2026 Q2 - tulosraportti
35 päivää sitten
‧39 min
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Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 50 | - | - | ||
| 4 | - | - | ||
| 526 | - | - | ||
| 1 500 | - | - | ||
| 480 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 18.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Uutiset
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·24.9. · MuokattuHistory shows that there is a direct relationship between the probability of an impending positive announcement and both the activity and bullshit level of the MM! 😂 The more creative the MM gets, the closer we might be to a positive announcemen... 😎 So this in itself is a buy signal! 😂The private placement will be quite a bit below today's share price, maximum 7 kroner I would think! I hope and believe that Lytix comes with good info before they eventually announce the private placement, which everyone understands will come sooner or later unless Verrica suddenly fires up F3! So to come with a directed emission will be enormously dilutive for us small shareholders, I really hope for all intents and purposes that doesn't happen!
·23.9. · MuokattuOncoinvent has also used the window of still risk-willing money in the market to raise 150 million kroner to replenish the cash (perhaps a bit more if there's a repeat emission), and at the same time postponed guidance for data release from the ongoing study by 4 months. Lytix usually operates a bit slower than the others, but I'm guessing Lytix has now soon gotten around to doing the same and that they will be the next player to follow suit in raising the remaining money. I'm betting they manage to raise as much as 150 - 300 million in a directed emission and at the same time announce that the data release from NeoLipa will be postponed until closer to summer 2027. I'm guessing this will happen even before the quarterly presentation in November.I completely agree with you. I was just having the same thought. The last time they did a directed emission was in January this year where they got 61 million kroner. They must be used up soon, I would imagine, and back then they sold emission shares at a price of 9. They certainly won't do that this time. Probably closer to 5, and then we will soon see the share price go towards 5. I'm staying on the sidelines. Don't want any part of going in now...- ·19.9.Time flies and September is almost history. Lytix still refuses to answer my essential and completely concise and simple questions, and that is disappointing. I hope more people ask the same questions to increase the pressure. a) Will the topline data for the 27 patients in NeoLipa (percentage indication for pathological response, Major PR and CR) be released as soon as they are available, or has Rekdal also realized and found out that the study leader wants to preserve the data for a suitable conference in 2027? b) What is the status of the patent application with chitosan? Has it already been rejected or when can one expect clarification on this? c) When in 2027 will Lytix start phase1 with LTX401? Is there a lack of funding? Have any of you realized that Lytix is actually very similar to Verrica, and that it may therefore still take many years before there is a phase3? It will depend 100% on finding a partner, and the number of possible partner candidates is probably much lower than for Verrica because Lytix only has tiny one-armed studies to show, and that is only with Keytruda. So if Merck (owner of Keytruda) is not interested in investing in this, then who can realistically be expected to do so? One must be able to realize that Verrica actually stands stronger than Lytix in its partner hunt, as they actually have data from a large phase2 study, and the product candidate VP315 can be used in cancer types that do not require combination with other drugs and CPI owners. Despite these fantastic results from a large phase2, and despite a very cheap and simple phase3 with a cleared FDA path to market, Verrica is struggling to find a partner who will take this further. Are there more than me who can see that it can actually become very challenging also for Lytix, which only has tiny unrandomized studies where one is dependent on Keytruda, and the data are thus very uncertain - one may not have data from the last small ongoing phase2 until well into 2027. And a phase3 will be a much more costly affair than for Verrica within BCC. And there is also this patent situation which does not seem as good as one would have liked. Perhaps Lytix will struggle at least as much as Verrica to secure a phase3 partner. I at least find it strange that one dismisses Verrica's dismal situation as poor craftsmanship from management or something like that, while the same product candidate is supposed to sell partnerships as easily as anything without having any randomized data to show, and one actually doesn't even have in-depth data from a tiny phase2 (where recruitment took 2 years!!) until well into 2027 probably, and there is probably only 1 candidate to try to sell the partnership to. Does no one see how biased this appears? ALETTA could become a gamechanger for Lytix and a key value driver, where one actually gets the first randomized data, and with other CPIs than pembro since ipi + nivo will be used there, which could open