2025 Q4 -tulosraportti
11 päivää sitten
‧36 min
1,00 NOK/osake
Viimeisin osinko
29,94%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 836 | - | - | ||
| 399 | - | - | ||
| 2 570 | - | - | ||
| 2 570 | - | - | ||
| 1 145 | - | - |
Ylin
3,48VWAP
Alin
3,02VaihtoMäärä
5,9 1 868 743
VWAP
Ylin
3,48Alin
3,02VaihtoMäärä
5,9 1 868 743
Välittäjätilasto
Dataa ei löytynyt
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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·9 t sitten · MuokattuNYKODE 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.
·1 päivä sittenI'm buying. Someone is running a horror show.·1 päivä sittenI almost think it's a brokerage firm that has an agenda …… Maybe I'm over-analyzing. Just a bit of a market maker feeling before a bid. Seen it before, so to speak.
·1 päivä sittenWhat's happening?
·2 päivää sittenIf phase-2 or early phase-3 data are strong, a large pharmaceutical company often buys the technology. Any thoughts on that here? It's annoying to invest in a journey one can believe in, only for it to abruptly stop with a typical acquisition. Regards from someone who eventually hopes to be part of the whole journey.
·2 päivää sittenPersonally, I operate with a three-digit number at acquisition. Then what happens, happens. Today's trading indicates that some do not believe the same as me.- ·2 päivää sitten🧪 Breakthrough in Boston: ASIT Summit (March 3, 2026) Nykode has now delivered what is called "Preclinical Proof of Concept" (PoC) for its tolerance platform. While the cancer vaccine teaches the body to attack, this technology teaches the immune system to calm down (tolerate). • Breakthrough in Vitiligo: New data shows a significant reduction in CD8+ T-cells in the skin. In Vitiligo, it is precisely these cells that mistakenly attack the pigment cells. This proves for the first time that the platform works on autoimmune skin conditions. [Source: Nykode Press Release, 03.03.2026] • Regulatory T-cells (Tregs): The presentation documented that Nykode's targeting of APC receptors creates Tregs. These are the body's "peacekeepers" that switch off inflammation without otherwise weakening the immune system. This is the "holy grail" in autoimmunity. [Source: Nykode Press Release, 03.03.2026] • Effect after disease onset: In models for Multiple Sclerosis (EAE), the treatment reduced auto-antibodies even when administered after symptoms had appeared – a critical proof for clinical use in humans. [Source: Nykode Q4 report p. 21, 25.02.2026] 💰 Market Potential and Valuation Many underestimate the value of early-stage data, but in the field of immune tolerance, large pharmaceutical companies (Big Pharma) often pay billions to secure the technology before it reaches human studies. • Vitiligo Market: Globally, the market for Vitiligo treatment is estimated at approximately 1.7 billion dollars in 2026, with an expected growth to over 2.2 billion dollars by 2031. Biological therapies are growing fastest at over 15% annually. [Source: Mordor Intelligence / Business Research Company, Feb 2026] • Comparable deals: * Sonoma Biotherapeutics: Received 75 million dollars upfront (approx. 800 million NOK) from Regeneron for a similar Treg platform. [Source: Regeneron/Sonoma PR, 11.01.2023] • Anokion: Eli Lilly has invested over 100 million dollars in a platform with the same mechanism as Nykode's ASIT. [Source: Eli Lilly Partnership Update, 2024] 📈 Updated Scenarios (Bear, Base, Bull) At today's share price of 3.53 kr, the technology is valued at only approx. 70 øre above the company's pure liquidation value (cash + tax claim). 1. BEAR CASE: "Oncology disappointment" If the detailed data in Seville (March 20) shows that the cancer response is not durable. • Price target: 2.50 – 2.80 kr. • Assessment: The floor in the stock has now been significantly raised because the ASIT platform functions as a validated «Asset B». The downside is practically covered by cash (1.84 kr) and the tax claim (1.00 kr). [Source: Cash calculation based on Q4 report p. 5, 25.02.2026] 2. BASE CASE: "Normalization" If the cancer data on March 20 confirms 38.5% response with stable duration. • Price target: 6.50 – 8.50 kr. • Assessment: The market is starting to price Nykode as a platform company with two legs. The risk is no longer binary, and the valuation will approach historical multiples for phase 2 companies. 3. BULL CASE: "The Big Exit" If the Seville data shows deep, durable responses (TCR proof) while ASIT interest increases. • Price target: 16.00 – 22.00 kr. • Assessment: This scenario prices in a value equivalent to Merck's acquisition of EyeBio ($1.3 billion upfront). With such a valuation, both a global cancer vaccine and a leading tolerance platform are reflected. [Source: Merck/EyeBio Comparison, May 2024] ℹ️ Important information for investors For supplementary information and the actual scientific slides from the Boston presentation, follow "Scientific Publications" on Nykode's investor pages in the coming days. Disclaimer: I own shares in Nykode Therapeutics myself. This analysis is based on publicly available information and represents my own assessments. Investments in biotechnology involve very high risk, and there is no guarantee of positive returns or profit. You should always conduct your own thorough analysis before investing. 📚 Sources and URL References • Nykode Q4 2025 Financial Report (25.02.2026): Figures for cash balance (60.3 million USD) and guidance for the tax case (1H 2026). • URL: https://nykode.com/investors/financial-reports/ • Nykode Press Release - ASIT Summit Boston (03.03.2026): Details on Vitiligo data, Tregs and CD8+ reduction. • URL: https://nykode.com/media/news-and-announcements/ • Vitiligo Treatment Market Forecast (February 2026): Market size of 1.69 billion USD. • URL: https://www.mordorintelligence.com/industry-reports/vitiligo-treatment-market • Regeneron & Sonoma Biotherapeutics Partnership (11.01.2023): Upfront value of 75 million USD for Treg platform. • URL: https://investor.regeneron.com/news-releases/news-release-details/regeneron-and-sonoma-biotherapeutics-announce-collaboration/ • Eli Lilly & Anokion Partnership Update (2024/2025): Investment levels in antigen-specific tolerance. • URL: https://investor.lilly.com/news-releases/ Do you have more to add? It's good to present all data for a thorough analysis. 🧐
2 päivää sitten · Muokattu2 päivää sitten · MuokattuSels, your posts are great, they are grounded and relevant. Keep up the good work! People who criticise generative ai possibly still treat it as a search engine. Careful using deep search too often. There’s a fair use policy around it, I have a friend who got barred from using it for several 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.
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2025 Q4 -tulosraportti
11 päivää sitten
‧36 min
1,00 NOK/osake
Viimeisin osinko
29,94%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
- ·9 t sitten · MuokattuNYKODE 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.
- ·1 päivä sittenI'm buying. Someone is running a horror show.·1 päivä sittenI almost think it's a brokerage firm that has an agenda …… Maybe I'm over-analyzing. Just a bit of a market maker feeling before a bid. Seen it before, so to speak.
- ·1 päivä sittenWhat's happening?
- ·2 päivää sittenIf phase-2 or early phase-3 data are strong, a large pharmaceutical company often buys the technology. Any thoughts on that here? It's annoying to invest in a journey one can believe in, only for it to abruptly stop with a typical acquisition. Regards from someone who eventually hopes to be part of the whole journey.·2 päivää sittenPersonally, I operate with a three-digit number at acquisition. Then what happens, happens. Today's trading indicates that some do not believe the same as me.
- ·2 päivää sitten🧪 Breakthrough in Boston: ASIT Summit (March 3, 2026) Nykode has now delivered what is called "Preclinical Proof of Concept" (PoC) for its tolerance platform. While the cancer vaccine teaches the body to attack, this technology teaches the immune system to calm down (tolerate). • Breakthrough in Vitiligo: New data shows a significant reduction in CD8+ T-cells in the skin. In Vitiligo, it is precisely these cells that mistakenly attack the pigment cells. This proves for the first time that the platform works on autoimmune skin conditions. [Source: Nykode Press Release, 03.03.2026] • Regulatory T-cells (Tregs): The presentation documented that Nykode's targeting of APC receptors creates Tregs. These are the body's "peacekeepers" that switch off inflammation without otherwise weakening the immune system. This is the "holy grail" in autoimmunity. [Source: Nykode Press Release, 03.03.2026] • Effect after disease onset: In models for Multiple Sclerosis (EAE), the treatment reduced auto-antibodies even when administered after symptoms had appeared – a critical proof for clinical use in humans. [Source: Nykode Q4 report p. 21, 25.02.2026] 💰 Market Potential and Valuation Many underestimate the value of early-stage data, but in the field of immune tolerance, large pharmaceutical companies (Big Pharma) often pay billions to secure the technology before it reaches human studies. • Vitiligo Market: Globally, the market for Vitiligo treatment is estimated at approximately 1.7 billion dollars in 2026, with an expected growth to over 2.2 billion dollars by 2031. Biological therapies are growing fastest at over 15% annually. [Source: Mordor Intelligence / Business Research Company, Feb 2026] • Comparable deals: * Sonoma Biotherapeutics: Received 75 million dollars upfront (approx. 800 million NOK) from Regeneron for a similar Treg platform. [Source: Regeneron/Sonoma PR, 11.01.2023] • Anokion: Eli Lilly has invested over 100 million dollars in a platform with the same mechanism as Nykode's ASIT. [Source: Eli Lilly Partnership Update, 2024] 📈 Updated Scenarios (Bear, Base, Bull) At today's share price of 3.53 kr, the technology is valued at only approx. 70 øre above the company's pure liquidation value (cash + tax claim). 1. BEAR CASE: "Oncology disappointment" If the detailed data in Seville (March 20) shows that the cancer response is not durable. • Price target: 2.50 – 2.80 kr. • Assessment: The floor in the stock has now been significantly raised because the ASIT platform functions as a validated «Asset B». The downside is practically covered by cash (1.84 kr) and the tax claim (1.00 kr). [Source: Cash calculation based on Q4 report p. 5, 25.02.2026] 2. BASE CASE: "Normalization" If the cancer data on March 20 confirms 38.5% response with stable duration. • Price target: 6.50 – 8.50 kr. • Assessment: The market is starting to price Nykode as a platform company with two legs. The risk is no longer binary, and the valuation will approach historical multiples for phase 2 companies. 3. BULL CASE: "The Big Exit" If the Seville data shows deep, durable responses (TCR proof) while ASIT interest increases. • Price target: 16.00 – 22.00 kr. • Assessment: This scenario prices in a value equivalent to Merck's acquisition of EyeBio ($1.3 billion upfront). With such a valuation, both a global cancer vaccine and a leading tolerance platform are reflected. [Source: Merck/EyeBio Comparison, May 2024] ℹ️ Important information for investors For supplementary information and the actual scientific slides from the Boston presentation, follow "Scientific Publications" on Nykode's investor pages in the coming days. Disclaimer: I own shares in Nykode Therapeutics myself. This analysis is based on publicly available information and represents my own assessments. Investments in biotechnology involve very high risk, and there is no guarantee of positive returns or profit. You should always conduct your own thorough analysis before investing. 📚 Sources and URL References • Nykode Q4 2025 Financial Report (25.02.2026): Figures for cash balance (60.3 million USD) and guidance for the tax case (1H 2026). • URL: https://nykode.com/investors/financial-reports/ • Nykode Press Release - ASIT Summit Boston (03.03.2026): Details on Vitiligo data, Tregs and CD8+ reduction. • URL: https://nykode.com/media/news-and-announcements/ • Vitiligo Treatment Market Forecast (February 2026): Market size of 1.69 billion USD. • URL: https://www.mordorintelligence.com/industry-reports/vitiligo-treatment-market • Regeneron & Sonoma Biotherapeutics Partnership (11.01.2023): Upfront value of 75 million USD for Treg platform. • URL: https://investor.regeneron.com/news-releases/news-release-details/regeneron-and-sonoma-biotherapeutics-announce-collaboration/ • Eli Lilly & Anokion Partnership Update (2024/2025): Investment levels in antigen-specific tolerance. • URL: https://investor.lilly.com/news-releases/ Do you have more to add? It's good to present all data for a thorough analysis. 🧐2 päivää sitten · Muokattu2 päivää sitten · MuokattuSels, your posts are great, they are grounded and relevant. Keep up the good work! People who criticise generative ai possibly still treat it as a search engine. Careful using deep search too often. There’s a fair use policy around it, I have a friend who got barred from using it for several 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.
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Oslo Børs
Määrä
Osto
-
Myynti
Määrä
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 836 | - | - | ||
| 399 | - | - | ||
| 2 570 | - | - | ||
| 2 570 | - | - | ||
| 1 145 | - | - |
Ylin
3,48VWAP
Alin
3,02VaihtoMäärä
5,9 1 868 743
VWAP
Ylin
3,48Alin
3,02VaihtoMäärä
5,9 1 868 743
Välittäjätilasto
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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
11 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 |
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- ·9 t sitten · MuokattuNYKODE 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.
- ·1 päivä sittenI'm buying. Someone is running a horror show.·1 päivä sittenI almost think it's a brokerage firm that has an agenda …… Maybe I'm over-analyzing. Just a bit of a market maker feeling before a bid. Seen it before, so to speak.
- ·1 päivä sittenWhat's happening?
- ·2 päivää sittenIf phase-2 or early phase-3 data are strong, a large pharmaceutical company often buys the technology. Any thoughts on that here? It's annoying to invest in a journey one can believe in, only for it to abruptly stop with a typical acquisition. Regards from someone who eventually hopes to be part of the whole journey.·2 päivää sittenPersonally, I operate with a three-digit number at acquisition. Then what happens, happens. Today's trading indicates that some do not believe the same as me.
- ·2 päivää sitten🧪 Breakthrough in Boston: ASIT Summit (March 3, 2026) Nykode has now delivered what is called "Preclinical Proof of Concept" (PoC) for its tolerance platform. While the cancer vaccine teaches the body to attack, this technology teaches the immune system to calm down (tolerate). • Breakthrough in Vitiligo: New data shows a significant reduction in CD8+ T-cells in the skin. In Vitiligo, it is precisely these cells that mistakenly attack the pigment cells. This proves for the first time that the platform works on autoimmune skin conditions. [Source: Nykode Press Release, 03.03.2026] • Regulatory T-cells (Tregs): The presentation documented that Nykode's targeting of APC receptors creates Tregs. These are the body's "peacekeepers" that switch off inflammation without otherwise weakening the immune system. This is the "holy grail" in autoimmunity. [Source: Nykode Press Release, 03.03.2026] • Effect after disease onset: In models for Multiple Sclerosis (EAE), the treatment reduced auto-antibodies even when administered after symptoms had appeared – a critical proof for clinical use in humans. [Source: Nykode Q4 report p. 21, 25.02.2026] 💰 Market Potential and Valuation Many underestimate the value of early-stage data, but in the field of immune tolerance, large pharmaceutical companies (Big Pharma) often pay billions to secure the technology before it reaches human studies. • Vitiligo Market: Globally, the market for Vitiligo treatment is estimated at approximately 1.7 billion dollars in 2026, with an expected growth to over 2.2 billion dollars by 2031. Biological therapies are growing fastest at over 15% annually. [Source: Mordor Intelligence / Business Research Company, Feb 2026] • Comparable deals: * Sonoma Biotherapeutics: Received 75 million dollars upfront (approx. 800 million NOK) from Regeneron for a similar Treg platform. [Source: Regeneron/Sonoma PR, 11.01.2023] • Anokion: Eli Lilly has invested over 100 million dollars in a platform with the same mechanism as Nykode's ASIT. [Source: Eli Lilly Partnership Update, 2024] 📈 Updated Scenarios (Bear, Base, Bull) At today's share price of 3.53 kr, the technology is valued at only approx. 70 øre above the company's pure liquidation value (cash + tax claim). 1. BEAR CASE: "Oncology disappointment" If the detailed data in Seville (March 20) shows that the cancer response is not durable. • Price target: 2.50 – 2.80 kr. • Assessment: The floor in the stock has now been significantly raised because the ASIT platform functions as a validated «Asset B». The downside is practically covered by cash (1.84 kr) and the tax claim (1.00 kr). [Source: Cash calculation based on Q4 report p. 5, 25.02.2026] 2. BASE CASE: "Normalization" If the cancer data on March 20 confirms 38.5% response with stable duration. • Price target: 6.50 – 8.50 kr. • Assessment: The market is starting to price Nykode as a platform company with two legs. The risk is no longer binary, and the valuation will approach historical multiples for phase 2 companies. 3. BULL CASE: "The Big Exit" If the Seville data shows deep, durable responses (TCR proof) while ASIT interest increases. • Price target: 16.00 – 22.00 kr. • Assessment: This scenario prices in a value equivalent to Merck's acquisition of EyeBio ($1.3 billion upfront). With such a valuation, both a global cancer vaccine and a leading tolerance platform are reflected. [Source: Merck/EyeBio Comparison, May 2024] ℹ️ Important information for investors For supplementary information and the actual scientific slides from the Boston presentation, follow "Scientific Publications" on Nykode's investor pages in the coming days. Disclaimer: I own shares in Nykode Therapeutics myself. This analysis is based on publicly available information and represents my own assessments. Investments in biotechnology involve very high risk, and there is no guarantee of positive returns or profit. You should always conduct your own thorough analysis before investing. 📚 Sources and URL References • Nykode Q4 2025 Financial Report (25.02.2026): Figures for cash balance (60.3 million USD) and guidance for the tax case (1H 2026). • URL: https://nykode.com/investors/financial-reports/ • Nykode Press Release - ASIT Summit Boston (03.03.2026): Details on Vitiligo data, Tregs and CD8+ reduction. • URL: https://nykode.com/media/news-and-announcements/ • Vitiligo Treatment Market Forecast (February 2026): Market size of 1.69 billion USD. • URL: https://www.mordorintelligence.com/industry-reports/vitiligo-treatment-market • Regeneron & Sonoma Biotherapeutics Partnership (11.01.2023): Upfront value of 75 million USD for Treg platform. • URL: https://investor.regeneron.com/news-releases/news-release-details/regeneron-and-sonoma-biotherapeutics-announce-collaboration/ • Eli Lilly & Anokion Partnership Update (2024/2025): Investment levels in antigen-specific tolerance. • URL: https://investor.lilly.com/news-releases/ Do you have more to add? It's good to present all data for a thorough analysis. 🧐2 päivää sitten · Muokattu2 päivää sitten · MuokattuSels, your posts are great, they are grounded and relevant. Keep up the good work! People who criticise generative ai possibly still treat it as a search engine. Careful using deep search too often. There’s a fair use policy around it, I have a friend who got barred from using it for several weeks.
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