2025 Q3 -tulosraportti
82 päivää sitten
‧39 min
1,00 NOK/osake
Viimeisin osinko
25,75%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
7 432
Myynti
Määrä
5 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 192 | - | - | ||
| 434 | - | - | ||
| 2 000 | - | - | ||
| 1 143 | - | - | ||
| 1 258 | - | - |
Ylin
3,884VWAP
Alin
3,7VaihtoMäärä
4,3 1 144 867
VWAP
Ylin
3,884Alin
3,7VaihtoMäärä
4,3 1 144 867
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 25.2. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 27.11.2024 |
Asiakkaat katsoivat myös
Shareville
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Kirjaudu
·1 päivä sittenTitle: Before 19.02: Why "Short-exit", Google-AI and competitors actually strengthen the case After the technical strength in recent days, I have delved deeper into the fundamental drivers before the numbers next week. Many discussions get stuck on "old truths" about competitors and patents. Here are 4 points that show why Nykode stands stronger than the market believes: 1. The AI paradox: "The Letter vs. The Delivery Van" (Google is a friend, not an enemy) The fear that AI (DeepMind/Isomorphic) makes biotech redundant has been turned on its head. • AI solves "discovery": AI can quickly write the perfect "letter" (find the antigen/code). This means that the content of vaccines will soon become a commodity. • Value shifts to "delivery": The problem is no longer finding the code, but getting the immune system to read it. Nykode owns the "delivery van" that delivers the letter directly to the immune system's generals (APC). • Conclusion: The better AI becomes at finding new cancer codes, the more valuable Nykode's platform becomes – because someone has to transport these new inventions safely into the body without them ending up in the liver. 2. The Competitor Trap: Why they can't "just copy" Why do competitors like Inovio use electricity/electroporation (painful and expensive), while Nykode uses PharmaJet (compressed air/painless)? • "Lazy" vs. "Smart" DNA: Competitors' DNA molecules are "dumb". They must be forced into the cells with electricity to work. • Nykode's advantage: The Vaccibody molecule is designed with a homing device that seeks out the immune cells itself. Therefore, they don't need electricity, only a simple injection. • The Trap: Competitors cannot switch to the simple method without making their molecule "smart" (attaching a homing device). If they do, they infringe Nykode's patent. They are locked to the "torture machine", while Nykode has the "VIP ticket". 3. The mRNA ghost (Moderna): Fast hare, but slow tortoise? mRNA (Moderna) are rich and fast, but they struggle with logistics and toxicity. • Freeze vs. Room temp: mRNA must be deep-frozen (-20°/-70°). Nykode is stable at room temperature. In a world with tight healthcare budgets, the simplest logistics win. • Side effects: mRNA vaccines (LNP) are tough on the body with repeated doses (fever/fatigue). Cancer treatment requires dosing over many years. Nykode's side effect profile is much milder, making it superior for chronic treatment. 4. The Patent Paradox and "Equally Effective" It is said that the old patents expire (approx. 2027). This is irrelevant if the data on 19.02 is good. • Nykode is now launching "iPhone 15" (VB-C-03 with new linkers/production). The patent expires on "iPhone 1". Doctors will want the new one that works best. • Bonus: If management is right that the new platform is "equally effective" on cancer (neoantigen) as on viruses (HPV), it's a sensation. It's much harder to get the body to attack itself (cancer) than a foreign virus. "Equally good" here practically means "extremely much better technology". Summary: The downside seems limited (short is gone). The upside is that the market prices Nykode as a failed pharmaceutical company, while they are actually a validated delivery technology company that has solved the problems competitors (mRNA/Inovio) are still struggling with. Please let me know if I have misinterpreted or overlooked anything. What do you others think? Good luck on Wednesday! (Disclaimer: Own shares in Nykode, this is not a buy recommendation)
