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: FactSet, Quartr

Seuraava tapahtuma
2026 Q1 -tulosraportti 13.5.	2 päivää

Menneet tapahtumat
2025 Q4 -tulosraportti 19.2.
2025 Q3 -tulosraportti 5.11.2025
2025 Q2 -tulosraportti 21.8.2025
2025 Q1 -tulosraportti 15.5.2025
2024 Q4 -tulosraportti 27.2.2025

Asiakkaat katsoivat myös

Foorumi

Liity keskusteluun Nordnet Socialissa

Kirjaudu

Buy-And-Hold
8 t sitten
·
Buy-And-Hold
8 t sitten
·
Japan close? 💰📈 AI has helped formulate the text, but the content is based on my own thoughts and analyses. May 11, 2026 is an important day for Daiichi Sankyo as the company will present both FY2025 results and a new five-year plan (2026–2030). Such days often contain strategic and pipeline-related announcements. The same week, on May 13, Oncopeptides will also hold its quarterly presentation, which makes the week extra interesting from a broader hematology and cancer perspective. The connection between Daiichi Sankyo and Oncopeptides primarily lies in the technology. * Oncopeptides develops melflufen, a PDC (peptide–drug conjugate). * Daiichi Sankyo is a leader in ADC (antibody–drug conjugates). Both are based on the same basic idea: to deliver potent cytotoxic drugs selectively to cancer cells (“targeted cytotoxic delivery”). They also operate within the same overarching cancer area, particularly hematology and multiple myeloma (MM). MM is seen as attractive for next-generation targeted therapies because the disease has clear target antigens and is well-suited for ADC-, PDC-, CAR-T- and bispecific strategies. Daiichi Sankyo does not yet have an established MM-franchise, but their ADC platform could biologically fit the area well. Therefore, there is a reasonable strategic logic for the company to eventually expand into MM. Melflufen could potentially also be used as “bridge therapy” in the MM landscape in Japan and thus serve as an opportunistic addition to a future MM-franchise. https://www.daiichisankyo.com/investors/library/quarterly_result/
Buy-And-Hold
8 t sitten
·
Buy-And-Hold
8 t sitten
·
Same drug principle: “targeted cytotoxic delivery” * Melflufen (from Oncopeptides) is a peptide–drug conjugate (PDC) that delivers an alkylating cytotoxic payload (melphalan) into cancer cells. * Daiichi Sankyo is a world leader in antibody–drug conjugates (ADC) where antibodies deliver cytotoxic “payloads” (e.g., topoisomerase inhibitors like DXd). 👉 The connection: Both work with the same modern cancer strategy: “smart transport molecules + potent cytotoxic payload” ⸻ 🧪 Same competition and development area (hematology & cancer) * Melflufen was developed for multiple myeloma * Daiichi Sankyo develops several ADC programs within: * hematological cancers * solid tumors 👉 This means that: * They are not partners in melflufen * But they are direct technological neighbors/competitors in next-generation cancer drugs ⸻ 🔬 Indirect industry connection via the ADC/PDC ecosystem There is a broad connection in the industry: * Oncopeptides → PDC (peptide-drug conjugate) * Daiichi Sankyo → ADC (antibody-drug conjugate) Both technologies: * try to improve the therapeutic index * reduce systemic toxicity * deliver cytotoxic substances selectively to tumors 👉 Melflufen is often mentioned in the same research discussions as ADC platforms, because the mechanism is “same idea, different transport system”.
Buy-And-Hold
8 t sitten
·
Buy-And-Hold
8 t sitten
·
1. Daiichi Sankyo is already an ADC leader Daiichi Sankyo has built its entire modern oncology strategy around the ADC platform (DXd technology), where their most well-known programs are, for example: * HER2-targeted ADCs (e.g., trastuzumab deruxtecan / DS-8201) * several solid tumor indications * strong expansion via partnerships (e.g., with AstraZeneca) The important thing is: they are actively looking for more “target spaces” where ADC works. MM is one such candidate. ⸻ 2. Why MM is attractive for ADC development Multiple myeloma is almost “built” for modern targeted therapy: * B-cell maturation antigens (e.g., BCMA, GPRC5D, CD38) * high cell turnover → good for cytotoxic payloads * clear tumor-specific surface (bone marrow) This means MM already has: * CAR-T (BCMA) * bispecific antibodies * and now ADC-like strategies in development So from an industry perspective, MM is a “next logical step”. ⸻ 3. ADC competition in MM is still not “saturated” This is important for companies like Daiichi Sankyo: * CAR-T and bispecific antibodies dominate the headlines * but ADC in MM is still a relatively “early field” * there is still room for differentiation (efficacy, toxicity, convenience) This is exactly the kind of niche an ADC company wants to enter. ⸻ 4. Their technology suits MM biologically Daiichi Sankyo's ADC platform (DXd payload) is designed for: * strong cell internalization * potent topoisomerase I-killing * “bystander effect” (can kill even when antigen expression is heterogeneous) This is relevant in MM where: * antigen expression can vary * clonal evolution is a problem ⸻ 5. But: they are not “in MM yet” for real Important to be realistic: * Daiichi Sankyo has no established MM franchise today * their ADC portfolio is primarily in solid tumors * MM would require: * new target validation * bone marrow penetration * safety profile adaptation
Buy-And-Hold
1 päivä sitten
·
Buy-And-Hold
1 päivä sitten
·
HealthCap - tactical capital strategy Investor Analysis: HealthCap VI and shareholder behavior in Oncopeptides Oncopeptides is in a transition phase where the company is still financed as a development/turnaround case, but at the same time has a commercial product that is starting to generate more structural cash flow expectations. In this situation, the actions of the main shareholders in the 2026 issue become particularly important, especially HealthCap VI and HealthCap VIII. ⸻ 1. HealthCap VI: limited visible issue participation Public information shows that: * HealthCap VIII had clear subscription commitments in the issue. * HealthCap VI is not mentioned as an active issue-supporting party. If HealthCap VI had participated fully pro rata, they could have increased their holding by approximately 7.7 million shares, which would have raised their position to just over 23 million shares. This is not visible in available information. This leads to possible interpretations: Possible scenarios * They completely refrained from subscribing. * They chose not to use the issue as a tool and instead potentially buy shares on the market later. ⸻ 2. Possible tactical capital strategy In small and medium-sized biotech companies, it is not uncommon for larger shareholders to: 1. Participate limitedly in issues when the price is not perceived as optimal. 2. Await important catalysts (e.g., Q1/Q2 reports). 3. Increase exposure in the secondary market if developments confirm the case. This can provide several advantages: * better entry price than the issue price, * greater flexibility in positioning, * opportunity to act after new information rather than before. Since the liquidity in the stock is relatively low, even moderate purchases from institutions can have a significant price impact. ⸻ 3. The flagging pattern: active but selective ownership This is important because it signals that: * the ownership base is still active, * and that the stock is used in more dynamic positioning strategies (not passive long-term ownership). Typical drivers behind such flagging patterns are: * arbitrage linked to issues, * positioning before reports, * market making and liquidity management, * or gradual re-accumulation after capital events. ⸻ 4. Why this is logical in Oncopeptides The company is in an unusual hybrid situation: Operationally: * Product exists and is commercialized. * Sales are growing but are not yet fully stable. Financially: * Cash flow is still negative. * The capital market remains central for financing. Market-wise: * Expectations are divided: between turnaround and continued risk financing. This means that larger shareholders can choose to: * not overexpose themselves in issues, * but instead await commercial confirmation before increasing their stake. ⸻ 5. What the market still discounts That the stock trades below the issue price indicates that the market is still concerned about: * sustainable sales growth, * cash flow profile and burn rate, * potential future capital needs, * and commercial scalability. In practice, the company is still valued more as: a financing case than a stable specialty pharma company. ⸻ 6. Overall interpretation of shareholder behavior HealthCap VI's position can be interpreted in two ways: A. Cautious/neutral interpretation * Capital discipline. * Waiting for a better risk/return profile. * Selective participation in issues. B. Tactical/bullish interpretation * Awaits Q1/Q2 to reduce uncertainty. * Buys later on the market at a weak price. * Optimizes average price rather than locking up capital in an issue. The flagging pattern supports that: * the owners are not abandoning the case, * but rather repositioning themselves. ⸻ 7. Important future signals Bullish signals: 🔥 * increasing net ownership from institutions after reports, * improved sales trend, * reduced cash burn, * partnerships (e.g., Japan), * reduced reliance on issues. Bearish signals: 💀 * continued weak price despite operational improvement, * further capital raising within 12–18 months, * lack of growth acceleration, * decreased institutional interest.
Buy-And-Hold
1 päivä sitten
·
Buy-And-Hold
1 päivä sitten
·
AI has helped with the formulation of the text, but the content is based on my own thoughts and analysis. It has primarily been used to develop and clarify what I myself have identified.
Buy-And-Hold
1 päivä sitten
·
Buy-And-Hold
1 päivä sitten
·
Investor Analysis: Oncopeptides – from 6 billion in financing to a market capitalization of 500 Mkr Executive summary Oncopeptides is a clear example of the biotech sector's extreme asymmetry. The company has historically raised approximately: * ~6 billion SEK in capital, but is valued today at approximately: * ~0.5 billion SEK. This means that the market has practically re-evaluated: * the probability of commercial success, * the pipeline value, * and the future cash flow potential very sharply downwards. At the same time, the annual report and regulatory development show that the company is not only trying to commercialize: Pepaxti, but also restructuring its intellectual assets through: Oncopeptides Innovation AB and building further on the PDC platform, including within glioblastoma. This makes the investment case unusually binary: the market today primarily prices in survival and financing risk, while the optionality in the platform largely appears to be discounted away.
Buy-And-Hold
1 päivä sitten
·
Buy-And-Hold
1 päivä sitten
·
AI has helped with the formulation of the text, but the content is based on my own thoughts and analysis. It has primarily been used to develop and clarify what I myself have identified.
Buy-And-Hold
1 päivä sitten
·
Buy-And-Hold
1 päivä sitten
·
Summary analysis of Oncopeptides Innovation AB and the capital contribution 1. What actually happened In the parent company's note for shares in subsidiaries, a significant increase is visible: * Book value ("carrying amount") for Oncopeptides Innovation AB: * from approximately 25 tkr * to approximately 10,325 tkr * At the same time, it is reported: * Purchases: 10,300 tkr In practice, this means that the parent company has made a capital contribution of approximately 10.3 MSEK to the subsidiary. It is not a matter of: * sales, * operating profit, * or value increase from operations, but an internal financial investment within the group. ⸻ 2. What "Purchases" means here In this type of note, "Purchases" normally means: * shareholder contribution, * new share issue in subsidiary, * or other capitalization. So, it is not about the purchase of goods or operating expenses. The flow is typically: 1. The parent company sends capital to the subsidiary 2. The subsidiary receives: * more cash * higher equity 3. The parent company increases the item: * "shares in subsidiaries" That is why the carrying amount increases so sharply. ⸻ 3. Why Oncopeptides Innovation AB is central Several factors make Oncopeptides Innovation AB appear as the clear recipient: * Started relatively recently * Had very low initial share capital (~25 tkr) * Has: * no employees, * no normal sales, * limited operational activity * At the same time, the company receives a large capital contribution This is a classic pattern for an: * R&D company, * IP company, * or strategic project company within biotech. ⸻ 4. Strategic interpretation The capital contribution does not appear to be administrative or random. It likely signals that Oncopeptides uses Innovation AB as: Möjliga syften (Possible purposes) A. Separate new pipeline or IP Common in biotech: * patents, * preclinical projects, * new technologies are placed in separate companies. Advantages: * risk isolation, * easier partnering, * easier sale, * separate valuation. ⸻ B. Prepare for future license or M&A deals A separate project company makes it easier to: * sell a project, * bring in external investors, * or make collaboration agreements. This is often how larger pharmaceutical companies acquire early technology: * not the entire parent company, * but specific projects or subsidiaries. ⸻ C. Build the next generation pipeline Oncopeptides already has a commercial product: * Pepaxti But the market also knows that the company needs: * new projects, * new pipeline, * future growth. Innovation AB therefore appears to function as: a "container" for future research and development projects. ⸻ 5. Link to pipeline and future projects The analysis points specifically to early projects within: * PDC technology, * new cancer indications, * or preclinical research. A likely example is: * glioblastoma-/GLIOPEP-related projects, * or other early research platforms. The amount (~10 MSEK) is well suited for: * early research, * proof-of-concept, * preclinical development. However, it is too small for larger clinical programs. ⸻ 6. Investor perspective – what the market might miss The most interesting thing is not the sum itself, but the structure. The market tends to focus on: * sales, * quarterly results, * cash flow. But in biotech, the greatest future value is often created: * long before revenues exist. This functions as an option 10.3 MSEK should therefore not primarily be seen as: * a cost, but as: * an investment in future optionality. The outcome is asymmetrical: * the project can become worthless, * or develop into a significant license or acquisition deal. ⸻ 7. Overall assessment Positive signals * The company invests in future pipeline * The structure is strategically well-thought-out * Capital allocation is relatively limited and controlled * Enables future partnering/M&A Risks * No clinical evidence yet * No revenues from the project * Early research phase implies high uncertainty * Future capital needs can lead to dilution ⸻ Conclusion The capital contribution to Oncopeptides Innovation AB is likely a conscious strategic step to build or separate future research projects within the group. It is therefore not just about accounting, but about: * structuring of pipeline, * creation of future business units, * and potential long-term optionality. From an investor's point of view, this is: * potentially an important signal about how Oncopeptides is trying to create the next phase of the company's value development.
Buy-And-Hold
1 päivä sitten
·
Buy-And-Hold
1 päivä sitten
·
AI has helped with the formulation of the text, but the content is based on my own thoughts and analysis. It has primarily been used to develop and clarify what I myself have identified.
Buy-And-Hold
2 päivää sitten
·
Buy-And-Hold
2 päivää sitten
·
OBV trend 📈 The On-Balance Volume (OBV) indicator typically moves in sync with a stock's price, reflecting the balance between buying and selling pressure. This divergence suggests that the recent price weakness has not been driven by higher selling volumes. OBV often acts as an early indicator when investors begin to accumulate long-term positions well before a revaluation.

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.

Uutiset

Viimeisin

Kaikki 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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti

81 päivää sitten

Uutiset

Viimeisin

Kaikki uutiset