2025 Q3 -tulosraportti
80 päivää sitten
‧39 min
1,00 NOK/osake
Viimeisin osinko
27,53%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
5 000
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 996 | - | - | ||
| 2 427 | - | - | ||
| 1 745 | - | - | ||
| 1 205 | - | - | ||
| 1 300 | - | - |
Ylin
3,94VWAP
Alin
3,59VaihtoMäärä
14,1 3 747 232
VWAP
Ylin
3,94Alin
3,59VaihtoMäärä
14,1 3 747 232
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
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 t 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.
·10 t 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
·14 t 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.
·14 t sittenNow, one shouldn't take stock tips from others, but hearing opinions is always fun. Based on my own analyses, it looks like a stock that can quickly increase quite a lot in a short time. And that it's a good time to buy in now. What do you think? Will it drop below 3kr again, or do you believe it will stay where it is at 3.3+ and keep the price going up?:)
·14 t sittenIt will probably swing back and forth for a while going forward. Success is based on future collaborations and the development of their research and rosiner resultater. What is also positive is that the board has secured options to buy shares at 7nok - and people who hold board positions are well known for feathering their own nest if they get the opportunity... Mao there is at least internal optimism. It's always best to have bought in yesterday, and biotech is difficult to time. It is low now ift potential gain but for me it's worth a shot. I have 2 gav at 1,75 and 2,36 am happy with that, and will gladly buy more around 3 if it happens.
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
80 päivää sitten
‧39 min
1,00 NOK/osake
Viimeisin osinko
27,53%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
- ·2 t 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.
- ·10 t 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
- ·14 t 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.
- ·14 t sittenNow, one shouldn't take stock tips from others, but hearing opinions is always fun. Based on my own analyses, it looks like a stock that can quickly increase quite a lot in a short time. And that it's a good time to buy in now. What do you think? Will it drop below 3kr again, or do you believe it will stay where it is at 3.3+ and keep the price going up?:)·14 t sittenIt will probably swing back and forth for a while going forward. Success is based on future collaborations and the development of their research and rosiner resultater. What is also positive is that the board has secured options to buy shares at 7nok - and people who hold board positions are well known for feathering their own nest if they get the opportunity... Mao there is at least internal optimism. It's always best to have bought in yesterday, and biotech is difficult to time. It is low now ift potential gain but for me it's worth a shot. I have 2 gav at 1,75 and 2,36 am happy with that, and will gladly buy more around 3 if it happens.
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
5 000
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 996 | - | - | ||
| 2 427 | - | - | ||
| 1 745 | - | - | ||
| 1 205 | - | - | ||
| 1 300 | - | - |
Ylin
3,94VWAP
Alin
3,59VaihtoMäärä
14,1 3 747 232
VWAP
Ylin
3,94Alin
3,59VaihtoMäärä
14,1 3 747 232
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
80 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
27,53%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t 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.
- ·10 t 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
- ·14 t 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.
- ·14 t sittenNow, one shouldn't take stock tips from others, but hearing opinions is always fun. Based on my own analyses, it looks like a stock that can quickly increase quite a lot in a short time. And that it's a good time to buy in now. What do you think? Will it drop below 3kr again, or do you believe it will stay where it is at 3.3+ and keep the price going up?:)·14 t sittenIt will probably swing back and forth for a while going forward. Success is based on future collaborations and the development of their research and rosiner resultater. What is also positive is that the board has secured options to buy shares at 7nok - and people who hold board positions are well known for feathering their own nest if they get the opportunity... Mao there is at least internal optimism. It's always best to have bought in yesterday, and biotech is difficult to time. It is low now ift potential gain but for me it's worth a shot. I have 2 gav at 1,75 and 2,36 am happy with that, and will gladly buy more around 3 if it happens.
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
5 000
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 996 | - | - | ||
| 2 427 | - | - | ||
| 1 745 | - | - | ||
| 1 205 | - | - | ||
| 1 300 | - | - |
Ylin
3,94VWAP
Alin
3,59VaihtoMäärä
14,1 3 747 232
VWAP
Ylin
3,94Alin
3,59VaihtoMäärä
14,1 3 747 232
Välittäjätilasto
Dataa ei löytynyt