2025 Q3 -tulosraportti
55 päivää sitten36 min
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 500 | NON | NON | ||
| 1 234 | NON | NON | ||
| 1 016 | NON | NON | ||
| 415 | NON | NON | ||
| 308 | NON | NON |
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12,8VWAP
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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 |
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Shareville
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Kirjaudu
·11 t sitten · MuokattuNow that we are waiting for the next real news anyway, we might as well use the time to become a little wiser about the case. I have therefore written a short piece about the decision-making situation Curasight is actually in – and how pricing typically arises in radioligand cases. It is quite obvious to compare it with RayzeBio. Not because the cases are completely identical, but because there is surprisingly large overlap in mechanistic PoC, platform logic, and the way Big Pharma has historically acted when the wait stops being “free”. This is not a price target, not hype, and not an attempt to time anything. It is an attempt to understand when we move from “free wait” to “dangerous wait” – and why pricing in that phase often happens quickly and without major headlines beforehand, as everything takes place via NDAs and high-level negotiations. Finally, there is also a bit about what can realistically be expected in terms of communication leading up to the GM, and why much of the value creation in Curasight happens outside the public news feed. The share price rarely moves on small status updates – but in leaps, when strategic decisions begin to become visible. https://drive.google.com/file/d/1KWPvy-usa3KB_NXy3s_wTbM2AvlgKeds/view?usp=sharing -------------------------------------------------------------------------- Disclaimer: This is not a buy recommendation. The material has been prepared solely for personal use and reflection. I own shares in Curasight myself.
·8 t sittenReally great document/analysis👍 I bought quite a few shares at the last subscription, and they have given an incredibly good return, so I'm almost daily in doubt whether I should sell some off🤔 I was also invested in Brain+, which now suddenly seems to be almost worthless, even though it suggests they have a good product.·3 t sitten · MuokattuThanks and a big congratulations on your purchase - it was an extremely strong time to get in! 🤑 I understand the doubt, especially if one has been through something like Brain+. But honestly: the two cases are fundamentally different. Curasight today has clinical progress, a validated target in humans, an active Phase I, and already entered agreements that significantly reduce the downside. Just the uTRACE agreement with Curium (up to approx. 70 million USD in milestones) alone corresponds to a share price around 9 – that simply did not exist in Brain+. Personally, I wouldn't dream of selling before we have seen what really lies ahead towards GF and especially data from patient 3–6 afterwards. There are already many significant elements that are not yet priced into the share price. With continued consistent signals, strategic agreements – or in the extreme case an acquisition – could in principle come before Phase I is fully completed. This has been seen before in theranostics, when the mechanism is in place. Whether management chooses an early sale to Big Pharma or an optioned partner agreement is almost secondary – both significantly increase the value because risk is taken out of the case. And as highlighted in my writing, I believe that Big Pharma has an incentive to act relatively quickly in this case. In short: I see the risk of a Brain+ scenario as very low (1-2%), while the upside in 2026 looks unusually large - these will be some tremendously exciting months.
·2 päivää 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/
·2 päivää 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.
·2 päivää 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.
·2 päivää 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.·2 päivää 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)- ·3 päivää 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.
·2 päivää 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…
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
55 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.
