Q3-osavuosiraportti
11 päivää sitten‧36 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
27 599
Myynti
Määrä
55
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 401 | - | - | ||
| 2 945 | - | - | ||
| 13 820 | - | - | ||
| 2 180 | - | - | ||
| 220 | - | - |
Ylin
0,458VWAP
Alin
0,434VaihtoMäärä
0,2 416 610
VWAP
Ylin
0,458Alin
0,434VaihtoMäärä
0,2 416 610
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| Merkintäoikeusanti | 12.11. | |
| 2026 Ylimääräinen yhtiökokous | 10.11. | |
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2024 Yhtiökokous | 7.5. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·10.11.I have done as I usually do. I have sold all my shares (except for a very few) and sold them at a large loss compared to the purchase price. Then I use the money afterwards to buy new shares in the emission - even if they are a bit more expensive (a couple of øre) than what I could buy shares for today - and a bit more expensive than those I just sold. In that way, I support the emission - and support the company's further development of the medicine. I encourage everyone to use the same method. It costs so little, but there is perspective in it.- 8.10.8.10.Redeye skriver i dag:¨ In discussions with industry professionals, it has become clear to us that placebo-controlled results are generally required for a deal in oncology today. We are therefore not surprised to see Medivir continuing with a phase II study rather than partnering. Our base case was based on a planned pivotal phase II study with around 150m patients costing around 230m, as communicated by the company. Adding general expenses during the study period, Medivir would likely have had to raise around SEK300m to fund it. This would, in our opinion, have required a consortium of investors. Given the challenging capital markets, we believe this has been difficult to assemble. Therefore, it appears the only option is to raise a smaller amount, or SEK151m, from existing and previous owners, which necessarily means downsizing the study. We judge this is the only way forward, as Medivir should not put the Fostrox programme on hold. Medivir will now proceed with an investigator-funded study comprising two arms, each with 30-50 patients, resulting in a total of 60-100 patients. With 42% of the proceeds going to this trial, or around SEK60m, it is very cost-effective. This is the path we have seen many other companies we cover take, as raising capital for larger studies is currently challenging. No dose-finding group was mentioned in the press release, so we assume this would have to be included in the following study, which could be a dose-ranging pivotal phase II/III study, potentially larger than the one Medivir previously planned (n=150). We have revised our base case in light of the planned rights issue. With placebo-controlled results presumably available by 2027, Medivir would be in a completely different position from its current one. We believe such data, if positive and significant, would suffice to sign a licensing deal, leaving the future development to a partner. We thus estimate a deal in 2027, a pivotal study beginning in 2028 and a market launch in 2032. We now estimate an upfront of USD100m (USD150m) and a total deal value of USD1.2bn (USD1.5bn). We lower the royalty rate from 25% to 18%, since the deal would no longer be based on pivotal phase II data. These assumptions result in a lower equity value of around SEK1300m (previously around SEK1800m). Adding dilution from the rights issue, our new base case is SEK3. This is based on a pro forma balance sheet that assumes a 100% subscription rate (since the issue is fully guaranteed). Our new bull case is SEK5 and our new bear case SEK1.5. As is often the case in biotech rights issues, the share has taken a significant blow (down by more than 50% as of now), but Medivir will be in a good position once the rights issue is completed, with a fully funded and reasonably sized controlled Phase II study, which could make this an attractive entry point for new investors. We plan to discuss the topics of this note and more with Medivir’s CEO in an interview later this week.
·15.4.
·16.4...but annoying with him who is at 1.92 and sells 1257 pieces at a time. So far 75000 have been sold at that price
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
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.
Q3-osavuosiraportti
11 päivää sitten‧36 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·10.11.I have done as I usually do. I have sold all my shares (except for a very few) and sold them at a large loss compared to the purchase price. Then I use the money afterwards to buy new shares in the emission - even if they are a bit more expensive (a couple of øre) than what I could buy shares for today - and a bit more expensive than those I just sold. In that way, I support the emission - and support the company's further development of the medicine. I encourage everyone to use the same method. It costs so little, but there is perspective in it.
- 8.10.8.10.Redeye skriver i dag:¨ In discussions with industry professionals, it has become clear to us that placebo-controlled results are generally required for a deal in oncology today. We are therefore not surprised to see Medivir continuing with a phase II study rather than partnering. Our base case was based on a planned pivotal phase II study with around 150m patients costing around 230m, as communicated by the company. Adding general expenses during the study period, Medivir would likely have had to raise around SEK300m to fund it. This would, in our opinion, have required a consortium of investors. Given the challenging capital markets, we believe this has been difficult to assemble. Therefore, it appears the only option is to raise a smaller amount, or SEK151m, from existing and previous owners, which necessarily means downsizing the study. We judge this is the only way forward, as Medivir should not put the Fostrox programme on hold. Medivir will now proceed with an investigator-funded study comprising two arms, each with 30-50 patients, resulting in a total of 60-100 patients. With 42% of the proceeds going to this trial, or around SEK60m, it is very cost-effective. This is the path we have seen many other companies we cover take, as raising capital for larger studies is currently challenging. No dose-finding group was mentioned in the press release, so we assume this would have to be included in the following study, which could be a dose-ranging pivotal phase II/III study, potentially larger than the one Medivir previously planned (n=150). We have revised our base case in light of the planned rights issue. With placebo-controlled results presumably available by 2027, Medivir would be in a completely different position from its current one. We believe such data, if positive and significant, would suffice to sign a licensing deal, leaving the future development to a partner. We thus estimate a deal in 2027, a pivotal study beginning in 2028 and a market launch in 2032. We now estimate an upfront of USD100m (USD150m) and a total deal value of USD1.2bn (USD1.5bn). We lower the royalty rate from 25% to 18%, since the deal would no longer be based on pivotal phase II data. These assumptions result in a lower equity value of around SEK1300m (previously around SEK1800m). Adding dilution from the rights issue, our new base case is SEK3. This is based on a pro forma balance sheet that assumes a 100% subscription rate (since the issue is fully guaranteed). Our new bull case is SEK5 and our new bear case SEK1.5. As is often the case in biotech rights issues, the share has taken a significant blow (down by more than 50% as of now), but Medivir will be in a good position once the rights issue is completed, with a fully funded and reasonably sized controlled Phase II study, which could make this an attractive entry point for new investors. We plan to discuss the topics of this note and more with Medivir’s CEO in an interview later this week.