·13 t sitten · MuokattuSurely this is what is meant: The abstract is expected to be published on February 19, 2026. https://newsweb.oslobors.no/message/662566- ·2 päivää sittenTitle: Hypothesis before Feb 19: The connection between Data Cut-off, Short Covering and “Best-in-Class” potential I have done a deep dive into the timelines for Nykode's upcoming Head/Neck cancer study (VB-C-03), and I see a pattern that the market might be underestimating. Here is my analysis of why the downside seems limited and the upside significant before the numbers on February 19th. “The Smoking Gun”: The timeline reveals the short We know that abstract deadlines for conferences like ICHNO require data to be locked (“Data Cut-off”) typically 2-3 months prior. • Data Cut-off: Probably November/December 2025. Insiders/clinicians then saw the result. • Market reaction: In January 2026, the visible short positions disappeared, and the stock began to climb on volume (from Jan 12). • Conclusion: “Smart Money” and shorters acted after the data was locked internally. That they covered the short is the strongest signal we have that the data is not negative. The math behind “Best in Class” (DNA vs. mRNA) Nykode competes against Keytruda (SoC) and mRNA candidates (BioNTech). • Standard of Care (Keytruda): Median Overall Survival (mOS) of approx. 12-14 months. • Nykode's potential: The study started in autumn 2023. If the first patients lived until the cut-off in December 2025, we are talking about an mOS of 24+ months. • Precedent: In the previous study (cervical), Nykode delivered 24.7 months survival with the same technology. Biologically, there is a high probability that this will be repeated in head/neck. • Upside: If they show >20 months mOS, they beat both Keytruda and mRNA competitors on duration. This is not priced into the 4 kr share price. “The LNP problem” is Nykode's opportunity There is increasing focus on toxicity related to Lipid Nanoparticles (LNP) that mRNA vaccines depend on. • Nykode uses “naked DNA” and jet injection (no LNP). • If Nykode delivers equally good survival data as mRNA, but with a better safety profile (no systemic inflammation), they are an acquisition candidate for Big Pharma who want a “cleaner” alternative to mRNA. The Genentech exit: A blessing in disguise? That Genentech withdrew (due to acquisition of a competitor) means that Nykode now holds 100% of the rights. • Previously, the upside was “capped” by an agreement. • Nykode is now an “Unencumbered Asset”. With good data on February 19th, the way is open for players like Merck or Pfizer to buy the entire company/technology without having to deal with an existing partner. Conclusion: The market is pricing in “good data” (4 kr share price), but I don't think the market has priced in the scenario where Nykode delivers data that defines a new “Gold Standard” (24+ months OS). Risk is always present in biotech, but the Risk/Reward at today's level seems skewed towards the upside given the short covering in January. Disclaimer: I own shares in the company. These are my own observations and not a buy recommendation. Please feel free to provide corrections or other input. I am open to having misunderstood something or misjudged.
·2 päivää sittenThanks for the compliment to us investors: "Smart money". I like what I'm reading. It can be added here that management has agreed to purchase options at a price of 7 kr. These purchase options are worthless today at 4 kr. So one can imagine why management agrees to such a deal? See you at Feinsmecher restaurant in Frogner! I am the one with the top hat and tuxedo, vintage Champagne and cigar, sitting inside the Chambre Separé and enjoying the most expensive items on the menu. 
·2 päivää sittenWhen are the dividend payments? Can't find info..
·1 päivä sittenApologies if my previous post gave the impression that a dividend was imminent. I meant that I received 1kr/share in dividend last May.- ·2 päivää sitten · MuokattuWith GAV at 2,12 and 1kr dividend this is a lovely small position so far :) And yes, I understand I will have to eat these words as well as curse that I didn't take profit now :D
·3 päivää sittenOn 20/1/2026, a report came from Nykode which made the price soar. Then it soared again in February without me knowing the explanation? Articles don't come out that often, so I don't think the price will skyrocket enormously in the short term. Countering that is the fact that the risk in the stock is small as the company has a broad product portfolio. Technically, it has a score of 98 in the short term, which indicates an uptrend for 1-6 weeks.
