2025 Q3 -tulosraportti
46 päivää sitten36 min
Tarjoustasot
Spotlight Stock Market DK
Määrä
Osto
925
Myynti
Määrä
300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 300 | AVA | NON | ||
| 57 | NON | AVA | ||
| 20 | NON | NON | ||
| 500 | NON | NON | ||
| 50 | AVA | NON |
Ylin
12,05VWAP
Alin
11,2VaihtoMäärä
0,6 52 890
VWAP
Ylin
12,05Alin
11,2VaihtoMäärä
0,6 52 890
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 769 | 0 | +2 769 | 0 |
| Nordea Bank Abp | 2 086 | 0 | +2 086 | 0 |
| Skandinaviska Enskilda Banken AB | 1 921 | 0 | +1 921 | 0 |
| Nordnet Bank AB | 39 103 | 37 726 | +1 377 | 27 323 |
| SSW Market Making GmbH | 5 082 | 4 057 | +1 025 | 0 |
| Svenska Handelsbanken AB | 300 | 0 | +300 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 1 629 | 11 107 | −9 478 | 469 |
| Svenska Handelsbanken AB | 300 | 0 | +300 | 0 |
| SSW Market Making GmbH | 5 082 | 4 057 | +1 025 | 0 |
| Nordnet Bank AB | 39 103 | 37 726 | +1 377 | 27 323 |
| Skandinaviska Enskilda Banken AB | 1 921 | 0 | +1 921 | 0 |
| Nordea Bank Abp | 2 086 | 0 | +2 086 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2. |
| 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
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·9 t sittenAnyone expecting an update from Ulrich and co. here post JP Morgan? There are a couple of interesting things currently, _ dare one address the elephant in the room now or should it remain in the room for months without further info (that the company itself has announced that post uTreat prlm, data they had what was needed for Big Pharma to assess the case). _ dare one trust that a status update will come soon - which will clarify the process from here and 6-18 months ahead. That was something that worked incredibly well last year. The case needs the timeline to be clarified before too long, as it previously just stated "uTrace preliminary efficacy data and topline results ph2 (with Curium) in H1 2026. " Silence is probably not entirely bad for once, isolated, as at this stage it might be difficult to communicate certain things before they actually happen. Or what - I'm actually a bit unsure if one is allowed/could consider addressing any interest that has arisen for the case post. JP Morgan. Because that probably borders on market manipulation... Just like one cannot announce when money will come from Curium, even if one might have a presumption... I think? There are extremely many interesting things lurking around the corner, but they have to remain hidden.- ·1 päivä sittenExciting now. Whether one has more to deploy here and now - or if one must prepare for a spring that might resemble autumn. Slight quiet, pipeline intact but no new ones are really picking it up. How low can it trickle. Wildly many possible triggers, with emphasis on possible. The market awaits. Exciting if it stays in 11,5-12,5 or if it has to go further down - in the autumn it didn't handle it super well and one entered a 2 month stretch that meant almost -35% down. Without the case itself having changed - and the company genuinely does what they say they do. Technically a bit sad to see that a similar fall would mean hitting this small dilution that looms - one must hope it never comes to that.
