2025 Q4 -tulosraportti
Vain PDF
38 päivää sitten
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 953 | - | - | ||
| 7 618 | - | - | ||
| 784 | - | - | ||
| 357 | - | - | ||
| 33 323 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 15.4. | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2024 Q4 -tulosraportti 10.4.2025 | ||
2024 Q2 -tulosraportti 29.8.2024 | ||
2023 Q4 -tulosraportti 25.4.2024 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenHad Claude analyze Circio scenarios towards 2028 – here is the result: The figures below are calculated with a fully diluted share count of ~305 million shares, i.e., if all warrants are exercised. In practice, probably not all will be exercised, which means that the actual share count will be lower and the price targets correspondingly higher. The figures are therefore to be regarded as a conservative starting point. Here are my five scenarios ranked by probability: Scenario 1 – The gradual path (most likely) 2026 is the building year. Disease model data in heart and eye are delivered as planned in 2H 2026. CNS update from the big pharma collaboration is positive. A new license or collaboration agreement is announced – not an acquisition, but paying partnerships that commercially validate the platform. Candidate nomination is delivered early 2027 as promised. Primate data from the eye in 1H 2027 are strong. This triggers acquisition interest from one or more players, and a deal is announced during 2027 in the range of 1-2 billion dollars. In the event of an acquisition in the range of 1-2 billion dollars, this corresponds to a price of roughly 52-69 NOK per share – an increase of 460% to 645% from today's price of ~9 NOK Scenario 2 – The early acquisition (possible but not likely) An AAV specialist or mid-size pharma decides to act before candidate nomination – either because competition to own the circVec technology intensifies, or because the disease model data in 2H 2026 are so strong that they won't wait. Acquisition occurs in late 2026 or early 2027 at a price reflecting a pre-clinical stage – probably in the range of 800 million to 1.2 billion dollars. Lower than scenario 1, but faster. In the event of an acquisition in the range of 800 million to 1.2 billion dollars, this corresponds to a price of roughly 28-42 NOK per share – an increase of 200% to 350% from today's price. Lower than scenario 1, but significantly faster realized. Scenario 3 – The license model (interesting alternative) Circio chooses not to be acquired, but instead builds a license-based business model where multiple AAV companies pay to use circVec in their programs. This is in line with what Analyst Group described and what the CEO implies with the “software for gene therapy”-metaphor. The company remains independent into 2028 and builds revenues from agreements. The price rises gradually but without the explosive re-rating an acquisition would have provided. For you as an investor, this is the least attractive scenario in the short term, but potentially the most value-creating in the long term. Without a single exit event, the price development is gradual and dependent on revenue streams from license agreements. A realistic price target in 2027-2028 could be 20-35 NOK – an increase of 115% to 280% from today's price, but without the explosive re-rating an acquisition would be able to provide (continues below)
·51 min sittenI believe a takeover attempt will come faster than we realize. Between 25-30 kr per share is likely then. It is however unlikely that it will be accepted, but still nice for us shareholders that a decent bid has come.
·6 t sittenCan those of us who have the opportunity to buy these warrant shares reply to this post. Will you buy these shares at this level or do you need to see over 10+ before you choose to buy and take this risk? For my own part, I will never redeem these shares if the price is not at 11-12 + plus I don't dare to take that risk then by buying new shares then. What are your thoughts on this?
·2 t sittenBuy with both hands!
·7 t sittenSomething I've been wondering about is that there are no recommendations from the analysts on the platform, does anyone have a thought about that?