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Kirjaudu
- ·11 t sitten · MuokattuNow that we are waiting for the next real news anyway, we might as well use the time to become a little wiser about the case. I have therefore written a short piece about the decision-making situation Curasight is actually in – and how pricing typically arises in radioligand cases. It is quite obvious to compare it with RayzeBio. Not because the cases are completely identical, but because there is surprisingly large overlap in mechanistic PoC, platform logic, and the way Big Pharma has historically acted when the wait stops being “free”. This is not a price target, not hype, and not an attempt to time anything. It is an attempt to understand when we move from “free wait” to “dangerous wait” – and why pricing in that phase often happens quickly and without major headlines beforehand, as everything takes place via NDAs and high-level negotiations. Finally, there is also a bit about what can realistically be expected in terms of communication leading up to the GM, and why much of the value creation in Curasight happens outside the public news feed. The share price rarely moves on small status updates – but in leaps, when strategic decisions begin to become visible. https://drive.google.com/file/d/1KWPvy-usa3KB_NXy3s_wTbM2AvlgKeds/view?usp=sharing -------------------------------------------------------------------------- Disclaimer: This is not a buy recommendation. The material has been prepared solely for personal use and reflection. I own shares in Curasight myself.·8 t sittenReally great document/analysis👍 I bought quite a few shares at the last subscription, and they have given an incredibly good return, so I'm almost daily in doubt whether I should sell some off🤔 I was also invested in Brain+, which now suddenly seems to be almost worthless, even though it suggests they have a good product.·3 t sitten · MuokattuThanks and a big congratulations on your purchase - it was an extremely strong time to get in! 🤑 I understand the doubt, especially if one has been through something like Brain+. But honestly: the two cases are fundamentally different. Curasight today has clinical progress, a validated target in humans, an active Phase I, and already entered agreements that significantly reduce the downside. Just the uTRACE agreement with Curium (up to approx. 70 million USD in milestones) alone corresponds to a share price around 9 – that simply did not exist in Brain+. Personally, I wouldn't dream of selling before we have seen what really lies ahead towards GF and especially data from patient 3–6 afterwards. There are already many significant elements that are not yet priced into the share price. With continued consistent signals, strategic agreements – or in the extreme case an acquisition – could in principle come before Phase I is fully completed. This has been seen before in theranostics, when the mechanism is in place. Whether management chooses an early sale to Big Pharma or an optioned partner agreement is almost secondary – both significantly increase the value because risk is taken out of the case. And as highlighted in my writing, I believe that Big Pharma has an incentive to act relatively quickly in this case. In short: I see the risk of a Brain+ scenario as very low (1-2%), while the upside in 2026 looks unusually large - these will be some tremendously exciting months.
- ·2 päivää 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/·2 päivää 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.
- ·2 päivää 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.·2 päivää 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.·2 päivää 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)
- ·3 päivää 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.·2 päivää 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…
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
Dataa ei löytynyt
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
55 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.
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- ·11 t sitten · MuokattuNow that we are waiting for the next real news anyway, we might as well use the time to become a little wiser about the case. I have therefore written a short piece about the decision-making situation Curasight is actually in – and how pricing typically arises in radioligand cases. It is quite obvious to compare it with RayzeBio. Not because the cases are completely identical, but because there is surprisingly large overlap in mechanistic PoC, platform logic, and the way Big Pharma has historically acted when the wait stops being “free”. This is not a price target, not hype, and not an attempt to time anything. It is an attempt to understand when we move from “free wait” to “dangerous wait” – and why pricing in that phase often happens quickly and without major headlines beforehand, as everything takes place via NDAs and high-level negotiations. Finally, there is also a bit about what can realistically be expected in terms of communication leading up to the GM, and why much of the value creation in Curasight happens outside the public news feed. The share price rarely moves on small status updates – but in leaps, when strategic decisions begin to become visible. https://drive.google.com/file/d/1KWPvy-usa3KB_NXy3s_wTbM2AvlgKeds/view?usp=sharing -------------------------------------------------------------------------- Disclaimer: This is not a buy recommendation. The material has been prepared solely for personal use and reflection. I own shares in Curasight myself.·8 t sittenReally great document/analysis👍 I bought quite a few shares at the last subscription, and they have given an incredibly good return, so I'm almost daily in doubt whether I should sell some off🤔 I was also invested in Brain+, which now suddenly seems to be almost worthless, even though it suggests they have a good product.·3 t sitten · MuokattuThanks and a big congratulations on your purchase - it was an extremely strong time to get in! 🤑 I understand the doubt, especially if one has been through something like Brain+. But honestly: the two cases are fundamentally different. Curasight today has clinical progress, a validated target in humans, an active Phase I, and already entered agreements that significantly reduce the downside. Just the uTRACE agreement with Curium (up to approx. 70 million USD in milestones) alone corresponds to a share price around 9 – that simply did not exist in Brain+. Personally, I wouldn't dream of selling before we have seen what really lies ahead towards GF and especially data from patient 3–6 afterwards. There are already many significant elements that are not yet priced into the share price. With continued consistent signals, strategic agreements – or in the extreme case an acquisition – could in principle come before Phase I is fully completed. This has been seen before in theranostics, when the mechanism is in place. Whether management chooses an early sale to Big Pharma or an optioned partner agreement is almost secondary – both significantly increase the value because risk is taken out of the case. And as highlighted in my writing, I believe that Big Pharma has an incentive to act relatively quickly in this case. In short: I see the risk of a Brain+ scenario as very low (1-2%), while the upside in 2026 looks unusually large - these will be some tremendously exciting months.
- ·2 päivää 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/·2 päivää 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.
- ·2 päivää 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.·2 päivää 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.·2 päivää 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)
- ·3 päivää 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.·2 päivää 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…
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