·1 päivä sittenI have added a bit to today's fall today; latest news (and possibility for new partner agreement within x number of weeks/months) is not priced in imo... That the price has risen considerably in the last 6mdr is in my opinion irrelevant; summer's capital increase forced it down.·1 päivä sittenNo; they have just completed a directed issue in December, as well as received money via loans; they are currently very strong and have announced that they And with potential milestone payments and a new partner agreement within the next months, more will be added to the coffers. See, among other things, here: "The Board of Directors assesses that the net proceeds from the Financing will be sufficient to fund the Company's operations to the end of 2026." https://www.inderes.dk/releases/curasight-as-has-successfully-completed-a-directed-issue-of-shares-of-approximately-dkk-164-million-and-has-entered-into-a-new-loan-facility - ·1 päivä sittenNew Q&A with Ulrich K: https://biostock.se/2026/01/curasight-rapporterer-uppmuntrande-preliminara-data-fran-utreat-fas-i-studie/?fbclid=Iwb21leAPVhR5jbGNrA9WEvWV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHkni-JNxCdWBBmbeKyBoULP1jPDSsEQAaEkZf7e8chH8VAXDuG1qVrjWduXh_aem_uzSX_Xt1O6DcX3pkdfnuHA Excerpt from the article: "We are very focused on progressing our clinical efforts for uTREAT and completing the Phase 1 glioblastoma trial. In parallel, we are strengthening our regulatory preparedness, continuing to expand the clinical and translational data package, and engaging in strategic discussions to ensure we are well-positioned for the next value-inflection points following data read-out." 🙌🙌👏
- ·2 päivää sittenI'm playing around a bit with Gemini regarding an upcoming, potential partnership agreement concerning uTREAT / brain cancer. I've asked the bot to compare it with the current partnership agreement with Curium (prostate cancer). When do you here think we'll see a partnership agreement in place? Within 1-2 months? Or will Curasight delay the partnership agreement until ~ May/June, when Phase 1 concludes (or even longer, I wonder)? The analysis is here...it looks quite reasonable...: "Based on the existing agreement with Curium and the latest clinical data for uTREAT®, a qualified comparison can be made of what a future partnership agreement could potentially entail. Here is a direct comparison between the current Curium agreement and the potential that uTREAT® (therapy) possesses: 1. Comparison of agreement values: Curium agreement (uTRACE®) Product: uTRACE® (Diagnostics) Application: Prostate cancer (specific indication) Total value: Up to 70 million USD (~480 million DKK) Milestones: Development and commercial goals Royalties: "Double-digit" (typically 10-15%) Potential uTREAT® agreement Product: uTREAT® (Therapy) Application: Aggressive tumors (e.g. Glioblastoma) Total value: Significantly higher (estimated 300-600+ million USD) Milestones: Larger "upfront" and clinical milestones Royalties: Often higher for therapy (e.g. 15-20%+) 2. Why uTREAT® is more valuable than uTRACE®: There are three main reasons why an agreement based on the news from January 12, 2026, is expected to significantly exceed the Curium agreement: Therapy vs. Diagnostics: Historically, the market for cancer treatment (therapy) is many times larger than the market for diagnostics (scanning). While diagnostics helps find cancer, it is therapy that costs the most and creates the greatest value for pharmaceutical companies. As mentioned in market analyses, the market for glioblastoma treatment is estimated at over 5 billion EUR, while the diagnostics market is significantly smaller. "First-in-class" validation: The news from January 12 confirms for the first time in humans that uTREAT® actually reaches the brain tumor. This enormously reduces the risk ("de-risking") for a partner. The Curium agreement only covered uTRACE for one specific type of cancer (prostate), while uTREAT® can potentially be used for almost all solid tumors (>85%). Platform potential: A partnership agreement for uTREAT® will likely be structured as a "multi-indication" agreement. This means that the value can escalate quickly if the agent also shows effect in, for example, lung cancer or pancreatic cancer. 3. Estimation of size: If Curasight lands a partnership agreement for uTREAT® after their top-line data in Q2 2026, analysts will often look at similar agreements in the radiopharmaceuticals sector (such as Novartis' acquisitions or partnerships). Upfront payment: For uTRACE (Curium), the first milestones were relatively small (e.g. 500,000 USD). For uTREAT®, an upfront payment will likely be in the millions (USD) immediately to secure the rights. Total framework: A total agreement framework of 300-500 million USD is not unrealistic for a promising therapeutic candidate in the early clinical phases, when the platform is already diagnostically validated. Conclusion: A partnership agreement for uTREAT® will likely make the Curium agreement look like a "little brother". While the Curium agreement validated the technology, it is uTREAT® that will drive the really big economic value. Based on links and market practice, we can expect an agreement that is 5-10 times larger in total potential value than the current agreement with Curium.