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 Q3 -tulosraportti
82 päivää sitten
‧39 min
1,00 NOK/osake
Viimeisin osinko
25,75%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
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenTitle: Before 19.02: Why "Short-exit", Google-AI and competitors actually strengthen the case After the technical strength in recent days, I have delved deeper into the fundamental drivers before the numbers next week. Many discussions get stuck on "old truths" about competitors and patents. Here are 4 points that show why Nykode stands stronger than the market believes: 1. The AI paradox: "The Letter vs. The Delivery Van" (Google is a friend, not an enemy) The fear that AI (DeepMind/Isomorphic) makes biotech redundant has been turned on its head. • AI solves "discovery": AI can quickly write the perfect "letter" (find the antigen/code). This means that the content of vaccines will soon become a commodity. • Value shifts to "delivery": The problem is no longer finding the code, but getting the immune system to read it. Nykode owns the "delivery van" that delivers the letter directly to the immune system's generals (APC). • Conclusion: The better AI becomes at finding new cancer codes, the more valuable Nykode's platform becomes – because someone has to transport these new inventions safely into the body without them ending up in the liver. 2. The Competitor Trap: Why they can't "just copy" Why do competitors like Inovio use electricity/electroporation (painful and expensive), while Nykode uses PharmaJet (compressed air/painless)? • "Lazy" vs. "Smart" DNA: Competitors' DNA molecules are "dumb". They must be forced into the cells with electricity to work. • Nykode's advantage: The Vaccibody molecule is designed with a homing device that seeks out the immune cells itself. Therefore, they don't need electricity, only a simple injection. • The Trap: Competitors cannot switch to the simple method without making their molecule "smart" (attaching a homing device). If they do, they infringe Nykode's patent. They are locked to the "torture machine", while Nykode has the "VIP ticket". 3. The mRNA ghost (Moderna): Fast hare, but slow tortoise? mRNA (Moderna) are rich and fast, but they struggle with logistics and toxicity. • Freeze vs. Room temp: mRNA must be deep-frozen (-20°/-70°). Nykode is stable at room temperature. In a world with tight healthcare budgets, the simplest logistics win. • Side effects: mRNA vaccines (LNP) are tough on the body with repeated doses (fever/fatigue). Cancer treatment requires dosing over many years. Nykode's side effect profile is much milder, making it superior for chronic treatment. 4. The Patent Paradox and "Equally Effective" It is said that the old patents expire (approx. 2027). This is irrelevant if the data on 19.02 is good. • Nykode is now launching "iPhone 15" (VB-C-03 with new linkers/production). The patent expires on "iPhone 1". Doctors will want the new one that works best. • Bonus: If management is right that the new platform is "equally effective" on cancer (neoantigen) as on viruses (HPV), it's a sensation. It's much harder to get the body to attack itself (cancer) than a foreign virus. "Equally good" here practically means "extremely much better technology". Summary: The downside seems limited (short is gone). The upside is that the market prices Nykode as a failed pharmaceutical company, while they are actually a validated delivery technology company that has solved the problems competitors (mRNA/Inovio) are still struggling with. Please let me know if I have misinterpreted or overlooked anything. What do you others think? Good luck on Wednesday! (Disclaimer: Own shares in Nykode, this is not a buy recommendation)·13 t sitten · MuokattuSurely this is what is meant: The abstract is expected to be published on February 19, 2026. https://newsweb.oslobors.no/message/662566
