes to over 50 billion kroner, where Thor secures a market share of 30 to 40 percent. The probability of this? Maybe 5 to 10 percent, if I'm to be completely realistic. With a solid buffer and a time horizon of 5 to 10 years, this is my lottery ticket with significantly more substance than the usual «bingo stocks». Are there others who have jumped on the thorium train, or am I just dreaming a bit too big here?
·20 t sittenI am in the same situation, have 1/3 of the portfolio in Thor and GAV at 4.01 due to several increases in the position. I am very confident in this stock. Everything that has been promised has been delivered on time. It's nice that it (apart from after DNB's brutal sell recommendation) just grows quietly and steadily. I sleep well with this and have great faith in it as a good investment.
·1 päivä sittenThis is the strangest....but it's probably oil that's the cause, I assume, But now it's starting to get quite cheap here though 🤔These oil sheikhs will probably show up again soon.
·1 päivä sittenJasper is traveling to China next week to present Thor's thorium technology, and it's not accidental timing. China is the world's largest and fastest-growing radiopharmaceutical market, and they have an enormous need for stable isotope supply. The fact that Thor is now present there and pitching its Th-228 platform opens up a completely new customer base that is practically endless. AlphaOne will be operational in Q3 2026. If Jasper comes home with signals of interest from Chinese players, we are potentially talking about contracts that could fill capacity far beyond what they have already secured through AdvanCell, ARTBIO, and the others. The market is watching, and so am I.
·21 t sittenIs it wise to communicate so much with China before one has started ot established oneself?! China doesn't care about patents and seizes everything they can exploit.
·16 t sittenChina is, as mentioned, smart and long-term oriented, ref the California case many years ago #Magnequench where they acquired rights and patents. The USA bitterly regretted it afterwards.
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 H2 -tulosraportti
23 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 2 t sitten2 t sitten”We are looking forward to joining the XDC conference in Chengdu, China later in March! Our CEO, Jasper C. Kurth, will speak about the growing interest in lead‑212 and our role in the Targeted Alpha Therapy (TAT) landscape” What benefits does this bring to Thor Medical? Strengthened scientific and technological credibility • XDC is one of the key events in the field, and presenting there raises Thor Medical’s profile. • Lead‑212 is currently one of the most sought‑after isotopes in TAT, so visibility in the right context increases credibility and interest. Opportunities to form new partnerships • China and the broader Asia‑Pacific region are investing heavily in radiopharmaceuticals. • The conference provides direct access to drug developers, research institutions, and potential production or distribution partners. • This can open doors to joint projects or long‑term supply agreements. Increased investor interest • International exposure and a clear message about the market potential of lead‑212 can attract new investors. • The TAT market is growing rapidly, and investors are looking for players with both technology and production capability. Strengthening Thor Medical’s position in the global TAT ecosystem • Thor Medical can position itself as one of the leading suppliers of lead‑212. • As demand grows, early visibility and networking can provide a competitive advantage. Ability to influence the direction of the field • The CEO’s presentation gives Thor Medical a platform to shape the conversation around the role of lead‑212. • This can influence how other players view the isotope’s potential and who they choose to collaborate with. Increased brand awareness and trust • International conferences are powerful platforms for building brand recognition. • Thor Medical can present itself as an innovative, reliable, and forward‑looking company.
- ·23 t sittenI have bought into Thor Medical (TRMED) with a first chunk of 3.70 kroner, and have since averaged up to 4.05 – a classic «buy the dip, see it dip more» maneuver. Nevertheless, I actually sleep surprisingly well at night. With an order backlog of 850 million kroner from major players like Telix Pharmaceuticals, Oncoinvent and a global leader in cancer therapy, there is a solid foundation here. In addition, insiders exercised options now in March, and the AlphaOne facility is steadily moving towards commercial production in 2026. The market for alpha emitters like Pb-212 and Th-228 is now growing like weeds in what can best be described as a radiopharma revolution. My dream scenario is that the order backlog is converted into recurring cash flow and that customers land their FDA and EMA approvals. Should they deliver as promised, I envision a price of between 28 and 40 kroner in five years in my base-case. The real wet dream is 50 kroner plus in a ten-year perspective, but that requires almost perfect execution. Then we're talking about AlphaOne having to scale to over 500 million in annual revenue with 40 percent margins without delays, while customers like Telix and Oncoinvent succeed completely and remain as major customers for years. It also presupposes minimal dilution without large emissions – which is admittedly almost impossible in biotech – and that the entire market for alpha emitters explodes to over 50 billion kroner, where Thor secures a market share of 30 to 40 percent. The probability of this? Maybe 5 to 10 percent, if I'm to be completely realistic. With a solid buffer and a time horizon of 5 to 10 years, this is my lottery ticket with significantly more substance than the usual «bingo stocks». Are there others who have jumped on the thorium train, or am I just dreaming a bit too big here?·20 t sittenI am in the same situation, have 1/3 of the portfolio in Thor and GAV at 4.01 due to several increases in the position. I am very confident in this stock. Everything that has been promised has been delivered on time. It's nice that it (apart from after DNB's brutal sell recommendation) just grows quietly and steadily. I sleep well with this and have great faith in it as a good investment.
- ·1 päivä sittenThis is the strangest....but it's probably oil that's the cause, I assume, But now it's starting to get quite cheap here though 🤔These oil sheikhs will probably show up again soon.