·8 t sittenThe news is positive because the new patent application to the EPO concerns a genetic component that, according to Circio, increases the efficiency of circVec-based circRNA production by approx. 4 times. The company believes the technology can improve gene expression in gene therapy, among other things through more efficient use of AAV-based delivery systems. This is positive because patent/IP is extremely important in biotech. If Circio actually gets protection around a key component in circVec, it can strengthen their negotiating position against larger pharmaceutical companies. What seems most interesting right now is not just the patent news in isolation, but the combination of several potential triggers such as a new EPO application + planned global PCT application that can give the market more faith in the technology. Circio has announced that a feasibility study with a large global pharmaceutical company is moving on to in vivo testing. That is a more important trigger than just the patent news. They raised approx. NOK 68.6 million in Q1 2026 and had NOK 42 million in cash as of March 31, 2026. The company itself states that they are financed until at least 2030, which reduces short-term fear of equity issues, although biotech can always need more money later. The big point the market is probably following now is the warrants. Circio has 67,680,945 warrants with an exercise price of NOK 8.2508, with an exercise period from May 26 to June 9, 2026. Since the share is trading above the strike level, this can lead to both increased volatility and potential dilution, while also being able to provide the company with new capital. The next few weeks could be extra important for the development of the case. It will be particularly interesting to follow any partner news, results from in vivo testing, new patent updates, and upcoming webcast/presentation points from the company. At the same time, it is important to be aware of the risk factors around the warrant period, including possible selling pressure if many choose to exercise their warrants, any signals of new equity issues, and how volume and market interest develop.·6 t sittenWhat do you think the price will go higher this period warrants the shares can be bought? No one will buy these shares if the price doesn't become much higher than where we are now because then the risk or the price isn't worth them so if Erik and the gang want us to buy these warrants the price must rise or they won't get this warrants money·5 t sittenThat's a good point. For the warrants to become attractive to exercise in large volume, the market will likely want to see stronger momentum in the case through news, partner development, or increased belief in the technology. It's difficult to say anything certain about the share price in the short term. At the same time, it's important to remember that the warrants are already "in the money" as long as the share price trades above the strike level. This means that some may still choose to exercise them even if the share price doesn't go extremely much higher from here. I think much depends on what news comes out in the coming weeks, especially regarding in vivo testing, potential partnerships, and how the market assesses the IP/platform potential going forward. If the sentiment becomes strong enough, it can of course provide significant momentum, but biotech is also very news-driven and volatile.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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 Q4 -tulosraportti
Vain PDF
38 päivää sitten
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenHad Claude analyze Circio scenarios towards 2028 – here is the result: The figures below are calculated with a fully diluted share count of ~305 million shares, i.e., if all warrants are exercised. In practice, probably not all will be exercised, which means that the actual share count will be lower and the price targets correspondingly higher. The figures are therefore to be regarded as a conservative starting point. Here are my five scenarios ranked by probability: Scenario 1 – The gradual path (most likely) 2026 is the building year. Disease model data in heart and eye are delivered as planned in 2H 2026. CNS update from the big pharma collaboration is positive. A new license or collaboration agreement is announced – not an acquisition, but paying partnerships that commercially validate the platform. Candidate nomination is delivered early 2027 as promised. Primate data from the eye in 1H 2027 are strong. This triggers acquisition interest from one or more players, and a deal is announced during 2027 in the range of 1-2 billion dollars. In the event of an acquisition in the range of 1-2 billion dollars, this corresponds to a price of roughly 52-69 NOK per share – an increase of 460% to 645% from today's price of ~9 NOK Scenario 2 – The early acquisition (possible but not likely) An AAV specialist or mid-size pharma decides to act before candidate nomination – either because competition to own the circVec technology intensifies, or because the disease model data in 2H 2026 are so strong that they won't wait. Acquisition occurs in late 2026 or early 2027 at a price reflecting a pre-clinical stage – probably in the range of 800 million to 1.2 billion dollars. Lower than scenario 1, but faster. In the event of an acquisition in the range of 800 million to 1.2 billion dollars, this corresponds to a price of roughly 28-42 NOK per share – an increase of 200% to 350% from today's price. Lower than scenario 1, but significantly faster realized. Scenario 3 – The license model (interesting alternative) Circio chooses not to be acquired, but instead builds a license-based business model where multiple AAV companies pay to use circVec in their programs. This is in line with what Analyst Group described and what the CEO implies with the “software for gene therapy”-metaphor. The company remains independent into 2028 and builds revenues from agreements. The price rises gradually but without the explosive re-rating an acquisition would have provided. For you as an investor, this is the least attractive scenario in the short term, but potentially the most value-creating in the long term. Without a single exit event, the price development is gradual and dependent on revenue streams from license agreements. A realistic price target in 2027-2028 could be 20-35 NOK – an increase of 115% to 280% from today's price, but without the explosive re-rating an acquisition would be able to provide (continues below)·51 min sittenI believe a takeover attempt will come faster than we realize. Between 25-30 kr per share is likely then. It is however unlikely that it will be accepted, but still nice for us shareholders that a decent bid has come.
- ·6 t sittenCan those of us who have the opportunity to buy these warrant shares reply to this post. Will you buy these shares at this level or do you need to see over 10+ before you choose to buy and take this risk? For my own part, I will never redeem these shares if the price is not at 11-12 + plus I don't dare to take that risk then by buying new shares then. What are your thoughts on this?·2 t sittenBuy with both hands!