- ·2 päivää sittenTitle: Hypothesis before Feb 19: The connection between Data Cut-off, Short Covering and “Best-in-Class” potential I have done a deep dive into the timelines for Nykode's upcoming Head/Neck cancer study (VB-C-03), and I see a pattern that the market might be underestimating. Here is my analysis of why the downside seems limited and the upside significant before the numbers on February 19th. “The Smoking Gun”: The timeline reveals the short We know that abstract deadlines for conferences like ICHNO require data to be locked (“Data Cut-off”) typically 2-3 months prior. • Data Cut-off: Probably November/December 2025. Insiders/clinicians then saw the result. • Market reaction: In January 2026, the visible short positions disappeared, and the stock began to climb on volume (from Jan 12). • Conclusion: “Smart Money” and shorters acted after the data was locked internally. That they covered the short is the strongest signal we have that the data is not negative. The math behind “Best in Class” (DNA vs. mRNA) Nykode competes against Keytruda (SoC) and mRNA candidates (BioNTech). • Standard of Care (Keytruda): Median Overall Survival (mOS) of approx. 12-14 months. • Nykode's potential: The study started in autumn 2023. If the first patients lived until the cut-off in December 2025, we are talking about an mOS of 24+ months. • Precedent: In the previous study (cervical), Nykode delivered 24.7 months survival with the same technology. Biologically, there is a high probability that this will be repeated in head/neck. • Upside: If they show >20 months mOS, they beat both Keytruda and mRNA competitors on duration. This is not priced into the 4 kr share price. “The LNP problem” is Nykode's opportunity There is increasing focus on toxicity related to Lipid Nanoparticles (LNP) that mRNA vaccines depend on. • Nykode uses “naked DNA” and jet injection (no LNP). • If Nykode delivers equally good survival data as mRNA, but with a better safety profile (no systemic inflammation), they are an acquisition candidate for Big Pharma who want a “cleaner” alternative to mRNA. The Genentech exit: A blessing in disguise? That Genentech withdrew (due to acquisition of a competitor) means that Nykode now holds 100% of the rights. • Previously, the upside was “capped” by an agreement. • Nykode is now an “Unencumbered Asset”. With good data on February 19th, the way is open for players like Merck or Pfizer to buy the entire company/technology without having to deal with an existing partner. Conclusion: The market is pricing in “good data” (4 kr share price), but I don't think the market has priced in the scenario where Nykode delivers data that defines a new “Gold Standard” (24+ months OS). Risk is always present in biotech, but the Risk/Reward at today's level seems skewed towards the upside given the short covering in January. Disclaimer: I own shares in the company. These are my own observations and not a buy recommendation. Please feel free to provide corrections or other input. I am open to having misunderstood something or misjudged.·2 päivää sittenThanks for the compliment to us investors: "Smart money". I like what I'm reading. It can be added here that management has agreed to purchase options at a price of 7 kr. These purchase options are worthless today at 4 kr. So one can imagine why management agrees to such a deal? See you at Feinsmecher restaurant in Frogner! I am the one with the top hat and tuxedo, vintage Champagne and cigar, sitting inside the Chambre Separé and enjoying the most expensive items on the menu.
- ·2 päivää sittenWhen are the dividend payments? Can't find info..·1 päivä sittenApologies if my previous post gave the impression that a dividend was imminent. I meant that I received 1kr/share in dividend last May.
- ·2 päivää sitten · MuokattuWith GAV at 2,12 and 1kr dividend this is a lovely small position so far :) And yes, I understand I will have to eat these words as well as curse that I didn't take profit now :D
- ·3 päivää sittenOn 20/1/2026, a report came from Nykode which made the price soar. Then it soared again in February without me knowing the explanation? Articles don't come out that often, so I don't think the price will skyrocket enormously in the short term. Countering that is the fact that the risk in the stock is small as the company has a broad product portfolio. Technically, it has a score of 98 in the short term, which indicates an uptrend for 1-6 weeks.