doors for more partner companies. But the data may not come until 2030.... One can hope Lytix soon manages to do as Circio just did and conduct an emission to raise 200-400 million kroner, so they have money to stay afloat for a couple more years and perhaps be able to start the first self-driven study in a couple of years. LTX401 needs the accelerator pedal pressed. There is still risk-willing money available out there for uncertain biotech, but it is not certain that will be the case in 2027 if we get a financial crisis then. Well, something is about to happen anyway and I think I see signs that the chairman is working on the matter: A small polite insider purchase of 100 thousand kroner to signal to the rich owners that one still has good faith in this even if TTT and there are constant delays. And this week, the largest owner in Lytix (Hatteland) freed up 150 million kroner by selling shares in another company (AutoStore). Let's hope a good chunk of these 150 millions can go into Lytix's cash register - developing cancer medicine is expensive and it will still be many years until data from a randomized study is available, which all serious partner companies preferably want to see before starting phase3 studies. It is very rare to go into large and costly phase3 without anything other than a small dataset from hand-picked few patients where the recruitment of these few has been ongoing for many years. Otherwise, it's just for me once again to congratulate all of you who are brilliantly satisfied with Lytix's progress and strategy and the results that have been delivered both in terms of data and partner front! The pieces have now really fallen into place, and Lytix answers all questions well. Congratz! :)Recommend you send an email to Gjest, I feel he answers clearly and nicely when asked questions. Of course, he doesn't answer market-sensitive things, but he explains what he can answer. That things are going slower than we expect, we agree on. The share price is also significantly lower than the estimates from Redeye and Carnegie, which gives room for positive announcements from the company to significantly increase the share price. We'll cross our fingers that NeoLipa results come before the new year, and that more positive news is on the way ;-)!
·10.9.Lytix: Several pieces are falling into place. Lytix's stock price development has been unimpressive. In addition, the forum is characterized by a lot of negativity. I will try to restore a sober balance. A lot of interesting things have happened regarding the development program for ruxotemitide. NeoLIPA showed 88 % pathological response, 55 % MPR and 44 % pCR in the first nine evaluable patients. The data basis is small, and a full readout will naturally be crucial. The interesting thing is what has happened after the interim readout. FDA has had no objections to a registration study with ruxotemitide and pembrolizumab versus pembrolizumab alone, with EFS as the primary endpoint. One well-controlled study may be sufficient for an NDA, depending on the overall documentation. For a company of Lytix's size, this is a remarkably direct path to market. At the same time, Christian Blank and the teams at NKI and IEO have chosen 315 for ALETTA, where 315 will be tested randomized as an addition to ipilimumab and nivolumab. Blank is behind OpACIN, PRADO and NADINA and is at the forefront of development in neoadjuvant melanoma. He hardly lacks interesting projects to spend time and patients on. I therefore believe that his team choosing 315 has significant professional signal value. Merck and Moderna's positive Phase III results also provide clinical support for the overarching principle of tumor antigen-based immune priming combined with checkpoint inhibition. Ruxotemitide attempts to utilize related biology, but with a standardized product that releases the patient's own tumor antigens directly in the tumor. On the commercial side, Lytix has brought in Timothy Herpin with extensive transaction experience. His comment on Q2 was difficult to misunderstand: "we are having active discussions." None of these factors alone decide the case. The interesting thing is the sum. Strong early clinical data, a clarified regulatory path, external academic validation, support for the biological principle, and active partner discussions all point in the same direction. Full NeoLIPA will be the next big test. If the first results hold up, I believe the question changes character. Then it is no longer just about whether 315 can become a product in neoadjuvant melanoma, but how broadly this biology can be applied together with checkpoint inhibitors. It is a significantly greater opportunity than today's valuation would suggest.Good with a balanced and nice presentation of Lytix. This is a good "counterweight" to the forum's "regular" naysayer, who has taken the lead to drag down the stock, the opportunities, and the company's management. :)- ·3.9.Another good million stock options for the company's management, yes. It is undoubtedly very profitable for these leaders and board members to let a few more years pass before entering into any deal. Several million extra cheap shares for each year they can postpone the deal. What about waiting until after data from a large randomized study is available? ALETTA with results in 2030 is perfect.
