2026 Q1 -tulosraportti
52 päivää sitten
‧43 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sitten · MuokattuOne must look at the case from several sides and not just the ultra bull scenario which is very prevalent here. (IYKYK) Therefore, keep in mind that: -Much of the positive expectation for the current clinical data may already be priced into the stock. -Risk that upcoming data merely meets expectations rather than positively surprises, which can lead to share price disappointment. -Long way to commercialization and potential revenues. -A need for fundraising in the order of a double-digit million amount in USD has been mentioned to finance further clinical programs, which can lead to significant dilution of existing shareholders. -The clinical data are still relatively early and need to be confirmed in larger studies. -No guarantee that partner agreements will be entered into on attractive terms or within the timeframe the market expects. -Regulatory requirements and potential delays can significantly prolong the development process. -The company's value is highly dependent on the success of a limited number of projects, which increases the risk. -The biotech sector is generally characterized by high uncertainty and large share price fluctuations. I myself wrote in an investor forum about a month ago that I expected "dead calm" over the summer, which subsequently led to me being blocked, look at the share price over the last month and tell me what you see. ? This may indicate that expectations among some investors are very high, and that more skeptical viewpoints are not always well received. It is not a given that it will be all gold and green forests with 3-digit price targets just around the corner. Do your due diligence.
Regarding "priced-in share price" and the risk of "normal" data: Within radioligand therapy (RLT), it is the early safety and dosimetry data that drive the really big partnerships and acquisitions (M&A). The market almost never prices this in beforehand due to the binary risk. The preliminary uTREAT data have already shown a very high uptake in tumors without hitting critical dose limits for healthy organs. The upcoming topline data are the very ticket to large upfront payments, and by definition, this cannot be priced in yet. "Long way to commercialization" and "early data": Yes, uTREAT is early in Phase 1, but the uPAR platform functions as a "pipeline-in-a-drug". Their diagnostic part, uTRACE, is already rock-solid and validated in over 450 patients across 9 clinical trials. Furthermore, they have chosen glioblastoma (brain cancer) as the first indication. This provides access to "orphan drug" status and accelerated approval procedures, which significantly shortens the process compared to traditional oncology. The scare campaign about "massive dilution": That claim completely fell flat in June. Curasight closed a directed issue to institutional investors, raising 20 mio. DKK. The dilution for us existing shareholders? A mere 2.3%. At the same time, they extended the loan facility with Fenja Capital until June 2027. Financing is secured for the next year or so, so there is absolutely no acute pressure for a large, dilutive capital raise. "No guarantee for partner agreements": They have already proven their worth by landing a global agreement with Curium (a giant in the field) regarding uTRACE for prostate cancer. Right now, big pharma (including Eli Lilly and Bristol Myers Squibb) is sweeping the market for everything moving within radiopharmacy. If uTREAT delivers on the next milestones, partners will be lining up – the framework and network are already established. Regulatory delays and "only a few projects": uPAR is overexpressed in more than 85% of all solid tumors. Brain cancer is just the spearhead that will validate the platform. The plan is to roll it out in a so-called "basket trial," where several cancer types are tested at once. This spreads the risk very quickly and means that the value is not dependent on a single isolated project. Summer's "stagnation": The fact that the share price has been stagnant over the summer is completely classic for biotech companies during the "quiet period" before data. We are looking into an autumn and winter where there will be a total of four major clinical readouts in a row (both uTREAT Phase 1 and uTRACE Phase 2). This is the exact opposite of structural stagnation – it is the calm before the storm. Due diligence is about looking at the hard facts, not pessimistic gut feelings.
·14.7.Quick overview regarding upcoming news to keep an eye on for the rest of the year: Q3: uTREAT® – topline read-out efficacy data in brain cancer (GBM) H2: uTRACE® – preliminary efficacy data ph 2 trial (Curium partnership) Q4: uTRACE® – topline results ph 2 trial (Curium partnership) Q3/Q4: FDA uTreat ph2 application Q3/Q4: Possible partnership announcement on uTreat & Basket trial: From Medwatch article d. 25. Juni -> "We are already experiencing great interest in our platform and technology," says CEO Ulrich Krasilnikoff to MedWatch. He makes no secret of the fact that the company is deliberately preparing for negotiations." + "If (topline) data turns out positive, the plan is to use them as leverage in negotiations with larger partners." https://medwatch.dk/brancher/Medicinal___Biotek/article19426291.ece (article can be accessed via 14-day free subscription): ...have I forgotten other, important triggers:) ?Fundraising targeted investors. (2 digits millioner USD) Topline uTrace II should trigger a milestone payment Partnership for basket trial uTreat (they will not start it without a partner, with good topline it should not be difficult to find one)
·10.7. · MuokattuAnd just the quick one from copilot Has uTRACE® been used in brain cancer trials?Yes. uTRACE® has been used in clinical studies investigating uPAR expression in glioblastomas. These studies showed that 94 % of glioblastoma patients are uPAR-positive, which is precisely the target uTRACE® binds to. This is documented in Curasight's own data and is used as the basis for the design of the uTREAT trials. uTRACE® is therefore clinically tested in brain tumors, but primarily as a diagnostic tracer, not as a treatment. And this is where the sentence is important.. WHAT YOU SEE IS WHAT YOU TREAT
I think you should have sent your CV and application to the company long ago, so you can just tell them how things are connected?- ·10.7. · MuokattuRemember now, as Andreas Kjær said a long time ago WHAT YOU SEE IS WHAT YOU TREAT.. A very important sentence... What has already been shown to work in utrace will also work in I utreat.. (The cancer is receptive/open)...Yes, that is clearly one of the most important sentences for their case and communication approach. But, really, calm down. It's about making complex material less complex - it's not quite that simple in practice and there are quite a few intermediate calculations in the process towards an ultimate goal with approved, successful treatments. Enjoy the summer, log off and don't stress about the upcoming fall, which I believe is in store here in July-August. The forum here will be wild in a bit, I think, when people can't understand why it has to go down several kroner further.
·10.7.Arthkri ... there is summer holiday, and normally (Trump) without the big fluctuations!!
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 Q1 -tulosraportti
52 päivää sitten
‧43 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
- ·2 päivää sitten · MuokattuOne must look at the case from several sides and not just the ultra bull scenario which is very prevalent here. (IYKYK) Therefore, keep in mind that: -Much of the positive expectation for the current clinical data may already be priced into the stock. -Risk that upcoming data merely meets expectations rather than positively surprises, which can lead to share price disappointment. -Long way to commercialization and potential revenues. -A need for fundraising in the order of a double-digit million amount in USD has been mentioned to finance further clinical programs, which can lead to significant dilution of existing shareholders. -The clinical data are still relatively early and need to be confirmed in larger studies. -No guarantee that partner agreements will be entered into on attractive terms or within the timeframe the market expects. -Regulatory requirements and potential delays can significantly prolong the development process. -The company's value is highly dependent on the success of a limited number of projects, which increases the risk. -The biotech sector is generally characterized by high uncertainty and large share price fluctuations. I myself wrote in an investor forum about a month ago that I expected "dead calm" over the summer, which subsequently led to me being blocked, look at the share price over the last month and tell me what you see. ? This may indicate that expectations among some investors are very high, and that more skeptical viewpoints are not always well received. It is not a given that it will be all gold and green forests with 3-digit price targets just around the corner. Do your due diligence.Regarding "priced-in share price" and the risk of "normal" data: Within radioligand therapy (RLT), it is the early safety and dosimetry data that drive the really big partnerships and acquisitions (M&A). The market almost never prices this in beforehand due to the binary risk. The preliminary uTREAT data have already shown a very high uptake in tumors without hitting critical dose limits for healthy organs. The upcoming topline data are the very ticket to large upfront payments, and by definition, this cannot be priced in yet. "Long way to commercialization" and "early data": Yes, uTREAT is early in Phase 1, but the uPAR platform functions as a "pipeline-in-a-drug". Their diagnostic part, uTRACE, is already rock-solid and validated in over 450 patients across 9 clinical trials. Furthermore, they have chosen glioblastoma (brain cancer) as the first indication. This provides access to "orphan drug" status and accelerated approval procedures, which significantly shortens the process compared to traditional oncology. The scare campaign about "massive dilution": That claim completely fell flat in June. Curasight closed a directed issue to institutional investors, raising 20 mio. DKK. The dilution for us existing shareholders? A mere 2.3%. At the same time, they extended the loan facility with Fenja Capital until June 2027. Financing is secured for the next year or so, so there is absolutely no acute pressure for a large, dilutive capital raise. "No guarantee for partner agreements": They have already proven their worth by landing a global agreement with Curium (a giant in the field) regarding uTRACE for prostate cancer. Right now, big pharma (including Eli Lilly and Bristol Myers Squibb) is sweeping the market for everything moving within radiopharmacy. If uTREAT delivers on the next milestones, partners will be lining up – the framework and network are already established. Regulatory delays and "only a few projects": uPAR is overexpressed in more than 85% of all solid tumors. Brain cancer is just the spearhead that will validate the platform. The plan is to roll it out in a so-called "basket trial," where several cancer types are tested at once. This spreads the risk very quickly and means that the value is not dependent on a single isolated project. Summer's "stagnation": The fact that the share price has been stagnant over the summer is completely classic for biotech companies during the "quiet period" before data. We are looking into an autumn and winter where there will be a total of four major clinical readouts in a row (both uTREAT Phase 1 and uTRACE Phase 2). This is the exact opposite of structural stagnation – it is the calm before the storm. Due diligence is about looking at the hard facts, not pessimistic gut feelings.
- ·14.7.Quick overview regarding upcoming news to keep an eye on for the rest of the year: Q3: uTREAT® – topline read-out efficacy data in brain cancer (GBM) H2: uTRACE® – preliminary efficacy data ph 2 trial (Curium partnership) Q4: uTRACE® – topline results ph 2 trial (Curium partnership) Q3/Q4: FDA uTreat ph2 application Q3/Q4: Possible partnership announcement on uTreat & Basket trial: From Medwatch article d. 25. Juni -> "We are already experiencing great interest in our platform and technology," says CEO Ulrich Krasilnikoff to MedWatch. He makes no secret of the fact that the company is deliberately preparing for negotiations." + "If (topline) data turns out positive, the plan is to use them as leverage in negotiations with larger partners." https://medwatch.dk/brancher/Medicinal___Biotek/article19426291.ece (article can be accessed via 14-day free subscription): ...have I forgotten other, important triggers:) ?Fundraising targeted investors. (2 digits millioner USD) Topline uTrace II should trigger a milestone payment Partnership for basket trial uTreat (they will not start it without a partner, with good topline it should not be difficult to find one)
- ·10.7. · MuokattuAnd just the quick one from copilot Has uTRACE® been used in brain cancer trials?Yes. uTRACE® has been used in clinical studies investigating uPAR expression in glioblastomas. These studies showed that 94 % of glioblastoma patients are uPAR-positive, which is precisely the target uTRACE® binds to. This is documented in Curasight's own data and is used as the basis for the design of the uTREAT trials. uTRACE® is therefore clinically tested in brain tumors, but primarily as a diagnostic tracer, not as a treatment. And this is where the sentence is important.. WHAT YOU SEE IS WHAT YOU TREATI think you should have sent your CV and application to the company long ago, so you can just tell them how things are connected?
- ·10.7. · MuokattuRemember now, as Andreas Kjær said a long time ago WHAT YOU SEE IS WHAT YOU TREAT.. A very important sentence... What has already been shown to work in utrace will also work in I utreat.. (The cancer is receptive/open)...Yes, that is clearly one of the most important sentences for their case and communication approach. But, really, calm down. It's about making complex material less complex - it's not quite that simple in practice and there are quite a few intermediate calculations in the process towards an ultimate goal with approved, successful treatments. Enjoy the summer, log off and don't stress about the upcoming fall, which I believe is in store here in July-August. The forum here will be wild in a bit, I think, when people can't understand why it has to go down several kroner further.
- ·10.7.Arthkri ... there is summer holiday, and normally (Trump) without the big fluctuations!!
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
2026 Q1 -tulosraportti
52 päivää sitten
‧43 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 1.12.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sitten · MuokattuOne must look at the case from several sides and not just the ultra bull scenario which is very prevalent here. (IYKYK) Therefore, keep in mind that: -Much of the positive expectation for the current clinical data may already be priced into the stock. -Risk that upcoming data merely meets expectations rather than positively surprises, which can lead to share price disappointment. -Long way to commercialization and potential revenues. -A need for fundraising in the order of a double-digit million amount in USD has been mentioned to finance further clinical programs, which can lead to significant dilution of existing shareholders. -The clinical data are still relatively early and need to be confirmed in larger studies. -No guarantee that partner agreements will be entered into on attractive terms or within the timeframe the market expects. -Regulatory requirements and potential delays can significantly prolong the development process. -The company's value is highly dependent on the success of a limited number of projects, which increases the risk. -The biotech sector is generally characterized by high uncertainty and large share price fluctuations. I myself wrote in an investor forum about a month ago that I expected "dead calm" over the summer, which subsequently led to me being blocked, look at the share price over the last month and tell me what you see. ? This may indicate that expectations among some investors are very high, and that more skeptical viewpoints are not always well received. It is not a given that it will be all gold and green forests with 3-digit price targets just around the corner. Do your due diligence.Regarding "priced-in share price" and the risk of "normal" data: Within radioligand therapy (RLT), it is the early safety and dosimetry data that drive the really big partnerships and acquisitions (M&A). The market almost never prices this in beforehand due to the binary risk. The preliminary uTREAT data have already shown a very high uptake in tumors without hitting critical dose limits for healthy organs. The upcoming topline data are the very ticket to large upfront payments, and by definition, this cannot be priced in yet. "Long way to commercialization" and "early data": Yes, uTREAT is early in Phase 1, but the uPAR platform functions as a "pipeline-in-a-drug". Their diagnostic part, uTRACE, is already rock-solid and validated in over 450 patients across 9 clinical trials. Furthermore, they have chosen glioblastoma (brain cancer) as the first indication. This provides access to "orphan drug" status and accelerated approval procedures, which significantly shortens the process compared to traditional oncology. The scare campaign about "massive dilution": That claim completely fell flat in June. Curasight closed a directed issue to institutional investors, raising 20 mio. DKK. The dilution for us existing shareholders? A mere 2.3%. At the same time, they extended the loan facility with Fenja Capital until June 2027. Financing is secured for the next year or so, so there is absolutely no acute pressure for a large, dilutive capital raise. "No guarantee for partner agreements": They have already proven their worth by landing a global agreement with Curium (a giant in the field) regarding uTRACE for prostate cancer. Right now, big pharma (including Eli Lilly and Bristol Myers Squibb) is sweeping the market for everything moving within radiopharmacy. If uTREAT delivers on the next milestones, partners will be lining up – the framework and network are already established. Regulatory delays and "only a few projects": uPAR is overexpressed in more than 85% of all solid tumors. Brain cancer is just the spearhead that will validate the platform. The plan is to roll it out in a so-called "basket trial," where several cancer types are tested at once. This spreads the risk very quickly and means that the value is not dependent on a single isolated project. Summer's "stagnation": The fact that the share price has been stagnant over the summer is completely classic for biotech companies during the "quiet period" before data. We are looking into an autumn and winter where there will be a total of four major clinical readouts in a row (both uTREAT Phase 1 and uTRACE Phase 2). This is the exact opposite of structural stagnation – it is the calm before the storm. Due diligence is about looking at the hard facts, not pessimistic gut feelings.
- ·14.7.Quick overview regarding upcoming news to keep an eye on for the rest of the year: Q3: uTREAT® – topline read-out efficacy data in brain cancer (GBM) H2: uTRACE® – preliminary efficacy data ph 2 trial (Curium partnership) Q4: uTRACE® – topline results ph 2 trial (Curium partnership) Q3/Q4: FDA uTreat ph2 application Q3/Q4: Possible partnership announcement on uTreat & Basket trial: From Medwatch article d. 25. Juni -> "We are already experiencing great interest in our platform and technology," says CEO Ulrich Krasilnikoff to MedWatch. He makes no secret of the fact that the company is deliberately preparing for negotiations." + "If (topline) data turns out positive, the plan is to use them as leverage in negotiations with larger partners." https://medwatch.dk/brancher/Medicinal___Biotek/article19426291.ece (article can be accessed via 14-day free subscription): ...have I forgotten other, important triggers:) ?Fundraising targeted investors. (2 digits millioner USD) Topline uTrace II should trigger a milestone payment Partnership for basket trial uTreat (they will not start it without a partner, with good topline it should not be difficult to find one)
- ·10.7. · MuokattuAnd just the quick one from copilot Has uTRACE® been used in brain cancer trials?Yes. uTRACE® has been used in clinical studies investigating uPAR expression in glioblastomas. These studies showed that 94 % of glioblastoma patients are uPAR-positive, which is precisely the target uTRACE® binds to. This is documented in Curasight's own data and is used as the basis for the design of the uTREAT trials. uTRACE® is therefore clinically tested in brain tumors, but primarily as a diagnostic tracer, not as a treatment. And this is where the sentence is important.. WHAT YOU SEE IS WHAT YOU TREATI think you should have sent your CV and application to the company long ago, so you can just tell them how things are connected?
- ·10.7. · MuokattuRemember now, as Andreas Kjær said a long time ago WHAT YOU SEE IS WHAT YOU TREAT.. A very important sentence... What has already been shown to work in utrace will also work in I utreat.. (The cancer is receptive/open)...Yes, that is clearly one of the most important sentences for their case and communication approach. But, really, calm down. It's about making complex material less complex - it's not quite that simple in practice and there are quite a few intermediate calculations in the process towards an ultimate goal with approved, successful treatments. Enjoy the summer, log off and don't stress about the upcoming fall, which I believe is in store here in July-August. The forum here will be wild in a bit, I think, when people can't understand why it has to go down several kroner further.
- ·10.7.Arthkri ... there is summer holiday, and normally (Trump) without the big fluctuations!!
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