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
7 432
Myynti
Määrä
5 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 192 | - | - | ||
| 434 | - | - | ||
| 2 000 | - | - | ||
| 1 143 | - | - | ||
| 1 258 | - | - |
Ylin
3,884VWAP
Alin
3,7VaihtoMäärä
4,3 1 144 867
VWAP
Ylin
3,884Alin
3,7VaihtoMäärä
4,3 1 144 867
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 25.2. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 27.11.2024 |
2025 Q3 -tulosraportti
82 päivää sitten
‧39 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 | |
|---|---|
2025 Q4 -tulosraportti 25.2. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 27.11.2024 |
1,00 NOK/osake
Viimeisin osinko
25,75%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenTitle: Before 19.02: Why "Short-exit", Google-AI and competitors actually strengthen the case After the technical strength in recent days, I have delved deeper into the fundamental drivers before the numbers next week. Many discussions get stuck on "old truths" about competitors and patents. Here are 4 points that show why Nykode stands stronger than the market believes: 1. The AI paradox: "The Letter vs. The Delivery Van" (Google is a friend, not an enemy) The fear that AI (DeepMind/Isomorphic) makes biotech redundant has been turned on its head. • AI solves "discovery": AI can quickly write the perfect "letter" (find the antigen/code). This means that the content of vaccines will soon become a commodity. • Value shifts to "delivery": The problem is no longer finding the code, but getting the immune system to read it. Nykode owns the "delivery van" that delivers the letter directly to the immune system's generals (APC). • Conclusion: The better AI becomes at finding new cancer codes, the more valuable Nykode's platform becomes – because someone has to transport these new inventions safely into the body without them ending up in the liver. 2. The Competitor Trap: Why they can't "just copy" Why do competitors like Inovio use electricity/electroporation (painful and expensive), while Nykode uses PharmaJet (compressed air/painless)? • "Lazy" vs. "Smart" DNA: Competitors' DNA molecules are "dumb". They must be forced into the cells with electricity to work. • Nykode's advantage: The Vaccibody molecule is designed with a homing device that seeks out the immune cells itself. Therefore, they don't need electricity, only a simple injection. • The Trap: Competitors cannot switch to the simple method without making their molecule "smart" (attaching a homing device). If they do, they infringe Nykode's patent. They are locked to the "torture machine", while Nykode has the "VIP ticket". 3. The mRNA ghost (Moderna): Fast hare, but slow tortoise? mRNA (Moderna) are rich and fast, but they struggle with logistics and toxicity. • Freeze vs. Room temp: mRNA must be deep-frozen (-20°/-70°). Nykode is stable at room temperature. In a world with tight healthcare budgets, the simplest logistics win. • Side effects: mRNA vaccines (LNP) are tough on the body with repeated doses (fever/fatigue). Cancer treatment requires dosing over many years. Nykode's side effect profile is much milder, making it superior for chronic treatment. 4. The Patent Paradox and "Equally Effective" It is said that the old patents expire (approx. 2027). This is irrelevant if the data on 19.02 is good. • Nykode is now launching "iPhone 15" (VB-C-03 with new linkers/production). The patent expires on "iPhone 1". Doctors will want the new one that works best. • Bonus: If management is right that the new platform is "equally effective" on cancer (neoantigen) as on viruses (HPV), it's a sensation. It's much harder to get the body to attack itself (cancer) than a foreign virus. "Equally good" here practically means "extremely much better technology". Summary: The downside seems limited (short is gone). The upside is that the market prices Nykode as a failed pharmaceutical company, while they are actually a validated delivery technology company that has solved the problems competitors (mRNA/Inovio) are still struggling with. Please let me know if I have misinterpreted or overlooked anything. What do you others think? Good luck on Wednesday! (Disclaimer: Own shares in Nykode, this is not a buy recommendation)·13 t sitten · MuokattuSurely this is what is meant: The abstract is expected to be published on February 19, 2026. https://newsweb.oslobors.no/message/662566