- ·7 t sittenSomething I've been wondering about is that there are no recommendations from the analysts on the platform, does anyone have a thought about that?
- ·8 t sittenThe news is positive because the new patent application to the EPO concerns a genetic component that, according to Circio, increases the efficiency of circVec-based circRNA production by approx. 4 times. The company believes the technology can improve gene expression in gene therapy, among other things through more efficient use of AAV-based delivery systems. This is positive because patent/IP is extremely important in biotech. If Circio actually gets protection around a key component in circVec, it can strengthen their negotiating position against larger pharmaceutical companies. What seems most interesting right now is not just the patent news in isolation, but the combination of several potential triggers such as a new EPO application + planned global PCT application that can give the market more faith in the technology. Circio has announced that a feasibility study with a large global pharmaceutical company is moving on to in vivo testing. That is a more important trigger than just the patent news. They raised approx. NOK 68.6 million in Q1 2026 and had NOK 42 million in cash as of March 31, 2026. The company itself states that they are financed until at least 2030, which reduces short-term fear of equity issues, although biotech can always need more money later. The big point the market is probably following now is the warrants. Circio has 67,680,945 warrants with an exercise price of NOK 8.2508, with an exercise period from May 26 to June 9, 2026. Since the share is trading above the strike level, this can lead to both increased volatility and potential dilution, while also being able to provide the company with new capital. The next few weeks could be extra important for the development of the case. It will be particularly interesting to follow any partner news, results from in vivo testing, new patent updates, and upcoming webcast/presentation points from the company. At the same time, it is important to be aware of the risk factors around the warrant period, including possible selling pressure if many choose to exercise their warrants, any signals of new equity issues, and how volume and market interest develop.·6 t sittenWhat do you think the price will go higher this period warrants the shares can be bought? No one will buy these shares if the price doesn't become much higher than where we are now because then the risk or the price isn't worth them so if Erik and the gang want us to buy these warrants the price must rise or they won't get this warrants money·5 t sittenThat's a good point. For the warrants to become attractive to exercise in large volume, the market will likely want to see stronger momentum in the case through news, partner development, or increased belief in the technology. It's difficult to say anything certain about the share price in the short term. At the same time, it's important to remember that the warrants are already "in the money" as long as the share price trades above the strike level. This means that some may still choose to exercise them even if the share price doesn't go extremely much higher from here. I think much depends on what news comes out in the coming weeks, especially regarding in vivo testing, potential partnerships, and how the market assesses the IP/platform potential going forward. If the sentiment becomes strong enough, it can of course provide significant momentum, but biotech is also very news-driven and volatile.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 953 | - | - | ||
| 7 618 | - | - | ||
| 784 | - | - | ||
| 357 | - | - | ||
| 33 323 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 15.4. | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2024 Q4 -tulosraportti 10.4.2025 | ||
2024 Q2 -tulosraportti 29.8.2024 | ||
2023 Q4 -tulosraportti 25.4.2024 |
2025 Q4 -tulosraportti
Vain PDF
38 päivää sitten
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 | |
|---|---|
2026 Q2 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 15.4. | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2024 Q4 -tulosraportti 10.4.2025 | ||
2024 Q2 -tulosraportti 29.8.2024 | ||
2023 Q4 -tulosraportti 25.4.2024 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenHad Claude analyze Circio scenarios towards 2028 – here is the result: The figures below are calculated with a fully diluted share count of ~305 million shares, i.e., if all warrants are exercised. In practice, probably not all will be exercised, which means that the actual share count will be lower and the price targets correspondingly higher. The figures are therefore to be regarded as a conservative starting point. Here are my five scenarios ranked by probability: Scenario 1 – The gradual path (most likely) 2026 is the building year. Disease model data in heart and eye are delivered as planned in 2H 2026. CNS update from the big pharma collaboration is positive. A new license or collaboration agreement is announced – not an acquisition, but paying partnerships that commercially validate the platform. Candidate nomination is delivered early 2027 as promised. Primate data from the eye in 1H 2027 are strong. This triggers acquisition interest from one or more players, and a deal is announced during 2027 in the range of 1-2 billion dollars. In the event of an acquisition in the range of 1-2 billion dollars, this corresponds to a price of roughly 52-69 NOK per share – an increase of 460% to 645% from today's price of ~9 NOK Scenario 2 – The early acquisition (possible but not likely) An AAV specialist or mid-size pharma decides to act before candidate nomination – either because competition to own the circVec technology intensifies, or because the disease model data in 2H 2026 are so strong