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
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
46 päivää sitten36 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·9 t sittenAnyone expecting an update from Ulrich and co. here post JP Morgan? There are a couple of interesting things currently, _ dare one address the elephant in the room now or should it remain in the room for months without further info (that the company itself has announced that post uTreat prlm, data they had what was needed for Big Pharma to assess the case). _ dare one trust that a status update will come soon - which will clarify the process from here and 6-18 months ahead. That was something that worked incredibly well last year. The case needs the timeline to be clarified before too long, as it previously just stated "uTrace preliminary efficacy data and topline results ph2 (with Curium) in H1 2026. " Silence is probably not entirely bad for once, isolated, as at this stage it might be difficult to communicate certain things before they actually happen. Or what - I'm actually a bit unsure if one is allowed/could consider addressing any interest that has arisen for the case post. JP Morgan. Because that probably borders on market manipulation... Just like one cannot announce when money will come from Curium, even if one might have a presumption... I think? There are extremely many interesting things lurking around the corner, but they have to remain hidden.
- ·1 päivä sittenExciting now. Whether one has more to deploy here and now - or if one must prepare for a spring that might resemble autumn. Slight quiet, pipeline intact but no new ones are really picking it up. How low can it trickle. Wildly many possible triggers, with emphasis on possible. The market awaits. Exciting if it stays in 11,5-12,5 or if it has to go further down - in the autumn it didn't handle it super well and one entered a 2 month stretch that meant almost -35% down. Without the case itself having changed - and the company genuinely does what they say they do. Technically a bit sad to see that a similar fall would mean hitting this small dilution that looms - one must hope it never comes to that.·1 päivä sittenI have added a bit to today's fall today; latest news (and possibility for new partner agreement within x number of weeks/months) is not priced in imo... That the price has risen considerably in the last 6mdr is in my opinion irrelevant; summer's capital increase forced it down.·1 päivä sittenNo; they have just completed a directed issue in December, as well as received money via loans; they are currently very strong and have announced that they And with potential milestone payments and a new partner agreement within the next months, more will be added to the coffers. See, among other things, here: "The Board of Directors assesses that the net proceeds from the Financing will be sufficient to fund the Company's operations to the end of 2026." https://www.inderes.dk/releases/curasight-as-has-successfully-completed-a-directed-issue-of-shares-of-approximately-dkk-164-million-and-has-entered-into-a-new-loan-facility
- ·1 päivä sittenNew Q&A with Ulrich K: https://biostock.se/2026/01/curasight-rapporterer-uppmuntrande-preliminara-data-fran-utreat-fas-i-studie/?fbclid=Iwb21leAPVhR5jbGNrA9WEvWV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHkni-JNxCdWBBmbeKyBoULP1jPDSsEQAaEkZf7e8chH8VAXDuG1qVrjWduXh_aem_uzSX_Xt1O6DcX3pkdfnuHA Excerpt from the article: "We are very focused on progressing our clinical efforts for uTREAT and completing the Phase 1 glioblastoma trial. In parallel, we are strengthening our regulatory preparedness, continuing to expand the clinical and translational data package, and engaging in strategic discussions to ensure we are well-positioned for the next value-inflection points following data read-out." 🙌🙌👏
- ·2 päivää sittenI'm playing around a bit with Gemini regarding an upcoming, potential partnership agreement concerning uTREAT / brain cancer. I've asked the bot to compare it with the current partnership agreement with Curium (prostate cancer). When do you here think we'll see a partnership agreement in place? Within 1-2 months? Or will Curasight delay the partnership agreement until ~ May/June, when Phase 1 concludes (or even longer, I wonder)? The analysis is here...it looks quite reasonable...: "Based on the existing agreement with Curium and the latest clinical data for uTREAT®, a qualified comparison can be made of what a future partnership agreement could potentially entail. Here is a direct comparison between the current Curium agreement and the potential that uTREAT® (therapy) possesses: 1. Comparison of agreement values: Curium agreement (uTRACE®) Product: uTRACE® (Diagnostics) Application: Prostate cancer (specific indication) Total value: Up to 70 million USD (~480 million DKK) Milestones: Development and commercial goals Royalties: "Double-digit" (typically 10-15%) Potential uTREAT® agreement Product: uTREAT® (Therapy) Application: Aggressive tumors (e.g. Glioblastoma) Total value: Significantly higher (estimated 300-600+ million USD) Milestones: Larger "upfront" and clinical milestones Royalties: Often higher for therapy (e.g. 15-20%+) 2. Why uTREAT® is more valuable than uTRACE®: There are three main reasons why an agreement based on the news from January 12, 2026, is expected to significantly exceed the Curium agreement: Therapy vs. Diagnostics: Historically, the market for cancer treatment (therapy) is many times larger than the market for diagnostics (scanning). While diagnostics helps find cancer, it is therapy that costs the most and creates the greatest value for pharmaceutical companies. As mentioned in market analyses, the market for glioblastoma treatment is estimated at over 5 billion EUR, while the diagnostics market is significantly smaller. "First-in-class" validation: The news from January 12 confirms for the first time in humans that uTREAT® actually reaches the brain tumor. This enormously reduces the risk ("de-risking") for a partner. The Curium agreement only covered uTRACE for one specific type of cancer (prostate), while uTREAT® can potentially be used for almost all solid tumors (>85%). Platform potential: A partnership agreement for uTREAT® will likely be structured as a "multi-indication" agreement. This means that the value can escalate quickly if the agent also shows effect in, for example, lung cancer or pancreatic cancer. 3. Estimation of size: If Curasight lands a partnership agreement for uTREAT® after their top-line data in Q2 2026, analysts will often look at similar agreements in the radiopharmaceuticals sector (such as Novartis' acquisitions or partnerships). Upfront payment: For uTRACE (Curium), the first milestones were relatively small (e.g. 500,000 USD). For uTREAT®, an upfront payment will likely be in the millions (USD) immediately to secure the rights. Total framework: A total agreement framework of 300-500 million USD is not unrealistic for a promising therapeutic candidate in the early clinical phases, when the platform is already diagnostically validated. Conclusion: A partnership agreement for uTREAT® will likely make the Curium agreement look like a "little brother". While the Curium agreement validated the technology, it is uTREAT® that will drive the really big economic value. Based on links and market practice, we can expect an agreement that is 5-10 times larger in total potential value than the current agreement with Curium.
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
925
Myynti
Määrä
300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 300 | AVA | NON | ||
| 57 | NON | AVA | ||
| 20 | NON | NON | ||
| 500 | NON | NON | ||
| 50 | AVA | NON |
Ylin
12,05VWAP
Alin
11,2VaihtoMäärä
0,6 52 890
VWAP
Ylin
12,05Alin
11,2VaihtoMäärä
0,6 52 890
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 769 | 0 | +2 769 | 0 |
| Nordea Bank Abp | 2 086 | 0 | +2 086 | 0 |
| Skandinaviska Enskilda Banken AB | 1 921 | 0 | +1 921 | 0 |
| Nordnet Bank AB | 39 103 | 37 726 | +1 377 | 27 323 |
| SSW Market Making GmbH | 5 082 | 4 057 | +1 025 | 0 |
| Svenska Handelsbanken AB | 300 | 0 | +300 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 1 629 | 11 107 | −9 478 | 469 |
| Svenska Handelsbanken AB | 300 | 0 | +300 | 0 |
| SSW Market Making GmbH | 5 082 | 4 057 | +1 025 | 0 |
| Nordnet Bank AB | 39 103 | 37 726 | +1 377 | 27 323 |
| Skandinaviska Enskilda Banken AB | 1 921 | 0 | +1 921 | 0 |
| Nordea Bank Abp | 2 086 | 0 | +2 086 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2. |
| 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
46 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 | 26.2. |
| 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
- ·9 t sittenAnyone expecting an update from Ulrich and co. here post JP Morgan? There are a couple of interesting things currently, _ dare one address the elephant in the room now or should it remain in the room for months without further info (that the company itself has announced that post uTreat prlm, data they had what was needed for Big Pharma to assess the case). _ dare one trust that a status update will come soon - which will clarify the process from here and 6-18 months ahead. That was something that worked incredibly well last year. The case needs the timeline to be clarified before too long, as it previously just stated "uTrace preliminary efficacy data and topline results ph2 (with Curium) in H1 2026. " Silence is probably not entirely bad for once, isolated, as at this stage it might be difficult to communicate certain things before they actually happen. Or what - I'm actually a bit unsure if one is allowed/could consider addressing any interest that has arisen for the case post. JP Morgan. Because that probably borders on market manipulation... Just like one cannot announce when money will come from Curium, even if one might have a presumption... I think? There are extremely many interesting things lurking around the corner, but they have to remain hidden.
- ·1 päivä sittenExciting now. Whether one has more to deploy here and now - or if one must prepare for a spring that might resemble autumn. Slight quiet, pipeline intact but no new ones are really picking it up. How low can it trickle. Wildly many possible triggers, with emphasis on possible. The market awaits. Exciting if it stays in 11,5-12,5 or if it has to go further down - in the autumn it didn't handle it super well and one entered a 2 month stretch that meant almost -35% down. Without the case itself having changed - and the company genuinely does what they say they do. Technically a bit sad to see that a similar fall would mean hitting this small dilution that looms - one must hope it never comes to that.·1 päivä sittenI have added a bit to today's fall today; latest news (and possibility for new partner agreement within x number of weeks/months) is not priced in imo... That the price has risen considerably in the last 6mdr is in my opinion irrelevant; summer's capital increase forced it down.·1 päivä sittenNo; they have just completed a directed issue in December, as well as received money via loans; they are currently very strong and have announced that they And with potential milestone payments and a new partner agreement within the next months, more will be added to the coffers. See, among other things, here: "The Board of Directors assesses that the net proceeds from the Financing will be sufficient to fund the Company's operations to the end of 2026." https://www.inderes.dk/releases/curasight-as-has-successfully-completed-a-directed-issue-of-shares-of-approximately-dkk-164-million-and-has-entered-into-a-new-loan-facility
- ·1 päivä sittenNew Q&A with Ulrich K: https://biostock.se/2026/01/curasight-rapporterer-uppmuntrande-preliminara-data-fran-utreat-fas-i-studie/?fbclid=Iwb21leAPVhR5jbGNrA9WEvWV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHkni-JNxCdWBBmbeKyBoULP1jPDSsEQAaEkZf7e8chH8VAXDuG1qVrjWduXh_aem_uzSX_Xt1O6DcX3pkdfnuHA Excerpt from the article: "We are very focused on progressing our clinical efforts for uTREAT and completing the Phase 1 glioblastoma trial. In parallel, we are strengthening our regulatory preparedness, continuing to expand the clinical and translational data package, and engaging in strategic discussions to ensure we are well-positioned for the next value-inflection points following data read-out." 🙌🙌👏
- ·2 päivää sittenI'm playing around a bit with Gemini regarding an upcoming, potential partnership agreement concerning uTREAT / brain cancer. I've asked the bot to compare it with the current partnership agreement with Curium (prostate cancer). When do you here think we'll see a partnership agreement in place? Within 1-2 months? Or will Curasight delay the partnership agreement until ~ May/June, when Phase 1 concludes (or even longer, I wonder)? The analysis is here...it looks quite reasonable...: "Based on the existing agreement with Curium and the latest clinical data for uTREAT®, a qualified comparison can be made of what a future partnership agreement could potentially entail. Here is a direct comparison between the current Curium agreement and the potential that uTREAT® (therapy) possesses: 1. Comparison of agreement values: Curium agreement (uTRACE®) Product: uTRACE® (Diagnostics) Application: Prostate cancer (specific indication) Total value: Up to 70 million USD (~480 million DKK) Milestones: Development and commercial goals Royalties: "Double-digit" (typically 10-15%) Potential uTREAT® agreement Product: uTREAT® (Therapy) Application: Aggressive tumors (e.g. Glioblastoma) Total value: Significantly higher (estimated 300-600+ million USD) Milestones: Larger "upfront" and clinical milestones Royalties: Often higher for therapy (e.g. 15-20%+) 2. Why uTREAT® is more valuable than uTRACE®: There are three main reasons why an agreement based on the news from January 12, 2026, is expected to significantly exceed the Curium agreement: Therapy vs. Diagnostics: Historically, the market for cancer treatment (therapy) is many times larger than the market for diagnostics (scanning). While diagnostics helps find cancer, it is therapy that costs the most and creates the greatest value for pharmaceutical companies. As mentioned in market analyses, the market for glioblastoma treatment is estimated at over 5 billion EUR, while the diagnostics market is significantly smaller. "First-in-class" validation: The news from January 12 confirms for the first time in humans that uTREAT® actually reaches the brain tumor. This enormously reduces the risk ("de-risking") for a partner. The Curium agreement only covered uTRACE for one specific type of cancer (prostate), while uTREAT® can potentially be used for almost all solid tumors (>85%). Platform potential: A partnership agreement for uTREAT® will likely be structured as a "multi-indication" agreement. This means that the value can escalate quickly if the agent also shows effect in, for example, lung cancer or pancreatic cancer. 3. Estimation of size: If Curasight lands a partnership agreement for uTREAT® after their top-line data in Q2 2026, analysts will often look at similar agreements in the radiopharmaceuticals sector (such as Novartis' acquisitions or partnerships). Upfront payment: For uTRACE (Curium), the first milestones were relatively small (e.g. 500,000 USD). For uTREAT®, an upfront payment will likely be in the millions (USD) immediately to secure the rights. Total framework: A total agreement framework of 300-500 million USD is not unrealistic for a promising therapeutic candidate in the early clinical phases, when the platform is already diagnostically validated. Conclusion: A partnership agreement for uTREAT® will likely make the Curium agreement look like a "little brother". While the Curium agreement validated the technology, it is uTREAT® that will drive the really big economic value. Based on links and market practice, we can expect an agreement that is 5-10 times larger in total potential value than the current agreement with Curium.
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
925
Myynti
Määrä
300
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 300 | AVA | NON | ||
| 57 | NON | AVA | ||
| 20 | NON | NON | ||
| 500 | NON | NON | ||
| 50 | AVA | NON |
Ylin
12,05VWAP
Alin
11,2VaihtoMäärä
0,6 52 890
VWAP
Ylin
12,05Alin
11,2VaihtoMäärä
0,6 52 890
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 2 769 | 0 | +2 769 | 0 |
| Nordea Bank Abp | 2 086 | 0 | +2 086 | 0 |
| Skandinaviska Enskilda Banken AB | 1 921 | 0 | +1 921 | 0 |
| Nordnet Bank AB | 39 103 | 37 726 | +1 377 | 27 323 |
| SSW Market Making GmbH | 5 082 | 4 057 | +1 025 | 0 |
| Svenska Handelsbanken AB | 300 | 0 | +300 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 1 629 | 11 107 | −9 478 | 469 |
| Svenska Handelsbanken AB | 300 | 0 | +300 | 0 |
| SSW Market Making GmbH | 5 082 | 4 057 | +1 025 | 0 |
| Nordnet Bank AB | 39 103 | 37 726 | +1 377 | 27 323 |
| Skandinaviska Enskilda Banken AB | 1 921 | 0 | +1 921 | 0 |
| Nordea Bank Abp | 2 086 | 0 | +2 086 | 0 |