- ·15.4.·16.4...but annoying with him who is at 1.92 and sells 1257 pieces at a time. So far 75000 have been sold at that price
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
27 599
Myynti
Määrä
55
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 401 | - | - | ||
| 2 945 | - | - | ||
| 13 820 | - | - | ||
| 2 180 | - | - | ||
| 220 | - | - |
Ylin
0,458VWAP
Alin
0,434VaihtoMäärä
0,2 416 610
VWAP
Ylin
0,458Alin
0,434VaihtoMäärä
0,2 416 610
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| Merkintäoikeusanti | 12.11. | |
| 2026 Ylimääräinen yhtiökokous | 10.11. | |
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2024 Yhtiökokous | 7.5. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
11 päivää sitten‧36 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| Merkintäoikeusanti | 12.11. | |
| 2026 Ylimääräinen yhtiökokous | 10.11. | |
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2024 Yhtiökokous | 7.5. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·10.11.I have done as I usually do. I have sold all my shares (except for a very few) and sold them at a large loss compared to the purchase price. Then I use the money afterwards to buy new shares in the emission - even if they are a bit more expensive (a couple of øre) than what I could buy shares for today - and a bit more expensive than those I just sold. In that way, I support the emission - and support the company's further development of the medicine. I encourage everyone to use the same method. It costs so little, but there is perspective in it.
- 8.10.8.10.Redeye skriver i dag:¨ In discussions with industry professionals, it has become clear to us that placebo-controlled results are generally required for a deal in oncology today. We are therefore not surprised to see Medivir continuing with a phase II study rather than partnering. Our base case was based on a planned pivotal phase II study with around 150m patients costing around 230m, as communicated by the company. Adding general expenses during the study period, Medivir would likely have had to raise around SEK300m to fund it. This would, in our opinion, have required a consortium of investors. Given the challenging capital markets, we believe this has been difficult to assemble. Therefore, it appears the only option is to raise a smaller amount, or SEK151m, from existing and previous owners, which necessarily means downsizing the study. We judge this is the only way forward, as Medivir should not put the Fostrox programme on hold. Medivir will now proceed with an investigator-funded study comprising two arms, each with 30-50 patients, resulting in a total of 60-100 patients. With 42% of the proceeds going to this trial, or around SEK60m, it is very cost-effective. This is the path we have seen many other companies we cover take, as raising capital for larger studies is currently challenging. No dose-finding group was mentioned in the press release, so we assume this would have to be included in the following study, which could be a dose-ranging pivotal phase II/III study, potentially larger than the one Medivir previously planned (n=150). We have revised our base case in light of the planned rights issue. With placebo-controlled results presumably available by 2027, Medivir would be in a completely different position from its current one. We believe such data, if positive and significant, would suffice to sign a licensing deal, leaving the future development to a partner. We thus estimate a deal in 2027, a pivotal study beginning in 2028 and a market launch in 2032. We now estimate an upfront of USD100m (USD150m) and a total deal value of USD1.2bn (USD1.5bn). We lower the royalty rate from 25% to 18%, since the deal would no longer be based on pivotal phase II data. These assumptions result in a lower equity value of around SEK1300m (previously around SEK1800m). Adding dilution from the rights issue, our new base case is SEK3. This is based on a pro forma balance sheet that assumes a 100% subscription rate (since the issue is fully guaranteed). Our new bull case is SEK5 and our new bear case SEK1.5. As is often the case in biotech rights issues, the share has taken a significant blow (down by more than 50% as of now), but Medivir will be in a good position once the rights issue is completed, with a fully funded and reasonably sized controlled Phase II study, which could make this an attractive entry point for new investors. We plan to discuss the topics of this note and more with Medivir’s CEO in an interview later this week.
- ·15.4.·16.4...but annoying with him who is at 1.92 and sells 1257 pieces at a time. So far 75000 have been sold at that price
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
27 599
Myynti
Määrä
55
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 401 | - | - | ||
| 2 945 | - | - | ||
| 13 820 | - | - | ||
| 2 180 | - | - | ||
| 220 | - | - |
Ylin
0,458VWAP
Alin
0,434VaihtoMäärä
0,2 416 610
VWAP
Ylin
0,458Alin
0,434VaihtoMäärä
0,2 416 610
Välittäjätilasto
Dataa ei löytynyt