- ·2 päivää sittenTitle: Hypothesis before Feb 19: The connection between Data Cut-off, Short Covering and “Best-in-Class” potential I have done a deep dive into the timelines for Nykode's upcoming Head/Neck cancer study (VB-C-03), and I see a pattern that the market might be underestimating. Here is my analysis of why the downside seems limited and the upside significant before the numbers on February 19th. “The Smoking Gun”: The timeline reveals the short We know that abstract deadlines for conferences like ICHNO require data to be locked (“Data Cut-off”) typically 2-3 months prior. • Data Cut-off: Probably November/December 2025. Insiders/clinicians then saw the result. • Market reaction: In January 2026, the visible short positions disappeared, and the stock began to climb on volume (from Jan 12). • Conclusion: “Smart Money” and shorters acted after the data was locked internally. That they covered the short is the strongest signal we have that the data is not negative. The math behind “Best in Class” (DNA vs. mRNA) Nykode competes against Keytruda (SoC) and mRNA candidates (BioNTech). • Standard of Care (Keytruda): Median Overall Survival (mOS) of approx. 12-14 months. • Nykode's potential: The study started in autumn 2023. If the first patients lived until the cut-off in December 2025, we are talking about an mOS of 24+ months. • Precedent: In the previous study (cervical), Nykode delivered 24.7 months survival with the same technology. Biologically, there is a high probability that this will be repeated in head/neck. • Upside: If they show >20 months mOS, they beat both Keytruda and mRNA competitors on duration. This is not priced into the 4 kr share price. “The LNP problem” is Nykode's opportunity There is increasing focus on toxicity related to Lipid Nanoparticles (LNP) that mRNA vaccines depend on. • Nykode uses “naked DNA” and jet injection (no LNP). • If Nykode delivers equally good survival data as mRNA, but with a better safety profile (no systemic inflammation), they are an acquisition candidate for Big Pharma who want a “cleaner” alternative to mRNA. The Genentech exit: A blessing in disguise? That Genentech withdrew (due to acquisition of a competitor) means that Nykode now holds 100% of the rights. • Previously, the upside was “capped” by an agreement. • Nykode is now an “Unencumbered Asset”. With good data on February 19th, the way is open for players like Merck or Pfizer to buy the entire company/technology without having to deal with an existing partner. Conclusion: The market is pricing in “good data” (4 kr share price), but I don't think the market has priced in the scenario where Nykode delivers data that defines a new “Gold Standard” (24+ months OS). Risk is always present in biotech, but the Risk/Reward at today's level seems skewed towards the upside given the short covering in January. Disclaimer: I own shares in the company. These are my own observations and not a buy recommendation. Please feel free to provide corrections or other input. I am open to having misunderstood something or misjudged.·2 päivää sittenThanks for the compliment to us investors: "Smart money". I like what I'm reading. It can be added here that management has agreed to purchase options at a price of 7 kr. These purchase options are worthless today at 4 kr. So one can imagine why management agrees to such a deal? See you at Feinsmecher restaurant in Frogner! I am the one with the top hat and tuxedo, vintage Champagne and cigar, sitting inside the Chambre Separé and enjoying the most expensive items on the menu.
- ·2 päivää sittenWhen are the dividend payments? Can't find info..·1 päivä sittenApologies if my previous post gave the impression that a dividend was imminent. I meant that I received 1kr/share in dividend last May.
- ·2 päivää sitten · MuokattuWith GAV at 2,12 and 1kr dividend this is a lovely small position so far :) And yes, I understand I will have to eat these words as well as curse that I didn't take profit now :D
- ·3 päivää sittenOn 20/1/2026, a report came from Nykode which made the price soar. Then it soared again in February without me knowing the explanation? Articles don't come out that often, so I don't think the price will skyrocket enormously in the short term. Countering that is the fact that the risk in the stock is small as the company has a broad product portfolio. Technically, it has a score of 98 in the short term, which indicates an uptrend for 1-6 weeks.
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
7 432
Myynti
Määrä
5 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 192 | - | - | ||
| 434 | - | - | ||
| 2 000 | - | - | ||
| 1 143 | - | - | ||
| 1 258 | - | - |
Ylin
3,884VWAP
Alin
3,7VaihtoMäärä
4,3 1 144 867
VWAP
Ylin
3,884Alin
3,7VaihtoMäärä
4,3 1 144 867
Välittäjätilasto
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