- ·1 päivä sittenJasper is traveling to China next week to present Thor's thorium technology, and it's not accidental timing. China is the world's largest and fastest-growing radiopharmaceutical market, and they have an enormous need for stable isotope supply. The fact that Thor is now present there and pitching its Th-228 platform opens up a completely new customer base that is practically endless. AlphaOne will be operational in Q3 2026. If Jasper comes home with signals of interest from Chinese players, we are potentially talking about contracts that could fill capacity far beyond what they have already secured through AdvanCell, ARTBIO, and the others. The market is watching, and so am I.·21 t sittenIs it wise to communicate so much with China before one has started ot established oneself?! China doesn't care about patents and seizes everything they can exploit.·16 t sittenChina is, as mentioned, smart and long-term oriented, ref the California case many years ago #Magnequench where they acquired rights and patents. The USA bitterly regretted it afterwards.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 560 | - | - | ||
| 1 | - | - | ||
| 3 429 | - | - | ||
| 838 | - | - | ||
| 1 041 | - | - |
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
23 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 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 2 t sitten2 t sitten”We are looking forward to joining the XDC conference in Chengdu, China later in March! Our CEO, Jasper C. Kurth, will speak about the growing interest in lead‑212 and our role in the Targeted Alpha Therapy (TAT) landscape” What benefits does this bring to Thor Medical? Strengthened scientific and technological credibility • XDC is one of the key events in the field, and presenting there raises Thor Medical’s profile. • Lead‑212 is currently one of the most sought‑after isotopes in TAT, so visibility in the right context increases credibility and interest. Opportunities to form new partnerships • China and the broader Asia‑Pacific region are investing heavily in radiopharmaceuticals. • The conference provides direct access to drug developers, research institutions, and potential production or distribution partners. • This can open doors to joint projects or long‑term supply agreements. Increased investor interest • International exposure and a clear message about the market potential of lead‑212 can attract new investors. • The TAT market is growing rapidly, and investors are looking for players with both technology and production capability. Strengthening Thor Medical’s position in the global TAT ecosystem • Thor Medical can position itself as one of the leading suppliers of lead‑212. • As demand grows, early visibility and networking can provide a competitive advantage. Ability to influence the direction of the field • The CEO’s presentation gives Thor Medical a platform to shape the conversation around the role of lead‑212. • This can influence how other players view the isotope’s potential and who they choose to collaborate with. Increased brand awareness and trust • International conferences are powerful platforms for building brand recognition. • Thor Medical can present itself as an innovative, reliable, and forward‑looking company.
- ·23 t sittenI have bought into Thor Medical (TRMED) with a first chunk of 3.70 kroner, and have since averaged up to 4.05 – a classic «buy the dip, see it dip more» maneuver. Nevertheless, I actually sleep surprisingly well at night. With an order backlog of 850 million kroner from major players like Telix Pharmaceuticals, Oncoinvent and a global leader in cancer therapy, there is a solid foundation here. In addition, insiders exercised options now in March, and the AlphaOne facility is steadily moving towards commercial production in 2026. The market for alpha emitters like Pb-212 and Th-228 is now growing like weeds in what can best be described as a radiopharma revolution. My dream scenario is that the order backlog is converted into recurring cash flow and that customers land their FDA and EMA approvals. Should they deliver as promised, I envision a price of between 28 and 40 kroner in five years in my base-case. The real wet dream is 50 kroner plus in a ten-year perspective, but that requires almost perfect execution. Then we're talking about AlphaOne having to scale to over 500 million in annual revenue with 40 percent margins without delays, while customers like Telix and Oncoinvent succeed completely and remain as major customers for years. It also presupposes minimal dilution without large emissions – which is admittedly almost impossible in biotech – and that the entire market for alpha emitters explodes to over 50 billion kroner, where Thor secures a market share of 30 to 40 percent. The probability of this? Maybe 5 to 10 percent, if I'm to be completely realistic. With a solid buffer and a time horizon of 5 to 10 years, this is my lottery ticket with significantly more substance than the usual «bingo stocks». Are there others who have jumped on the thorium train, or am I just dreaming a bit too big here?·20 t sittenI am in the same situation, have 1/3 of the portfolio in Thor and GAV at 4.01 due to several increases in the position. I am very confident in this stock. Everything that has been promised has been delivered on time. It's nice that it (apart from after DNB's brutal sell recommendation) just grows quietly and steadily. I sleep well with this and have great faith in it as a good investment.
- ·1 päivä sittenThis is the strangest....but it's probably oil that's the cause, I assume, But now it's starting to get quite cheap here though 🤔These oil sheikhs will probably show up again soon.
- ·1 päivä sittenJasper is traveling to China next week to present Thor's thorium technology, and it's not accidental timing. China is the world's largest and fastest-growing radiopharmaceutical market, and they have an enormous need for stable isotope supply. The fact that Thor is now present there and pitching its Th-228 platform opens up a completely new customer base that is practically endless. AlphaOne will be operational in Q3 2026. If Jasper comes home with signals of interest from Chinese players, we are potentially talking about contracts that could fill capacity far beyond what they have already secured through AdvanCell, ARTBIO, and the others. The market is watching, and so am I.·21 t sittenIs it wise to communicate so much with China before one has started ot established oneself?! China doesn't care about patents and seizes everything they can exploit.·16 t sittenChina is, as mentioned, smart and long-term oriented, ref the California case many years ago #Magnequench where they acquired rights and patents. The USA bitterly regretted it afterwards.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 560 | - | - | ||
| 1 | - | - | ||
| 3 429 | - | - | ||
| 838 | - | - | ||
| 1 041 | - | - |
Välittäjätilasto
Dataa ei löytynyt