2025 Q3 -tulosraportti
3 päivää sitten36 min
Tarjoustasot
Spotlight Stock Market DK
Määrä
Osto
976
Myynti
Määrä
1 892
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 127 | NON | AVA | ||
| 699 | NON | AVA | ||
| 150 | NON | NON | ||
| 1 727 | NON | NON | ||
| 220 | NON | NON |
Ylin
7,98VWAP
Alin
6,88VaihtoMäärä
1,2 164 235
VWAP
Ylin
7,98Alin
6,88VaihtoMäärä
1,2 164 235
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 19.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 1.12. | |
| 2025 Q3 -tulosraportti | 27.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 25.4. | |
| 2024 Q4 -tulosraportti | 27.2. |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 t sittenI am one of the newer investors in Curasight and have bought relatively significantly over the last 2-3 weeks. I have done this, among other things, because of the following (...with ChatGPT input) If it succeeds (it currently looks quite positive), then it is almost a revolution in how certain types of cancer will be treated in the future. That's also what makes it incredibly exciting and why I spend a lot of time on the case. 😉 Market Analysis and Growth Drivers The global radiopharma market - 2023: USD ~8 bn. - 2032: >USD 40 bn. - CAGR: 18–20 % Market growth is accelerated by: - PSMA therapy → $3-5 bn. annually - New α-therapies - Acquisitions and consolidation (Novartis, Bayer, Eli Lilly et al.) The uPAR market is expected to become the next “multibillion-theranostic market”. Why uPAR can become “the new PSMA”: - Broader scope of application - More tumor types - High aggressiveness correlation - Large unmet need in non-PSMA-expressing tumors Approval Strategies Diagnostics (uTRACE) Regulatory pathway: - Phase 2 → pivotal Phase 3 → MAA/NDA - Curium can seek breakthrough or fast track in GBM and brain cancer Therapy (uTREAT) - Theranostic argumentation: if diagnostics already show safety and biodistribution, therapy can receive “accelerated review” - FDA has historically approved theranostics faster (Lutathera, Pluvicto) Estimates: - uTRACE approval: 2028–2029 - uTREAT approval: 2029–2030 M&A: Possible buyers: - Novartis (Pluvicto fatigue) - Bayer (great ambition in radiotherapy) - Lilly (huge acquisition activity) - Siemens/GE Healthcare (diagnostics → theranostics) Optimistic (very) valuations: - Value at Phase 2 success: 4–8 bn. DKK - Value at Phase 3 success: 12–18+ bn. DKK Based on a hypothetical “best-case” model with reference to historical exits in radiopharma/biotech. Before then, the shares have certainly been diluted several times - but still - and Curasight has naturally been acquired long before then! But we know for sure that Cirium has 'paid' approx. 450 mill. DKK in milestone payments for approx. 20 % of the company. This alone gives a calculated share price of around 50. in round figures! ...+ 2-digit royalties on sales Everything looks fantastic, buuut....there's a risk with everything. Risks: - Ongoing financing - how are the accrued milestone payments positioned? - What does the financing plan look like for Phase II/III? - Dilution of the investment through repeated capital raises - Delays in Phase III patient enrollment - uTREAT: unexpected toxicities with escalating dose. - Repeated trials/protracted Phase II/III - and many more...- ·7 t sittenWho owns Curasight? Below is the ownership for approx. 66% of the shares. Owner Capital % Curium International Trading 19,6 % Andreas Kjær 16,0 % UK Curacap ApS 11,6 % Carsten Haagen Nielsen 5,3 % Pentwater Capital 5,0 % Nordnet Bank AB 2,1 % Jacob Madsen 2,0 % Avanza Bank AB 1,6 % Chr. Olesen Holding A/S 1,5 % Lars Trolle 1,3 % 1,3 % Source: Millistream Market Data AB Number of shares: 45.864.010 (2985 Nordnet users currently own approx. 960.000 shares.) The 3 owners were heavily diluted in the latest capital raise, approx. 50%.... and they still believe 100% in the case, as they are not selling their shares 😊 (otherwise, a stock exchange announcement would have been made) And not many shares are traded every day,- so isn't everyone sitting and waiting for the good news that will come this or next week? And when they have found the first patient, it will come via a stock exchange announcement. And shortly after (3-5 days) we will know the effect of uTREAT. After that, the large Phase II and III trials await in 1H2026, which are the really big price triggers (up or down)·3 t sittenYep, they are rapidly heading towards the finish line of their life's work (especially Andreas). I can't help but feel a certain pride on behalf of the nation that we can foster a fine collaboration that generates these spinoffs within Medico, which have the potential for a new and groundbreaking treatment paradigm in cancer therapy, which, as you say, will have colossal significance for the survival rate, but also for how one survives (via individualized treatment and unnecessary radiation therapy) I don't think Curium is capable of handling the crucial commercialization - Go to market, strategy & implementation. They are a fantastic partner for Curasight where they are currently, as they bring capital and delivery security for the uTREAT part. I believe that one of the very large pharma companies will take over.
·13 t sittenA little bit of FOMO?
·13 t sittenTrading halt 🚀
·14 t sitten · MuokattuThe interesting thing is that the presentation on Monday is very similar to what one could hear from them back in September. The only difference is that one has now come that much further on a timeline. It has surprised me all autumn that price-wise it was allowed to trade so low for so long. Now all that's missing is FPD and the good data they expect, then a genuine buying pressure will arise. If one can also just generate some attention around the case (are you reading along with EB.dk and various popular investment podcasts), then this one can be called 20 before the King's New Year's speech.
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.
Uutiset ja analyysit
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.
2025 Q3 -tulosraportti
3 päivää sitten36 min
Uutiset ja analyysit
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
- ·3 t sittenI am one of the newer investors in Curasight and have bought relatively significantly over the last 2-3 weeks. I have done this, among other things, because of the following (...with ChatGPT input) If it succeeds (it currently looks quite positive), then it is almost a revolution in how certain types of cancer will be treated in the future. That's also what makes it incredibly exciting and why I spend a lot of time on the case. 😉 Market Analysis and Growth Drivers The global radiopharma market - 2023: USD ~8 bn. - 2032: >USD 40 bn. - CAGR: 18–20 % Market growth is accelerated by: - PSMA therapy → $3-5 bn. annually - New α-therapies - Acquisitions and consolidation (Novartis, Bayer, Eli Lilly et al.) The uPAR market is expected to become the next “multibillion-theranostic market”. Why uPAR can become “the new PSMA”: - Broader scope of application - More tumor types - High aggressiveness correlation - Large unmet need in non-PSMA-expressing tumors Approval Strategies Diagnostics (uTRACE) Regulatory pathway: - Phase 2 → pivotal Phase 3 → MAA/NDA - Curium can seek breakthrough or fast track in GBM and brain cancer Therapy (uTREAT) - Theranostic argumentation: if diagnostics already show safety and biodistribution, therapy can receive “accelerated review” - FDA has historically approved theranostics faster (Lutathera, Pluvicto) Estimates: - uTRACE approval: 2028–2029 - uTREAT approval: 2029–2030 M&A: Possible buyers: - Novartis (Pluvicto fatigue) - Bayer (great ambition in radiotherapy) - Lilly (huge acquisition activity) - Siemens/GE Healthcare (diagnostics → theranostics) Optimistic (very) valuations: - Value at Phase 2 success: 4–8 bn. DKK - Value at Phase 3 success: 12–18+ bn. DKK Based on a hypothetical “best-case” model with reference to historical exits in radiopharma/biotech. Before then, the shares have certainly been diluted several times - but still - and Curasight has naturally been acquired long before then! But we know for sure that Cirium has 'paid' approx. 450 mill. DKK in milestone payments for approx. 20 % of the company. This alone gives a calculated share price of around 50. in round figures! ...+ 2-digit royalties on sales Everything looks fantastic, buuut....there's a risk with everything. Risks: - Ongoing financing - how are the accrued milestone payments positioned? - What does the financing plan look like for Phase II/III? - Dilution of the investment through repeated capital raises - Delays in Phase III patient enrollment - uTREAT: unexpected toxicities with escalating dose. - Repeated trials/protracted Phase II/III - and many more...
