2026 Q1 -tulosraportti
87 päivää sitten
‧36 min
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Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
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·2 t sitten · MuokattuOnly 2 weeks left until the quarterly presentation. Hope for your sake that those of you who are shareholders dare to ask the critical questions. Even if you don't think there's anything at all to worry about in Lytix and that this is guaranteed to be the next Algeta, it might be wise to do it for the sake of practice. Then you'll hear the answers from Rekdal and Breistein and if they keep their word ;) My prediction for the autumn and the way forward: - No phase3 start for Verrica before earliest closer to 2028. Probably not until Verrica has become a profitable company sometime in 2028. It's clear that, as they have communicated, they are looking for a partner, and that this is taking time. And that resources and borrowed funds from PBM are going to Verrica's other areas and products. - Number recruited in NeoL since the last presentation in May: 3 pax (total 23 of 27 enrolled). The remaining patients must surely be enrolled by the presentation in November so that a message about a fully enrolled study can be received by then. - Top line data will be ready sometime in February 2027. BUT I expect the company and Dr. Jespersen to realize that they will not release the top line results directly to the market, as we have been led to believe. Dr. Jespersen and Lytix will both be best served by keeping the data confidential so that they can instead be published and presented at a large and fine conference in 2027. Perhaps ASCO in June will be the arena where the top line results and data are presented. (Provided they meet the deadline for late breaking abstract) You are welcome to ask Rekdal about this so you get a clear answer, and avoid disappointment later. Dr. Jespersen owns the study and the results, so it should be expected that he and the team want to bask in the glory on some big stages if the data continues to come in on the good side (something one must expect given that patient selection is so slow - to secure the healthiest ones?). - It is the chairman who decides when to conduct emissions to raise money for the cash register - not Rekdal. Something we saw very clearly around the turn of the year when Rekdal bought 10 thousand shares for kr 10,- just before Christmas, and right after New Year's, the chairman (unexpectedly) conducted an emission while the cash balance was over 70 million kroner. The same will happen this autumn. The chairman and Lytix and small and large shareholders have nothing to gain by draining the cash register dry before replenishing by waiting for top line data for NeoL to be released as a stock exchange announcement or at a conference. Lytix will not conduct phase3 in melanoma on its own anyway, as it will be far too costly and extensive. Therefore, there is nothing to gain by waiting until it is drained dry, but rather a greater risk that the results may disappoint or market turmoil may strike, crushing the share price when one suddenly MUST raise money. Therefore, an emission will come before Christmas when the cash balance approaches 50 mill because the chairman sees it as sensible to secure money for operations well into 2028 to be able to start development of LTX401 in clinical studies. Liver cancer is expensive to treat, so how much should one estimate a phase1 study will cost? 20-30 mill or more? In addition, there are ongoing costs of 20+ mill per quarter with all the new employees in the management team, so it will be over 140 mill to get from the start of phase1 until the data from there is ready closer to 2029. TTT and it costs money. But an emission before Christmas will probably be received as a joyful Christmas gift for the writers here and at Hegnars tivoli. A favor from the chairman by providing a refill of cheap shares to loyal shareholders. 15% discount perhaps? Or should one hope for a 20% discount on this Christmas gift? What about other indications? Should phase2 in breast cancer be started? What about the patent application? Has it been rejected or when is the response deadline? Partner courtships will start in 2027. Typical time before these bear fruit is 12-18 months? Do you fear that BP will react to the very long time it has taken to recruit so few patients into single-arm studies?
