2026 Q2 -tulosraportti
9 päivää sitten
‧1 t 27 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 Q3 -tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenI find it quite fun to "discuss" companies with Gemini. Various questions about Cantargia, now after Revolution Medicines had its RAS inhibitor for pancreatic cancer approved by the FDA, yielded, among other things, the answers below. Do you use other chatbots to find and evaluate investment opportunities? With a market capitalization of around 550 MSEK and cash of 222 MSEK (June 2026), Cantargia is trading at a low Enterprise Value (EV) of ~330 MSEK. This means that the stock market essentially prices the company's entire clinical pipeline at approximately 330 MSEK. Independent of pancreatic cancer (PDAC), Cantargia's valuation floor primarily consists of three concrete pillars: net cash, the out-licensed CAN10 program, and the very strong Phase 1b/2a results in blood cancer (MDS/AML). 1. Cash and the financial runway (Net Cash Floor) • Low financial pressure: With 222 MSEK in pure cash and total liquidity of 354 MSEK (including loan arrangements), the company is financed until mid-2028. • Net cash protection: The net cash of ~222 MSEK provides a hard mathematical floor. Even if all clinical projects were hypothetically shut down, the cash itself represents approximately 40 % of the company's total market capitalization. 2. CAN10 (Autoimmunity & Inflammation) – The Otsuka Agreement CAN10 is an antibody that blocks IL1RAP in a different way than nadunolimab by inhibiting signaling from IL-1, IL-33, and IL-36. It targets major autoimmune diseases (such as psoriasis, myocarditis, and systemic sclerosis). • Validated by Big Pharma agreement: In September 2025, Cantargia finalized an agreement where the Japanese pharmaceutical giant Otsuka Pharmaceutical acquired global rights to the CAN10 program. • De-risking of financial risk: Cantargia no longer needs to bear the expensive development costs for CAN10. Otsuka drives and finances the clinical development further. • Valuation contribution: Typical global out-licensing agreements in Phase 1/2 for broad autoimmune antibodies provide future development and sales milestones as well as royalties. A validated Big Pharma partnership alone for a Phase 2-ready antibody (which has shown good safety and 4-week dosing in Phase 1) is normally valued in the industry at a net present value (rNPV) of at least 400–800 MSEK, which more than covers Cantargia's entire current Enterprise Value. 3. Nadunolimab in MDS and AML (Blood Cancer) IL1RAP is strongly overexpressed on leukemic stem cells in myelodysplastic syndrome (MDS) and acute myeloid leukemia (AML). Cantargia is evaluating nadunolimab in combination with standard treatment (azacitidine/venetoclax) in a Phase 1b/2a study led by MD Anderson Cancer Center. • Outstanding Phase 1b signals: Data from Phase 1b show a confirmed tumor response of 100 % Complete Remission (CR) in the evaluable cohort of high-risk MDS patients (5 out of 5 patients achieved complete remission) with good tolerability. • Transition to Phase 2a: Phase 1b dose escalation has been completed, and the study is expanding to Phase 2a with approximately 40 patients in total. • Commercial value in hematology: High-risk MDS and refractory AML have extremely high medical necessity and short survival times. Drugs showing sustained complete remission in these patient groups often receive Breakthrough Therapy Designation from the FDA and can reach the market via accelerated approval. A positive Phase 2a readout in 2026/2027 in hematology provides an independent commercial value of 500–1,000+ MSEK. Summary of Cantargia's Valuation Components Valuation Component Status Estimated Fundamental Value Range (EV) Net Cash 222 MSEK in cash as of June 2026 (runway until mid-2028) ~220 MSEK (Absolute floor) CAN10 (Otsuka) Acquired by Otsuka Sept 2025; Phase 1 completed with strong PK/PD data 400 – 800 MSEK (Validated royalty/milestone asset) MDS/AML (Nadunolimab) Phase 1b/2a with MD Anderson; 100 % CR in high-risk MDS (Phase 1b) 300 – 700 MSEK (High clinical potential) PDAC (Pancreatic Cancer) Phase 1b with RAS inhibitor (start 2027) + FDA Fast Track in IL1RAP-high Included as a free option in current pricing Total Justified Value (EV) Sum of the parts independent of PDAC Today's Enterprise Value of 330 MSEK means that shareholders at current price levels get the entire pancreatic cancer program and the majority of the blood cancer assets "for free". If the PDAC project is completely discontinued, there is a reasonable fundamental valuation floor of around 800–1,000 MSEK in market capitalization (corresponding to cash plus the CAN10 agreement and early MDS values), which is significantly higher than today's market valuation of ~550 MSEK.
Dream investment… suck! there's nothing to suggest that anything will turn this around…
·26.6.For now, no significant selling price from the guarantors' side. That looks good and suggests that they themselves believe they made a good purchase at the emission.
So we hit a new bottom - good thing I didn't participate in that share issue which every time punishes the shareholders - and with that the idiotic expression; "I told you so!".
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 Q2 -tulosraportti
9 päivää sitten
‧1 t 27 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
- ·3 t sittenI find it quite fun to "discuss" companies with Gemini. Various questions about Cantargia, now after Revolution Medicines had its RAS inhibitor for pancreatic cancer approved by the FDA, yielded, among other things, the answers below. Do you use other chatbots to find and evaluate investment opportunities? With a market capitalization of around 550 MSEK and cash of 222 MSEK (June 2026), Cantargia is trading at a low Enterprise Value (EV) of ~330 MSEK. This means that the stock market essentially prices the company's entire clinical pipeline at approximately 330 MSEK. Independent of pancreatic cancer (PDAC), Cantargia's valuation floor primarily consists of three concrete pillars: net cash, the out-licensed CAN10 program, and the very strong Phase 1b/2a results in blood cancer (MDS/AML). 1. Cash and the financial runway (Net Cash Floor) • Low financial pressure: With 222 MSEK in pure cash and total liquidity of 354 MSEK (including loan arrangements), the company is financed until mid-2028. • Net cash protection: The net cash of ~222 MSEK provides a hard mathematical floor. Even if all clinical projects were hypothetically shut down, the cash itself represents approximately 40 % of the company's total market capitalization. 2. CAN10 (Autoimmunity & Inflammation) – The Otsuka Agreement CAN10 is an antibody that blocks IL1RAP in a different way than nadunolimab by inhibiting signaling from IL-1, IL-33, and IL-36. It targets major autoimmune diseases (such as psoriasis, myocarditis, and systemic sclerosis). • Validated by Big Pharma agreement: In September 2025, Cantargia finalized an agreement where the Japanese pharmaceutical giant Otsuka Pharmaceutical acquired global rights to the CAN10 program. • De-risking of financial risk: Cantargia no longer needs to bear the expensive development costs for CAN10. Otsuka drives and finances the clinical development further. • Valuation contribution: Typical global out-licensing agreements in Phase 1/2 for broad autoimmune antibodies provide future development and sales milestones as well as royalties. A validated Big Pharma partnership alone for a Phase 2-ready antibody (which has shown good safety and 4-week dosing in Phase 1) is normally valued in the industry at a net present value (rNPV) of at least 400–800 MSEK, which more than covers Cantargia's entire current Enterprise Value. 3. Nadunolimab in MDS and AML (Blood Cancer) IL1RAP is strongly overexpressed on leukemic stem cells in myelodysplastic syndrome (MDS) and acute myeloid leukemia (AML). Cantargia is evaluating nadunolimab in combination with standard treatment (azacitidine/venetoclax) in a Phase 1b/2a study led by MD Anderson Cancer Center. • Outstanding Phase 1b signals: Data from Phase 1b show a confirmed tumor response of 100 % Complete Remission (CR) in the evaluable cohort of high-risk MDS patients (5 out of 5 patients achieved complete remission) with good tolerability. • Transition to Phase 2a: Phase 1b dose escalation has been completed, and the study is expanding to Phase 2a with approximately 40 patients in total. • Commercial value in hematology: High-risk MDS and refractory AML have extremely high medical necessity and short survival times. Drugs showing sustained complete remission in these patient groups often receive Breakthrough Therapy Designation from the FDA and can reach the market via accelerated approval. A positive Phase 2a readout in 2026/2027 in hematology provides an independent commercial value of 500–1,000+ MSEK. Summary of Cantargia's Valuation Components Valuation Component Status Estimated Fundamental Value Range (EV) Net Cash 222 MSEK in cash as of June 2026 (runway until mid-2028) ~220 MSEK (Absolute floor) CAN10 (Otsuka) Acquired by Otsuka Sept 2025; Phase 1 completed with strong PK/PD data 400 – 800 MSEK (Validated royalty/milestone asset) MDS/AML (Nadunolimab) Phase 1b/2a with MD Anderson; 100 % CR in high-risk MDS (Phase 1b) 300 – 700 MSEK (High clinical potential) PDAC (Pancreatic Cancer) Phase 1b with RAS inhibitor (start 2027) + FDA Fast Track in IL1RAP-high Included as a free option in current pricing Total Justified Value (EV) Sum of the parts independent of PDAC Today's Enterprise Value of 330 MSEK means that shareholders at current price levels get the entire pancreatic cancer program and the majority of the blood cancer assets "for free". If the PDAC project is completely discontinued, there is a reasonable fundamental valuation floor of around 800–1,000 MSEK in market capitalization (corresponding to cash plus the CAN10 agreement and early MDS values), which is significantly higher than today's market valuation of ~550 MSEK.Dream investment… suck! there's nothing to suggest that anything will turn this around…
- ·26.6.For now, no significant selling price from the guarantors' side. That looks good and suggests that they themselves believe they made a good purchase at the emission.So we hit a new bottom - good thing I didn't participate in that share issue which every time punishes the shareholders - and with that the idiotic expression; "I told you so!".