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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2026 Q2 - tulosraportti
35 päivää sitten
‧39 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.
Foorumi
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Kirjaudu
- ·24.9. · MuokattuHistory shows that there is a direct relationship between the probability of an impending positive announcement and both the activity and bullshit level of the MM! 😂 The more creative the MM gets, the closer we might be to a positive announcemen... 😎 So this in itself is a buy signal! 😂The private placement will be quite a bit below today's share price, maximum 7 kroner I would think! I hope and believe that Lytix comes with good info before they eventually announce the private placement, which everyone understands will come sooner or later unless Verrica suddenly fires up F3! So to come with a directed emission will be enormously dilutive for us small shareholders, I really hope for all intents and purposes that doesn't happen!
- ·23.9. · MuokattuOncoinvent has also used the window of still risk-willing money in the market to raise 150 million kroner to replenish the cash (perhaps a bit more if there's a repeat emission), and at the same time postponed guidance for data release from the ongoing study by 4 months. Lytix usually operates a bit slower than the others, but I'm guessing Lytix has now soon gotten around to doing the same and that they will be the next player to follow suit in raising the remaining money. I'm betting they manage to raise as much as 150 - 300 million in a directed emission and at the same time announce that the data release from NeoLipa will be postponed until closer to summer 2027. I'm guessing this will happen even before the quarterly presentation in November.I completely agree with you. I was just having the same thought. The last time they did a directed emission was in January this year where they got 61 million kroner. They must be used up soon, I would imagine, and back then they sold emission shares at a price of 9. They certainly won't do that this time. Probably closer to 5, and then we will soon see the share price go towards 5. I'm staying on the sidelines. Don't want any part of going in now...
- ·19.9.Time flies and September is almost history. Lytix still refuses to answer my essential and completely concise and simple questions, and that is disappointing. I hope more people ask the same questions to increase the pressure. a) Will the topline data for the 27 patients in NeoLipa (percentage indication for pathological response, Major PR and CR) be released as soon as they are available, or has Rekdal also realized and found out that the study leader wants to preserve the data for a suitable conference in 2027? b) What is the status of the patent application with chitosan? Has it already been rejected or when can one expect clarification on this? c) When in 2027 will Lytix start phase1 with LTX401? Is there a lack of funding? Have any of you realized that Lytix is actually very similar to Verrica, and that it may therefore still take many years before there is a phase3? It will depend 100% on finding a partner, and the number of possible partner candidates is probably much lower than for Verrica because Lytix only has tiny one-armed studies to show, and that is only with Keytruda. So if Merck (owner of Keytruda) is not interested in investing in this, then who can realistically be expected to do so? One must be able to realize that Verrica actually stands stronger than Lytix in its partner hunt, as they actually have data from a large phase2 study, and the product candidate VP315 can be used in cancer types that do not require combination with other drugs and CPI owners. Despite these fantastic results from a large phase2, and despite a very cheap and simple phase3 with a cleared FDA path to market, Verrica is struggling to find a partner who will take this further. Are there more than me who can see that it can actually become very challenging also for Lytix, which only has tiny unrandomized studies where one is dependent on Keytruda, and the data are thus very uncertain - one may not have data from the last small ongoing phase2 until well into 2027. And a phase3 will be a much more costly affair than for Verrica within BCC. And there is also this patent situation which does not seem as good as one would have liked. Perhaps Lytix will struggle at least as much as Verrica to secure a phase3 partner. I at least find it strange that one dismisses Verrica's dismal situation as poor craftsmanship from management or something like that, while the same product candidate is supposed to sell partnerships as easily as anything without having any randomized data to show, and one actually doesn't even have in-depth data from a tiny phase2 (where recruitment took 2 years!!) until well into 2027 probably, and there is probably only 1 candidate to try to sell the partnership to. Does no one see how biased this appears? ALETTA could become a gamechanger for Lytix and a key value driver, where one actually gets the first randomized data, and with other CPIs than pembro since ipi + nivo will be used there, which could open doors for more partner companies. But the data may not come until 2030.... One can hope Lytix soon manages to do as Circio just did and conduct an emission to raise 200-400 million kroner, so they have money to stay afloat for a couple more years and perhaps be able to start the first self-driven study in a couple of years. LTX401 needs the accelerator pedal pressed. There is still risk-willing money available out there for uncertain biotech, but it is not certain that will be the case in 2027 if we get a financial crisis then. Well, something is about to happen anyway and I think I see signs that the chairman is working on the matter: A small polite insider purchase of 100 thousand kroner to signal to the rich owners that one still has good faith in this even if TTT and there are constant delays. And this week, the largest owner in Lytix (Hatteland) freed up 150 million kroner by selling shares in another company (AutoStore). Let's hope a good chunk of these 150 millions can go into Lytix's cash register - developing cancer medicine is expensive and it will still be many years until data from a randomized study is available, which all serious partner companies preferably want to see before starting phase3 studies. It is very rare to go into large and costly phase3 without anything other than a small dataset from hand-picked few patients where the recruitment of these few has been ongoing for many years. Otherwise, it's just for me once again to congratulate all of you who are brilliantly satisfied with Lytix's progress and strategy and the results that have been delivered both in terms of data and partner front! The pieces have now really fallen into place, and Lytix answers all questions well. Congratz! :)Recommend you send an email to Gjest, I feel he answers clearly and nicely when asked questions. Of course, he doesn't answer market-sensitive things, but he explains what he can answer. That things are going slower than we expect, we agree on. The share price is also significantly lower than the estimates from Redeye and Carnegie, which gives room for positive announcements from the company to significantly increase the share price. We'll cross our fingers that NeoLipa results come before the new year, and that more positive news is on the way ;-)!
- ·10.9.Lytix: Several pieces are falling into place. Lytix's stock price development has been unimpressive. In addition, the forum is characterized by a lot of negativity. I will try to restore a sober balance. A lot of interesting things have happened regarding the development program for ruxotemitide. NeoLIPA showed 88 % pathological response, 55 % MPR and 44 % pCR in the first nine evaluable patients. The data basis is small, and a full readout will naturally be crucial. The interesting thing is what has happened after the interim readout. FDA has had no objections to a registration study with ruxotemitide and pembrolizumab versus pembrolizumab alone, with EFS as the primary endpoint. One well-controlled study may be sufficient for an NDA, depending on the overall documentation. For a company of Lytix's size, this is a remarkably direct path to market. At the same time, Christian Blank and the teams at NKI and IEO have chosen 315 for ALETTA, where 315 will be tested randomized as an addition to ipilimumab and nivolumab. Blank is behind OpACIN, PRADO and NADINA and is at the forefront of development in neoadjuvant melanoma. He hardly lacks interesting projects to spend time and patients on. I therefore believe that his team choosing 315 has significant professional signal value. Merck and Moderna's positive Phase III results also provide clinical support for the overarching principle of tumor antigen-based immune priming combined with checkpoint inhibition. Ruxotemitide attempts to utilize related biology, but with a standardized product that releases the patient's own tumor antigens directly in the tumor. On the commercial side, Lytix has brought in Timothy Herpin with extensive transaction experience. His comment on Q2 was difficult to misunderstand: "we are having active discussions." None of these factors alone decide the case. The interesting thing is the sum. Strong early clinical data, a clarified regulatory path, external academic validation, support for the biological principle, and active partner discussions all point in the same direction. Full NeoLIPA will be the next big test. If the first results hold up, I believe the question changes character. Then it is no longer just about whether 315 can become a product in neoadjuvant melanoma, but how broadly this biology can be applied together with checkpoint inhibitors. It is a significantly greater opportunity than today's valuation would suggest.Good with a balanced and nice presentation of Lytix. This is a good "counterweight" to the forum's "regular" naysayer, who has taken the lead to drag down the stock, the opportunities, and the company's management. :)
- ·3.9.Another good million stock options for the company's management, yes. It is undoubtedly very profitable for these leaders and board members to let a few more years pass before entering into any deal. Several million extra cheap shares for each year they can postpone the deal. What about waiting until after data from a large randomized study is available? ALETTA with results in 2030 is perfect.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 50 | - | - | ||
| 4 | - | - | ||
| 526 | - | - | ||
| 1 500 | - | - | ||
| 480 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 18.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
35 päivää sitten
‧39 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 Q3 - tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 18.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·24.9. · MuokattuHistory shows that there is a direct relationship between the probability of an impending positive announcement and both the activity and bullshit level of the MM! 😂 The more creative the MM gets, the closer we might be to a positive announcemen... 😎 So this in itself is a buy signal! 😂The private placement will be quite a bit below today's share price, maximum 7 kroner I would think! I hope and believe that Lytix comes with good info before they eventually announce the private placement, which everyone understands will come sooner or later unless Verrica suddenly fires up F3! So to come with a directed emission will be enormously dilutive for us small shareholders, I really hope for all intents and purposes that doesn't happen!
- ·23.9. · MuokattuOncoinvent has also used the window of still risk-willing money in the market to raise 150 million kroner to replenish the cash (perhaps a bit more if there's a repeat emission), and at the same time postponed guidance for data release from the ongoing study by 4 months. Lytix usually operates a bit slower than the others, but I'm guessing Lytix has now soon gotten around to doing the same and that they will be the next player to follow suit in raising the remaining money. I'm betting they manage to raise as much as 150 - 300 million in a directed emission and at the same time announce that the data release from NeoLipa will be postponed until closer to summer 2027. I'm guessing this will happen even before the quarterly presentation in November.I completely agree with you. I was just having the same thought. The last time they did a directed emission was in January this year where they got 61 million kroner. They must be used up soon, I would imagine, and back then they sold emission shares at a price of 9. They certainly won't do that this time. Probably closer to 5, and then we will soon see the share price go towards 5. I'm staying on the sidelines. Don't want any part of going in now...
- ·19.9.Time flies and September is almost history. Lytix still refuses to answer my essential and completely concise and simple questions, and that is disappointing. I hope more people ask the same questions to increase the pressure. a) Will the topline data for the 27 patients in NeoLipa (percentage indication for pathological response, Major PR and CR) be released as soon as they are available, or has Rekdal also realized and found out that the study leader wants to preserve the data for a suitable conference in 2027? b) What is the status of the patent application with chitosan? Has it already been rejected or when can one expect clarification on this? c) When in 2027 will Lytix start phase1 with LTX401? Is there a lack of funding? Have any of you realized that Lytix is actually very similar to Verrica, and that it may therefore still take many years before there is a phase3? It will depend 100% on finding a partner, and the number of possible partner candidates is probably much lower than for Verrica because Lytix only has tiny one-armed studies to show, and that is only with Keytruda. So if Merck (owner of Keytruda) is not interested in investing in this, then who can realistically be expected to do so? One must be able to realize that Verrica actually stands stronger than Lytix in its partner hunt, as they actually have data from a large phase2 study, and the product candidate VP315 can be used in cancer types that do not require combination with other drugs and CPI owners. Despite these fantastic results from a large phase2, and despite a very cheap and simple phase3 with a cleared FDA path to market, Verrica is struggling to find a partner who will take this further. Are there more than me who can see that it can actually become very challenging also for Lytix, which only has tiny unrandomized studies where one is dependent on Keytruda, and the data are thus very uncertain - one may not have data from the last small ongoing phase2 until well into 2027. And a phase3 will be a much more costly affair than for Verrica within BCC. And there is also this patent situation which does not seem as good as one would have liked. Perhaps Lytix will struggle at least as much as Verrica to secure a phase3 partner. I at least find it strange that one dismisses Verrica's dismal situation as poor craftsmanship from management or something like that, while the same product candidate is supposed to sell partnerships as easily as anything without having any randomized data to show, and one actually doesn't even have in-depth data from a tiny phase2 (where recruitment took 2 years!!) until well into 2027 probably, and there is probably only 1 candidate to try to sell the partnership to. Does no one see how biased this appears? ALETTA could become a gamechanger for Lytix and a key value driver, where one actually gets the first randomized data, and with other CPIs than pembro since ipi + nivo will be used there, which could open doors for more partner companies. But the data may not come until 2030.... One can hope Lytix soon manages to do as Circio just did and conduct an emission to raise 200-400 million kroner, so they have money to stay afloat for a couple more years and perhaps be able to start the first self-driven study in a couple of years. LTX401 needs the accelerator pedal pressed. There is still risk-willing money available out there for uncertain biotech, but it is not certain that will be the case in 2027 if we get a financial crisis then. Well, something is about to happen anyway and I think I see signs that the