2025 Q4 -tulosraportti
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21 päivää sitten
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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
·14 min sittenHere is a long, unserious (but somewhat reality-inspired) explanation of why Circio Holding ASA “obviously” will go down on the stock exchange: ⸻ Let's be honest: this is not a stock, it's a national hobby. First, we have the company itself. Circio deals with circular RNA and fancy biotech stuff that sounds like something you'd get explained in a podcast at 02:30 after three beers and one half YouTube video. They develop advanced technology for gene and cell therapy – i.e., things that can potentially save lives, but which also take approximately 100 years, 12 clinical studies, and 14 share issues before they might generate money. And what does the stock market love more than complicated research without revenue? Hype. Pure, unfiltered hype. ⸻ 📈 Phase 1: “This is the next Nvidia, bro” The stock goes up 1250–2500 %. People who have never opened an annual report start using words like “pipeline”, “platform technology”, and “disruptive RNA”. Reddit naturally contributes: “Typical pre-revenue biotech hype stock” But nobody cares. Because your neighbor has earned 400 %, and you also want to get rich before the weekend. ⸻ 🎢 Phase 2: FOMO + community spirit Suddenly half of Norway has bought the stock. 3800 new shareholders in one week. This is not investing. This is a 17th of May parade, just with stocks. Nobody knows what the company does, but everyone knows it “will go up”. ⸻ 💰 Phase 3: Share Issue = “free money for the company, not you” The company conducts share issues (raises money), because biotech burns cash faster than a graduation bus. And yes – Circio has actually had large capital raises to finance operations. Translated into human language: * The company needs money * New shares are created * Your ownership stake becomes… a bit more diluted than juice at after-school care ⸻ 🧠 Phase 4: Reality (the boring villain) Here comes the sad part: The company has historically had large losses and very little equity And the technology? It can work. But also: * Can fail * Can take 10 years * Can become irrelevant * Can be acquired * Can become nothing Biotech is basically: 👉 10 % brilliant 👉 90 % “oops” ⸻ 🐑 Phase 5: The flock turns When the price first starts to fall, something magical happens. The same people who said: “this one is going to the moon 🚀” now say: “I just took some profit” And suddenly: * Price −60 % in a short time * Small investors sell * “Professional” investors are mysteriously gone It turns out the stock was less of a “rocket” and more… a balloon with a hole. ⸻ 🎰 Conclusion (the unserious truth) Circio goes down because: 1. People bought without understanding what they bought 2. The stock went up because others bought 3. It goes down because… people stop buying In other words: Fundamental analysis ❌ TikTok analysis ✅ ⸻ 🧃 Extra unserious summary: Circio is like: * A Tesla in 2010 * A lottery ticket * And a 400-page research report …blended together and served on the Oslo Stock Exchange.
Alle minuutti sittenAlle minuutti sittenHer har du et flott KI svar tilbake: Det er en morsom og delvis treffende satire på biotech-hype og retailpsykologi. Den beskriver ganske godt hvordan småinvestorer, FOMO, emisjoner og sentiment kan drive ekstreme bevegelser i aksjen. Samtidig blir den for ensidig bearish fordi den overser at Circio faktisk står betydelig sterkere fundamentalt nå enn tidligere: • 250 MNOK i finansiering / runway • Flere samarbeidspartnere • BP-samarbeid som har gått fra in vitro til in vivo • Bedre circVec-data (expression + dose-sparing) • Plattformutvidelse mot non-viral delivery og CAR-T Så teksten er mer treffende som satire på markedet rundt aksjen enn som en objektiv analyse av selskapet i dag. Kortversjon: Ja, aksjen er hypepreget og ekstremt volatil. Men caset er heller ikke lenger bare “luft og forumrakett”.
·10 t sittenTHIS IS NOT ONE BIOTECH IDEA. IT IS A WHOLE STACK FOR NEXT-GENERATION MEDICINE. 🧬🔥 People are still trying to put Circio in a simple box. "They are a circular RNA company." That box is too small. The real case is that circVec is becoming the expression engine for future gene and cell therapy. An engine. And in next-generation medicine, the engine is everything. This field is no longer about swallowing pills. It's about genetic instructions. AAV. LNP. In vivo CAR-T. But in all these fields, one question is crucial: Can you get the cells to produce the right protein, in the right tissue, long enough, with a low enough dose and the least possible toxicity? This is exactly where circVec positions itself. But an engine alone doesn't win the race. You need a vehicle. Therefore, delivery is the biggest bottleneck in the industry. And this is where Circio is now building something massive. They are not locking themselves to one route. They are building three paths to the same engine: 1. The AAV track (The most mature) 🧬 Heart. Eye. CNS. The data to be presented on the main stage at ASGCT in Boston is not trivial. • Over 60x higher expression in the eye. • 40x increased expression in the heart. • 22x higher expression at 10x lower dose. • 35–200x higher RNA transcript in heart tissue. • No significant increase in AAV genome copy number, reduced liver off-targeting and cellular stress. This is not about flooding with more virus. It's about more output per biological input. Lower dose. Extreme safety-margin. 2. The LNP track (The most strategic) 🩸 Acuitas. CD4+ and CD8+ T-cells. In vivo CAR-T for oncology and autoimmune diseases. This is no longer classic gene therapy. This is therapy directly in the body. Here the test is brutal: Delivery + Expression + Function must work in symphony. If circVec can provide longer and more stable expression inside T-cells via Acuitas' LNPs, the case enters a completely different territory. 3. The Peptide track (The most flexible) 🧪 TraffikGene. Non-viral delivery. Less flashy than Acuitas in the headlines, but strategically extremely important. Why? Because it proves that the platform is delivery-agnostic. Not locked to AAV. Not locked to LNP. circVec is an expression engine that can be plugged into multiple systems. May: The Pressure Cooker 🕒 The science timeline and the finance timeline are colliding right now. The ASGCT presentations in Boston (poster May 13, oral presentation May 15) are happening simultaneously with the VWAP period for warrants (May 8–22). The world elite gets to see the data, while the market prices the capital structure. And remember: In biotech, cash is much more than money. Cash is runway. Cash is negotiating power. Cash is the ability not to sell rights too cheaply. Validation is underway 🌍 This is not just hype on Shareville. International biotech press (The Pharma Navigator, GEN, Drug Target Review) is already writing about the in vivo CAR-T angle and the Acuitas deal. At the same time, Nature Communications recently published a massive article on the function of circular RNA in complex systems. Academia validates the biology. Circio commercializes the technology. Big Pharma sees this 💼 Big Pharma doesn't ask about the daily share price. They ask: Can this reduce our dose? Extend the duration? Reduce off-target effects? Can this give us access before the competitor? It is these answers that create deals. Risk vs. Asymmetry ⚖️ Is everything proven? No. This is still preclinical biotech, and the risk is absolutely present. CAR-T PoC and partner-validated in vivo data will be critical. ASGCT is a spotlight, not a final destination. But a product case is priced on one program. A platform case is priced on optionality. Circio has several "shots on goal" that provide an extremely asymmetric case. If circVec becomes a standard engine for next-generation medicine, the upside is not linear. Then it's not about one medicine. Then it's about an IP layer. The value of de-risking is not built on one green day. It is built data point by data point. Brick by brick. We know what we own. ♟️🧱🍷
·17 min sitten · MuokattuOne thing in the post that I note is "Cash is the ability not to sell rights too cheaply." However, the cash holding Circio has may also be an indication that Circio does not wish to sell the company, and the money thus serves as an insurance against a takeover. With this strategy, they wish to remain independent and thus retain power over their own products. It will be interesting to see if this is the case - and not least what effect this could have on the share price.
7 min sitten7 min sittenTämä julkaisu on poistettu.
·10 t sittenyes, I would recommend you to stay away from this forum:-)
·12 t sittenThis has become bearish. It is crabbing sideways downwards.
·10 t sitten · MuokattuWelcome over to the smoltek forum. There's a bull run straight up today ;)·10 t sittenit at least went straight down on that one earlier today:-) am I too late for smoltek now too perhaps, I'll join the forum there:-)
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.
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2025 Q4 -tulosraportti
Vain PDF
21 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
- ·14 min sittenHere is a long, unserious (but somewhat reality-inspired) explanation of why Circio Holding ASA “obviously” will go down on the stock exchange: ⸻ Let's be honest: this is not a stock, it's a national hobby. First, we have the company itself. Circio deals with circular RNA and fancy biotech stuff that sounds like something you'd get explained in a podcast at 02:30 after three beers and one half YouTube video. They develop advanced technology for gene and cell therapy – i.e., things that can potentially save lives, but which also take approximately 100 years, 12 clinical studies, and 14 share issues before they might generate money. And what does the stock market love more than complicated research without revenue? Hype. Pure, unfiltered hype. ⸻ 📈 Phase 1: “This is the next Nvidia, bro” The stock goes up 1250–2500 %. People who have never opened an annual report start using words like “pipeline”, “platform technology”, and “disruptive RNA”. Reddit naturally contributes: “Typical pre-revenue biotech hype stock” But nobody cares. Because your neighbor has earned 400 %, and you also want to get rich before the weekend. ⸻ 🎢 Phase 2: FOMO + community spirit Suddenly half of Norway has bought the stock. 3800 new shareholders in one week. This is not investing. This is a 17th of May parade, just with stocks. Nobody knows what the company does, but everyone knows it “will go up”. ⸻ 💰 Phase 3: Share Issue = “free money for the company, not you” The company conducts share issues (raises money), because biotech burns cash faster than a graduation bus. And yes – Circio has actually had large capital raises to finance operations. Translated into human language: * The company needs money * New shares are created * Your ownership stake becomes… a bit more diluted than juice at after-school care ⸻ 🧠 Phase 4: Reality (the boring villain) Here comes the sad part: The company has historically had large losses and very little equity And the technology? It can work. But also: * Can fail * Can take 10 years * Can become irrelevant * Can be acquired * Can become nothing Biotech is basically: 👉 10 % brilliant 👉 90 % “oops” ⸻ 🐑 Phase 5: The flock turns When the price first starts to fall, something magical happens. The same people who said: “this one is going to the moon 🚀” now say: “I just took some profit” And suddenly: * Price −60 % in a short time * Small investors sell * “Professional” investors are mysteriously gone It turns out the stock was less of a “rocket” and more… a balloon with a hole. ⸻ 🎰 Conclusion (the unserious truth) Circio goes down because: 1. People bought without understanding what they bought 2. The stock went up because others bought 3. It goes down because… people stop buying In other words: Fundamental analysis ❌ TikTok analysis ✅ ⸻ 🧃 Extra unserious summary: Circio is like: * A Tesla in 2010 * A lottery ticket * And a 400-page research report …blended together and served on the Oslo Stock Exchange.Alle minuutti sittenAlle minuutti sittenHer har du et flott KI svar tilbake: Det er en morsom og delvis treffende satire på biotech-hype og retailpsykologi. Den beskriver ganske godt hvordan småinvestorer, FOMO, emisjoner og sentiment kan drive ekstreme bevegelser i aksjen. Samtidig blir den for ensidig bearish fordi den overser at Circio faktisk står betydelig sterkere fundamentalt nå enn tidligere: • 250 MNOK i finansiering / runway • Flere samarbeidspartnere • BP-samarbeid som har gått fra in vitro til in vivo • Bedre circVec-data (expression + dose-sparing) • Plattformutvidelse mot non-viral delivery og CAR-T Så teksten er mer treffende som satire på markedet rundt aksjen enn som en objektiv analyse av selskapet i dag. Kortversjon: Ja, aksjen er hypepreget og ekstremt volatil. Men caset er heller ikke lenger bare “luft og forumrakett”.
- ·10 t sittenTHIS IS NOT ONE BIOTECH IDEA. IT IS A WHOLE STACK FOR NEXT-GENERATION MEDICINE. 🧬🔥 People are still trying to put Circio in a simple box. "They are a circular RNA company." That box is too small. The real case is that circVec is becoming the expression engine for future gene and cell therapy. An engine. And in next-generation medicine, the engine is everything. This field is no longer about swallowing pills. It's about genetic instructions. AAV. LNP. In vivo CAR-T. But in all these fields, one question is crucial: Can you get the cells to produce the right protein, in the right tissue, long enough, with a low enough dose and the least possible toxicity? This is exactly where circVec positions itself. But an engine alone doesn't win the race. You need a vehicle. Therefore, delivery is the biggest bottleneck in the industry. And this is where Circio is now building something massive. They are not locking themselves to one route. They are building three paths to the same engine: 1. The AAV track (The most mature) 🧬 Heart. Eye. CNS. The data to be presented on the main stage at ASGCT in Boston is not trivial. • Over 60x higher expression in the eye. • 40x increased expression in the heart. • 22x higher expression at 10x lower dose. • 35–200x higher RNA transcript in heart tissue. • No significant increase in AAV genome copy number, reduced liver off-targeting and cellular stress. This is not about flooding with more virus. It's about more output per biological input. Lower dose. Extreme safety-margin. 2. The LNP track (The most strategic) 🩸 Acuitas. CD4+ and CD8+ T-cells. In vivo CAR-T for oncology and autoimmune diseases. This is no longer classic gene therapy. This is therapy directly in the body. Here the test is brutal: Delivery + Expression + Function must work in symphony. If circVec can provide longer and more stable expression inside T-cells via Acuitas' LNPs, the case enters a completely different territory. 3. The Peptide track (The most flexible) 🧪 TraffikGene. Non-viral delivery. Less flashy than Acuitas in the headlines, but strategically extremely important. Why? Because it proves that the platform is delivery-agnostic. Not locked to AAV. Not locked to LNP. circVec is an expression engine that can be plugged into multiple systems. May: The Pressure Cooker 🕒 The science timeline and the finance timeline are colliding right now. The ASGCT presentations in Boston (poster May 13, oral presentation May 15) are happening simultaneously with the VWAP period for warrants (May 8–22). The world elite gets to see the data, while the market prices the capital structure. And remember: In biotech, cash is much more than money. Cash is runway. Cash is negotiating power. Cash is the ability not to sell rights too cheaply. Validation is underway 🌍 This is not just hype on Shareville. International biotech press (The Pharma Navigator, GEN, Drug Target Review) is already writing about the in vivo CAR-T angle and the Acuitas deal. At the same time, Nature Communications recently published a massive article on the function of circular RNA in complex systems. Academia validates the biology. Circio commercializes the technology. Big Pharma sees this 💼 Big Pharma doesn't ask about the daily share price. They ask: Can this reduce our dose? Extend the duration? Reduce off-target effects? Can this give us access before the competitor? It is these answers that create deals. Risk vs. Asymmetry ⚖️ Is everything proven? No. This is still preclinical biotech, and the risk is absolutely present. CAR-T PoC and partner-validated in vivo data will be critical. ASGCT is a spotlight, not a final destination. But a product case is priced on one program. A platform case is priced on optionality. Circio has several "shots on goal" that provide an extremely asymmetric case. If circVec becomes a standard engine for next-generation medicine, the upside is not linear. Then it's not about one medicine. Then it's about an IP layer. The value of de-risking is not built on one green day. It is built data point by data point. Brick by brick. We know what we own. ♟️🧱🍷·17 min sitten · MuokattuOne thing in the post that I note is "Cash is the ability not to sell rights too cheaply." However, the cash holding Circio has may also be an indication that Circio does not wish to sell the company, and the money thus serves as an insurance against a takeover. With this strategy, they wish to remain independent and thus retain power over their own products. It will be interesting to see if this is the case - and not least what effect this could have on the share price.
- 7 min sitten7 min sittenTämä julkaisu on poistettu.·10 t sittenyes, I would recommend you to stay away from this forum:-)
- ·12 t sittenThis has become bearish. It is crabbing sideways downwards.·10 t sitten · MuokattuWelcome over to the smoltek forum. There's a bull run straight up today ;)·10 t sittenit at least went straight down on that one earlier today:-) am I too late for smoltek now too perhaps, I'll join the forum there:-)
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 |
|---|---|---|---|---|
| - | - | - | - |
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
21 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
- ·14 min sittenHere is a long, unserious (but somewhat reality-inspired) explanation of why Circio Holding ASA “obviously” will go down on the stock exchange: ⸻ Let's be honest: this is not a stock, it's a national hobby. First, we have the company itself. Circio deals with circular RNA and fancy biotech stuff that sounds like something you'd get explained in a podcast at 02:30 after three beers and one half YouTube video. They develop advanced technology for gene and cell therapy – i.e., things that can potentially save lives, but which also take approximately 100 years, 12 clinical studies, and 14 share issues before they might generate money. And what does the stock market love more than complicated research without revenue? Hype. Pure, unfiltered hype. ⸻ 📈 Phase 1: “This is the next Nvidia, bro” The stock goes up 1250–2500 %. People who have never opened an annual report start using words like “pipeline”, “platform technology”, and “disruptive RNA”. Reddit naturally contributes: “Typical pre-revenue biotech hype stock” But nobody cares. Because your neighbor has earned 400 %, and you also want to get rich before the weekend. ⸻ 🎢 Phase 2: FOMO + community spirit Suddenly half of Norway has bought the stock. 3800 new shareholders in one week. This is not investing. This is a 17th of May parade, just with stocks. Nobody knows what the company does, but everyone knows it “will go up”. ⸻ 💰 Phase 3: Share Issue = “free money for the company, not you” The company conducts share issues (raises money), because biotech burns cash faster than a graduation bus. And yes – Circio has actually had large capital raises to finance operations. Translated into human language: * The company needs money * New shares are created * Your ownership stake becomes… a bit more diluted than juice at after-school care ⸻ 🧠 Phase 4: Reality (the boring villain) Here comes the sad part: The company has historically had large losses and very little equity And the technology? It can work. But also: * Can fail * Can take 10 years * Can become irrelevant * Can be acquired * Can become nothing Biotech is basically: 👉 10 % brilliant 👉 90 % “oops” ⸻ 🐑 Phase 5: The flock turns When the price first starts to fall, something magical happens. The same people who said: “this one is going to the moon 🚀” now say: “I just took some profit” And suddenly: * Price −60 % in a short time * Small investors sell * “Professional” investors are mysteriously gone It turns out the stock was less of a “rocket” and more… a balloon with a hole. ⸻ 🎰 Conclusion (the unserious truth) Circio goes down because: 1. People bought without understanding what they bought 2. The stock went up because others bought 3. It goes down because… people stop buying In other words: Fundamental analysis ❌ TikTok analysis ✅ ⸻ 🧃 Extra unserious summary: Circio is like: * A Tesla in 2010 * A lottery ticket * And a 400-page research report …blended together and served on the Oslo Stock Exchange.Alle minuutti sittenAlle minuutti sittenHer har du et flott KI svar tilbake: Det er en morsom og delvis treffende satire på biotech-hype og retailpsykologi. Den beskriver ganske godt hvordan småinvestorer, FOMO, emisjoner og sentiment kan drive ekstreme bevegelser i aksjen. Samtidig blir den for ensidig bearish fordi den overser at Circio faktisk står betydelig sterkere fundamentalt nå enn tidligere: • 250 MNOK i finansiering / runway • Flere samarbeidspartnere • BP-samarbeid som har gått fra in vitro til in vivo • Bedre circVec-data (expression + dose-sparing) • Plattformutvidelse mot non-viral delivery og CAR-T Så teksten er mer treffende som satire på markedet rundt aksjen enn som en objektiv analyse av selskapet i dag. Kortversjon: Ja, aksjen er hypepreget og ekstremt volatil. Men caset er heller ikke lenger bare “luft og forumrakett”.
- ·10 t sittenTHIS IS NOT ONE BIOTECH IDEA. IT IS A WHOLE STACK FOR NEXT-GENERATION MEDICINE. 🧬🔥 People are still trying to put Circio in a simple box. "They are a circular RNA company." That box is too small. The real case is that circVec is becoming the expression engine for future gene and cell therapy. An engine. And in next-generation medicine, the engine is everything. This field is no longer about swallowing pills. It's about genetic instructions. AAV. LNP. In vivo CAR-T. But in all these fields, one question is crucial: Can you get the cells to produce the right protein, in the right tissue, long enough, with a low enough dose and the least possible toxicity? This is exactly where circVec positions itself. But an engine alone doesn't win the race. You need a vehicle. Therefore, delivery is the biggest bottleneck in the industry. And this is where Circio is now building something massive. They are not locking themselves to one route. They are building three paths to the same engine: 1. The AAV track (The most mature) 🧬 Heart. Eye. CNS. The data to be presented on the main stage at ASGCT in Boston is not trivial. • Over 60x higher expression in the eye. • 40x increased expression in the heart. • 22x higher expression at 10x lower dose. • 35–200x higher RNA transcript in heart tissue. • No significant increase in AAV genome copy number, reduced liver off-targeting and cellular stress. This is not about flooding with more virus. It's about more output per biological input. Lower dose. Extreme safety-margin. 2. The LNP track (The most strategic) 🩸 Acuitas. CD4+ and CD8+ T-cells. In vivo CAR-T for oncology and autoimmune diseases. This is no longer classic gene therapy. This is therapy directly in the body. Here the test is brutal: Delivery + Expression + Function must work in symphony. If circVec can provide longer and more stable expression inside T-cells via Acuitas' LNPs, the case enters a completely different territory. 3. The Peptide track (The most flexible) 🧪 TraffikGene. Non-viral delivery. Less flashy than Acuitas in the headlines, but strategically extremely important. Why? Because it proves that the platform is delivery-agnostic. Not locked to AAV. Not locked to LNP. circVec is an expression engine that can be plugged into multiple systems. May: The Pressure Cooker 🕒 The science timeline and the finance timeline are colliding right now. The ASGCT presentations in Boston (poster May 13, oral presentation May 15) are happening simultaneously with the VWAP period for warrants (May 8–22). The world elite gets to see the data, while the market prices the capital structure. And remember: In biotech, cash is much more than money. Cash is runway. Cash is negotiating power. Cash is the ability not to sell rights too cheaply. Validation is underway 🌍 This is not just hype on Shareville. International biotech press (The Pharma Navigator, GEN, Drug Target Review) is already writing about the in vivo CAR-T angle and the Acuitas deal. At the same time, Nature Communications recently published a massive article on the function of circular RNA in complex systems. Academia validates the biology. Circio commercializes the technology. Big Pharma sees this 💼 Big Pharma doesn't ask about the daily share price. They ask: Can this reduce our dose? Extend the duration? Reduce off-target effects? Can this give us access before the competitor? It is these answers that create deals. Risk vs. Asymmetry ⚖️ Is everything proven? No. This is still preclinical biotech, and the risk is absolutely present. CAR-T PoC and partner-validated in vivo data will be critical. ASGCT is a spotlight, not a final destination. But a product case is priced on one program. A platform case is priced on optionality. Circio has several "shots on goal" that provide an extremely asymmetric case. If circVec becomes a standard engine for next-generation medicine, the upside is not linear. Then it's not about one medicine. Then it's about an IP layer. The value of de-risking is not built on one green day. It is built data point by data point. Brick by brick. We know what we own. ♟️🧱🍷·17 min sitten · MuokattuOne thing in the post that I note is "Cash is the ability not to sell rights too cheaply." However, the cash holding Circio has may also be an indication that Circio does not wish to sell the company, and the money thus serves as an insurance against a takeover. With this strategy, they wish to remain independent and thus retain power over their own products. It will be interesting to see if this is the case - and not least what effect this could have on the share price.
- 7 min sitten7 min sittenTämä julkaisu on poistettu.·10 t sittenyes, I would recommend you to stay away from this forum:-)
- ·12 t sittenThis has become bearish. It is crabbing sideways downwards.·10 t sitten · MuokattuWelcome over to the smoltek forum. There's a bull run straight up today ;)·10 t sittenit at least went straight down on that one earlier today:-) am I too late for smoltek now too perhaps, I'll join the forum there:-)
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.
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