2026 Q1 -tulosraportti
52 päivää sitten
‧19 min
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 17 211 | - | - | ||
| 1 566 | - | - | ||
| 493 | - | - | ||
| 365 | - | - | ||
| 365 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.3. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.1. | ||
2025 Q4 -tulosraportti 8.10.2025 | ||
2025 Q3 -tulosraportti 25.6.2025 | ||
2025 Q2 -tulosraportti 9.4.2025 | ||
2025 Q1 -tulosraportti 29.1.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sitten · MuokattuType 1 diabetes is significant. But there is a parallel patient group that is at least as large and is almost never mentioned in discussions about Diamyd: LADA — Latent Autoimmune Diabetes in Adults. LADA is fundamentally the same disease as type 1 diabetes — an autoimmune attack on the insulin-producing beta cells — but it debuts more slowly and in adults, which means it is often misinterpreted as type 2 diabetes. At least as many people are diagnosed with LADA each year as with type 1 diabetes, and approximately 40 percent of individuals with type 1 diabetes or LADA are estimated to belong to the genetically defined subgroup HLA DR3-DQ2. This means that Diamyd, if retogatein works, could potentially address a patient population twice as large as the phase 3 study itself intends. The truly interesting thing about the LADA expansion is that it's not about starting from scratch. The disease mechanism is identical to type 1 diabetes, the genetic profile that predicts treatment response is the same, and the preparation is the same. A regulatory expansion of the approval to also include LADA patients could theoretically occur without a completely new registration-enabling study — and would instantly double the addressable market. With a planned list price of 157 000 USD per treatment, and a market that thus potentially includes both newly diagnosed type 1 patients and adults with LADA in the correct genetic profile, the addressable patient value begins to become immeasurably large..Diamyd thus has the potential to become something we in Sweden have never seen before.
1 päivä sitten · Muokattu1 päivä sitten · MuokattuYes, LADA is a massive upside, but it's actually just one part of their broader pipeline: - Prevention (Stage 1 & 2): Treating pre-symptomatic patients to delay or prevent the disease entirely - Booster Doses: Potential for recurring, long-term revenue if patients receive maintenance injections to sustain their insulin production over the years - Rest of the World: The $2B+ estimates are US only. Europe and the rest of the world are expected to add roughly 40% extra to the global sales potential - Other Genetics: They are also developing insulin-based antigens for the HLA DR4-DQ8 genotype, which would open up the treatment to another huge chunk of the T1D population So yes, LADA is huge, but it's just one piece of a much larger precision medicine ecosystem they are building!- ·2 päivää sitten · MuokattuDatabase locked in February → analysis ready perhaps within 1–2 weeks → DSMB meeting needs to be coordinated → the company has said "end of March" It is therefore entirely reasonable that the process takes 4–6 weeks from a locked database. We are now March 19th – approximately 3–4 weeks after the database was locked. Which means that we are likely in the DSMB meeting phase right now, or have just passed it. My assessment Interim data will likely come as a separate PM, independent of the report – possibly the days before, after, or on the same day as the 25th. But the connection is probably not planned but random depending on when the DSMB process is complete. It could therefore just as easily come tomorrow as on the 28th.
·2 päivää sittenRemember that the P-value was 0.0078 in phase 2, which is very low. Less than 1% probability that the effect is random. The significance threshold is 5%. There is a long way up. The probability of success for this precision medicine is at least 70% in phase 3. A sales price for Diamyd after successful results will probably align with Tzield. I.e. approx. 20-25 billion kr. A price of 100 is by no means overvalued. If we assume that the risk of failure and 0 kr. is 30% and chance for success and 100 kr. in share value is 70%, then the expected value right now is 70 kr. per share. If we deduct further uncertainty regarding factory and further emission of 20 kr. per share, then we end up at 50 kr. right now per share. I.e. if one as an investor is risk-neutral, then a price of 50 kr. is actually not far off. The price is currently 12.50 kr. so we must conclude that investors are currently extremely risk-averse.
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.
2026 Q1 -tulosraportti
52 päivää sitten
‧19 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 sitten · MuokattuType 1 diabetes is significant. But there is a parallel patient group that is at least as large and is almost never mentioned in discussions about Diamyd: LADA — Latent Autoimmune Diabetes in Adults. LADA is fundamentally the same disease as type 1 diabetes — an autoimmune attack on the insulin-producing beta cells — but it debuts more slowly and in adults, which means it is often misinterpreted as type 2 diabetes. At least as many people are diagnosed with LADA each year as with type 1 diabetes, and approximately 40 percent of individuals with type 1 diabetes or LADA are estimated to belong to the genetically defined subgroup HLA DR3-DQ2. This means that Diamyd, if retogatein works, could potentially address a patient population twice as large as the phase 3 study itself intends. The truly interesting thing about the LADA expansion is that it's not about starting from scratch. The disease mechanism is identical to type 1 diabetes, the genetic profile that predicts treatment response is the same, and the preparation is the same. A regulatory expansion of the approval to also include LADA patients could theoretically occur without a completely new registration-enabling study — and would instantly double the addressable market. With a planned list price of 157 000 USD per treatment, and a market that thus potentially includes both newly diagnosed type 1 patients and adults with LADA in the correct genetic profile, the addressable patient value begins to become immeasurably large..Diamyd thus has the potential to become something we in Sweden have never seen before.1 päivä sitten · Muokattu1 päivä sitten · MuokattuYes, LADA is a massive upside, but it's actually just one part of their broader pipeline: - Prevention (Stage 1 & 2): Treating pre-symptomatic patients to delay or prevent the disease entirely - Booster Doses: Potential for recurring, long-term revenue if patients receive maintenance injections to sustain their insulin production over the years - Rest of the World: The $2B+ estimates are US only. Europe and the rest of the world are expected to add roughly 40% extra to the global sales potential - Other Genetics: They are also developing insulin-based antigens for the HLA DR4-DQ8 genotype, which would open up the treatment to another huge chunk of the T1D population So yes, LADA is huge, but it's just one piece of a much larger precision medicine ecosystem they are building!
- ·2 päivää sitten · MuokattuDatabase locked in February → analysis ready perhaps within 1–2 weeks → DSMB meeting needs to be coordinated → the company has said "end of March" It is therefore entirely reasonable that the process takes 4–6 weeks from a locked database. We are now March 19th – approximately 3–4 weeks after the database was locked. Which means that we are likely in the DSMB meeting phase right now, or have just passed it. My assessment Interim data will likely come as a separate PM, independent of the report – possibly the days before, after, or on the same day as the 25th. But the connection is probably not planned but random depending on when the DSMB process is complete. It could therefore just as easily come tomorrow as on the 28th.
- ·2 päivää sittenRemember that the P-value was 0.0078 in phase 2, which is very low. Less than 1% probability that the effect is random. The significance threshold is 5%. There is a long way up. The probability of success for this precision medicine is at least 70% in phase 3. A sales price for Diamyd after successful results will probably align with Tzield. I.e. approx. 20-25 billion kr. A price of 100 is by no means overvalued. If we assume that the risk of failure and 0 kr. is 30% and chance for success and 100 kr. in share value is 70%, then the expected value right now is 70 kr. per share. If we deduct further uncertainty regarding factory and further emission of 20 kr. per share, then we end up at 50 kr. right now per share. I.e. if one as an investor is risk-neutral, then a price of 50 kr. is actually not far off. The price is currently 12.50 kr. so we must conclude that investors are currently extremely risk-averse.
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 17 211 | - | - | ||
| 1 566 | - | - | ||
| 493 | - | - | ||
| 365 | - | - | ||
| 365 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.3. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.1. | ||
2025 Q4 -tulosraportti 8.10.2025 | ||
2025 Q3 -tulosraportti 25.6.2025 | ||
2025 Q2 -tulosraportti 9.4.2025 | ||
2025 Q1 -tulosraportti 29.1.2025 |
2026 Q1 -tulosraportti
52 päivää sitten
‧19 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 Q2 -tulosraportti 25.3. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.1. | ||
2025 Q4 -tulosraportti 8.10.2025 | ||
2025 Q3 -tulosraportti 25.6.2025 | ||
2025 Q2 -tulosraportti 9.4.2025 | ||
2025 Q1 -tulosraportti 29.1.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sitten · MuokattuType 1 diabetes is significant. But there is a parallel patient group that is at least as large and is almost never mentioned in discussions about Diamyd: LADA — Latent Autoimmune Diabetes in Adults. LADA is fundamentally the same disease as type 1 diabetes — an autoimmune attack on the insulin-producing beta cells — but it debuts more slowly and in adults, which means it is often misinterpreted as type 2 diabetes. At least as many people are diagnosed with LADA each year as with type 1 diabetes, and approximately 40 percent of individuals with type 1 diabetes or LADA are estimated to belong to the genetically defined subgroup HLA DR3-DQ2. This means that Diamyd, if retogatein works, could potentially address a patient population twice as large as the phase 3 study itself intends. The truly interesting thing about the LADA expansion is that it's not about starting from scratch. The disease mechanism is identical to type 1 diabetes, the genetic profile that predicts treatment response is the same, and the preparation is the same. A regulatory expansion of the approval to also include LADA patients could theoretically occur without a completely new registration-enabling study — and would instantly double the addressable market. With a planned list price of 157 000 USD per treatment, and a market that thus potentially includes both newly diagnosed type 1 patients and adults with LADA in the correct genetic profile, the addressable patient value begins to become immeasurably large..Diamyd thus has the potential to become something we in Sweden have never seen before.1 päivä sitten · Muokattu1 päivä sitten · MuokattuYes, LADA is a massive upside, but it's actually just one part of their broader pipeline: - Prevention (Stage 1 & 2): Treating pre-symptomatic patients to delay or prevent the disease entirely - Booster Doses: Potential for recurring, long-term revenue if patients receive maintenance injections to sustain their insulin production over the years - Rest of the World: The $2B+ estimates are US only. Europe and the rest of the world are expected to add roughly 40% extra to the global sales potential - Other Genetics: They are also developing insulin-based antigens for the HLA DR4-DQ8 genotype, which would open up the treatment to another huge chunk of the T1D population So yes, LADA is huge, but it's just one piece of a much larger precision medicine ecosystem they are building!
- ·2 päivää sitten · MuokattuDatabase locked in February → analysis ready perhaps within 1–2 weeks → DSMB meeting needs to be coordinated → the company has said "end of March" It is therefore entirely reasonable that the process takes 4–6 weeks from a locked database. We are now March 19th – approximately 3–4 weeks after the database was locked. Which means that we are likely in the DSMB meeting phase right now, or have just passed it. My assessment Interim data will likely come as a separate PM, independent of the report – possibly the days before, after, or on the same day as the 25th. But the connection is probably not planned but random depending on when the DSMB process is complete. It could therefore just as easily come tomorrow as on the 28th.
- ·2 päivää sittenRemember that the P-value was 0.0078 in phase 2, which is very low. Less than 1% probability that the effect is random. The significance threshold is 5%. There is a long way up. The probability of success for this precision medicine is at least 70% in phase 3. A sales price for Diamyd after successful results will probably align with Tzield. I.e. approx. 20-25 billion kr. A price of 100 is by no means overvalued. If we assume that the risk of failure and 0 kr. is 30% and chance for success and 100 kr. in share value is 70%, then the expected value right now is 70 kr. per share. If we deduct further uncertainty regarding factory and further emission of 20 kr. per share, then we end up at 50 kr. right now per share. I.e. if one as an investor is risk-neutral, then a price of 50 kr. is actually not far off. The price is currently 12.50 kr. so we must conclude that investors are currently extremely risk-averse.
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 17 211 | - | - | ||
| 1 566 | - | - | ||
| 493 | - | - | ||
| 365 | - | - | ||
| 365 | - | - |
Välittäjätilasto
Dataa ei löytynyt