2025 Q3 -tulosraportti
53 päivää sitten36 min
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Spotlight Stock Market DK
Määrä
Osto
1 500
Myynti
Määrä
1 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 500 | NON | NON | ||
| 1 234 | NON | NON | ||
| 1 016 | NON | NON | ||
| 415 | NON | NON | ||
| 308 | NON | NON |
Ylin
12,8VWAP
Alin
11,4VaihtoMäärä
1,2 98 317
VWAP
Ylin
12,8Alin
11,4VaihtoMäärä
1,2 98 317
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 812 | 349 | +2 463 | 0 |
| Skandinaviska Enskilda Banken AB | 100 | 0 | +100 | 0 |
| Avanza Bank AB | 81 | 144 | −63 | 0 |
| Nordnet Bank AB | 26 148 | 28 648 | −2 500 | 25 755 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordnet Bank AB | 26 148 | 28 648 | −2 500 | 25 755 |
| Avanza Bank AB | 81 | 144 | −63 | 0 |
| Skandinaviska Enskilda Banken AB | 100 | 0 | +100 | 0 |
| Danske Bank A/S | 2 812 | 349 | +2 463 | 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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Kirjaudu
·3 t sittenPerhaps a minor detail, but I have found an independent (I assume) article about Curasight and uTREAT, published yesterday. Bionews Inc. owns the site and is located in Florida. https://rarecancernews.com/news/utreat-therapy-binds-aggressive-gliomas-trial-first-patient/
·7 min sitten · MuokattuThat site could potentially be a good source for staying updated on competing technologies working in the same field as Curasight. For example, there is an article about DeltEx DRI which is a "cell therapy that utilizes gamma-delta T-cells" against brain cancer from the company In8bio, where preliminary results give patients about twice as long time without disease progression (approx. 6 months), compared to normal treatment, and so far the average lifespan has also improved by approx. 6 months, but as more are alive, this is expected to increase. That being said, it seems that the competitors' methods are more complex and not as effective in the long run as Curasight's. But it's only good that there are several approaches to combat disease, as there is a small proportion of patients who are presumed not to be treatable with Curasight's method, and who knows, it could also open up for combination treatments. Thanks for the link.
·7 t sittenAsked Gemini what we can expect in the coming weeks... Here's what you can keep an eye on in the coming weeks: 1. Analyst updates (High probability) After the meetings that CEO Ulrich Krasilnikoff and CMO Andreas Kjær held in San Francisco (January 12-15), we often see updated analyses from houses like Redeye or SEB. Context: SEB previously had a price target in the range of 14,00–36,00 DKK (with more aggressive scenarios up to 54 DKK). What we can expect: Analysts may adjust their "probability of success" (PoS) for uTREAT® after the positive preliminary data from January 12. This typically happens 1–3 weeks after a major conference. 2. Patient recruitment milestones Curasight is working on two major clinical tracks. News from these could realistically land before February 26: uTREAT (Glioblastoma/brain cancer): After the encouraging data from the "first patient" on January 12, the company has announced that they are actively recruiting more patients. An announcement that the Phase 1 segment is "fully recruited" is a possibility. uTRACE (Prostate cancer – in collaboration with Curium): This trial is actively running in Germany and Denmark. They have previously indicated that preliminary data for uTRACE is expected in the first half of 2026. Although they might save the news for the annual report, we often see press releases about expansion to new clinical sites. 3. Patents and intellectual property Curasight is very active in securing their patent protection for uTREAT all the way until 2043. Patent issuances are regulatory events that can happen at any time, and they often give a small positive boost to the share price. 4. Management interviews Keep an eye on BioStock and HC Andersen Capital. Since the J.P. Morgan conference has just ended, it is very normal for the CEO to give interviews to elaborate on the significance of the latest uTREAT data to private investors. Assessment: It is unlikely that we will see large clinical "data-dumps" before the annual report, as they just delivered news on January 12. But you can expect new valuations from analysts and potentially an interview that provides more color on the "high retention" (the ability to stay in cancer cells) that they observed in their latest scans.
·7 t sittenLet's hope so. Not that price fluctuations mean much when one is long-term, but personally, I still prefer a bit more price stability.·7 t sittenI assume that slightly more serious investors rely more on a stable stock than when it fluctuates wildly. It appears to be reasonably stable for now with huge support at 11.05 (there are 20000 shares)
·1 päivä 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 sittenGood work once again. One might speculate, - what will be heard about next time and when? It's enormously interesting right now what the status is and what is being shared (and not shared). I'm personally very unsure about what they MUST announce here and now and what can well be summarized later. One is probably, all things being equal, well underway with the next patients…
1 päivä sitten1 päivä 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
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2025 Q3 -tulosraportti
53 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
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Kirjaudu
- ·3 t sittenPerhaps a minor detail, but I have found an independent (I assume) article about Curasight and uTREAT, published yesterday. Bionews Inc. owns the site and is located in Florida. https://rarecancernews.com/news/utreat-therapy-binds-aggressive-gliomas-trial-first-patient/·7 min sitten · MuokattuThat site could potentially be a good source for staying updated on competing technologies working in the same field as Curasight. For example, there is an article about DeltEx DRI which is a "cell therapy that utilizes gamma-delta T-cells" against brain cancer from the company In8bio, where preliminary results give patients about twice as long time without disease progression (approx. 6 months), compared to normal treatment, and so far the average lifespan has also improved by approx. 6 months, but as more are alive, this is expected to increase. That being said, it seems that the competitors' methods are more complex and not as effective in the long run as Curasight's. But it's only good that there are several approaches to combat disease, as there is a small proportion of patients who are presumed not to be treatable with Curasight's method, and who knows, it could also open up for combination treatments. Thanks for the link.
- ·7 t sittenAsked Gemini what we can expect in the coming weeks... Here's what you can keep an eye on in the coming weeks: 1. Analyst updates (High probability) After the meetings that CEO Ulrich Krasilnikoff and CMO Andreas Kjær held in San Francisco (January 12-15), we often see updated analyses from houses like Redeye or SEB. Context: SEB previously had a price target in the range of 14,00–36,00 DKK (with more aggressive scenarios up to 54 DKK). What we can expect: Analysts may adjust their "probability of success" (PoS) for uTREAT® after the positive preliminary data from January 12. This typically happens 1–3 weeks after a major conference. 2. Patient recruitment milestones Curasight is working on two major clinical tracks. News from these could realistically land before February 26: uTREAT (Glioblastoma/brain cancer): After the encouraging data from the "first patient" on January 12, the company has announced that they are actively recruiting more patients. An announcement that the Phase 1 segment is "fully recruited" is a possibility. uTRACE (Prostate cancer – in collaboration with Curium): This trial is actively running in Germany and Denmark. They have previously indicated that preliminary data for uTRACE is expected in the first half of 2026. Although they might save the news for the annual report, we often see press releases about expansion to new clinical sites. 3. Patents and intellectual property Curasight is very active in securing their patent protection for uTREAT all the way until 2043. Patent issuances are regulatory events that can happen at any time, and they often give a small positive boost to the share price. 4. Management interviews Keep an eye on BioStock and HC Andersen Capital. Since the J.P. Morgan conference has just ended, it is very normal for the CEO to give interviews to elaborate on the significance of the latest uTREAT data to private investors. Assessment: It is unlikely that we will see large clinical "data-dumps" before the annual report, as they just delivered news on January 12. But you can expect new valuations from analysts and potentially an interview that provides more color on the "high retention" (the ability to stay in cancer cells) that they observed in their latest scans.·7 t sittenLet's hope so. Not that price fluctuations mean much when one is long-term, but personally, I still prefer a bit more price stability.·7 t sittenI assume that slightly more serious investors rely more on a stable stock than when it fluctuates wildly. It appears to be reasonably stable for now with huge support at 11.05 (there are 20000 shares)
- ·1 päivä 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 sittenGood work once again. One might speculate, - what will be heard about next time and when? It's enormously interesting right now what the status is and what is being shared (and not shared). I'm personally very unsure about what they MUST announce here and now and what can well be summarized later. One is probably, all things being equal, well underway with the next patients…
- 1 päivä sitten1 päivä 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
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
1 500
Myynti
Määrä
1 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 500 | NON | NON | ||
| 1 234 | NON | NON | ||
| 1 016 | NON | NON | ||
| 415 | NON | NON | ||
| 308 | NON | NON |
Ylin
12,8VWAP
Alin
11,4VaihtoMäärä
1,2 98 317
VWAP
Ylin
12,8Alin
11,4VaihtoMäärä
1,2 98 317
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 812 | 349 | +2 463 | 0 |
| Skandinaviska Enskilda Banken AB | 100 | 0 | +100 | 0 |
| Avanza Bank AB | 81 | 144 | −63 | 0 |
| Nordnet Bank AB | 26 148 | 28 648 | −2 500 | 25 755 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordnet Bank AB | 26 148 | 28 648 | −2 500 | 25 755 |
| Avanza Bank AB | 81 | 144 | −63 | 0 |
| Skandinaviska Enskilda Banken AB | 100 | 0 | +100 | 0 |
| Danske Bank A/S | 2 812 | 349 | +2 463 | 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
53 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
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 t sittenPerhaps a minor detail, but I have found an independent (I assume) article about Curasight and uTREAT, published yesterday. Bionews Inc. owns the site and is located in Florida. https://rarecancernews.com/news/utreat-therapy-binds-aggressive-gliomas-trial-first-patient/·7 min sitten · MuokattuThat site could potentially be a good source for staying updated on competing technologies working in the same field as Curasight. For example, there is an article about DeltEx DRI which is a "cell therapy that utilizes gamma-delta T-cells" against brain cancer from the company In8bio, where preliminary results give patients about twice as long time without disease progression (approx. 6 months), compared to normal treatment, and so far the average lifespan has also improved by approx. 6 months, but as more are alive, this is expected to increase. That being said, it seems that the competitors' methods are more complex and not as effective in the long run as Curasight's. But it's only good that there are several approaches to combat disease, as there is a small proportion of patients who are presumed not to be treatable with Curasight's method, and who knows, it could also open up for combination treatments. Thanks for the link.
- ·7 t sittenAsked Gemini what we can expect in the coming weeks... Here's what you can keep an eye on in the coming weeks: 1. Analyst updates (High probability) After the meetings that CEO Ulrich Krasilnikoff and CMO Andreas Kjær held in San Francisco (January 12-15), we often see updated analyses from houses like Redeye or SEB. Context: SEB previously had a price target in the range of 14,00–36,00 DKK (with more aggressive scenarios up to 54 DKK). What we can expect: Analysts may adjust their "probability of success" (PoS) for uTREAT® after the positive preliminary data from January 12. This typically happens 1–3 weeks after a major conference. 2. Patient recruitment milestones Curasight is working on two major clinical tracks. News from these could realistically land before February 26: uTREAT (Glioblastoma/brain cancer): After the encouraging data from the "first patient" on January 12, the company has announced that they are actively recruiting more patients. An announcement that the Phase 1 segment is "fully recruited" is a possibility. uTRACE (Prostate cancer – in collaboration with Curium): This trial is actively running in Germany and Denmark. They have previously indicated that preliminary data for uTRACE is expected in the first half of 2026. Although they might save the news for the annual report, we often see press releases about expansion to new clinical sites. 3. Patents and intellectual property Curasight is very active in securing their patent protection for uTREAT all the way until 2043. Patent issuances are regulatory events that can happen at any time, and they often give a small positive boost to the share price. 4. Management interviews Keep an eye on BioStock and HC Andersen Capital. Since the J.P. Morgan conference has just ended, it is very normal for the CEO to give interviews to elaborate on the significance of the latest uTREAT data to private investors. Assessment: It is unlikely that we will see large clinical "data-dumps" before the annual report, as they just delivered news on January 12. But you can expect new valuations from analysts and potentially an interview that provides more color on the "high retention" (the ability to stay in cancer cells) that they observed in their latest scans.·7 t sittenLet's hope so. Not that price fluctuations mean much when one is long-term, but personally, I still prefer a bit more price stability.·7 t sittenI assume that slightly more serious investors rely more on a stable stock than when it fluctuates wildly. It appears to be reasonably stable for now with huge support at 11.05 (there are 20000 shares)
- ·1 päivä 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 sittenGood work once again. One might speculate, - what will be heard about next time and when? It's enormously interesting right now what the status is and what is being shared (and not shared). I'm personally very unsure about what they MUST announce here and now and what can well be summarized later. One is probably, all things being equal, well underway with the next patients…
- 1 päivä sitten1 päivä 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
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