chairman is working on the matter: A small polite insider purchase of 100 thousand kroner to signal to the rich owners that one still has good faith in this even if TTT and there are constant delays. And this week, the largest owner in Lytix (Hatteland) freed up 150 million kroner by selling shares in another company (AutoStore). Let's hope a good chunk of these 150 millions can go into Lytix's cash register - developing cancer medicine is expensive and it will still be many years until data from a randomized study is available, which all serious partner companies preferably want to see before starting phase3 studies. It is very rare to go into large and costly phase3 without anything other than a small dataset from hand-picked few patients where the recruitment of these few has been ongoing for many years. Otherwise, it's just for me once again to congratulate all of you who are brilliantly satisfied with Lytix's progress and strategy and the results that have been delivered both in terms of data and partner front! The pieces have now really fallen into place, and Lytix answers all questions well. Congratz! :)Recommend you send an email to Gjest, I feel he answers clearly and nicely when asked questions. Of course, he doesn't answer market-sensitive things, but he explains what he can answer. That things are going slower than we expect, we agree on. The share price is also significantly lower than the estimates from Redeye and Carnegie, which gives room for positive announcements from the company to significantly increase the share price. We'll cross our fingers that NeoLipa results come before the new year, and that more positive news is on the way ;-)!
- ·10.9.Lytix: Several pieces are falling into place. Lytix's stock price development has been unimpressive. In addition, the forum is characterized by a lot of negativity. I will try to restore a sober balance. A lot of interesting things have happened regarding the development program for ruxotemitide. NeoLIPA showed 88 % pathological response, 55 % MPR and 44 % pCR in the first nine evaluable patients. The data basis is small, and a full readout will naturally be crucial. The interesting thing is what has happened after the interim readout. FDA has had no objections to a registration study with ruxotemitide and pembrolizumab versus pembrolizumab alone, with EFS as the primary endpoint. One well-controlled study may be sufficient for an NDA, depending on the overall documentation. For a company of Lytix's size, this is a remarkably direct path to market. At the same time, Christian Blank and the teams at NKI and IEO have chosen 315 for ALETTA, where 315 will be tested randomized as an addition to ipilimumab and nivolumab. Blank is behind OpACIN, PRADO and NADINA and is at the forefront of development in neoadjuvant melanoma. He hardly lacks interesting projects to spend time and patients on. I therefore believe that his team choosing 315 has significant professional signal value. Merck and Moderna's positive Phase III results also provide clinical support for the overarching principle of tumor antigen-based immune priming combined with checkpoint inhibition. Ruxotemitide attempts to utilize related biology, but with a standardized product that releases the patient's own tumor antigens directly in the tumor. On the commercial side, Lytix has brought in Timothy Herpin with extensive transaction experience. His comment on Q2 was difficult to misunderstand: "we are having active discussions." None of these factors alone decide the case. The interesting thing is the sum. Strong early clinical data, a clarified regulatory path, external academic validation, support for the biological principle, and active partner discussions all point in the same direction. Full NeoLIPA will be the next big test. If the first results hold up, I believe the question changes character. Then it is no longer just about whether 315 can become a product in neoadjuvant melanoma, but how broadly this biology can be applied together with checkpoint inhibitors. It is a significantly greater opportunity than today's valuation would suggest.Good with a balanced and nice presentation of Lytix. This is a good "counterweight" to the forum's "regular" naysayer, who has taken the lead to drag down the stock, the opportunities, and the company's management. :)
- ·3.9.Another good million stock options for the company's management, yes. It is undoubtedly very profitable for these leaders and board members to let a few more years pass before entering into any deal. Several million extra cheap shares for each year they can postpone the deal. What about waiting until after data from a large randomized study is available? ALETTA with results in 2030 is perfect.
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