- ·7 t sittenWho owns Curasight? Below is the ownership for approx. 66% of the shares. Owner Capital % Curium International Trading 19,6 % Andreas Kjær 16,0 % UK Curacap ApS 11,6 % Carsten Haagen Nielsen 5,3 % Pentwater Capital 5,0 % Nordnet Bank AB 2,1 % Jacob Madsen 2,0 % Avanza Bank AB 1,6 % Chr. Olesen Holding A/S 1,5 % Lars Trolle 1,3 % 1,3 % Source: Millistream Market Data AB Number of shares: 45.864.010 (2985 Nordnet users currently own approx. 960.000 shares.) The 3 owners were heavily diluted in the latest capital raise, approx. 50%.... and they still believe 100% in the case, as they are not selling their shares 😊 (otherwise, a stock exchange announcement would have been made) And not many shares are traded every day,- so isn't everyone sitting and waiting for the good news that will come this or next week? And when they have found the first patient, it will come via a stock exchange announcement. And shortly after (3-5 days) we will know the effect of uTREAT. After that, the large Phase II and III trials await in 1H2026, which are the really big price triggers (up or down)·3 t sittenYep, they are rapidly heading towards the finish line of their life's work (especially Andreas). I can't help but feel a certain pride on behalf of the nation that we can foster a fine collaboration that generates these spinoffs within Medico, which have the potential for a new and groundbreaking treatment paradigm in cancer therapy, which, as you say, will have colossal significance for the survival rate, but also for how one survives (via individualized treatment and unnecessary radiation therapy) I don't think Curium is capable of handling the crucial commercialization - Go to market, strategy & implementation. They are a fantastic partner for Curasight where they are currently, as they bring capital and delivery security for the uTREAT part. I believe that one of the very large pharma companies will take over.
- ·13 t sittenA little bit of FOMO?
- ·13 t sittenTrading halt 🚀
- ·14 t sitten · MuokattuThe interesting thing is that the presentation on Monday is very similar to what one could hear from them back in September. The only difference is that one has now come that much further on a timeline. It has surprised me all autumn that price-wise it was allowed to trade so low for so long. Now all that's missing is FPD and the good data they expect, then a genuine buying pressure will arise. If one can also just generate some attention around the case (are you reading along with EB.dk and various popular investment podcasts), then this one can be called 20 before the King's New Year's speech.
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
976
Myynti
Määrä
1 892
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 127 | NON | AVA | ||
| 699 | NON | AVA | ||
| 150 | NON | NON | ||
| 1 727 | NON | NON | ||
| 220 | NON | NON |
Ylin
7,98VWAP
Alin
6,88VaihtoMäärä
1,2 164 235
VWAP
Ylin
7,98Alin
6,88VaihtoMäärä
1,2 164 235
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 19.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 1.12. | |
| 2025 Q3 -tulosraportti | 27.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 25.4. | |
| 2024 Q4 -tulosraportti | 27.2. |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
3 päivää sitten36 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 19.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 1.12. | |
| 2025 Q3 -tulosraportti | 27.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 25.4. | |
| 2024 Q4 -tulosraportti | 27.2. |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 t sittenI am one of the newer investors in Curasight and have bought relatively significantly over the last 2-3 weeks. I have done this, among other things, because of the following (...with ChatGPT input) If it succeeds (it currently looks quite positive), then it is almost a revolution in how certain types of cancer will be treated in the future. That's also what makes it incredibly exciting and why I spend a lot of time on the case. 