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 Q3 -tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
2026 Q2 -tulosraportti
9 päivää sitten
‧1 t 27 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 Q3 -tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenI find it quite fun to "discuss" companies with Gemini. Various questions about Cantargia, now after Revolution Medicines had its RAS inhibitor for pancreatic cancer approved by the FDA, yielded, among other things, the answers below. Do you use other chatbots to find and evaluate investment opportunities? With a market capitalization of around 550 MSEK and cash of 222 MSEK (June 2026), Cantargia is trading at a low Enterprise Value (EV) of ~330 MSEK. This means that the stock market essentially prices the company's entire clinical pipeline at approximately 330 MSEK. Independent of pancreatic cancer (PDAC), Cantargia's valuation floor primarily consists of three concrete pillars: net cash, the out-licensed CAN10 program, and the very strong Phase 1b/2a results in blood cancer (MDS/AML). 1. Cash and the financial runway (Net Cash Floor) • Low financial pressure: With 222 MSEK in pure cash and total liquidity of 354 MSEK (including loan arrangements), the company is financed until mid-2028. • Net cash protection: The net cash of ~222 MSEK provides a hard mathematical floor. Even if all clinical projects were hypothetically shut down, the cash itself represents approximately 40 % of the company's total market capitalization. 2. CAN10 (Autoimmunity & Inflammation) – The Otsuka Agreement CAN10 is an antibody that blocks IL1RAP in a different way than nadunolimab by inhibiting signaling from IL-1, IL-33, and IL-36. It targets major autoimmune diseases (such as psoriasis, myocarditis, and systemic sclerosis). • Validated by Big Pharma agreement: In September 2025, Cantargia finalized an agreement where the Japanese pharmaceutical giant Otsuka Pharmaceutical acquired global rights to the CAN10 program. • De-risking of financial risk: Cantargia no longer needs to bear the expensive development costs for CAN10. Otsuka drives and finances the clinical development further. • Valuation contribution: Typical global out-licensing agreements in Phase 1/2 for broad autoimmune antibodies provide future development and sales milestones as well as royalties. A validated Big Pharma partnership alone for a Phase 2-ready antibody (which has shown good safety and 4-week dosing in Phase 1) is normally valued in the industry at a net present value (rNPV) of at least 400–800 MSEK, which more than covers Cantargia's entire current Enterprise Value. 3. Nadunolimab in MDS and AML (Blood Cancer) IL1RAP is strongly overexpressed on leukemic stem cells in myelodysplastic syndrome (MDS) and acute myeloid leukemia (AML). Cantargia is evaluating nadunolimab in combination with standard treatment (azacitidine/venetoclax) in a Phase 1b/2a study led by MD Anderson Cancer Center. • Outstanding Phase 1b signals: Data from Phase 1b show a confirmed tumor response of 100 % Complete Remission (CR) in the evaluable cohort of high-risk MDS patients (5 out of 5 patients achieved complete remission) with good tolerability. • Transition to Phase 2a: Phase 1b dose escalation has been completed, and the study is expanding to Phase 2a with approximately 40 patients in total. • Commercial value in hematology: High-risk MDS and refractory AML have extremely high medical necessity and short survival times. Drugs showing sustained complete remission in these patient groups often receive Breakthrough Therapy Designation from the FDA and can reach the market via accelerated approval. A positive Phase 2a readout in 2026/2027 in hematology provides an independent commercial value of 500–1,000+ MSEK. Summary of Cantargia's Valuation Components Valuation Component Status Estimated Fundamental Value Range (EV) Net Cash 222 MSEK in cash as of June 2026 (runway until mid-2028) ~220 MSEK (Absolute floor) CAN10 (Otsuka) Acquired by Otsuka Sept 2025; Phase 1 completed with strong PK/PD data 400 – 800 MSEK (Validated royalty/milestone asset) MDS/AML (Nadunolimab) Phase 1b/2a with MD Anderson; 100 % CR in high-risk MDS (Phase 1b) 300 – 700 MSEK (High clinical potential) PDAC (Pancreatic Cancer) Phase 1b with RAS inhibitor (start 2027) + FDA Fast Track in IL1RAP-high Included as a free option in current pricing Total Justified Value (EV) Sum of the parts independent of PDAC Today's Enterprise Value of 330 MSEK means that shareholders at current price levels get the entire pancreatic cancer program and the majority of the blood cancer assets "for free". If the PDAC project is completely discontinued, there is a reasonable fundamental valuation floor of around 800–1,000 MSEK in market capitalization (corresponding to cash plus the CAN10 agreement and early MDS values), which is significantly higher than today's market valuation of ~550 MSEK.Dream investment… suck! there's nothing to suggest that anything will turn this around…
- ·26.6.For now, no significant selling price from the guarantors' side. That looks good and suggests that they themselves believe they made a good purchase at the emission.So we hit a new bottom - good thing I didn't participate in that share issue which every time punishes the shareholders - and with that the idiotic expression; "I told you so!".
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