that they won't wait. Acquisition occurs in late 2026 or early 2027 at a price reflecting a pre-clinical stage – probably in the range of 800 million to 1.2 billion dollars. Lower than scenario 1, but faster. In the event of an acquisition in the range of 800 million to 1.2 billion dollars, this corresponds to a price of roughly 28-42 NOK per share – an increase of 200% to 350% from today's price. Lower than scenario 1, but significantly faster realized. Scenario 3 – The license model (interesting alternative) Circio chooses not to be acquired, but instead builds a license-based business model where multiple AAV companies pay to use circVec in their programs. This is in line with what Analyst Group described and what the CEO implies with the “software for gene therapy”-metaphor. The company remains independent into 2028 and builds revenues from agreements. The price rises gradually but without the explosive re-rating an acquisition would have provided. For you as an investor, this is the least attractive scenario in the short term, but potentially the most value-creating in the long term. Without a single exit event, the price development is gradual and dependent on revenue streams from license agreements. A realistic price target in 2027-2028 could be 20-35 NOK – an increase of 115% to 280% from today's price, but without the explosive re-rating an acquisition would be able to provide (continues below)·51 min sittenI believe a takeover attempt will come faster than we realize. Between 25-30 kr per share is likely then. It is however unlikely that it will be accepted, but still nice for us shareholders that a decent bid has come.
- ·6 t sittenCan those of us who have the opportunity to buy these warrant shares reply to this post. Will you buy these shares at this level or do you need to see over 10+ before you choose to buy and take this risk? For my own part, I will never redeem these shares if the price is not at 11-12 + plus I don't dare to take that risk then by buying new shares then. What are your thoughts on this?·2 t sittenBuy with both hands!
- ·7 t sittenSomething I've been wondering about is that there are no recommendations from the analysts on the platform, does anyone have a thought about that?
- ·8 t sittenThe news is positive because the new patent application to the EPO concerns a genetic component that, according to Circio, increases the efficiency of circVec-based circRNA production by approx. 4 times. The company believes the technology can improve gene expression in gene therapy, among other things through more efficient use of AAV-based delivery systems. This is positive because patent/IP is extremely important in biotech. If Circio actually gets protection around a key component in circVec, it can strengthen their negotiating position against larger pharmaceutical companies. What seems most interesting right now is not just the patent news in isolation, but the combination of several potential triggers such as a new EPO application + planned global PCT application that can give the market more faith in the technology. Circio has announced that a feasibility study with a large global pharmaceutical company is moving on to in vivo testing. That is a more important trigger than just the patent news. They raised approx. NOK 68.6 million in Q1 2026 and had NOK 42 million in cash as of March 31, 2026. The company itself states that they are financed until at least 2030, which reduces short-term fear of equity issues, although biotech can always need more money later. The big point the market is probably following now is the warrants. Circio has 67,680,945 warrants with an exercise price of NOK 8.2508, with an exercise period from May 26 to June 9, 2026. Since the share is trading above the strike level, this can lead to both increased volatility and potential dilution, while also being able to provide the company with new capital. The next few weeks could be extra important for the development of the case. It will be particularly interesting to follow any partner news, results from in vivo testing, new patent updates, and upcoming webcast/presentation points from the company. At the same time, it is important to be aware of the risk factors around the warrant period, including possible selling pressure if many choose to exercise their warrants, any signals of new equity issues, and how volume and market interest develop.·6 t sittenWhat do you think the price will go higher this period warrants the shares can be bought? No one will buy these shares if the price doesn't become much higher than where we are now because then the risk or the price isn't worth them so if Erik and the gang want us to buy these warrants the price must rise or they won't get this warrants money·5 t sittenThat's a good point. For the warrants to become attractive to exercise in large volume, the market will likely want to see stronger momentum in the case through news, partner development, or increased belief in the technology. It's difficult to say anything certain about the share price in the short term. At the same time, it's important to remember that the warrants are already "in the money" as long as the share price trades above the strike level. This means that some may still choose to exercise them even if the share price doesn't go extremely much higher from here. I think much depends on what news comes out in the coming weeks, especially regarding in vivo testing, potential partnerships, and how the market assesses the IP/platform potential going forward. If the sentiment becomes strong enough, it can of course provide significant momentum, but biotech is also very news-driven and volatile.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 953 | - | - | ||
| 7 618 | - | - | ||
| 784 | - | - | ||
| 357 | - | - | ||
| 33 323 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt