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

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2026 Q1 -tulosraportti 27.5.

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2025 Q4 -tulosraportti 25.2.
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Sels
9 t sitten
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Sels
9 t sitten
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UPDATE MARCH 10: DNB CARNEGIE CONFERENCE Nykode presented today in Stockholm. Two adjustments to the main analysis ahead of ICHNO March 20: 1. SoC reference: The company uses 16% as the pembrolizumab benchmark in this presentation (vs. 19% from KEYNOTE-048 total population). Both numbers have been available all along — 16% is the subset analysis, 19% is the total population. That the company chooses 16% in an IR context is standard marketing. The added value looks better against 16% (Δ103%), but the statistical margin of error on N=13 is unchanged regardless of reference. 2. C-03 data will also come at a conference in Q2 2026. It somewhat dampens the binary nature around March 20 — but probably less than one would think. The market prices the first public oral presentation hardest, and ICHNO is it. More mature DOR data will likely come in Q2. The main thesis and cash floor in the original analysis remain untouched. (Self-assessment) Source: Nykode DNB Carnegie presentation (March 10, 2026): https://nykode.com/wp-content/uploads/2026/03/260310-Nykode-presentation_DNB-Carnegie-Conference.pdf
Sels
8 t sitten · Muokattu
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Sels
8 t sitten · Muokattu
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Correction: I mixed up two different reference figures from the presentation. 16% applies to C-02 (cervical cancer + atezolizumab), not C-03. For C-03 (HNSCC + pembrolizumab), the correct SoC reference is 19% from KEYNOTE-048. Sorry for the noise
omvo
1 päivä sitten
omvo
1 päivä sitten
https://newsweb.oslobors.no/message/667783
EriHof
2 t sitten
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EriHof
2 t sitten
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Was there foot-stomping applause and a standing ovation after the presentation ended?
Sels
3 päivää sitten · Muokattu
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Sels
3 päivää sitten · Muokattu
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NYKODE THERAPEUTICS — ICHNO MARCH 20: DATA ANALYSIS C-01, C-02, C-03 ⚠️ For informational purposes only. Not investment advice. High risk of loss of invested capital. 🔬 WHAT DO WE KNOW BEFORE MARCH 20? Press release February 24: ORR 38,5% (N=13), all doses tolerated, durable HPV16-specific T-cell responses confirmed by TCR sequencing. [C-03 stock exchange announcement Feb 24 2026] Important distinction: the press release confirms durable immune responses in blood — not durable clinical responses. Durability data (DOR, PFS) March 20 will decide the latter. ORR is already priced in — durability data is the real binary factor. (Self-assessment) 📊 CLINICAL HISTORY VB-C-01 — CIN 2/3, monotherapy, N=34: Statistically significant correlation between immune responses and clinical responses. Effect signal without checkpoint inhibitor. [Clin Cancer Res/AACR Nov 2022] VB-C-02 — HPV16+ cervical cancer + atezolizumab, N=47: Total: ORR 19,1%, DOR not reached, mOS 21,3 months. PD-L1-pos subgroup (N=24): mOS not reached at >25 months. PD-L1-pos 1st line: ORR 40%, mPFS 16,9 months, mOS not reached. SoC typical mOS 10-12 months. [PubMed Jan 2025 | BioSpace April 2023 | GlobeNewswire March 2024] VB-C-03 — 1st line HPV16+ HNSCC + pembrolizumab, N=13: ORR 38,5% vs. SoC 19% (pembro monotherapy, KEYNOTE-048). CI 95% ~14–68% — lower bound worse than SoC. T-cell responses confirmed by TCR sequencing. [C-03 stock exchange announcement Feb 24 2026] 🧬 TME AND COMPETITIVE LANDSCAPE HPV+ HNSCC has higher TIL infiltration and a more immunogenic microenvironment than HPV-negative HNSCC. [MDPI Viruses May 2023] TME uncertainty is nevertheless real: T-cells in the blood are not the same as tumor tissue penetration. Competitive landscape: BioNTech's BNT113 + pembrolizumab tests the same HPV16 E6/E7 antigens in HNSCC. Abi-suva's differentiation rests on APC targeting and clinical history from C-01/C-02. (Self-assessment) 🐻 BEAR — 20% | Price reaction: −10 to −30% DOR under 3 months, PFS no better than SoC. Immune response in blood is not reflected in clinical durability. Response driven by outliers in N=13. Two-part fundamental floor [Q4 2025]: — Cash balance: ~NOK 1,77/share (USD 60,3M). — Contingent tax claim: ~NOK 0,94–1,00/share (NOK 325M) upon victory in 1H 2026. If the tax case is lost, the floor falls to NOK 1,77. Counter-argument: the market may already be discounting the tax claim as lost — then the technology is priced at ~NOK 1,39/share at a price of 3,17. (Self-assessment) 📊 BASE — 50% | Price reaction: +10 to +30% | Price: NOK 3,5–4,1 DOR 4-8 months, PFS better than SoC. Immune correlation consistent with C-01/C-02. Dose-response supports Abili-T. ABG/DNB raises price target from NOK 4,50. 2027-interim is the real test. (Self-assessment) 🐂 BULL — 30% | Price reaction: +30 to +80% | Price: NOK 4,1–5,7 DOR not reached or >6 months. PFS clearly better than SoC. At least one CR. Strong immune correlation confirmed in tumor tissue. 9 mg optimal. Analysts upgrade. C-02 profile plausible in HPV+ HNSCC. (Self-assessment) 💡 CONCLUSION Bear 20% / Base 50% / Bull 30% after several rounds of red-teaming with Claude, Gemini, ChatGTP and Grok. The downside has a two-part fundamental floor. The upside is defended by consistent immune correlation across three studies. Key risks: statistical fragility in N=13, the distinction between immune response and clinical response durability, TME penetration in HNSCC, and competition from BNT113. (Self-assessment) 📚 SOURCES C-03 stock exchange announcement (Feb 24 2026): https://www.nordnet.no/market/news/3a3d3bb0-13e1-4e40-be51-e5d4dfffbc79 C-01 — Clin Cancer Res/AACR (Nov 2022): https://aacrjournals.org/clincancerres/article/28/22/4885/710468/ C-02 — JITC/PubMed (Jan 2025): https://pubmed.ncbi.nlm.nih.gov/39773564/ C-02 results — BioSpace (April 2023): https://www.biospace.com/nykode-therapeutics-announces-positive-final-results-from-its-phase-2-trial-of-vb10-16-in-combination-with-pd-l1-inhibitor-atezolizumab-in-advanced-cervical-cancer C-02 survival — GlobeNewswire (March 2024): https://www.globenewswire.com/news-release/2024/03/21/2849909/0/en/nykode-therapeutics-announces-topline-conclusions-affirming-prolonged-clinical-benefits-from-matured-survival-data-in-phase-2-c-02-trial-in-advanced-cervical-cancer.html TME HPV+ HNSCC — MDPI Viruses (May 2023): https://www.mdpi.com/1999-4915/15/6/1296 Q4 2025 (MFN): https://storage.mfn.se/c/aHR0cHM6Ly9hcGkzLm9zbG8ub3Nsb2JvcnMubm8vdjEvbmV3c3JlYWRlci9hdHRhY2htZW50P21lc3NhZ2VJZD02NjY2NDImYXR0YWNobWVudElkPTMxOTcwMw/260225-nykode-quarterly-report-q4-2025.pdf Exchange rate — Norges Bank: https://www.norges-bank.no/tema/Statistikk/Valutakurser/ Nordnet: https://www.nordnet.no/aksjer/kurser/nykode-therapeutics-nykd-xosl Self-assessment = analytical interpretations, not factual claims. Not investment advice.
Bamsefarilia
1 päivä sitten
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Bamsefarilia
1 päivä sitten
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In my opinion, the value in a bull-case is set far too low. I consider a two-digit number far more likely. But that's just my opinion, of course. Time will tell, in about 9 trading days.
Bamsefarilia
1 päivä sitten
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Bamsefarilia
1 päivä sitten
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More data March 20.
Gordon Gekko5
2 päivää sitten
Gordon Gekko5
2 päivää sitten
Tämä julkaisu on poistettu.
Gordon Gekko5
1 päivä sitten
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Gordon Gekko5
1 päivä sitten
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It's just like that with all things.
bi-lind
6.3.
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bi-lind
6.3.
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What's happening?
Bamsefarilia
6.3.
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Bamsefarilia
6.3.
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Sector rotation towards oil and gas

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