😉 Market Analysis and Growth Drivers The global radiopharma market - 2023: USD ~8 bn. - 2032: >USD 40 bn. - CAGR: 18–20 % Market growth is accelerated by: - PSMA therapy → $3-5 bn. annually - New α-therapies - Acquisitions and consolidation (Novartis, Bayer, Eli Lilly et al.) The uPAR market is expected to become the next “multibillion-theranostic market”. Why uPAR can become “the new PSMA”: - Broader scope of application - More tumor types - High aggressiveness correlation - Large unmet need in non-PSMA-expressing tumors Approval Strategies Diagnostics (uTRACE) Regulatory pathway: - Phase 2 → pivotal Phase 3 → MAA/NDA - Curium can seek breakthrough or fast track in GBM and brain cancer Therapy (uTREAT) - Theranostic argumentation: if diagnostics already show safety and biodistribution, therapy can receive “accelerated review” - FDA has historically approved theranostics faster (Lutathera, Pluvicto) Estimates: - uTRACE approval: 2028–2029 - uTREAT approval: 2029–2030 M&A: Possible buyers: - Novartis (Pluvicto fatigue) - Bayer (great ambition in radiotherapy) - Lilly (huge acquisition activity) - Siemens/GE Healthcare (diagnostics → theranostics) Optimistic (very) valuations: - Value at Phase 2 success: 4–8 bn. DKK - Value at Phase 3 success: 12–18+ bn. DKK Based on a hypothetical “best-case” model with reference to historical exits in radiopharma/biotech. Before then, the shares have certainly been diluted several times - but still - and Curasight has naturally been acquired long before then! But we know for sure that Cirium has 'paid' approx. 450 mill. DKK in milestone payments for approx. 20 % of the company. This alone gives a calculated share price of around 50. in round figures! ...+ 2-digit royalties on sales Everything looks fantastic, buuut....there's a risk with everything. Risks: - Ongoing financing - how are the accrued milestone payments positioned? - What does the financing plan look like for Phase II/III? - Dilution of the investment through repeated capital raises - Delays in Phase III patient enrollment - uTREAT: unexpected toxicities with escalating dose. - Repeated trials/protracted Phase II/III - and many more...
- ·7 t sittenWho owns Curasight? Below is the ownership for approx. 66% of the shares. Owner Capital % Curium International Trading 19,6 % Andreas Kjær 16,0 % UK Curacap ApS 11,6 % Carsten Haagen Nielsen 5,3 % Pentwater Capital 5,0 % Nordnet Bank AB 2,1 % Jacob Madsen 2,0 % Avanza Bank AB 1,6 % Chr. Olesen Holding A/S 1,5 % Lars Trolle 1,3 % 1,3 % Source: Millistream Market Data AB Number of shares: 45.864.010 (2985 Nordnet users currently own approx. 960.000 shares.) The 3 owners were heavily diluted in the latest capital raise, approx. 50%.... and they still believe 100% in the case, as they are not selling their shares 😊 (otherwise, a stock exchange announcement would have been made) And not many shares are traded every day,- so isn't everyone sitting and waiting for the good news that will come this or next week? And when they have found the first patient, it will come via a stock exchange announcement. And shortly after (3-5 days) we will know the effect of uTREAT. After that, the large Phase II and III trials await in 1H2026, which are the really big price triggers (up or down)·3 t sittenYep, they are rapidly heading towards the finish line of their life's work (especially Andreas). I can't help but feel a certain pride on behalf of the nation that we can foster a fine collaboration that generates these spinoffs within Medico, which have the potential for a new and groundbreaking treatment paradigm in cancer therapy, which, as you say, will have colossal significance for the survival rate, but also for how one survives (via individualized treatment and unnecessary radiation therapy) I don't think Curium is capable of handling the crucial commercialization - Go to market, strategy & implementation. They are a fantastic partner for Curasight where they are currently, as they bring capital and delivery security for the uTREAT part. I believe that one of the very large pharma companies will take over.
- ·13 t sittenA little bit of FOMO?
- ·13 t sittenTrading halt 🚀
- ·14 t sitten · MuokattuThe interesting thing is that the presentation on Monday is very similar to what one could hear from them back in September. The only difference is that one has now come that much further on a timeline. It has surprised me all autumn that price-wise it was allowed to trade so low for so long. Now all that's missing is FPD and the good data they expect, then a genuine buying pressure will arise. If one can also just generate some attention around the case (are you reading along with EB.dk and various popular investment podcasts), then this one can be called 20 before the King's New Year's speech.
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
976
Myynti
Määrä
1 892
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 127 | NON | AVA | ||
| 699 | NON | AVA | ||
| 150 | NON | NON | ||
| 1 727 | NON | NON | ||
| 220 | NON | NON |
Ylin
7,98VWAP
Alin
6,88VaihtoMäärä
1,2 164 235
VWAP
Ylin
7,98Alin
6,88VaihtoMäärä
1,2 164 235
Välittäjätilasto
Dataa ei löytynyt