2025 Q4 -tulosraportti
21 päivää sitten
‧36 min
1,00 NOK/osake
Viimeisin osinko
33,90%Tuotto/v
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Oslo Børs
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
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Shareville
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Kirjaudu
·13 min sitten📊 VB-C-03: Which figures from March 20th give a max bull-scenario? ⚡ TL;DR — Max bull requires the ICHNO presentation to show: ✅ DOR ≥ 12 months or not reached (DOR = Duration of Response, how long tumors remain shrunk) ✅ mPFS ≥ 8 months (PFS = Progression-Free Survival, time before disease worsens) ✅ CR in ≥ 2 of 13 patients (CR = Complete Response, complete disappearance of tumor) ✅ Documented correlation between immune response and clinical outcome (immunocorrelate) ✅ Clean safety profile (no serious side effects beyond what pembrolizumab alone provides) ORR (Overall Response Rate = proportion of patients with tumor shrinkage) of 38.5% is already known and doubled SoC (Standard of Care = current standard treatment, 19%), but is below the strongest competitors (CUE-101: 46%, HB-200: 43%). It is DOR and immunocorrelate that determine whether this is platform validation or just another early signal in a field where most candidates have disappointed. Nykode presents updated VB-C-03 data at ICHNO on March 20th. Interim data showed confirmed ORR 38.5% (N=13), HPV16-specific T-cell response with TCR-sequencing and favorable safety (Source: 1.1). 📏 The SoC benchmark Nykode's CEO compared directly against historical 19% ORR for pembrolizumab monotherapy (Source: 1.1). KEYNOTE-048 5-year data shows mPFS ~5 months and 5y OS 14.4% (Source: 2.1). VB-C-03 already doubled SoC. But the relevant bar is the competitors. 🔬 Competitor landscape: The bar has been raised dramatically HPV16-specific 1L (first-line) R/M HNSCC (recurrent/metastatic head and neck cancer) + pembrolizumab — four active programs: 🔹 PDS0101/VERSATILE-002 (N=53): ORR 35.8%, mDOR 21.8 months, mPFS 30.0 months, mOS (median Overall Survival = median overall survival) 39.3 months. Phase 3 + FDA Fast Track (Source: 3.1) 🔹 CUE-101 (N=24, phase 1): ORR 46%, 12m OS 91.3%, mOS 21.8 months (Source: 3.4) 🔹 HB-200 (N=35, phase 2): ORR 43% total, 59% in CPS≥20 (CPS = measure of PD-L1 expression, higher = more immunoresponsive) (Source: 3.5) 🔹 BNT113 (N=15, safety run-in): ORR 40% unconfirmed incl. 4 CR, mOS 22.6 months. Phase 2/3 + FDA Fast Track Jan 2026 (Source: 3.6) Broader 1L HNSCC — bispecifics set an even higher bar: 🔸 Petosemtamab: ORR 63%, mPFS 9 months, 12m OS 79%. FDA Breakthrough Therapy (Source: 3.49) 🔸 Ficerafusp alfa (HPV-neg): ORR 54%, CR 21%, mPFS 9.9 months. FDA Breakthrough Therapy (Source: 3.45) Not directly comparable to vaccines, but the market measures everything against them (Source: own assessment). 💀 The graveyard confirms the risk ❌ ISA101b/OpcemISA (N=198, randomized): Did not reach primary endpoint, ORR 25.3% vs 22.9% control (Source: 4.1) ❌ Monalizumab/INTERLINK-1: Failed, HR 1.00 (Source: 3.38) ❌ KESTREL: Failed (Source: 4.10) ❌ ADXS11-001: Terminated (Source: 4.5) ❌ Genocea: Bankrupt (Source: 4.9) 🎯 Max bull figures for ICHNO ⏱️ DOR ≥ 12 months or NR — the most important single figure. Interim data did not report DOR (Source: 1.1). VERSATILE-002's mDOR 21.8 months is the benchmark (Source: 3.1). ISA101+nivo gave 36% ORR but only mDOR 11.2 months and mOS 15.3 months — ORR without durability is meaningless (Source: 4.11). DOR distinguishes platform validation from transient effect (Source: own assessment). 📈 PFS ≥ 8 months. SoC ~5 months (Source: 2.1). VERSATILE-002: 30.0 months (Source: 3.1). CUE-101: 5.8 months (Source: 3.4). Petosemtamab: 9 months (Source: 3.49). A PFS plateau in a subgroup would be particularly convincing (Source: own assessment). 