·2 päivää sittenHere there is drama.... with one more negative than the other, and no end to how hopeless everything is. I don't doubt that it actually triggers more to sell.... But what has actually happened?? Verrica has never itself guided a start date for Phase III. Their own press releases said "continues preparation for Phase 3 study of VP-315" in May and "continuing our Phase 3 readiness activities" in August. Identical wording, no change. The year 2026 is in Lytix' Q1 presentation, as a reproduction of the partner's plan. What Verrica itself now says, through its CFO, is that the costs for CRO and clinical supplies are in the budget through 2026 and into 2027, and that they will be "ready for next year". So: no delay has been reported, because the one who is to run the study never set a date for it. Lytix planned for a start in 2026. Verrica is now ready for a start probably right into 2027. It's a slippage of a few months — not a program that has been shelved. The unfortunate thing is the communication. Lytix should have been more careful about setting a date for a partner's plan they do not themselves control. It created an expectation in the market without coverage in the partner's own statements, and it is that expectation that is now hitting back on the share price — not the timeline itself. I actually did some research on this, that is, on what Verrica has actually communicated. And I specifically checked the annual report for 2025. Then I stumbled upon some more interesting info about the agreement structure that is worth understanding.: With a sublicense, all upfront and milestone payments Verrica receives from the sublicensee are treated as net sales, i.e., subject to royalties to Lytix. In addition, sublicense royalties are shared from a rate that started at 50 % and falls with the development stage at the time of sublicense. The consequence is counterintuitive: a Verrica sublicense to a larger player can be worth more to Lytix than Verrica running the program itself. The waiting is frustrating, but the outcome it points to is not bad. Regarding patents, the picture is more nuanced than "everything dies in 2035". Verrica's own applications for clinical administration protocol for VP-315 have projected expiry 12.04.2044 (PCT) and 24.01.2045 (US). Lytix' formulation and chitosan applications run until 12/2043 if granted. Patent extension may be available in the USA and Europe upon approval, and market exclusivity may come in addition. The royalty period runs until the latest of the last licensed patent and the expiry of regulatory exclusivity, country by country. There is a real risk here — the method-of-use patents until 2035 cover combinations, while BCC is monotherapy and falls outside. But the protection is layered, not binary. We still believe in this. Not because it's going fast — it's not — but because the asset is intact, FDA has approved the design, the agreement structure is favorable with a sublicense, and the RP1 approval on August 6 showed that FDA can approve intratumoral immunotherapy on single-arm data. What determines Lytix in the short term is not Verrica anyway. It is NeoLIPA-topline.Even the top line in March should be sufficient regarding the presentation before capital requirements. Regarding withholding of data: it is highly unlikely. Lytix is listed on Euronext Growth, and price-sensitive information must be released when it becomes available — not saved for a conference. They can choose to present supplementary data at a conference later, but the top line will be released as a stock exchange announcement.
·2 päivää sitten · MuokattuCollapse, play to the gallery, bad news on the way? Rekdal and Gjest apparently have no intention other than to hide in the corner, while Verrica feeds the market with bad news! Will they even show up at the next Q report or will they send a substitute? Quick to inform when everything is going smoothly, now it doesn't look good so we'll see if there's any fight in those guys! Low volume yes, but the interest is zero to pick up shares 10% lower than yesterday. Harry P's comment (FA) that there's no point in crushing the stock this morning because more will buy, couldn't have been more wrong 😂! It will be interesting to hear how they react to Verrica not caring about the phase 3 study, if they had really had the belief and the will, this would surely already be underway!
100.000 shares wanted at 7.60,- Someone wants to pick up shares, so save your theories until the realities are present.- ·3 päivää sitten · MuokattuTo help @dollarman1 / Davrab / Rabdav, HarryP, clanz & Co here and on Hegnar's fairground a bit, since it seems to be of little interest who is selling now: - Care Holding AS has started to throw in the towel. Offloaded 65 thousand shares out of a total of 500 thousand the other day. They have evidently realized this is starting to seem very uncertain and that new large share issues must come this autumn at falling prices. This will be dilutive for everyone. Will it hold 5 kr? It's very likely that another 435 thousand shares will be offloaded from there then. So there are at least plenty of sellers. The question is whether there are enough buyers to absorb them then, otherwise the price will just fall from 10 to 9 to 8 to 7 etc. Even grandma understands that, and then perhaps HarryP and Dr. Rabib too. Dare to ask the uncomfortable questions to Rekdal and Breistein. - What happened to the acceleration that was launched a year ago? Little or nothing has happened since. Do they know what accelerate means, or did they confuse it with retard? - Why does Verrica now confirm that phase 3 with VP315 is not included in their operating plans until 2028, but that they must await a possible partner (as they have always said, for that matter)? It is a very cheap and simple phase 3 study with few patients, so it should really just be a matter of pushing through, similar to their phase 2, just an extension. - How much money does Lytix need to raise to finance further development of LTX401, and not least VP315 in melanoma - it is urgent to move forward here. Are they ready for a start in 2027, or do they intend to let it lie awaiting a partner, perhaps in 2029 (if one compares with Verrica's progress after excellent phase 2 results)? - How much is the value of the data reduced when for 20 years only single-arm open-label studies have been conducted? In other words, one has no idea how well this really holds up against SoC. - What about the "ceiling" effect that little is known about due to these weak study designs? - How much is the value of the result of e.g. NeoLipa weakened when it takes 2 years with partly two hospitals to recruit a small number of patients in a common cancer type? It seems worrying, and must certainly cause skepticism among potential partners. What is happening with the patent situation? Has the application been rejected where they tried to get extended protection by patenting that the drug should be given together with krill / cod liver oil / chitosan? Is there a plan B here? How long will phase 1 with LTX401 take? 2 years quickly? 100 mill per year? And how much will phase 3 for LTX315 cost? Is it smart to move the meeting with the FDA to discuss study design until after the results from the small phase 2 study are available? Why rush headlong into calling the FDA for a meeting about study design before the data is ready? Suddenly one starts to stress, while setting up a new hospital and prioritizing patient enrollment was not given focus. It appears weak. What is the rationale behind these considerations?
- ·11.8.@Molbre🤥 : You specifically claim that Verrica has stated that they do not plan to start Phase 3 for VP-315 until 2027/28 at the earliest, and you even assert that this is explicitly stated in the Q-report. Where on earth did you get this from? Lately, you have repeatedly made clearly incorrect claims – simply lies – about Lytix! Another example among several: "The company has declared commercialization in 2026". They have not. There is no such declaration. When you constantly present your own assumptions or interpretations as facts, you undermine the debate and make it difficult for others to relate to what has actually been said and written. Stick to what can be documented, or honestly say that it is just your speculation! Otherwise, have you been infected by Mormonsen and started spreading claims as facts? 😉🤥This was probably said in Verrica's Q report: Similarly for the VP-315 program, as we've indicated previously, we continue to invest in that program. The initial cost to get to and through the rest of this year and into next year, prepare for that study for the way the crow costs and nd manufacturing supply. Are in the budget that we prepared and are actively pursuing that to be ready for next year. Do you mean they are supposed to start in 2026? It wasn't me who mentioned that they are supposed to start phase 3 in 2026, several people here are pointing that out after the interview with Rekdal in May, so there are several liars here. It was probably Redeye he was interviewed on! Regarding what you say about commercialization, I haven't mentioned 2026, I wrote that in November last year they themselves stated that they were close to commercialization of the product, which they are not even close to almost a year later! What do you mean by soon ready for commercialization, 2 years, 3 years?
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2026 Q1 -tulosraportti
87 päivää sitten
‧36 min
Uutiset
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- ·2 t sitten · MuokattuOnly 2 weeks left until the quarterly presentation. Hope for your sake that those of you who are shareholders dare to ask the critical questions. Even if you don't think there's anything at all to worry about in Lytix and that this is guaranteed to be the next Algeta, it might be wise to do it for the sake of practice. Then you'll hear the answers from Rekdal and Breistein and if they keep their word ;) My prediction for the autumn and the way forward: - No phase3 start for Verrica before earliest closer to 2028. Probably not until Verrica has become a profitable company sometime in 2028. It's clear that, as they have communicated, they are looking for a partner, and that this is taking time. And that resources and borrowed funds from PBM are going to Verrica's other areas and products. - Number recruited in NeoL since the last presentation in May: 3 pax (total 23 of 27 enrolled). The remaining patients must surely be enrolled by the presentation in November so that a message about a fully enrolled study can be received by then. - Top line data will be ready sometime in February 2027. BUT I expect the company and Dr. Jespersen to realize that they will not release the top line results directly to the market, as we have been led to believe. Dr. Jespersen and Lytix will both be best served by keeping the data confidential so that they can instead be published and presented at a large and fine conference in 2027. Perhaps ASCO in June will be the arena where the top line results and data are presented. (Provided they meet the deadline for late breaking abstract) You are welcome to ask Rekdal about this so you get a clear answer, and avoid disappointment later. Dr. Jespersen owns the study and the results, so it should be expected that he and the team want to bask in the glory on some big stages if the data continues to come in on the good side (something one must expect given that patient selection is so slow - to secure the healthiest ones?). - It is the chairman who decides when to conduct emissions to raise money for the cash register - not Rekdal. Something we saw very clearly around the turn of the year when Rekdal bought 10 thousand shares for kr 10,- just before Christmas, and right after New Year's, the chairman (unexpectedly) conducted an emission while the cash balance was over 70 million kroner. The same will happen this autumn. The chairman and Lytix and small and large shareholders have nothing to gain by draining the cash register dry before replenishing by waiting for top line data for NeoL to be released as a stock exchange announcement or at a conference. Lytix will not conduct phase3 in melanoma on its own anyway, as it will be far too costly and extensive. Therefore, there is nothing to gain by waiting until it is drained dry, but rather a greater risk that the results may disappoint or market turmoil may strike, crushing the share price when one suddenly MUST raise money. Therefore, an emission will come before Christmas when the cash balance approaches 50 mill because the chairman sees it as sensible to secure money for operations well into 2028 to be able to start development of LTX401 in clinical studies. Liver cancer is expensive to treat, so how much should one estimate a phase1 study will cost? 20-30 mill or more? In addition, there are ongoing costs of 20+ mill per quarter with all the new employees in the management team, so it will be over 140 mill to get from the start of phase1 until the data from there is ready closer to 2029. TTT and it costs money. But an emission before Christmas will probably be received as a joyful Christmas gift for the writers here and at Hegnars tivoli. A favor from the chairman by providing a refill of cheap shares to loyal shareholders. 15% discount perhaps? Or should one hope for a 20% discount on this Christmas gift? What about other indications? Should phase2 in breast cancer be started? What about the patent application? Has it been rejected or when is the response deadline? Partner courtships will start in 2027. Typical time before these bear fruit is 12-18 months? Do you fear that BP will react to the very long time it has taken to recruit so few patients into single-arm studies?
- ·2 päivää sittenHere there is drama.... with one more negative than the other, and no end to how hopeless everything is. I don't doubt that it actually triggers more to sell.... But what has actually happened?? Verrica has never itself guided a start date for Phase III. Their own press releases said "continues preparation for Phase 3 study of VP-315" in May and "continuing our Phase 3 readiness activities" in August. Identical wording, no change. The year 2026 is in Lytix' Q1 presentation, as a reproduction of the partner's plan. What Verrica itself now says, through its CFO, is that the costs for CRO and clinical supplies are in the budget through 2026 and into 2027, and that they will be "ready for next year". So: no delay has been reported, because the one who is to run the study never set a date for it. Lytix planned for a start in 2026. Verrica is now ready for a start probably right into 2027. It's a slippage of a few months — not a program that has been shelved. The unfortunate thing is the communication. Lytix should have been more careful about setting a date for a partner's plan they do not themselves control. It created an expectation in the market without coverage in the partner's own statements, and it is that expectation that is now hitting back on the share price — not the timeline itself. I actually did some research on this, that is, on what Verrica has actually communicated. And I specifically checked the annual report for 2025. Then I stumbled upon some more interesting info about the agreement structure that is worth understanding.: With a sublicense, all upfront and milestone payments Verrica receives from the sublicensee are treated as net sales, i.e., subject to royalties to Lytix. In addition, sublicense royalties are shared from a rate that started at 50 % and falls with the development stage at the time of sublicense. The consequence is counterintuitive: a Verrica sublicense to a larger player can be worth more to Lytix than Verrica running the program itself. The waiting is frustrating, but the outcome it points to is not bad. Regarding patents, the picture is more nuanced than "everything dies in 2035". Verrica's own applications for clinical administration protocol for VP-315 have projected expiry 12.04.2044 (PCT) and 24.01.2045 (US). Lytix' formulation and chitosan applications run until 12/2043 if granted. Patent extension may be available in the USA and Europe upon approval, and market exclusivity may come in addition. The royalty period runs until the latest of the last licensed patent and the expiry of regulatory exclusivity, country by country. There is a real risk here — the method-of-use patents until 2035 cover combinations, while BCC is monotherapy and falls outside. But the protection is layered, not binary. We still believe in this. Not because it's going fast — it's not — but because the asset is intact, FDA has approved the design, the agreement structure is favorable with a sublicense, and the RP1 approval on August 6 showed that FDA can approve intratumoral immunotherapy on single-arm data. What determines Lytix in the short term is not Verrica anyway. It is NeoLIPA-topline.Even the top line in March should be sufficient regarding the presentation before capital requirements. Regarding withholding of data: it is highly unlikely. Lytix is listed on Euronext Growth, and price-sensitive information must be released when it becomes available — not saved for a conference. They can choose to present supplementary data at a conference later, but the top line will be released as a stock exchange announcement.
- ·2 päivää sitten · MuokattuCollapse, play to the gallery, bad news on the way? Rekdal and Gjest apparently have no intention other than to hide in the corner, while Verrica feeds the market with bad news! Will they even show up at the next Q report or will they send a substitute? Quick to inform when everything is going smoothly, now it doesn't look good so we'll see if there's any fight in those guys! Low volume yes, but the interest is zero to pick up shares 10% lower than yesterday. Harry P's comment (FA) that there's no point in crushing the stock this morning because more will buy, couldn't have been more wrong 😂! It will be interesting to hear how they react to Verrica not caring about the phase 3 study, if they had really had the belief and the will, this would surely already be underway!100.000 shares wanted at 7.60,- Someone wants to pick up shares, so save your theories until the realities are present.
- ·3 päivää sitten · MuokattuTo help @dollarman1 / Davrab / Rabdav, HarryP, clanz & Co here and on Hegnar's fairground a bit, since it seems to be of little interest who is selling now: - Care Holding AS has started to throw in the towel. Offloaded 65 thousand shares out of a total of 500 thousand the other day. They have evidently realized this is starting to seem very uncertain and that new large share issues must come this autumn at falling prices. This will be dilutive for everyone. Will it hold 5 kr? It's very likely that another 435 thousand shares will be offloaded from there then. So there are at least plenty of sellers. The question is whether there are enough buyers to absorb them then, otherwise the price will just fall from 10 to 9 to 8 to 7 etc. Even grandma understands that, and then perhaps HarryP and Dr. Rabib too. Dare to ask the uncomfortable questions to Rekdal and Breistein. - What happened to the acceleration that was launched a year ago? Little or nothing has happened since. Do they know what accelerate means, or did they confuse it with retard? - Why does Verrica now confirm that phase 3 with VP315 is not included in their operating plans until 2028, but that they must await a possible partner (as they have always said, for that matter)? It is a very cheap and simple phase 3 study with few patients, so it should really just be a matter of pushing through, similar to their phase 2, just an extension. - How much money does Lytix need to raise to finance further development of LTX401, and not least VP315 in melanoma - it is urgent to move forward here. Are they ready for a start in 2027, or do they intend to let it lie awaiting a partner, perhaps in 2029 (if one compares with Verrica's progress after excellent phase 2 results)? - How much is the value of the data reduced when for 20 years only single-arm open-label studies have been conducted? In other words, one has no idea how well this really holds up against SoC. - What about the "ceiling" effect that little is known about due to these weak study designs? - How much is the value of the result of e.g. NeoLipa weakened when it takes 2 years with partly two hospitals to recruit a small number of patients in a common cancer type? It seems worrying, and must certainly cause skepticism among potential partners. What is happening with the patent situation? Has the application been rejected where they tried to get extended protection by patenting that the drug should be given together with krill / cod liver oil / chitosan? Is there a plan B here? How long will phase 1 with LTX401 take? 2 years quickly? 100 mill per year? And how much will phase 3 for LTX315 cost? Is it smart to move the meeting with the FDA to discuss study design until after the results from the small phase 2 study are available? Why rush headlong into calling the FDA for a meeting about study design before the data is ready? Suddenly one starts to stress, while setting up a new hospital and prioritizing patient enrollment was not given focus. It appears weak. What is the rationale behind these considerations?
- ·11.8.@Molbre🤥 : You specifically claim that Verrica has stated that they do not plan to start Phase 3 for VP-315 until 2027/28 at the earliest, and you even assert that this is explicitly stated in the Q-report. Where on earth did you get this from? Lately, you have repeatedly made clearly incorrect claims – simply lies – about Lytix! Another example among several: "The company has declared commercialization in 2026". They have not. There is no such declaration. When you constantly present your own assumptions or interpretations as facts, you undermine the debate and make it difficult for others to relate to what has actually been said and written. Stick to what can be documented, or honestly say that it is just your speculation! Otherwise, have you been infected by Mormonsen and started spreading claims as facts? 😉🤥This was probably said in Verrica's Q report: Similarly for the VP-315 program, as we've indicated previously, we continue to invest in that program. The initial cost to get to and through the rest of this year and into next year, prepare for that study for the way the crow costs and nd manufacturing supply. Are in the budget that we prepared and are actively pursuing that to be ready for next year. Do you mean they are supposed to start in 2026? It wasn't me who mentioned that they are supposed to start phase 3 in 2026, several people here are pointing that out after the interview with Rekdal in May, so there are several liars here. It was probably Redeye he was interviewed on! Regarding what you say about commercialization, I haven't mentioned 2026, I wrote that in November last year they themselves stated that they were close to commercialization of the product, which they are not even close to almost a year later! What do you mean by soon ready for commercialization, 2 years, 3 years?
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Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
2026 Q1 -tulosraportti
87 päivää sitten
‧36 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
Foorumi
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- ·2 t sitten · MuokattuOnly 2 weeks left until the quarterly presentation. Hope for your sake that those of you who are shareholders dare to ask the critical questions. Even if you don't think there's anything at all to worry about in Lytix and that this is guaranteed to be the next Algeta, it might be wise to do it for the sake of practice. Then you'll hear the answers from Rekdal and Breistein and if they keep their word ;) My prediction for the autumn and the way forward: - No phase3 start for Verrica before earliest closer to 2028. Probably not until Verrica has become a profitable company sometime in 2028. It's clear that, as they have communicated, they are looking for a partner, and that this is taking time. And that resources and borrowed funds from PBM are going to Verrica's other areas and products. - Number recruited in NeoL since the last presentation in May: 3 pax (total 23 of 27 enrolled). The remaining patients must surely be enrolled by the presentation in November so that a message about a fully enrolled study can be received by then. - Top line data will be ready sometime in February 2027. BUT I expect the company and Dr. Jespersen to realize that they will not release the top line results directly to the market, as we have been led to believe. Dr. Jespersen and Lytix will both be best served by keeping the data confidential so that they can instead be published and presented at a large and fine conference in 2027. Perhaps ASCO in June will be the arena where the top line results and data are presented. (Provided they meet the deadline for late breaking abstract) You are welcome to ask Rekdal about this so you get a clear answer, and avoid disappointment later. Dr. Jespersen owns the study and the results, so it should be expected that he and the team want to bask in the glory on some big stages if the data continues to come in on the good side (something one must expect given that patient selection is so slow - to secure the healthiest ones?). - It is the chairman who decides when to conduct emissions to raise money for the cash register - not Rekdal. Something we saw very clearly around the turn of the year when Rekdal bought 10 thousand shares for kr 10,- just before Christmas, and right after New Year's, the chairman (unexpectedly) conducted an emission while the cash balance was over 70 million kroner. The same will happen this autumn. The chairman and Lytix and small and large shareholders have nothing to gain by draining the cash register dry before replenishing by waiting for top line data for NeoL to be released as a stock exchange announcement or at a conference. Lytix will not conduct phase3 in melanoma on its own anyway, as it will be far too costly and extensive. Therefore, there is nothing to gain by waiting until it is drained dry, but rather a greater risk that the results may disappoint or market turmoil may strike, crushing the share price when one suddenly MUST raise money. Therefore, an emission will come before Christmas when the cash balance approaches 50 mill because the chairman sees it as sensible to secure money for operations well into 2028 to be able to start development of LTX401 in clinical studies. Liver cancer is expensive to treat, so how much should one estimate a phase1 study will cost? 20-30 mill or more? In addition, there are ongoing costs of 20+ mill per quarter with all the new employees in the management team, so it will be over 140 mill to get from the start of phase1 until the data from there is ready closer to 2029. TTT and it costs money. But an emission before Christmas will probably be received as a joyful Christmas gift for the writers here and at Hegnars tivoli. A favor from the chairman by providing a refill of cheap shares to loyal shareholders. 15% discount perhaps? Or should one hope for a 20% discount on this Christmas gift? What about other indications? Should phase2 in breast cancer be started? What about the patent application? Has it been rejected or when is the response deadline? Partner courtships will start in 2027. Typical time before these bear fruit is 12-18 months? Do you fear that BP will react to the very long time it has taken to recruit so few patients into single-arm studies?
- ·2 päivää sittenHere there is drama.... with one more negative than the other, and no end to how hopeless everything is. I don't doubt that it actually triggers more to sell.... But what has actually happened?? Verrica has never itself guided a start date for Phase III. Their own press releases said "continues preparation for Phase 3 study of VP-315" in May and "continuing our Phase 3 readiness activities" in August. Identical wording, no change. The year 2026 is in Lytix' Q1 presentation, as a reproduction of the partner's plan. What Verrica itself now says, through its CFO, is that the costs for CRO and clinical supplies are in the budget through 2026 and into 2027, and that they will be "ready for next year". So: no delay has been reported, because the one who is to run the study never set a date for it. Lytix planned for a start in 2026. Verrica is now ready for a start probably right into 2027. It's a slippage of a few months — not a program that has been shelved. The unfortunate thing is the communication. Lytix should have been more careful about setting a date for a partner's plan they do not themselves control. It created an expectation in the market without coverage in the partner's own statements, and it is that expectation that is now hitting back on the share price — not the timeline itself. I actually did some research on this, that is, on what Verrica has actually communicated. And I specifically checked the annual report for 2025. Then I stumbled upon some more interesting info about the agreement structure that is worth understanding.: With a sublicense, all upfront and milestone payments Verrica receives from the sublicensee are treated as net sales, i.e., subject to royalties to Lytix. In addition, sublicense royalties are shared from a rate that started at 50 % and falls with the development stage at the time of sublicense. The consequence is counterintuitive: a Verrica sublicense to a larger player can be worth more to Lytix than Verrica running the program itself. The waiting is frustrating, but the outcome it points to is not bad. Regarding patents, the picture is more nuanced than "everything dies in 2035". Verrica's own applications for clinical administration protocol for VP-315 have projected expiry 12.04.2044 (PCT) and 24.01.2045 (US). Lytix' formulation and chitosan applications run until 12/2043 if granted. Patent extension may be available in the USA and Europe upon approval, and market exclusivity may come in addition. The royalty period runs until the latest of the last licensed patent and the expiry of regulatory exclusivity, country by country. There is a real risk here — the method-of-use patents until 2035 cover combinations, while BCC is monotherapy and falls outside. But the protection is layered, not binary. We still believe in this. Not because it's going fast — it's not — but because the asset is intact, FDA has approved the design, the agreement structure is favorable with a sublicense, and the RP1 approval on August 6 showed that FDA can approve intratumoral immunotherapy on single-arm data. What determines Lytix in the short term is not Verrica anyway. It is NeoLIPA-topline.Even the top line in March should be sufficient regarding the presentation before capital requirements. Regarding withholding of data: it is highly unlikely. Lytix is listed on Euronext Growth, and price-sensitive information must be released when it becomes available — not saved for a conference. They can choose to present supplementary data at a conference later, but the top line will be released as a stock exchange announcement.
- ·2 päivää sitten · MuokattuCollapse, play to the gallery, bad news on the way? Rekdal and Gjest apparently have no intention other than to hide in the corner, while Verrica feeds the market with bad news! Will they even show up at the next Q report or will they send a substitute? Quick to inform when everything is going smoothly, now it doesn't look good so we'll see if there's any fight in those guys! Low volume yes, but the interest is zero to pick up shares 10% lower than yesterday. Harry P's comment (FA) that there's no point in crushing the stock this morning because more will buy, couldn't have been more wrong 😂! It will be interesting to hear how they react to Verrica not caring about the phase 3 study, if they had really had the belief and the will, this would surely already be underway!100.000 shares wanted at 7.60,- Someone wants to pick up shares, so save your theories until the realities are present.
- ·3 päivää sitten · MuokattuTo help @dollarman1 / Davrab / Rabdav, HarryP, clanz & Co here and on Hegnar's fairground a bit, since it seems to be of little interest who is selling now: - Care Holding AS has started to throw in the towel. Offloaded 65 thousand shares out of a total of 500 thousand the other day. They have evidently realized this is starting to seem very uncertain and that new large share issues must come this autumn at falling prices. This will be dilutive for everyone. Will it hold 5 kr? It's very likely that another 435 thousand shares will be offloaded from there then. So there are at least plenty of sellers. The question is whether there are enough buyers to absorb them then, otherwise the price will just fall from 10 to 9 to 8 to 7 etc. Even grandma understands that, and then perhaps HarryP and Dr. Rabib too. Dare to ask the uncomfortable questions to Rekdal and Breistein. - What happened to the acceleration that was launched a year ago? Little or nothing has happened since. Do they know what accelerate means, or did they confuse it with retard? - Why does Verrica now confirm that phase 3 with VP315 is not included in their operating plans until 2028, but that they must await a possible partner (as they have always said, for that matter)? It is a very cheap and simple phase 3 study with few patients, so it should really just be a matter of pushing through, similar to their phase 2, just an extension. - How much money does Lytix need to raise to finance further development of LTX401, and not least VP315 in melanoma - it is urgent to move forward here. Are they ready for a start in 2027, or do they intend to let it lie awaiting a partner, perhaps in 2029 (if one compares with Verrica's progress after excellent phase 2 results)? - How much is the value of the data reduced when for 20 years only single-arm open-label studies have been conducted? In other words, one has no idea how well this really holds up against SoC. - What about the "ceiling" effect that little is known about due to these weak study designs? - How much is the value of the result of e.g. NeoLipa weakened when it takes 2 years with partly two hospitals to recruit a small number of patients in a common cancer type? It seems worrying, and must certainly cause skepticism among potential partners. What is happening with the patent situation? Has the application been rejected where they tried to get extended protection by patenting that the drug should be given together with krill / cod liver oil / chitosan? Is there a plan B here? How long will phase 1 with LTX401 take? 2 years quickly? 100 mill per year? And how much will phase 3 for LTX315 cost? Is it smart to move the meeting with the FDA to discuss study design until after the results from the small phase 2 study are available? Why rush headlong into calling the FDA for a meeting about study design before the data is ready? Suddenly one starts to stress, while setting up a new hospital and prioritizing patient enrollment was not given focus. It appears weak. What is the rationale behind these considerations?
- ·11.8.@Molbre🤥 : You specifically claim that Verrica has stated that they do not plan to start Phase 3 for VP-315 until 2027/28 at the earliest, and you even assert that this is explicitly stated in the Q-report. Where on earth did you get this from? Lately, you have repeatedly made clearly incorrect claims – simply lies – about Lytix! Another example among several: "The company has declared commercialization in 2026". They have not. There is no such declaration. When you constantly present your own assumptions or interpretations as facts, you undermine the debate and make it difficult for others to relate to what has actually been said and written. Stick to what can be documented, or honestly say that it is just your speculation! Otherwise, have you been infected by Mormonsen and started spreading claims as facts? 😉🤥This was probably said in Verrica's Q report: Similarly for the VP-315 program, as we've indicated previously, we continue to invest in that program. The initial cost to get to and through the rest of this year and into next year, prepare for that study for the way the crow costs and nd manufacturing supply. Are in the budget that we prepared and are actively pursuing that to be ready for next year. Do you mean they are supposed to start in 2026? It wasn't me who mentioned that they are supposed to start phase 3 in 2026, several people here are pointing that out after the interview with Rekdal in May, so there are several liars here. It was probably Redeye he was interviewed on! Regarding what you say about commercialization, I haven't mentioned 2026, I wrote that in November last year they themselves stated that they were close to commercialization of the product, which they are not even close to almost a year later! What do you mean by soon ready for commercialization, 2 years, 3 years?
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