2025 Q4 -tulosraportti
Vain PDF
40 päivää sitten
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 642 | - | - | ||
| 1 557 | - | - | ||
| 1 488 | - | - | ||
| 1 045 | - | - | ||
| 500 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 549 046 | 549 046 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 549 046 | 549 046 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sitten · MuokattuWhy so many paid analyses now? On six patients! Safety ok. More concerning is atrial fibrillation in two and two other dropouts.
·4 t sittenThere will be a deal here ;) just need to be a little patient.
·2 t sittenStrategic Partnerships: The goal in 2026 is to use 12-month safety data from CS1 (delivered in March/April 2026) to enter into commercial partnerships or licensing agreements for further development of CS1 in PAH. Taken from AI. Don't expect much of a deal if the 6 are the basis for finding a financing partner 🫣
31.3.31.3.Does anyone know why this one is so volatile with big movements up and down lately?
·3 päivää sittenAny thoughts on how the length of the lockup agreement may have been justified? (Regarding key persons' shares until June 30, 2026). Will it be extended after that?
31.3.31.3.This is exactly what I was talking about with the upcoming results. Safety and tolerability results are almost redundant, whether from CU/EAP or P2b when there’s little to no efficacy data. CS01 is based on a substance that has a historically decorated safety profile in other indications and it’s safety has been widely researched in P1 and P2a. I hate to say it, but results like these are next to meaningless towards a BP deal, yet people claimed this would be a great trigger. Even if we do get efficacy data later, it will come from a dataset of 6 patients. It is such a small subset I wonder if it’ll make a difference if it’s positive. We’ll have t see I guess. Stifel starting coverage and setting a buy rating with a target price of 20SEK was good news, but it’s not enough to hold this boat afloat and neither is almost redundant test results.·8 t sittenI have gone from believing in the research (but not in the company) to also losing faith in the research. Looking back a year, much of the hope for CS1 has been about the safety profile and reporting from EAP during Q1 2026. Now we are here. 10 patients who responded well and tolerated the treatment were included. Of these 10, they have safety data on 6. Two dropouts due to adverse event (not related to treatment). One dropout due to withdrawn consent. One lost (impossible to know what this is due to, could be anything from the patient moving to the patient dying). Dropouts due to AE in the sotatercept studies vary. In SOTERIA (follow-up of just over 15 months), treatment and study discontinuation related to sotatercept were 3.5% and 3.8% respectively. For me (and for the market), the read-out from EAP was a disappointment. If there is even a disease-modifying effect, I don't think the EAP data supports it. In that case, they wouldn't have had 20% discontinuation due to AFib. But this is my interpretation. I am glad I sold 50% in October and I am pleased I sold 25% last week. I had hoped for better EAP data to be able to unload the entire package, but unfortunately, that was not the case.
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
Vain PDF
40 päivää sitten
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
- ·1 päivä sitten · MuokattuWhy so many paid analyses now? On six patients! Safety ok. More concerning is atrial fibrillation in two and two other dropouts.·4 t sittenThere will be a deal here ;) just need to be a little patient.·2 t sittenStrategic Partnerships: The goal in 2026 is to use 12-month safety data from CS1 (delivered in March/April 2026) to enter into commercial partnerships or licensing agreements for further development of CS1 in PAH. Taken from AI. Don't expect much of a deal if the 6 are the basis for finding a financing partner 🫣
- 31.3.31.3.Does anyone know why this one is so volatile with big movements up and down lately?·3 päivää sittenAny thoughts on how the length of the lockup agreement may have been justified? (Regarding key persons' shares until June 30, 2026). Will it be extended after that?
- 31.3.31.3.This is exactly what I was talking about with the upcoming results. Safety and tolerability results are almost redundant, whether from CU/EAP or P2b when there’s little to no efficacy data. CS01 is based on a substance that has a historically decorated safety profile in other indications and it’s safety has been widely researched in P1 and P2a. I hate to say it, but results like these are next to meaningless towards a BP deal, yet people claimed this would be a great trigger. Even if we do get efficacy data later, it will come from a dataset of 6 patients. It is such a small subset I wonder if it’ll make a difference if it’s positive. We’ll have t see I guess. Stifel starting coverage and setting a buy rating with a target price of 20SEK was good news, but it’s not enough to hold this boat afloat and neither is almost redundant test results.·8 t sittenI have gone from believing in the research (but not in the company) to also losing faith in the research. Looking back a year, much of the hope for CS1 has been about the safety profile and reporting from EAP during Q1 2026. Now we are here. 10 patients who responded well and tolerated the treatment were included. Of these 10, they have safety data on 6. Two dropouts due to adverse event (not related to treatment). One dropout due to withdrawn consent. One lost (impossible to know what this is due to, could be anything from the patient moving to the patient dying). Dropouts due to AE in the sotatercept studies vary. In SOTERIA (follow-up of just over 15 months), treatment and study discontinuation related to sotatercept were 3.5% and 3.8% respectively. For me (and for the market), the read-out from EAP was a disappointment. If there is even a disease-modifying effect, I don't think the EAP data supports it. In that case, they wouldn't have had 20% discontinuation due to AFib. But this is my interpretation. I am glad I sold 50% in October and I am pleased I sold 25% last week. I had hoped for better EAP data to be able to unload the entire package, but unfortunately, that was not the case.
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 642 | - | - | ||
| 1 557 | - | - | ||
| 1 488 | - | - | ||
| 1 045 | - | - | ||
| 500 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 549 046 | 549 046 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 549 046 | 549 046 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
2025 Q4 -tulosraportti
Vain PDF
40 päivää sitten
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 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sitten · MuokattuWhy so many paid analyses now? On six patients! Safety ok. More concerning is atrial fibrillation in two and two other dropouts.·4 t sittenThere will be a deal here ;) just need to be a little patient.·2 t sittenStrategic Partnerships: The goal in 2026 is to use 12-month safety data from CS1 (delivered in March/April 2026) to enter into commercial partnerships or licensing agreements for further development of CS1 in PAH. Taken from AI. Don't expect much of a deal if the 6 are the basis for finding a financing partner 🫣
- 31.3.31.3.Does anyone know why this one is so volatile with big movements up and down lately?·3 päivää sittenAny thoughts on how the length of the lockup agreement may have been justified? (Regarding key persons' shares until June 30, 2026). Will it be extended after that?
- 31.3.31.3.This is exactly what I was talking about with the upcoming results. Safety and tolerability results are almost redundant, whether from CU/EAP or P2b when there’s little to no efficacy data. CS01 is based on a substance that has a historically decorated safety profile in other indications and it’s safety has been widely researched in P1 and P2a. I hate to say it, but results like these are next to meaningless towards a BP deal, yet people claimed this would be a great trigger. Even if we do get efficacy data later, it will come from a dataset of 6 patients. It is such a small subset I wonder if it’ll make a difference if it’s positive. We’ll have t see I guess. Stifel starting coverage and setting a buy rating with a target price of 20SEK was good news, but it’s not enough to hold this boat afloat and neither is almost redundant test results.·8 t sittenI have gone from believing in the research (but not in the company) to also losing faith in the research. Looking back a year, much of the hope for CS1 has been about the safety profile and reporting from EAP during Q1 2026. Now we are here. 10 patients who responded well and tolerated the treatment were included. Of these 10, they have safety data on 6. Two dropouts due to adverse event (not related to treatment). One dropout due to withdrawn consent. One lost (impossible to know what this is due to, could be anything from the patient moving to the patient dying). Dropouts due to AE in the sotatercept studies vary. In SOTERIA (follow-up of just over 15 months), treatment and study discontinuation related to sotatercept were 3.5% and 3.8% respectively. For me (and for the market), the read-out from EAP was a disappointment. If there is even a disease-modifying effect, I don't think the EAP data supports it. In that case, they wouldn't have had 20% discontinuation due to AFib. But this is my interpretation. I am glad I sold 50% in October and I am pleased I sold 25% last week. I had hoped for better EAP data to be able to unload the entire package, but unfortunately, that was not the case.
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 642 | - | - | ||
| 1 557 | - | - | ||
| 1 488 | - | - | ||
| 1 045 | - | - | ||
| 500 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 549 046 | 549 046 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 549 046 | 549 046 | 0 | 0 |