2026 Q2 - tulosraportti
56 päivää sitten
‧30 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 1 484 | - | - | ||
| 299 | - | - | ||
| 238 | - | - | ||
| 350 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
Liiketoimintakatsaus 16.1. | ||
2025 Q3 - tulosraportti 5.11.2025 |
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
·19 t sittenWill the growth rate in Q3 be a disappointment? Oncopeptides had 157.6 MSEK in liquid assets on June 30, 2026 and reports preliminarily that the cash position was 117 MSEK on September 30, 2026. This means that the cash position decreased by 40.6 MSEK during Q3. Why hasn't the cash burn decreased more, if the company has had both cost savings and continued sales growth? Management has stated that the full-year operating costs for 2026 are expected to be slightly below the 2025 level, which was around 300 MSEK. They have also explained that Q2 and Q4 are normally more expensive due to congresses and that Q3 is therefore expected to have lower costs than Q2. See below from QA Q1 report. If all else had been equal, the savings would have caused the cash position to decrease less. The fact that the cash position still dropped by 40.6 MSEK therefore raises questions about the contribution of sales. Oncopeptides reiterated (ahead of the issue) that it expects continued sales growth, but explicitly mentioned the seasonal effect of the summer vacation on Q3 sales. This is consistent with growth having slowed down during the quarter, even though the company has not said that it did. My opinion and no advice. Yes. Thank you, Richard, for that question. Well, as we announced in conjunction with the release of the year-end report, we have made adjustments to the organization, sharpening both our commercial organization, mainly in Germany and also our R&D organization and how we conduct R&D activities. So you are to expect a full year cost for 2026 that will be somewhat below the 2025 full year cost. But just as a reminder, there is certain seasonality to our cost base as well where typically, the second quarter and the fourth quarter are higher mainly due to increased Congress activities compared to Q1 and Q3. So takeaway, yes, you can expect lower cost for the full year, but also expect a seasonality in the cost base.
·16.10. · MuokattuIt is pretty wild to see the panic in here because of the dilution. Just try to zoom out a bit. Here is my own interpretation of the situation. The 100 mil. SEK for the brain cancer study changes everything for the negotiations in Japan. Business-wise, money is movable after all. Previously, Onco had to use their existing cash (~157 mil. SEK) to keep both the laboratories and European sales going. Now, the brain cancer study is fully funded independently, and that frees up the rest of the cash for pure survival leading up to 2027. It removes the bankruptcy risk in the short term and completely changes the power balance. Onco is no longer sitting at the negotiating table with a knife to their throat. If the Japanese companies try to drive the price down to the bottom, Onco now has the affordance to say "no thanks, we will wait for the right offer". Stock is falling today on pure technical dilution, but the company stands significantly stronger than on Monday. This increases the chance of a really good Japan deal in the autumn. Calm down.
·15.10.I think that 1,71 was the bottom. It is time to increase our positions, if we still believe in Onco. I am :-)
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 491 038 | 1 491 038 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 491 038 | 1 491 038 | 0 | 0 |
2026 Q2 - tulosraportti
56 päivää sitten
‧30 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
- ·19 t sittenWill the growth rate in Q3 be a disappointment? Oncopeptides had 157.6 MSEK in liquid assets on June 30, 2026 and reports preliminarily that the cash position was 117 MSEK on September 30, 2026. This means that the cash position decreased by 40.6 MSEK during Q3. Why hasn't the cash burn decreased more, if the company has had both cost savings and continued sales growth? Management has stated that the full-year operating costs for 2026 are expected to be slightly below the 2025 level, which was around 300 MSEK. They have also explained that Q2 and Q4 are normally more expensive due to congresses and that Q3 is therefore expected to have lower costs than Q2. See below from QA Q1 report. If all else had been equal, the savings would have caused the cash position to decrease less. The fact that the cash position still dropped by 40.6 MSEK therefore raises questions about the contribution of sales. Oncopeptides reiterated (ahead of the issue) that it expects continued sales growth, but explicitly mentioned the seasonal effect of the summer vacation on Q3 sales. This is consistent with growth having slowed down during the quarter, even though the company has not said that it did. My opinion and no advice. Yes. Thank you, Richard, for that question. Well, as we announced in conjunction with the release of the year-end report, we have made adjustments to the organization, sharpening both our commercial organization, mainly in Germany and also our R&D organization and how we conduct R&D activities. So you are to expect a full year cost for 2026 that will be somewhat below the 2025 full year cost. But just as a reminder, there is certain seasonality to our cost base as well where typically, the second quarter and the fourth quarter are higher mainly due to increased Congress activities compared to Q1 and Q3. So takeaway, yes, you can expect lower cost for the full year, but also expect a seasonality in the cost base.
- ·16.10. · MuokattuIt is pretty wild to see the panic in here because of the dilution. Just try to zoom out a bit. Here is my own interpretation of the situation. The 100 mil. SEK for the brain cancer study changes everything for the negotiations in Japan. Business-wise, money is movable after all. Previously, Onco had to use their existing cash (~157 mil. SEK) to keep both the laboratories and European sales going. Now, the brain cancer study is fully funded independently, and that frees up the rest of the cash for pure survival leading up to 2027. It removes the bankruptcy risk in the short term and completely changes the power balance. Onco is no longer sitting at the negotiating table with a knife to their throat. If the Japanese companies try to drive the price down to the bottom, Onco now has the affordance to say "no thanks, we will wait for the right offer". Stock is falling today on pure technical dilution, but the company stands significantly stronger than on Monday. This increases the chance of a really good Japan deal in the autumn. Calm down.
- ·15.10.I think that 1,71 was the bottom. It is time to increase our positions, if we still believe in Onco. I am :-)
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 1 484 | - | - | ||
| 299 | - | - | ||
| 238 | - | - | ||
| 350 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
Liiketoimintakatsaus 16.1. | ||
2025 Q3 - tulosraportti 5.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 491 038 | 1 491 038 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 491 038 | 1 491 038 | 0 | 0 |
2026 Q2 - tulosraportti
56 päivää sitten
‧30 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 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
Liiketoimintakatsaus 16.1. | ||
2025 Q3 - tulosraportti 5.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·19 t sittenWill the growth rate in Q3 be a disappointment? Oncopeptides had 157.6 MSEK in liquid assets on June 30, 2026 and reports preliminarily that the cash position was 117 MSEK on September 30, 2026. This means that the cash position decreased by 40.6 MSEK during Q3. Why hasn't the cash burn decreased more, if the company has had both cost savings and continued sales growth? Management has stated that the full-year operating costs for 2026 are expected to be slightly below the 2025 level, which was around 300 MSEK. They have also explained that Q2 and Q4 are normally more expensive due to congresses and that Q3 is therefore expected to have lower costs than Q2. See below from QA Q1 report. If all else had been equal, the savings would have caused the cash position to decrease less. The fact that the cash position still dropped by 40.6 MSEK therefore raises questions about the contribution of sales. Oncopeptides reiterated (ahead of the issue) that it expects continued sales growth, but explicitly mentioned the seasonal effect of the summer vacation on Q3 sales. This is consistent with growth having slowed down during the quarter, even though the company has not said that it did. My opinion and no advice. Yes. Thank you, Richard, for that question. Well, as we announced in conjunction with the release of the year-end report, we have made adjustments to the organization, sharpening both our commercial organization, mainly in Germany and also our R&D organization and how we conduct R&D activities. So you are to expect a full year cost for 2026 that will be somewhat below the 2025 full year cost. But just as a reminder, there is certain seasonality to our cost base as well where typically, the second quarter and the fourth quarter are higher mainly due to increased Congress activities compared to Q1 and Q3. So takeaway, yes, you can expect lower cost for the full year, but also expect a seasonality in the cost base.
- ·16.10. · MuokattuIt is pretty wild to see the panic in here because of the dilution. Just try to zoom out a bit. Here is my own interpretation of the situation. The 100 mil. SEK for the brain cancer study changes everything for the negotiations in Japan. Business-wise, money is movable after all. Previously, Onco had to use their existing cash (~157 mil. SEK) to keep both the laboratories and European sales going. Now, the brain cancer study is fully funded independently, and that frees up the rest of the cash for pure survival leading up to 2027. It removes the bankruptcy risk in the short term and completely changes the power balance. Onco is no longer sitting at the negotiating table with a knife to their throat. If the Japanese companies try to drive the price down to the bottom, Onco now has the affordance to say "no thanks, we will wait for the right offer". Stock is falling today on pure technical dilution, but the company stands significantly stronger than on Monday. This increases the chance of a really good Japan deal in the autumn. Calm down.
- ·15.10.I think that 1,71 was the bottom. It is time to increase our positions, if we still believe in Onco. I am :-)
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 1 484 | - | - | ||
| 299 | - | - | ||
| 238 | - | - | ||
| 350 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 491 038 | 1 491 038 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 491 038 | 1 491 038 | 0 | 0 |