💥 CR ≥ 15% (2+ of 13). BNT113: 4/15 = 27% (Source: 3.6). VERSATILE-002: 2/17 = 11.8% (Source: 3.1). CUE-101: 1/24 (Source: 3.4). More CRs dramatically strengthen the narrative (Source: own assessment). 🧬 Immunocorrelate with clinical outcome. C-02 in cervix showed statistically significant correlation between HPV16-specific T-cells and response (Source: 1.2). VB-C-03 confirmed T-cell expansion via TCR-seq (Source: 1.1). Max bull: immunoresponders have better DOR/PFS. Distinguishes VB10.16 from antibody approaches and validates the platform (Source: own assessment). 🛡️ Clean safety profile. No grade 3+ beyond pembrolizumab-expected. VERSATILE-002 had zero treatment discontinuations (Source: 3.1). 🏗️ Strategic implications If the figures deliver, it strengthens: (1) MSD/Merck interest given the Keytruda patent cliff 2028-2030 (Source: 1.1). (2) Bidding round probability — BioNTech got FDA Fast Track Jan 2026 (Source: 3.6), PDS has phase 3 (Source: 3.1). (3) Abili-T is de-risked. ⚠️ Max bull requires all parameters to deliver simultaneously. The probability is low given N=13. But if ICHNO confirms durable responses with immunocorrelate, VB-C-03 is transformed into strong platform validation — in a landscape where even competitors are waiting for randomized data (Source: own assessment). 📎 Sources with URL follow in the comment section. Source numbers: 1.x = Nykode, 2.x = SoC, 3.x = competitors, 4.x = the graveyard.·12 min sitten · Muokattu📎 Source references with URL: 📄 Nykode data: (Source: 1.1) Nykode press release 24.02.2026, VB-C-03 interim data → https://www.finansavisen.no/borsmeldinger/2026/02/24/c042be74-fd7c-5d7d-8904-5c316aaea3ce/nykd-nykode-therapeutics-announces-new-interim-data-from-the-vb-c-03-trial (Source: 1.2) VB-C-02 JITC publication, Jan 2025 → https://in.marketscreener.com/quote/stock/NYKODE-THERAPEUTICS-113523482/news/Nykode-Therapeutics-ASA-Announces-Publication-of-Phase-2-VB-C-02-Data-Confirming-Prolonged-Benefit-a-48707376/ 📏 SoC: (Source: 2.1) KEYNOTE-048 5-year follow-up, EJC 2025 → https://www.sciencedirect.com/science/article/abs/pii/S0959804925001765 🔬 Competitors: (Source: 3.1) VERSATILE-002 ASCO 2025 Abstract #6037 → https://ascopubs.org/doi/10.1200/JCO.2025.43.16_suppl.6037 (Source: 3.4) CUE-101 ASCO 2024 Abstract #6004 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6004 (Source: 3.5) HB-200 ASCO 2024 Abstract #6005 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6005 (Source: 3.6) BNT113 ESMO 2024 #877P + FDA Fast Track Jan 2026 → https://www.annalsofoncology.org/article/S0923-7534(24)02457-8/fulltext → https://biontechse.gcs-web.com/news-releases/news-release-details/biontech-receives-fda-fast-track-designation-mrna-cancer (Source: 3.38) INTERLINK-1 (monalizumab) Clin Cancer Res 2025 → https://aacrjournals.org/clincancerres/article/31/13/2617/763087/INTERLINK-1-A-Phase-III-Randomized-Placebo (Source: 3.45) Ficerafusp alfa, Breakthrough Therapy Oct 2025 → https://www.onclive.com/view/ficerafusp-alfa-earns-fda-breakthrough-therapy-designation-for-hpv-negative-recurrent-metastatic-hnscc (Source: 3.49) Petosemtamab ASCO 2025 → https://ir.merus.nl/news-releases/news-release-details/merus-petosemtamab-pembrolizumab-interim-data-demonstrates 💀 Graveyard: (Source: 4.1) OpcemISA ASCO 2024 Abstract #6003 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6003 (Source: 4.5) ADXS11-001 (axalimogene filolisbac) → https://clinicaltrials.gov/study/NCT02291055 (Source: 4.9) Genocea Ch.11 liquidation 2022-2023 → https://www.biospace.com/with-no-hope-for-its-clinical-programs-genocea-plans-to-shutter-its-doors (Source: 4.10) KESTREL (durvalumab) Ann Oncol 2022 → https://www.annalsofoncology.org/article/S0923-7534(22)04778-0/fulltext (Source: 4.11) ISA101+nivolumab, updated JITC 2022 → https://pubmed.ncbi.nlm.nih.gov/35193933/
·18 t sittenIs something going to happen soon?
·1 päivä sittenNext presentation: C-03 interim data (ICHNO Q1 26 + additional conference Q2 26). As a private investor without medical training, I am not very impressed with Nykode's presentations. I would wish for a one-pager that clearly shows where they are on the path towards healing specific diseases and potential revenues, alternatively on the path towards failure.
·11.3.I see that blocks of 25 and 50 thousand are being "dumped" both yesterday and today. Is it manipulation or is it a larger position that is to be realized?·12.3.Many betting on oil stocks, and an oil price of 200 dollars.
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2025 Q4 -tulosraportti
21 päivää sitten
‧36 min
1,00 NOK/osake
Viimeisin osinko
33,90%Tuotto/v
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
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Kirjaudu
- ·13 min sitten📊 VB-C-03: Which figures from March 20th give a max bull-scenario? ⚡ TL;DR — Max bull requires the ICHNO presentation to show: ✅ DOR ≥ 12 months or not reached (DOR = Duration of Response, how long tumors remain shrunk) ✅ mPFS ≥ 8 months (PFS = Progression-Free Survival, time before disease worsens) ✅ CR in ≥ 2 of 13 patients (CR = Complete Response, complete disappearance of tumor) ✅ Documented correlation between immune response and clinical outcome (immunocorrelate) ✅ Clean safety profile (no serious side effects beyond what pembrolizumab alone provides) ORR (Overall Response Rate = proportion of patients with tumor shrinkage) of 38.5% is already known and doubled SoC (Standard of Care = current standard treatment, 19%), but is below the strongest competitors (CUE-101: 46%, HB-200: 43%). It is DOR and immunocorrelate that determine whether this is platform validation or just another early signal in a field where most candidates have disappointed. Nykode presents updated VB-C-03 data at ICHNO on March 20th. Interim data showed confirmed ORR 38.5% (N=13), HPV16-specific T-cell response with TCR-sequencing and favorable safety (Source: 1.1). 📏 The SoC benchmark Nykode's CEO compared directly against historical 19% ORR for pembrolizumab monotherapy (Source: 1.1). KEYNOTE-048 5-year data shows mPFS ~5 months and 5y OS 14.4% (Source: 2.1). VB-C-03 already doubled SoC. But the relevant bar is the competitors. 🔬 Competitor landscape: The bar has been raised dramatically HPV16-specific 1L (first-line) R/M HNSCC (recurrent/metastatic head and neck cancer) + pembrolizumab — four active programs: 🔹 PDS0101/VERSATILE-002 (N=53): ORR 35.8%, mDOR 21.8 months, mPFS 30.0 months, mOS (median Overall Survival = median overall survival) 39.3 months. Phase 3 + FDA Fast Track (Source: 3.1) 🔹 CUE-101 (N=24, phase 1): ORR 46%, 12m OS 91.3%, mOS 21.8 months (Source: 3.4) 🔹 HB-200 (N=35, phase 2): ORR 43% total, 59% in CPS≥20 (CPS = measure of PD-L1 expression, higher = more immunoresponsive) (Source: 3.5) 🔹 BNT113 (N=15, safety run-in): ORR 40% unconfirmed incl. 4 CR, mOS 22.6 months. Phase 2/3 + FDA Fast Track Jan 2026 (Source: 3.6) Broader 1L HNSCC — bispecifics set an even higher bar: 🔸 Petosemtamab: ORR 63%, mPFS 9 months, 12m OS 79%. FDA Breakthrough Therapy (Source: 3.49) 🔸 Ficerafusp alfa (HPV-neg): ORR 54%, CR 21%, mPFS 9.9 months. FDA Breakthrough Therapy (Source: 3.45) Not directly comparable to vaccines, but the market measures everything against them (Source: own assessment). 💀 The graveyard confirms the risk ❌ ISA101b/OpcemISA (N=198, randomized): Did not reach primary endpoint, ORR 25.3% vs 22.9% control (Source: 4.1) ❌ Monalizumab/INTERLINK-1: Failed, HR 1.00 (Source: 3.38) ❌ KESTREL: Failed (Source: 4.10) ❌ ADXS11-001: Terminated (Source: 4.5) ❌ Genocea: Bankrupt (Source: 4.9) 🎯 Max bull figures for ICHNO ⏱️ DOR ≥ 12 months or NR — the most important single figure. Interim data did not report DOR (Source: 1.1). VERSATILE-002's mDOR 21.8 months is the benchmark (Source: 3.1). ISA101+nivo gave 36% ORR but only mDOR 11.2 months and mOS 15.3 months — ORR without durability is meaningless (Source: 4.11). DOR distinguishes platform validation from transient effect (Source: own assessment). 📈 PFS ≥ 8 months. SoC ~5 months (Source: 2.1). VERSATILE-002: 30.0 months (Source: 3.1). CUE-101: 5.8 months (Source: 3.4). Petosemtamab: 9 months (Source: 3.49). A PFS plateau in a subgroup would be particularly convincing (Source: own assessment). 💥 CR ≥ 15% (2+ of 13). BNT113: 4/15 = 27% (Source: 3.6). VERSATILE-002: 2/17 = 11.8% (Source: 3.1). CUE-101: 1/24 (Source: 3.4). More CRs dramatically strengthen the narrative (Source: own assessment). 🧬 Immunocorrelate with clinical outcome. C-02 in cervix showed statistically significant correlation between HPV16-specific T-cells and response (Source: 1.2). VB-C-03 confirmed T-cell expansion via TCR-seq (Source: 1.1). Max bull: immunoresponders have better DOR/PFS. Distinguishes VB10.16 from antibody approaches and validates the platform (Source: own assessment). 🛡️ Clean safety profile. No grade 3+ beyond pembrolizumab-expected. VERSATILE-002 had zero treatment discontinuations (Source: 3.1). 🏗️ Strategic implications If the figures deliver, it strengthens: (1) MSD/Merck interest given the Keytruda patent cliff 2028-2030 (Source: 1.1). (2) Bidding round probability — BioNTech got FDA Fast Track Jan 2026 (Source: 3.6), PDS has phase 3 (Source: 3.1). (3) Abili-T is de-risked. ⚠️ Max bull requires all parameters to deliver simultaneously. The probability is low given N=13. But if ICHNO confirms durable responses with immunocorrelate, VB-C-03 is transformed into strong platform validation — in a landscape where even competitors are waiting for randomized data (Source: own assessment). 📎 Sources with URL follow in the comment section. Source numbers: 1.x = Nykode, 2.x = SoC, 3.x = competitors, 4.x = the graveyard.·12 min sitten · Muokattu📎 Source references with URL: 📄 Nykode data: (Source: 1.1) Nykode press release 24.02.2026, VB-C-03 interim data → https://www.finansavisen.no/borsmeldinger/2026/02/24/c042be74-fd7c-5d7d-8904-5c316aaea3ce/nykd-nykode-therapeutics-announces-new-interim-data-from-the-vb-c-03-trial (Source: 1.2) VB-C-02 JITC publication, Jan 2025 → https://in.marketscreener.com/quote/stock/NYKODE-THERAPEUTICS-113523482/news/Nykode-Therapeutics-ASA-Announces-Publication-of-Phase-2-VB-C-02-Data-Confirming-Prolonged-Benefit-a-48707376/ 📏 SoC: (Source: 2.1) KEYNOTE-048 5-year follow-up, EJC 2025 → https://www.sciencedirect.com/science/article/abs/pii/S0959804925001765 🔬 Competitors: (Source: 3.1) VERSATILE-002 ASCO 2025 Abstract #6037 → https://ascopubs.org/doi/10.1200/JCO.2025.43.16_suppl.6037 (Source: 3.4) CUE-101 ASCO 2024 Abstract #6004 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6004 (Source: 3.5) HB-200 ASCO 2024 Abstract #6005 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6005 (Source: 3.6) BNT113 ESMO 2024 #877P + FDA Fast Track Jan 2026 → https://www.annalsofoncology.org/article/S0923-7534(24)02457-8/fulltext → https://biontechse.gcs-web.com/news-releases/news-release-details/biontech-receives-fda-fast-track-designation-mrna-cancer (Source: 3.38) INTERLINK-1 (monalizumab) Clin Cancer Res 2025 → https://aacrjournals.org/clincancerres/article/31/13/2617/763087/INTERLINK-1-A-Phase-III-Randomized-Placebo (Source: 3.45) Ficerafusp alfa, Breakthrough Therapy Oct 2025 → https://www.onclive.com/view/ficerafusp-alfa-earns-fda-breakthrough-therapy-designation-for-hpv-negative-recurrent-metastatic-hnscc (Source: 3.49) Petosemtamab ASCO 2025 → https://ir.merus.nl/news-releases/news-release-details/merus-petosemtamab-pembrolizumab-interim-data-demonstrates 💀 Graveyard: (Source: 4.1) OpcemISA ASCO 2024 Abstract #6003 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6003 (Source: 4.5) ADXS11-001 (axalimogene filolisbac) → https://clinicaltrials.gov/study/NCT02291055 (Source: 4.9) Genocea Ch.11 liquidation 2022-2023 → https://www.biospace.com/with-no-hope-for-its-clinical-programs-genocea-plans-to-shutter-its-doors (Source: 4.10) KESTREL (durvalumab) Ann Oncol 2022 → https://www.annalsofoncology.org/article/S0923-7534(22)04778-0/fulltext (Source: 4.11) ISA101+nivolumab, updated JITC 2022 → https://pubmed.ncbi.nlm.nih.gov/35193933/
- ·18 t sittenIs something going to happen soon?
- ·1 päivä sittenNext presentation: C-03 interim data (ICHNO Q1 26 + additional conference Q2 26). As a private investor without medical training, I am not very impressed with Nykode's presentations. I would wish for a one-pager that clearly shows where they are on the path towards healing specific diseases and potential revenues, alternatively on the path towards failure.
- ·11.3.I see that blocks of 25 and 50 thousand are being "dumped" both yesterday and today. Is it manipulation or is it a larger position that is to be realized?·12.3.Many betting on oil stocks, and an oil price of 200 dollars.
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 |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
2025 Q4 -tulosraportti
21 päivää sitten
‧36 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 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
1,00 NOK/osake
Viimeisin osinko
33,90%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 min sitten📊 VB-C-03: Which figures from March 20th give a max bull-scenario? ⚡ TL;DR — Max bull requires the ICHNO presentation to show: ✅ DOR ≥ 12 months or not reached (DOR = Duration of Response, how long tumors remain shrunk) ✅ mPFS ≥ 8 months (PFS = Progression-Free Survival, time before disease worsens) ✅ CR in ≥ 2 of 13 patients (CR = Complete Response, complete disappearance of tumor) ✅ Documented correlation between immune response and clinical outcome (immunocorrelate) ✅ Clean safety profile (no serious side effects beyond what pembrolizumab alone provides) ORR (Overall Response Rate = proportion of patients with tumor shrinkage) of 38.5% is already known and doubled SoC (Standard of Care = current standard treatment, 19%), but is below the strongest competitors (CUE-101: 46%, HB-200: 43%). It is DOR and immunocorrelate that determine whether this is platform validation or just another early signal in a field where most candidates have disappointed. Nykode presents updated VB-C-03 data at ICHNO on March 20th. Interim data showed confirmed ORR 38.5% (N=13), HPV16-specific T-cell response with TCR-sequencing and favorable safety (Source: 1.1). 📏 The SoC benchmark Nykode's CEO compared directly against historical 19% ORR for pembrolizumab monotherapy (Source: 1.1). KEYNOTE-048 5-year data shows mPFS ~5 months and 5y OS 14.4% (Source: 2.1). VB-C-03 already doubled SoC. But the relevant bar is the competitors. 🔬 Competitor landscape: The bar has been raised dramatically HPV16-specific 1L (first-line) R/M HNSCC (recurrent/metastatic head and neck cancer) + pembrolizumab — four active programs: 🔹 PDS0101/VERSATILE-002 (N=53): ORR 35.8%, mDOR 21.8 months, mPFS 30.0 months, mOS (median Overall Survival = median overall survival) 39.3 months. Phase 3 + FDA Fast Track (Source: 3.1) 🔹 CUE-101 (N=24, phase 1): ORR 46%, 12m OS 91.3%, mOS 21.8 months (Source: 3.4) 🔹 HB-200 (N=35, phase 2): ORR 43% total, 59% in CPS≥20 (CPS = measure of PD-L1 expression, higher = more immunoresponsive) (Source: 3.5) 🔹 BNT113 (N=15, safety run-in): ORR 40% unconfirmed incl. 4 CR, mOS 22.6 months. Phase 2/3 + FDA Fast Track Jan 2026 (Source: 3.6) Broader 1L HNSCC — bispecifics set an even higher bar: 🔸 Petosemtamab: ORR 63%, mPFS 9 months, 12m OS 79%. FDA Breakthrough Therapy (Source: 3.49) 🔸 Ficerafusp alfa (HPV-neg): ORR 54%, CR 21%, mPFS 9.9 months. FDA Breakthrough Therapy (Source: 3.45) Not directly comparable to vaccines, but the market measures everything against them (Source: own assessment). 💀 The graveyard confirms the risk ❌ ISA101b/OpcemISA (N=198, randomized): Did not reach primary endpoint, ORR 25.3% vs 22.9% control (Source: 4.1) ❌ Monalizumab/INTERLINK-1: Failed, HR 1.00 (Source: 3.38) ❌ KESTREL: Failed (Source: 4.10) ❌ ADXS11-001: Terminated (Source: 4.5) ❌ Genocea: Bankrupt (Source: 4.9) 🎯 Max bull figures for ICHNO ⏱️ DOR ≥ 12 months or NR — the most important single figure. Interim data did not report DOR (Source: 1.1). VERSATILE-002's mDOR 21.8 months is the benchmark (Source: 3.1). ISA101+nivo gave 36% ORR but only mDOR 11.2 months and mOS 15.3 months — ORR without durability is meaningless (Source: 4.11). DOR distinguishes platform validation from transient effect (Source: own assessment). 📈 PFS ≥ 8 months. SoC ~5 months (Source: 2.1). VERSATILE-002: 30.0 months (Source: 3.1). CUE-101: 5.8 months (Source: 3.4). Petosemtamab: 9 months (Source: 3.49). A PFS plateau in a subgroup would be particularly convincing (Source: own assessment). 💥 CR ≥ 15% (2+ of 13). BNT113: 4/15 = 27% (Source: 3.6). VERSATILE-002: 2/17 = 11.8% (Source: 3.1). CUE-101: 1/24 (Source: 3.4). More CRs dramatically strengthen the narrative (Source: own assessment). 🧬 Immunocorrelate with clinical outcome. C-02 in cervix showed statistically significant correlation between HPV16-specific T-cells and response (Source: 1.2). VB-C-03 confirmed T-cell expansion via TCR-seq (Source: 1.1). Max bull: immunoresponders have better DOR/PFS. Distinguishes VB10.16 from antibody approaches and validates the platform (Source: own assessment). 🛡️ Clean safety profile. No grade 3+ beyond pembrolizumab-expected. VERSATILE-002 had zero treatment discontinuations (Source: 3.1). 🏗️ Strategic implications If the figures deliver, it strengthens: (1) MSD/Merck interest given the Keytruda patent cliff 2028-2030 (Source: 1.1). (2) Bidding round probability — BioNTech got FDA Fast Track Jan 2026 (Source: 3.6), PDS has phase 3 (Source: 3.1). (3) Abili-T is de-risked. ⚠️ Max bull requires all parameters to deliver simultaneously. The probability is low given N=13. But if ICHNO confirms durable responses with immunocorrelate, VB-C-03 is transformed into strong platform validation — in a landscape where even competitors are waiting for randomized data (Source: own assessment). 📎 Sources with URL follow in the comment section. Source numbers: 1.x = Nykode, 2.x = SoC, 3.x = competitors, 4.x = the graveyard.·12 min sitten · Muokattu📎 Source references with URL: 📄 Nykode data: (Source: 1.1) Nykode press release 24.02.2026, VB-C-03 interim data → https://www.finansavisen.no/borsmeldinger/2026/02/24/c042be74-fd7c-5d7d-8904-5c316aaea3ce/nykd-nykode-therapeutics-announces-new-interim-data-from-the-vb-c-03-trial (Source: 1.2) VB-C-02 JITC publication, Jan 2025 → https://in.marketscreener.com/quote/stock/NYKODE-THERAPEUTICS-113523482/news/Nykode-Therapeutics-ASA-Announces-Publication-of-Phase-2-VB-C-02-Data-Confirming-Prolonged-Benefit-a-48707376/ 📏 SoC: (Source: 2.1) KEYNOTE-048 5-year follow-up, EJC 2025 → https://www.sciencedirect.com/science/article/abs/pii/S0959804925001765 🔬 Competitors: (Source: 3.1) VERSATILE-002 ASCO 2025 Abstract #6037 → https://ascopubs.org/doi/10.1200/JCO.2025.43.16_suppl.6037 (Source: 3.4) CUE-101 ASCO 2024 Abstract #6004 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6004 (Source: 3.5) HB-200 ASCO 2024 Abstract #6005 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6005 (Source: 3.6) BNT113 ESMO 2024 #877P + FDA Fast Track Jan 2026 → https://www.annalsofoncology.org/article/S0923-7534(24)02457-8/fulltext → https://biontechse.gcs-web.com/news-releases/news-release-details/biontech-receives-fda-fast-track-designation-mrna-cancer (Source: 3.38) INTERLINK-1 (monalizumab) Clin Cancer Res 2025 → https://aacrjournals.org/clincancerres/article/31/13/2617/763087/INTERLINK-1-A-Phase-III-Randomized-Placebo (Source: 3.45) Ficerafusp alfa, Breakthrough Therapy Oct 2025 → https://www.onclive.com/view/ficerafusp-alfa-earns-fda-breakthrough-therapy-designation-for-hpv-negative-recurrent-metastatic-hnscc (Source: 3.49) Petosemtamab ASCO 2025 → https://ir.merus.nl/news-releases/news-release-details/merus-petosemtamab-pembrolizumab-interim-data-demonstrates 💀 Graveyard: (Source: 4.1) OpcemISA ASCO 2024 Abstract #6003 → https://ascopubs.org/doi/10.1200/JCO.2024.42.16_suppl.6003 (Source: 4.5) ADXS11-001 (axalimogene filolisbac) → https://clinicaltrials.gov/study/NCT02291055 (Source: 4.9) Genocea Ch.11 liquidation 2022-2023 → https://www.biospace.com/with-no-hope-for-its-clinical-programs-genocea-plans-to-shutter-its-doors (Source: 4.10) KESTREL (durvalumab) Ann Oncol 2022 → https://www.annalsofoncology.org/article/S0923-7534(22)04778-0/fulltext (Source: 4.11) ISA101+nivolumab, updated JITC 2022 → https://pubmed.ncbi.nlm.nih.gov/35193933/
- ·18 t sittenIs something going to happen soon?
- ·1 päivä sittenNext presentation: C-03 interim data (ICHNO Q1 26 + additional conference Q2 26). As a private investor without medical training, I am not very impressed with Nykode's presentations. I would wish for a one-pager that clearly shows where they are on the path towards healing specific diseases and potential revenues, alternatively on the path towards failure.
- ·11.3.I see that blocks of 25 and 50 thousand are being "dumped" both yesterday and today. Is it manipulation or is it a larger position that is to be realized?·12.3.Many betting on oil stocks, and an oil price of 200 dollars.
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