2025 Q4 -tulosraportti
UUTTA
1 päivä sitten
‧36 min
1,00 NOK/osake
Viimeisin osinko
27,72%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
3 206
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
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 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·16 t sitten🕵️ STRATEGIC DEEP ANALYSIS: NYKODE THERAPEUTICS (NYKD) – STATUS Q4 2025 This analysis summarizes the company's transformation from a broad platform player to a focused clinical spearhead. 💰 FINANCIAL STATUS: "THE LEAN MACHINE" Nykode has undergone a comprehensive restructuring to ensure survival towards next-generation clinical milestones. • Cash balance: The company ended 2025 with 60.3 million USD (approx. 630 mill. NOK). • Where did the money go?: The biggest reason for the cash decline in 2025 was the payment of 32.3 million USD in dividends (approx. 1 NOK/share) in June 2025. In addition, 32.2 million USD was paid to the Tax Administration in 2023 to avoid interest while the appeal is being processed. • Operational cuts: Operating expenses (OPEX) in the fourth quarter of 2025 were trimmed to 8.1 million USD, a sharp decrease from 12.9 million USD the previous year. • Staff reductions: The organization has been reduced from 139 employees at the start of the year to 59 employees by the end of 2025. • Cash Runway: With today's burn-rate, management guides that cash will last into 2028. 🧬 CLINICAL STATUS AND COMPETITIVE LANDSCAPE Nykode's value now heavily rests on the success of the vaccine abi-suva in 1st-line head and neck cancer (HNSCC). • Clinical winner (VB-C-03): Interim data show a confirmed overall response rate (ORR) of 38.5 % (N=13) in combination with pembrolizumab. • Benchmark: This is exactly a doubling of the historical standard for pembrolizumab alone, which is approx. 19 %. • Hookipa Pharma (HB-200): Uses virus vectors that can present challenges with repeated dosing; Nykode's DNA technology allows frequent dosing without immune reaction against the technology itself. • PDS Biotech (PDS0101): Has shown strong survival figures, but Nykode's ORR of 38.5 % is now in the absolute top tier for efficacy in this patient group. • Cue Biopharma (CUE-101): Has a far more complex and costly production process than Nykode's more scalable platform. 📈 THE WAY FORWARD AND THEORIES Several critical events in the first half of 2026 will define the share price: • March 2026 (ICHNO conference): Nykode will present full data from VB-C-03 in Seville on March 20th. The market is looking for Durability of Response (DOR) – i.e., proof that the vaccine provides lasting protection and not just a short-term shrinkage of tumors. • The Tax Case (The Joker): A decision on the appeal regarding the 32.2 million dollars is expected in the first half of 2026. A victory here would be like a directed issue without dilution and extends the runway to 2029. • Abili-T (H1 2026): Start of the randomized Phase 2 study with 100 patients. 🔍 STRENGTHS AND WEAKNESSES (SWOT) Strengths: • Documented doubling of efficacy against standard treatment in 1st line. • Heavily streamlined organization with cost control. • Collaboration with Merck (MSD) for delivery of Keytruda for the studies. Weaknesses: • 0.0 USD in revenue in Q4 after the Genentech agreement was terminated. • The collaboration with Regeneron has been terminated/deprioritized. • Long timeline; next major clinical "readout" will not come until 2027. 🎯 SCENARIOS AND PRICE TARGETS (12 MTH) 🔴 BEAR CASE: 3.50 – 4.50 NOK • Trigger: Loss in the tax case combined with the March data showing short duration of response. • Logic: Dilution fear returns despite guidance, and the stock remains in a news vacuum until 2027. 🟡 BASE CASE: 7.50 – 9.50 NOK • Trigger: Abili-T starts as planned in H1 2026, and March data confirm lasting effect. • Logic: The stock is repriced to reflect the probability of success in the 1st-line market after the "bankruptcy discount" is removed. 🟢 BULL CASE: 13.00 – 18.00 NOK • Trigger: Victory in the tax case (325 mill. NOK back) + new strategic partnership agreement for abi-suva. • Logic: The company becomes fully financed for the decade and is considered a real acquisition candidate for Big Pharma. Conclusion: The market reacted negatively to the Q4 report, probably due to zero revenue and the Regeneron exit. Nevertheless, the company has never been leaner or had better medical data to back it up. March 20th is the next major crossroads.
