2026 Q1 -tulosraportti
89 päivää sitten
‧44 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·19 min sittenWhat I find increasingly interesting with VB10.NEO is the whole data/AI aspect. For me, AI in itself is not the main point. Everyone will eventually get access to good AI models. The interesting thing is what data you have to feed them with. Nykode has been working with immunology, APC-targeting, and vaccine design for around 20 years. With VB10.NEO, they analyze the cancer of each individual patient, use NeoSELECT to choose which neoantigens the vaccine should target, produce the vaccine, and can then measure what the immune system actually responded to. This is where it starts to get exciting! Then you essentially get a kind of definitive answer: We thought antigen A, B, and C were good targets. What actually happened in the patient? More patients provide more data. More data can make NeoSELECT better. Better NeoSELECT can lead to better antigen selection. New patients, in turn, provide even more data. Potentially, a self-reinforcing cycle is created. And here, I find the Regeneron angle particularly interesting. Nykode and Regeneron have collaborated since 2021. When the agreement was entered into, it was precisely the combination of the two companies' expertise that was highlighted. Nykode stated at the time that Regeneron had "unique knowledge on how to select and validate immunogenic antigens from extensive analysis of patient data," which could be combined with Nykode's vaccine platform and APC-targeting. I find that quite interesting to read again five years later, with everything that is now happening around VB10.NEO and personalized cancer vaccines. Regeneron already knows Nykode, the technology, and the APC platform through several years of collaboration. ref.: https://www.healthtalk.no/legemidler-og-biotek/vaccibody-inngar-milliardavtale-med-regeneron-og-bytter-navn/125846 (article from 2021) Now Nykode has NeoSELECT, clinical data from VB10.NEO, and is actively seeking a partner for the program. Then Merck/Moderna comes into the mix and delivers positive Phase 3 data on personalized neoantigen vaccines. Then the question shifts a bit, as I see it. Not just: "Can personalized cancer vaccines work?" But eventually: "Who can make the best one?" And here, I believe data can be gold. Big Pharma can buy AI. 20 years of their own experiments, biological data, clinical data, and knowledge of APC-targeting are harder to buy off the shelf. Nykode must, of course, still prove the most important thing: that their solution actually provides clinical benefit for the patients. That is the big elephant in the room. But if one day it can be shown that more data leads to better antigen selection, which in turn leads to a better immune response and then better treatment, then VB10.NEO starts to become tremendously interesting. And then the big players will come to Forskningsparken in huge black Mercedes cars with tinted windows and briefcases full of dollars. I will personally make sure the Champagne is at the correct temperature. 🍾
·5 t sittenTigerstaden will probably try to trade a bit by spreading "algo-fear". Don't know if many are still falling for that anymore 🤷♂️
·1 päivä sittenMRNA is up 130,5% since the announcement. NYKD is up 38,8%. How closely should these follow each other?
And just adding that when I write that Moderna might be cheap, it's not measured by the actual value, but the value a new announcement can create. Call it hype, but in the USA, especially, hype is worth a lot of money.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
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.
2026 Q1 -tulosraportti
89 päivää sitten
‧44 min
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·19 min sittenWhat I find increasingly interesting with VB10.NEO is the whole data/AI aspect. For me, AI in itself is not the main point. Everyone will eventually get access to good AI models. The interesting thing is what data you have to feed them with. Nykode has been working with immunology, APC-targeting, and vaccine design for around 20 years. With VB10.NEO, they analyze the cancer of each individual patient, use NeoSELECT to choose which neoantigens the vaccine should target, produce the vaccine, and can then measure what the immune system actually responded to. This is where it starts to get exciting! Then you essentially get a kind of definitive answer: We thought antigen A, B, and C were good targets. What actually happened in the patient? More patients provide more data. More data can make NeoSELECT better. Better NeoSELECT can lead to better antigen selection. New patients, in turn, provide even more data. Potentially, a self-reinforcing cycle is created. And here, I find the Regeneron angle particularly interesting. Nykode and Regeneron have collaborated since 2021. When the agreement was entered into, it was precisely the combination of the two companies' expertise that was highlighted. Nykode stated at the time that Regeneron had "unique knowledge on how to select and validate immunogenic antigens from extensive analysis of patient data," which could be combined with Nykode's vaccine platform and APC-targeting. I find that quite interesting to read again five years later, with everything that is now happening around VB10.NEO and personalized cancer vaccines. Regeneron already knows Nykode, the technology, and the APC platform through several years of collaboration. ref.: https://www.healthtalk.no/legemidler-og-biotek/vaccibody-inngar-milliardavtale-med-regeneron-og-bytter-navn/125846 (article from 2021) Now Nykode has NeoSELECT, clinical data from VB10.NEO, and is actively seeking a partner for the program. Then Merck/Moderna comes into the mix and delivers positive Phase 3 data on personalized neoantigen vaccines. Then the question shifts a bit, as I see it. Not just: "Can personalized cancer vaccines work?" But eventually: "Who can make the best one?" And here, I believe data can be gold. Big Pharma can buy AI. 20 years of their own experiments, biological data, clinical data, and knowledge of APC-targeting are harder to buy off the shelf. Nykode must, of course, still prove the most important thing: that their solution actually provides clinical benefit for the patients. That is the big elephant in the room. But if one day it can be shown that more data leads to better antigen selection, which in turn leads to a better immune response and then better treatment, then VB10.NEO starts to become tremendously interesting. And then the big players will come to Forskningsparken in huge black Mercedes cars with tinted windows and briefcases full of dollars. I will personally make sure the Champagne is at the correct temperature. 🍾
- ·5 t sittenTigerstaden will probably try to trade a bit by spreading "algo-fear". Don't know if many are still falling for that anymore 🤷♂️
- ·1 päivä sittenMRNA is up 130,5% since the announcement. NYKD is up 38,8%. How closely should these follow each other?And just adding that when I write that Moderna might be cheap, it's not measured by the actual value, but the value a new announcement can create. Call it hype, but in the USA, especially, hype is worth a lot of money.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
2026 Q1 -tulosraportti
89 päivää sitten
‧44 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·19 min sittenWhat I find increasingly interesting with VB10.NEO is the whole data/AI aspect. For me, AI in itself is not the main point. Everyone will eventually get access to good AI models. The interesting thing is what data you have to feed them with. Nykode has been working with immunology, APC-targeting, and vaccine design for around 20 years. With VB10.NEO, they analyze the cancer of each individual patient, use NeoSELECT to choose which neoantigens the vaccine should target, produce the vaccine, and can then measure what the immune system actually responded to. This is where it starts to get exciting! Then you essentially get a kind of definitive answer: We thought antigen A, B, and C were good targets. What actually happened in the patient? More patients provide more data. More data can make NeoSELECT better. Better NeoSELECT can lead to better antigen selection. New patients, in turn, provide even more data. Potentially, a self-reinforcing cycle is created. And here, I find the Regeneron angle particularly interesting. Nykode and Regeneron have collaborated since 2021. When the agreement was entered into, it was precisely the combination of the two companies' expertise that was highlighted. Nykode stated at the time that Regeneron had "unique knowledge on how to select and validate immunogenic antigens from extensive analysis of patient data," which could be combined with Nykode's vaccine platform and APC-targeting. I find that quite interesting to read again five years later, with everything that is now happening around VB10.NEO and personalized cancer vaccines. Regeneron already knows Nykode, the technology, and the APC platform through several years of collaboration. ref.: https://www.healthtalk.no/legemidler-og-biotek/vaccibody-inngar-milliardavtale-med-regeneron-og-bytter-navn/125846 (article from 2021) Now Nykode has NeoSELECT, clinical data from VB10.NEO, and is actively seeking a partner for the program. Then Merck/Moderna comes into the mix and delivers positive Phase 3 data on personalized neoantigen vaccines. Then the question shifts a bit, as I see it. Not just: "Can personalized cancer vaccines work?" But eventually: "Who can make the best one?" And here, I believe data can be gold. Big Pharma can buy AI. 20 years of their own experiments, biological data, clinical data, and knowledge of APC-targeting are harder to buy off the shelf. Nykode must, of course, still prove the most important thing: that their solution actually provides clinical benefit for the patients. That is the big elephant in the room. But if one day it can be shown that more data leads to better antigen selection, which in turn leads to a better immune response and then better treatment, then VB10.NEO starts to become tremendously interesting. And then the big players will come to Forskningsparken in huge black Mercedes cars with tinted windows and briefcases full of dollars. I will personally make sure the Champagne is at the correct temperature. 🍾
- ·5 t sittenTigerstaden will probably try to trade a bit by spreading "algo-fear". Don't know if many are still falling for that anymore 🤷♂️
- ·1 päivä sittenMRNA is up 130,5% since the announcement. NYKD is up 38,8%. How closely should these follow each other?And just adding that when I write that Moderna might be cheap, it's not measured by the actual value, but the value a new announcement can create. Call it hype, but in the USA, especially, hype is worth a lot of money.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt