2025 Q3 -tulosraportti
52 päivää sitten36 min
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 300 | NON | NON | ||
| 100 | NON | NON | ||
| 520 | NON | NON | ||
| 487 | NRD | NON | ||
| 1 513 | NRD | NON |
Ylin
12VWAP
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11,3VaihtoMäärä
0,6 47 992
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0,6 47 992
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Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 8 500 | 2 000 | +6 500 | 0 |
| Danske Bank A/S | 4 000 | 900 | +3 100 | 0 |
| Svenska Handelsbanken AB | 10 | 0 | +10 | 0 |
| Avanza Bank AB | 2 019 | 3 523 | −1 504 | 50 |
| Nordnet Bank AB | 31 977 | 34 801 | −2 824 | 25 796 |
| SSW Market Making GmbH | 1 576 | 6 858 | −5 282 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| SSW Market Making GmbH | 1 576 | 6 858 | −5 282 | 0 |
| Nordnet Bank AB | 31 977 | 34 801 | −2 824 | 25 796 |
| Avanza Bank AB | 2 019 | 3 523 | −1 504 | 50 |
| Svenska Handelsbanken AB | 10 | 0 | +10 | 0 |
| Danske Bank A/S | 4 000 | 900 | +3 100 | 0 |
| Nordea Bank Abp | 8 500 | 2 000 | +6 500 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 1.12.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 21.11.2024 |
Asiakkaat katsoivat myös
Shareville
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·10 min sitten · MuokattuAn assessment of how Curasight's technology (uTRACE/uTREAT — the uPAR platform) stands in relation to the rest of the market and the most important development tracks. Short conclusion Curasight has a differentiated, platform-oriented theranostics setup (diagnostics + therapy targeted at uPAR) with good strategic prerequisites (target prevalence, diagnostic validation, Curium partnership), but success clearly depends on reproducible human dosimetry, isotope/production scalability, and regulatory/commercial scaling — it is technically promising, but operationally demanding. ________________________________________ Curasight's particular strengths 1. Theranostic platform (uTRACE + uTREAT) o The same ligand for imaging and therapy is ideal: “what you see is what you treat” — strong risk reduction for BD/partner. 2. uPAR as target o uPAR is expressed in many aggressive solid tumors → high potential addressable population (not just GBM). This increases the platform opportunity vs. narrow targets (e.g., PSMA). (underlying biological literature supports uPAR relevance — see Master/appendix). 3. Early clinical validation / dataflow o First patient dosed + early PET/dosimetry signals (≥24 h retention, dosimetry “in line with expectations”) provide rapid, mechanistic information per patient — an important advantage in theranostics. 4. Industrial partner (Curium) o Partnership for diagnostics and commercialization reduces capital and execution risk, strengthens the BD argument. What other players are doing (competitor landscape) 1. RayzeBio / BMS (Actinium focus) — bought due to consistent dosimetry and platform access; showed that Big Pharma pays high for platforms, especially with an isotope strategy. Rayze had a strong isotope/supply position (Ac-225) and scalable setup. 2. POINT → Lilly (PSMA et al.) — acquisition to secure delivery, pipeline, and GMP/production capacity; also shows that the solution space includes both target + production/scaling. 3. Other major players (Novartis, Fusion et al.) — industrial pressure: building capacity (e.g., Novartis factory in CA), acquisitions and licensing show ongoing vertical integration in RLT. This intensifies competition for production and isotope access. 4. The market — radioligand/theranostics is, as previously mentioned, a fast-growing theme; market estimates and financial interest support several BD opportunities in 2026 and beyond, it will be big! Where Curasight stands vs. peers (short): • Target: uPAR = broader application than PSMA/SSTR → potential for greater platform value. (advantage) • Isotope/delivery: Curasight apparently uses Lu-177 / compatibility is mentioned — but access to alpha-isotopes (Ac-225) and scalable GMP supply is not clearly established as with some peers → operational risk. (weakness) • Production & GMP scalability: Curium partnership strengthens the diagnostics part; therapeutic production/scaling to RLT volume and isotope sourcing requires separate capacity. (neutral/depends) • Clinical maturity: Curasight = Phase I (GBM) with FPD + early dosimetry data; Rayze/POINT had early clinical dosimetry data before acquisition — thus the same decision pattern can occur if reproducibility is confirmed. (parity/advantage if TRIN3 confirmed) Main risks (Curasight) 1. Reproducible dosimetry across patients (TRIN 3b/3c) — crucial; without it, platform value is limited. - Clinical/mechanistic risk: actively and correctly addressed and well on its way, cf. previous input. awaiting patient 3-6. 2. Organ toxicity / DLTs — even if no early safety flags, the margin against kidneys/liver/bone marrow must be robust. - Safety risk: currently low, but requires full cohort 3. Isotope strategy & supply — can the platform be isotope-agnostic? access to Ac-225 vs. Lu-177 affects strategic price. - Isotope & supply: deliberately postponed → typically a partner solution point 4. Manufacturing / GMP & scaling — therapeutic supply must be scalable; partnerships or capacity investments are necessary. - Isotope & supply: deliberately postponed → typically a partner solution 5. IP breadth — uPAR patenting and freedom-to-operate; broader IP = better negotiation position. (check your appendix/IP-review) - IP: sufficient for strategic interest, but not maximal 👉 Bottom line: Curasight handles the right risks in the right order. None of the open risks are atypical for a theranostics platform at this stage — and none block TRIN 4 if TRIN 3b/3c is delivered.
7 t sitten7 t sittenLille update fra Jesper J. Lange - 21-01-2026 Aggressive cancer can create a crushing sense of hopelessness. However, I was encouraged last week at J.P. Morgan in San Francisco where I had the privilege of hearing publicly shared updates in the field of radiopharmaceuticals - including radioligand therapy (RLT) - for solid tumors. RLTs are moving from “proven” to “practically unavoidable” in treatment of solid aggressive tumors. Using a radioactive payload to kill cancer cells is highly effective and precise if designed correctly. Novartis leads with marketed Pluvicto® (prostate cancer) and Lutathera® (neuroendocrine tumors) while major unmet needs remain for next-generation RLTs. In my notes key components are: 1. Target biology: Is the receptor cancer specific and linked to aggressiveness (not just present)? 2. Tumor-agnostic potential: Is target relevant across most solid tumors (“pipeline-in-a-drug”)? 3. Ligand performance: Is affinity/kinetics sufficient to deliver dose and drive retention time? 4. Dosimetry & safety: Can off-target organ exposure be quantified and kept within tolerability ranges? 5. Theranostics: Is imaging clinically validated on the same target/ligand to guide patient selection and confirm biodistribution? 6. Manufacturing & isotopes: Is radionuclide GMP supply infrastructure in place? Capital, BD and most recent development activities remain strong, including: - Aktis Oncology’s upsized ~$318M IPO; - Novartis Zonsen PepLib RLT license - Curasight’s Ph1 update on first-in-class uPAR-targeting RLT candidate uTREAT® in high-grade gliomas - Affibody AB’s announcement to advance its Ph1 clinical trial with RLT candidate ABY-271 metastatic breast cancer to its second part. - Major pharma companies confirming interest at JPMorgan to expand their RLT platforms in a market estimated at USD 28bn in 2034. I expect 2026 to be an active year for radiopharmaceuticals and the life sciences industry in general and I look forward to working with companies at the intersection of strategy, business decisions, and execution so they can move decisively towards the next transaction. Note: Views are my own and based on publicly available information. Not investment advice. https://www.linkedin.com/posts/jesperjlange_gorrissenfederspiel-radiopharmaceuticals-activity-7419772816079892480-wgRL- ·3 päivää sittenUpdate from CEO Ulrik 18.01.2026 Back from JPM 2026 — and encouraged by how clearly Curasight's strategy resonated across the meetings. Radionuclide theranostics has decisively moved from promise to execution. At JPM, discussions about Curasight were concrete and focused: uPAR as a biologically validated target, the strength of combining uTRACE-diagnostik® with uTREAT-terapi®, and the value of a true theranostic platform built for clinical translation. There was great interest in where we are right now: -> advancing our clinical programs, -> executing on short-term milestones, -> and preparing for the next value inflection points as data matures. What stood out was the shift in dialogue. Conversations were less about explaining the rationale and more about timelines, differentiation, scalability, and partnership avenues. This reflects both the maturity of the radionuclide field and the growing confidence in focused, biology-driven approaches like ours. With important clinical advancements ahead, 2026 is shaping up to be a pivotal year for Curasight – and for radionuclide therapy more generally. Thanks to everyone who took the time to participate in thoughtful, direct, and forward-looking discussions. JPM may be over, but the work — and the momentum — clearly continues. uTREAT + uTRACE = uROCK 😉 https://www.linkedin.com/posts/ulrich-krasilnikoff-aaa7901_back-from-jpm-2026-and-encouraged-by-how-activity-7418773133265969152-SFYI?utm_medium=ios_app&rcm=ACoAAFZlEboBitt49OByT-lCdkdnCNkmFngKZ4E&utm_source=social_share_send&utm_campaign=copy_link
·3 päivää sittenIt's really great that they are so quick to release something. Even though it's "just" a social media post, it demonstrates confidence and great belief in what they have spent time on before, during, and after JPM. That's impactful. An exciting year ahead. 
·3 päivää sittenMonday can hardly get any better (see attached picture); CEO Ulrich K. comments on the recently concluded JP Morgan Health conference and something is brewing for....well, read for yourself :) 🙌👏- ·18.1. · MuokattuI have created a strategic narrative/description of Curasight from an investor perspective (for full documentation, please refer to Master and Appendix in previously shared material) Market consensus seems to be: “Phase I, topline in 2026 - there is plenty of time.” In my assessment, that is a major misreading of reality. Curasight expects to have recruited all six patients in Phase I within the coming months, with topline in Q2 2026 – probably early in Q2. The process indicates low clinical and operational friction. At the same time, management states that they are engaged in strategic discussions towards the next value-creating step, which is after Phase I. My clear assessment is that dialogues with major Big Pharma players have already taken place in connection with JPM, under NDA and with sharing of non-public data, both for FPD and probably also 2nd patient. At this stage, Big Pharma does not look at endpoints, but whether the fundamental prerequisites are in place: ✔ Target validation in humans ✔ Retention for dosimetry ✔ No early safety or toxicity warnings ✔ A program without friction ✔ A disciplined and data-driven management 👉The only open question is variance and reproducibility (patient 3–6). Bottom line: The next value-creating step for Curasight is not necessarily topline results. In theranostics, history has repeatedly shown that value creation can just as well come in the form of a strategic partnership agreement, an optioned structure - or simply by a Big Pharma decision already having been made, long before the market becomes aware of it. The market waits for topline --> Big Pharma waits for patterns. Link to the narrative/description: https://drive.google.com/file/d/1MEqltPss2Y5kjbcg7Vyv9Ifv86R0ig9T/view?usp=drive_link ------------------------------------------------------------------------------------ Disclaimer: This is not a buy recommendation. The material has been prepared solely for personal use and reflection. I myself own shares in Curasight.
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.
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2025 Q3 -tulosraportti
52 päivää sitten36 min
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
- ·10 min sitten · MuokattuAn assessment of how Curasight's technology (uTRACE/uTREAT — the uPAR platform) stands in relation to the rest of the market and the most important development tracks. Short conclusion Curasight has a differentiated, platform-oriented theranostics setup (diagnostics + therapy targeted at uPAR) with good strategic prerequisites (target prevalence, diagnostic validation, Curium partnership), but success clearly depends on reproducible human dosimetry, isotope/production scalability, and regulatory/commercial scaling — it is technically promising, but operationally demanding. ________________________________________ Curasight's particular strengths 1. Theranostic platform (uTRACE + uTREAT) o The same ligand for imaging and therapy is ideal: “what you see is what you treat” — strong risk reduction for BD/partner. 2. uPAR as target o uPAR is expressed in many aggressive solid tumors → high potential addressable population (not just GBM). This increases the platform opportunity vs. narrow targets (e.g., PSMA). (underlying biological literature supports uPAR relevance — see Master/appendix). 3. Early clinical validation / dataflow o First patient dosed + early PET/dosimetry signals (≥24 h retention, dosimetry “in line with expectations”) provide rapid, mechanistic information per patient — an important advantage in theranostics. 4. Industrial partner (Curium) o Partnership for diagnostics and commercialization reduces capital and execution risk, strengthens the BD argument. What other players are doing (competitor landscape) 1. RayzeBio / BMS (Actinium focus) — bought due to consistent dosimetry and platform access; showed that Big Pharma pays high for platforms, especially with an isotope strategy. Rayze had a strong isotope/supply position (Ac-225) and scalable setup. 2. POINT → Lilly (PSMA et al.) — acquisition to secure delivery, pipeline, and GMP/production capacity; also shows that the solution space includes both target + production/scaling. 3. Other major players (Novartis, Fusion et al.) — industrial pressure: building capacity (e.g., Novartis factory in CA), acquisitions and licensing show ongoing vertical integration in RLT. This intensifies competition for production and isotope access. 4. The market — radioligand/theranostics is, as previously mentioned, a fast-growing theme; market estimates and financial interest support several BD opportunities in 2026 and beyond, it will be big! Where Curasight stands vs. peers (short): • Target: uPAR = broader application than PSMA/SSTR → potential for greater platform value. (advantage) • Isotope/delivery: Curasight apparently uses Lu-177 / compatibility is mentioned — but access to alpha-isotopes (Ac-225) and scalable GMP supply is not clearly established as with some peers → operational risk. (weakness) • Production & GMP scalability: Curium partnership strengthens the diagnostics part; therapeutic production/scaling to RLT volume and isotope sourcing requires separate capacity. (neutral/depends) • Clinical maturity: Curasight = Phase I (GBM) with FPD + early dosimetry data; Rayze/POINT had early clinical dosimetry data before acquisition — thus the same decision pattern can occur if reproducibility is confirmed. (parity/advantage if TRIN3 confirmed) Main risks (Curasight) 1. Reproducible dosimetry across patients (TRIN 3b/3c) — crucial; without it, platform value is limited. - Clinical/mechanistic risk: actively and correctly addressed and well on its way, cf. previous input. awaiting patient 3-6. 2. Organ toxicity / DLTs — even if no early safety flags, the margin against kidneys/liver/bone marrow must be robust. - Safety risk: currently low, but requires full cohort 3. Isotope strategy & supply — can the platform be isotope-agnostic? access to Ac-225 vs. Lu-177 affects strategic price. - Isotope & supply: deliberately postponed → typically a partner solution point 4. Manufacturing / GMP & scaling — therapeutic supply must be scalable; partnerships or capacity investments are necessary. - Isotope & supply: deliberately postponed → typically a partner solution 5. IP breadth — uPAR patenting and freedom-to-operate; broader IP = better negotiation position. (check your appendix/IP-review) - IP: sufficient for strategic interest, but not maximal 👉 Bottom line: Curasight handles the right risks in the right order. None of the open risks are atypical for a theranostics platform at this stage — and none block TRIN 4 if TRIN 3b/3c is delivered.
- 7 t sitten7 t sittenLille update fra Jesper J. Lange - 21-01-2026 Aggressive cancer can create a crushing sense of hopelessness. However, I was encouraged last week at J.P. Morgan in San Francisco where I had the privilege of hearing publicly shared updates in the field of radiopharmaceuticals - including radioligand therapy (RLT) - for solid tumors. RLTs are moving from “proven” to “practically unavoidable” in treatment of solid aggressive tumors. Using a radioactive payload to kill cancer cells is highly effective and precise if designed correctly. Novartis leads with marketed Pluvicto® (prostate cancer) and Lutathera® (neuroendocrine tumors) while major unmet needs remain for next-generation RLTs. In my notes key components are: 1. Target biology: Is the receptor cancer specific and linked to aggressiveness (not just present)? 2. Tumor-agnostic potential: Is target relevant across most solid tumors (“pipeline-in-a-drug”)? 3. Ligand performance: Is affinity/kinetics sufficient to deliver dose and drive retention time? 4. Dosimetry & safety: Can off-target organ exposure be quantified and kept within tolerability ranges? 5. Theranostics: Is imaging clinically validated on the same target/ligand to guide patient selection and confirm biodistribution? 6. Manufacturing & isotopes: Is radionuclide GMP supply infrastructure in place? Capital, BD and most recent development activities remain strong, including: - Aktis Oncology’s upsized ~$318M IPO; - Novartis Zonsen PepLib RLT license - Curasight’s Ph1 update on first-in-class uPAR-targeting RLT candidate uTREAT® in high-grade gliomas - Affibody AB’s announcement to advance its Ph1 clinical trial with RLT candidate ABY-271 metastatic breast cancer to its second part. - Major pharma companies confirming interest at JPMorgan to expand their RLT platforms in a market estimated at USD 28bn in 2034. I expect 2026 to be an active year for radiopharmaceuticals and the life sciences industry in general and I look forward to working with companies at the intersection of strategy, business decisions, and execution so they can move decisively towards the next transaction. Note: Views are my own and based on publicly available information. Not investment advice. https://www.linkedin.com/posts/jesperjlange_gorrissenfederspiel-radiopharmaceuticals-activity-7419772816079892480-wgRL
- ·3 päivää sittenUpdate from CEO Ulrik 18.01.2026 Back from JPM 2026 — and encouraged by how clearly Curasight's strategy resonated across the meetings. Radionuclide theranostics has decisively moved from promise to execution. At JPM, discussions about Curasight were concrete and focused: uPAR as a biologically validated target, the strength of combining uTRACE-diagnostik® with uTREAT-terapi®, and the value of a true theranostic platform built for clinical translation. There was great interest in where we are right now: -> advancing our clinical programs, -> executing on short-term milestones, -> and preparing for the next value inflection points as data matures. What stood out was the shift in dialogue. Conversations were less about explaining the rationale and more about timelines, differentiation, scalability, and partnership avenues. This reflects both the maturity of the radionuclide field and the growing confidence in focused, biology-driven approaches like ours. With important clinical advancements ahead, 2026 is shaping up to be a pivotal year for Curasight – and for radionuclide therapy more generally. Thanks to everyone who took the time to participate in thoughtful, direct, and forward-looking discussions. JPM may be over, but the work — and the momentum — clearly continues. uTREAT + uTRACE = uROCK 😉 https://www.linkedin.com/posts/ulrich-krasilnikoff-aaa7901_back-from-jpm-2026-and-encouraged-by-how-activity-7418773133265969152-SFYI?utm_medium=ios_app&rcm=ACoAAFZlEboBitt49OByT-lCdkdnCNkmFngKZ4E&utm_source=social_share_send&utm_campaign=copy_link·3 päivää sittenIt's really great that they are so quick to release something. Even though it's "just" a social media post, it demonstrates confidence and great belief in what they have spent time on before, during, and after JPM. That's impactful. An exciting year ahead.
- ·3 päivää sittenMonday can hardly get any better (see attached picture); CEO Ulrich K. comments on the recently concluded JP Morgan Health conference and something is brewing for....well, read for yourself :) 🙌👏
- ·18.1. · MuokattuI have created a strategic narrative/description of Curasight from an investor perspective (for full documentation, please refer to Master and Appendix in previously shared material) Market consensus seems to be: “Phase I, topline in 2026 - there is plenty of time.” In my assessment, that is a major misreading of reality. Curasight expects to have recruited all six patients in Phase I within the coming months, with topline in Q2 2026 – probably early in Q2. The process indicates low clinical and operational friction. At the same time, management states that they are engaged in strategic discussions towards the next value-creating step, which is after Phase I. My clear assessment is that dialogues with major Big Pharma players have already taken place in connection with JPM, under NDA and with sharing of non-public data, both for FPD and probably also 2nd patient. At this stage, Big Pharma does not look at endpoints, but whether the fundamental prerequisites are in place: ✔ Target validation in humans ✔ Retention for dosimetry ✔ No early safety or toxicity warnings ✔ A program without friction ✔ A disciplined and data-driven management 👉The only open question is variance and reproducibility (patient 3–6). Bottom line: The next value-creating step for Curasight is not necessarily topline results. In theranostics, history has repeatedly shown that value creation can just as well come in the form of a strategic partnership agreement, an optioned structure - or simply by a Big Pharma decision already having been made, long before the market becomes aware of it. The market waits for topline --> Big Pharma waits for patterns. Link to the narrative/description: https://drive.google.com/file/d/1MEqltPss2Y5kjbcg7Vyv9Ifv86R0ig9T/view?usp=drive_link ------------------------------------------------------------------------------------ Disclaimer: This is not a buy recommendation. The material has been prepared solely for personal use and reflection. I myself own shares in Curasight.
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
Spotlight Stock Market DK
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 300 | NON | NON | ||
| 100 | NON | NON | ||
| 520 | NON | NON | ||
| 487 | NRD | NON | ||
| 1 513 | NRD | NON |
Ylin
12VWAP
Alin
11,3VaihtoMäärä
0,6 47 992
VWAP
Ylin
12Alin
11,3VaihtoMäärä
0,6 47 992
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 8 500 | 2 000 | +6 500 | 0 |
| Danske Bank A/S | 4 000 | 900 | +3 100 | 0 |
| Svenska Handelsbanken AB | 10 | 0 | +10 | 0 |
| Avanza Bank AB | 2 019 | 3 523 | −1 504 | 50 |
| Nordnet Bank AB | 31 977 | 34 801 | −2 824 | 25 796 |
| SSW Market Making GmbH | 1 576 | 6 858 | −5 282 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| SSW Market Making GmbH | 1 576 | 6 858 | −5 282 | 0 |
| Nordnet Bank AB | 31 977 | 34 801 | −2 824 | 25 796 |
| Avanza Bank AB | 2 019 | 3 523 | −1 504 | 50 |
| Svenska Handelsbanken AB | 10 | 0 | +10 | 0 |
| Danske Bank A/S | 4 000 | 900 | +3 100 | 0 |
| Nordea Bank Abp | 8 500 | 2 000 | +6 500 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 1.12.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 21.11.2024 |
2025 Q3 -tulosraportti
52 päivää sitten36 min
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 | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 1.12.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 21.11.2024 |
Shareville
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- ·10 min sitten · MuokattuAn assessment of how Curasight's technology (uTRACE/uTREAT — the uPAR platform) stands in relation to the rest of the market and the most important development tracks. Short conclusion Curasight has a differentiated, platform-oriented theranostics setup (diagnostics + therapy targeted at uPAR) with good strategic prerequisites (target prevalence, diagnostic validation, Curium partnership), but success clearly depends on reproducible human dosimetry, isotope/production scalability, and regulatory/commercial scaling — it is technically promising, but operationally demanding. ________________________________________ Curasight's particular strengths 1. Theranostic platform (uTRACE + uTREAT) o The same ligand for imaging and therapy is ideal: “what you see is what you treat” — strong risk reduction for BD/partner. 2. uPAR as target o uPAR is expressed in many aggressive solid tumors → high potential addressable population (not just GBM). This increases the platform opportunity vs. narrow targets (e.g., PSMA). (underlying biological literature supports uPAR relevance — see Master/appendix). 3. Early clinical validation / dataflow o First patient dosed + early PET/dosimetry signals (≥24 h retention, dosimetry “in line with expectations”) provide rapid, mechanistic information per patient — an important advantage in theranostics. 4. Industrial partner (Curium) o Partnership for diagnostics and commercialization reduces capital and execution risk, strengthens the BD argument. What other players are doing (competitor landscape) 1. RayzeBio / BMS (Actinium focus) — bought due to consistent dosimetry and platform access; showed that Big Pharma pays high for platforms, especially with an isotope strategy. Rayze had a strong isotope/supply position (Ac-225) and scalable setup. 2. POINT → Lilly (PSMA et al.) — acquisition to secure delivery, pipeline, and GMP/production capacity; also shows that the solution space includes both target + production/scaling. 3. Other major players (Novartis, Fusion et al.) — industrial pressure: building capacity (e.g., Novartis factory in CA), acquisitions and licensing show ongoing vertical integration in RLT. This intensifies competition for production and isotope access. 4. The market — radioligand/theranostics is, as previously mentioned, a fast-growing theme; market estimates and financial interest support several BD opportunities in 2026 and beyond, it will be big! Where Curasight stands vs. peers (short): • Target: uPAR = broader application than PSMA/SSTR → potential for greater platform value. (advantage) • Isotope/delivery: Curasight apparently uses Lu-177 / compatibility is mentioned — but access to alpha-isotopes (Ac-225) and scalable GMP supply is not clearly established as with some peers → operational risk. (weakness) • Production & GMP scalability: Curium partnership strengthens the diagnostics part; therapeutic production/scaling to RLT volume and isotope sourcing requires separate capacity. (neutral/depends) • Clinical maturity: Curasight = Phase I (GBM) with FPD + early dosimetry data; Rayze/POINT had early clinical dosimetry data before acquisition — thus the same decision pattern can occur if reproducibility is confirmed. (parity/advantage if TRIN3 confirmed) Main risks (Curasight) 1. Reproducible dosimetry across patients (TRIN 3b/3c) — crucial; without it, platform value is limited. - Clinical/mechanistic risk: actively and correctly addressed and well on its way, cf. previous input. awaiting patient 3-6. 2. Organ toxicity / DLTs — even if no early safety flags, the margin against kidneys/liver/bone marrow must be robust. - Safety risk: currently low, but requires full cohort 3. Isotope strategy & supply — can the platform be isotope-agnostic? access to Ac-225 vs. Lu-177 affects strategic price. - Isotope & supply: deliberately postponed → typically a partner solution point 4. Manufacturing / GMP & scaling — therapeutic supply must be scalable; partnerships or capacity investments are necessary. - Isotope & supply: deliberately postponed → typically a partner solution 5. IP breadth — uPAR patenting and freedom-to-operate; broader IP = better negotiation position. (check your appendix/IP-review) - IP: sufficient for strategic interest, but not maximal 👉 Bottom line: Curasight handles the right risks in the right order. None of the open risks are atypical for a theranostics platform at this stage — and none block TRIN 4 if TRIN 3b/3c is delivered.
- 7 t sitten7 t sittenLille update fra Jesper J. Lange - 21-01-2026 Aggressive cancer can create a crushing sense of hopelessness. However, I was encouraged last week at J.P. Morgan in San Francisco where I had the privilege of hearing publicly shared updates in the field of radiopharmaceuticals - including radioligand therapy (RLT) - for solid tumors. RLTs are moving from “proven” to “practically unavoidable” in treatment of solid aggressive tumors. Using a radioactive payload to kill cancer cells is highly effective and precise if designed correctly. Novartis leads with marketed Pluvicto® (prostate cancer) and Lutathera® (neuroendocrine tumors) while major unmet needs remain for next-generation RLTs. In my notes key components are: 1. Target biology: Is the receptor cancer specific and linked to aggressiveness (not just present)? 2. Tumor-agnostic potential: Is target relevant across most solid tumors (“pipeline-in-a-drug”)? 3. Ligand performance: Is affinity/kinetics sufficient to deliver dose and drive retention time? 4. Dosimetry & safety: Can off-target organ exposure be quantified and kept within tolerability ranges? 5. Theranostics: Is imaging clinically validated on the same target/ligand to guide patient selection and confirm biodistribution? 6. Manufacturing & isotopes: Is radionuclide GMP supply infrastructure in place? Capital, BD and most recent development activities remain strong, including: - Aktis Oncology’s upsized ~$318M IPO; - Novartis Zonsen PepLib RLT license - Curasight’s Ph1 update on first-in-class uPAR-targeting RLT candidate uTREAT® in high-grade gliomas - Affibody AB’s announcement to advance its Ph1 clinical trial with RLT candidate ABY-271 metastatic breast cancer to its second part. - Major pharma companies confirming interest at JPMorgan to expand their RLT platforms in a market estimated at USD 28bn in 2034. I expect 2026 to be an active year for radiopharmaceuticals and the life sciences industry in general and I look forward to working with companies at the intersection of strategy, business decisions, and execution so they can move decisively towards the next transaction. Note: Views are my own and based on publicly available information. Not investment advice. https://www.linkedin.com/posts/jesperjlange_gorrissenfederspiel-radiopharmaceuticals-activity-7419772816079892480-wgRL
- ·3 päivää sittenUpdate from CEO Ulrik 18.01.2026 Back from JPM 2026 — and encouraged by how clearly Curasight's strategy resonated across the meetings. Radionuclide theranostics has decisively moved from promise to execution. At JPM, discussions about Curasight were concrete and focused: uPAR as a biologically validated target, the strength of combining uTRACE-diagnostik® with uTREAT-terapi®, and the value of a true theranostic platform built for clinical translation. There was great interest in where we are right now: -> advancing our clinical programs, -> executing on short-term milestones, -> and preparing for the next value inflection points as data matures. What stood out was the shift in dialogue. Conversations were less about explaining the rationale and more about timelines, differentiation, scalability, and partnership avenues. This reflects both the maturity of the radionuclide field and the growing confidence in focused, biology-driven approaches like ours. With important clinical advancements ahead, 2026 is shaping up to be a pivotal year for Curasight – and for radionuclide therapy more generally. Thanks to everyone who took the time to participate in thoughtful, direct, and forward-looking discussions. JPM may be over, but the work — and the momentum — clearly continues. uTREAT + uTRACE = uROCK 😉 https://www.linkedin.com/posts/ulrich-krasilnikoff-aaa7901_back-from-jpm-2026-and-encouraged-by-how-activity-7418773133265969152-SFYI?utm_medium=ios_app&rcm=ACoAAFZlEboBitt49OByT-lCdkdnCNkmFngKZ4E&utm_source=social_share_send&utm_campaign=copy_link·3 päivää sittenIt's really great that they are so quick to release something. Even though it's "just" a social media post, it demonstrates confidence and great belief in what they have spent time on before, during, and after JPM. That's impactful. An exciting year ahead.
- ·3 päivää sittenMonday can hardly get any better (see attached picture); CEO Ulrich K. comments on the recently concluded JP Morgan Health conference and something is brewing for....well, read for yourself :) 🙌👏
- ·18.1. · MuokattuI have created a strategic narrative/description of Curasight from an investor perspective (for full documentation, please refer to Master and Appendix in previously shared material) Market consensus seems to be: “Phase I, topline in 2026 - there is plenty of time.” In my assessment, that is a major misreading of reality. Curasight expects to have recruited all six patients in Phase I within the coming months, with topline in Q2 2026 – probably early in Q2. The process indicates low clinical and operational friction. At the same time, management states that they are engaged in strategic discussions towards the next value-creating step, which is after Phase I. My clear assessment is that dialogues with major Big Pharma players have already taken place in connection with JPM, under NDA and with sharing of non-public data, both for FPD and probably also 2nd patient. At this stage, Big Pharma does not look at endpoints, but whether the fundamental prerequisites are in place: ✔ Target validation in humans ✔ Retention for dosimetry ✔ No early safety or toxicity warnings ✔ A program without friction ✔ A disciplined and data-driven management 👉The only open question is variance and reproducibility (patient 3–6). Bottom line: The next value-creating step for Curasight is not necessarily topline results. In theranostics, history has repeatedly shown that value creation can just as well come in the form of a strategic partnership agreement, an optioned structure - or simply by a Big Pharma decision already having been made, long before the market becomes aware of it. The market waits for topline --> Big Pharma waits for patterns. Link to the narrative/description: https://drive.google.com/file/d/1MEqltPss2Y5kjbcg7Vyv9Ifv86R0ig9T/view?usp=drive_link ------------------------------------------------------------------------------------ Disclaimer: This is not a buy recommendation. The material has been prepared solely for personal use and reflection. I myself own shares in Curasight.
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