·18 t sitten
·17 t sitten · MuokattuTo Finansavisen, CEO Michael Engsig says that Abi-suva continues to develop according to plan. That they are on track to dose the first patient in the randomized phase 2 study Abili-T in the first half of 2026. Guess it's something similar at Medwatch. The newspaper also mentions that the company's main priority going forward is to start the randomized study in HPV16-driven first-line recurrent or metastatic head and neck cancer, with the first patient dosed in the first half of 2026. Full article: https://www.finansavisen.no/helse/2026/02/25/8331284/underskuddet-oker-er-i-rute
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 Q4 -tulosraportti
UUTTA
1 päivä sitten
‧36 min
1,00 NOK/osake
Viimeisin osinko
27,72%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
- ·16 t sitten🕵️ STRATEGIC DEEP ANALYSIS: NYKODE THERAPEUTICS (NYKD) – STATUS Q4 2025 This analysis summarizes the company's transformation from a broad platform player to a focused clinical spearhead. 💰 FINANCIAL STATUS: "THE LEAN MACHINE" Nykode has undergone a comprehensive restructuring to ensure survival towards next-generation clinical milestones. • Cash balance: The company ended 2025 with 60.3 million USD (approx. 630 mill. NOK). • Where did the money go?: The biggest reason for the cash decline in 2025 was the payment of 32.3 million USD in dividends (approx. 1 NOK/share) in June 2025. In addition, 32.2 million USD was paid to the Tax Administration in 2023 to avoid interest while the appeal is being processed. • Operational cuts: Operating expenses (OPEX) in the fourth quarter of 2025 were trimmed to 8.1 million USD, a sharp decrease from 12.9 million USD the previous year. • Staff reductions: The organization has been reduced from 139 employees at the start of the year to 59 employees by the end of 2025. • Cash Runway: With today's burn-rate, management guides that cash will last into 2028. 🧬 CLINICAL STATUS AND COMPETITIVE LANDSCAPE Nykode's value now heavily rests on the success of the vaccine abi-suva in 1st-line head and neck cancer (HNSCC). • Clinical winner (VB-C-03): Interim data show a confirmed overall response rate (ORR) of 38.5 % (N=13) in combination with pembrolizumab. • Benchmark: This is exactly a doubling of the historical standard for pembrolizumab alone, which is approx. 19 %. • Hookipa Pharma (HB-200): Uses virus vectors that can present challenges with repeated dosing; Nykode's DNA technology allows frequent dosing without immune reaction against the technology itself. • PDS Biotech (PDS0101): Has shown strong survival figures, but Nykode's ORR of 38.5 % is now in the absolute top tier for efficacy in this patient group. • Cue Biopharma (CUE-101): Has a far more complex and costly production process than Nykode's more scalable platform. 📈 THE WAY FORWARD AND THEORIES Several critical events in the first half of 2026 will define the share price: • March 2026 (ICHNO conference): Nykode will present full data from VB-C-03 in Seville on March 20th. The market is looking for Durability of Response (DOR) – i.e., proof that the vaccine provides lasting protection and not just a short-term shrinkage of tumors. • The Tax Case (The Joker): A decision on the appeal regarding the 32.2 million dollars is expected in the first half of 2026. A victory here would be like a directed issue without dilution and extends the runway to 2029. • Abili-T (H1 2026): Start of the randomized Phase 2 study with 100 patients. 🔍 STRENGTHS AND WEAKNESSES (SWOT) Strengths: • Documented doubling of efficacy against standard treatment in 1st line. • Heavily streamlined organization with cost control. • Collaboration with Merck (MSD) for delivery of Keytruda for the studies. Weaknesses: • 0.0 USD in revenue in Q4 after the Genentech agreement was terminated. • The collaboration with Regeneron has been terminated/deprioritized. • Long timeline; next major clinical "readout" will not come until 2027. 🎯 SCENARIOS AND PRICE TARGETS (12 MTH) 🔴 BEAR CASE: 3.50 – 4.50 NOK • Trigger: Loss in the tax case combined with the March data showing short duration of response. • Logic: Dilution fear returns despite guidance, and the stock remains in a news vacuum until 2027. 🟡 BASE CASE: 7.50 – 9.50 NOK • Trigger: Abili-T starts as planned in H1 2026, and March data confirm lasting effect. • Logic: The stock is repriced to reflect the probability of success in the 1st-line market after the "bankruptcy discount" is removed. 🟢 BULL CASE: 13.00 – 18.00 NOK • Trigger: Victory in the tax case (325 mill. NOK back) + new strategic partnership agreement for abi-suva. • Logic: The company becomes fully financed for the decade and is considered a real acquisition candidate for Big Pharma. Conclusion: The market reacted negatively to the Q4 report, probably due to zero revenue and the Regeneron exit. Nevertheless, the company has never been leaner or had better medical data to back it up. March 20th is the next major crossroads.
- ·18 t sitten·17 t sitten · MuokattuTo Finansavisen, CEO Michael Engsig says that Abi-suva continues to develop according to plan. That they are on track to dose the first patient in the randomized phase 2 study Abili-T in the first half of 2026. Guess it's something similar at Medwatch. The newspaper also mentions that the company's main priority going forward is to start the randomized study in HPV16-driven first-line recurrent or metastatic head and neck cancer, with the first patient dosed in the first half of 2026. Full article: https://www.finansavisen.no/helse/2026/02/25/8331284/underskuddet-oker-er-i-rute
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
3 206
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
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
UUTTA
1 päivä 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 |
1,00 NOK/osake
Viimeisin osinko
27,72%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·16 t sitten🕵️ STRATEGIC DEEP ANALYSIS: NYKODE THERAPEUTICS (NYKD) – STATUS Q4 2025 This analysis summarizes the company's transformation from a broad platform player to a focused clinical spearhead. 💰 FINANCIAL STATUS: "THE LEAN MACHINE" Nykode has undergone a comprehensive restructuring to ensure survival towards next-generation clinical milestones. • Cash balance: The company ended 2025 with 60.3 million USD (approx. 630 mill. NOK). • Where did the money go?: The biggest reason for the cash decline in 2025 was the payment of 32.3 million USD in dividends (approx. 1 NOK/share) in June 2025. In addition, 32.2 million USD was paid to the Tax Administration in 2023 to avoid interest while the appeal is being processed. • Operational cuts: Operating expenses (OPEX) in the fourth quarter of 2025 were trimmed to 8.1 million USD, a sharp decrease from 12.9 million USD the previous year. • Staff reductions: The organization has been reduced from 139 employees at the start of the year to 59 employees by the end of 2025. • Cash Runway: With today's burn-rate, management guides that cash will last into 2028. 🧬 CLINICAL STATUS AND COMPETITIVE LANDSCAPE Nykode's value now heavily rests on the success of the vaccine abi-suva in 1st-line head and neck cancer (HNSCC). • Clinical winner (VB-C-03): Interim data show a confirmed overall response rate (ORR) of 38.5 % (N=13) in combination with pembrolizumab. • Benchmark: This is exactly a doubling of the historical standard for pembrolizumab alone, which is approx. 19 %. • Hookipa Pharma (HB-200): Uses virus vectors that can present challenges with repeated dosing; Nykode's DNA technology allows frequent dosing without immune reaction against the technology itself. • PDS Biotech (PDS0101): Has shown strong survival figures, but Nykode's ORR of 38.5 % is now in the absolute top tier for efficacy in this patient group. • Cue Biopharma (CUE-101): Has a far more complex and costly production process than Nykode's more scalable platform. 📈 THE WAY FORWARD AND THEORIES Several critical events in the first half of 2026 will define the share price: • March 2026 (ICHNO conference): Nykode will present full data from VB-C-03 in Seville on March 20th. The market is looking for Durability of Response (DOR) – i.e., proof that the vaccine provides lasting protection and not just a short-term shrinkage of tumors. • The Tax Case (The Joker): A decision on the appeal regarding the 32.2 million dollars is expected in the first half of 2026. A victory here would be like a directed issue without dilution and extends the runway to 2029. • Abili-T (H1 2026): Start of the randomized Phase 2 study with 100 patients. 🔍 STRENGTHS AND WEAKNESSES (SWOT) Strengths: • Documented doubling of efficacy against standard treatment in 1st line. • Heavily streamlined organization with cost control. • Collaboration with Merck (MSD) for delivery of Keytruda for the studies. Weaknesses: • 0.0 USD in revenue in Q4 after the Genentech agreement was terminated. • The collaboration with Regeneron has been terminated/deprioritized. • Long timeline; next major clinical "readout" will not come until 2027. 🎯 SCENARIOS AND PRICE TARGETS (12 MTH) 🔴 BEAR CASE: 3.50 – 4.50 NOK • Trigger: Loss in the tax case combined with the March data showing short duration of response. • Logic: Dilution fear returns despite guidance, and the stock remains in a news vacuum until 2027. 🟡 BASE CASE: 7.50 – 9.50 NOK • Trigger: Abili-T starts as planned in H1 2026, and March data confirm lasting effect. • Logic: The stock is repriced to reflect the probability of success in the 1st-line market after the "bankruptcy discount" is removed. 🟢 BULL CASE: 13.00 – 18.00 NOK • Trigger: Victory in the tax case (325 mill. NOK back) + new strategic partnership agreement for abi-suva. • Logic: The company becomes fully financed for the decade and is considered a real acquisition candidate for Big Pharma. Conclusion: The market reacted negatively to the Q4 report, probably due to zero revenue and the Regeneron exit. Nevertheless, the company has never been leaner or had better medical data to back it up. March 20th is the next major crossroads.
- ·18 t sitten·17 t sitten · MuokattuTo Finansavisen, CEO Michael Engsig says that Abi-suva continues to develop according to plan. That they are on track to dose the first patient in the randomized phase 2 study Abili-T in the first half of 2026. Guess it's something similar at Medwatch. The newspaper also mentions that the company's main priority going forward is to start the randomized study in HPV16-driven first-line recurrent or metastatic head and neck cancer, with the first patient dosed in the first half of 2026. Full article: https://www.finansavisen.no/helse/2026/02/25/8331284/underskuddet-oker-er-i-rute
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
3 206
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt