2026 Q2 -tulosraportti
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4 päivää sitten
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
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 päivää sittenHas anyone heard anything regarding Canada and the agreement with Cipher Pharmaceuticals? This has been in place for a while, but is anything happening? If not, what are they waiting for? It's potentially a big market.
One usually waits for regulatory approvals and launch windows for pharmacies, these two year-long irritations apply to Moberg in all launches. "bureaucracy" But within four months we are up and running. "we believe" ;-)
·13.8.Now the normal reaction to the report has shown itself, but it is quite uninteresting, my investment was made at a much lower level - and should mature for at least another year.
·13.8.Moberg must replace the CEO now. Anna says the same thing every quarter. Basically nothing happens with the revenue.
It's clear that the revenues will come in due course. But it wouldn't be wrong to get, for example, estimated dates for launches - management must surely have forecasts for that, at least. The external communication is quite vague all the time.
·13.8.Terclara has already proven something important, in Sweden and Norway, Terclara is already a market leader. In Q2 2026, the product had: Sweden 44 % value market share 38 % unit market share Norway 42 % value market share 37 % unit market share. In my opinion, this is a very important data point. Moberg no longer needs to prove that the product can compete in the market. The product has already done that. The question now is how far commercial success can be scaled internationally. And this is where the case becomes interesting. Moberg has entered into an increasingly broad collaboration with Karo Healthcare. Karo will now commercialize MOB-015/Terclara in: Europe Australia New Zealand South Korea Taiwan China via cross-border e-commerce. Karo already has a strong position in antifungal treatments in several of these markets through Lamisil®. Moberg therefore does not need to build an international sales organization from scratch. This provides a potentially very capital-light path to global commercialization. Europe is now becoming a reality. In June 2026, the first European countries approved the transition to Karo Healthcare's trademark. The process thus moves from: regulatory approval → launch preparation → commercial production → distribution → sales. The first European deliveries are expected around year-end. At the same time, the first patients in Israel are expected to gain access to the product already in Q3 2026. This provides a number of concrete catalysts for the company. China is a particularly interesting option. Moberg has not given Karo full control over the Chinese market. The agreement initially covers cross-border e-commerce (CBEC). This means that Moberg can test demand in China via relatively quick market access, while the company retains the flexibility to later enter the much larger traditional Chinese market. An interesting asymmetric option: CBEC → documented demand → potential broader Chinese distribution. The financial figures are also starting to move H1 2026: Revenue: SEK 10.7 million vs. SEK 7.5 million the previous year — +43 % Q2 alone: SEK 5.8 million vs. SEK 3.6 million — +61 % At the same time, the EBITDA loss has been significantly reduced: H1 EBITDA: -SEK 5.8 million vs. -SEK 13.1 million the previous year. And the company had at the end of June: SEK 212.4 million in cash. This is important because Moberg can thus enter the international launch phase with a significant financial buffer. This is where I think the investment case truly becomes interesting. Today, I see Moberg as something different from the company one analyzed a couple of years ago. It is no longer primarily: "Can MOB-015 become a successful drug?" It is increasingly: "How big can the international commercial and royalty-generating business become?" That is a significant difference. The product has a documented market position in the Nordics. Karo brings international distribution. Several European markets are underway. APAC is underway. China has opened via CBEC. And the cash position gives the company the opportunity to finance the journey without an immediate need for a large capital raise. But the case is far from risk-free. The most important thing Moberg has not yet proven is the international financials. We still need to see: the actual European launch sales the international royalty development how quickly sales scale the actual operating leverage how large a part of the potential global market value Moberg can convert into cash flow. It is therefore still an investment with execution risk. But in my assessment, the risk has become significantly more interesting. The uncertainty has gradually shifted from: "Does the product work?" to: "How big will it be?" Why have I continuously had Moberg on my radar, and am now heavily positioned in it? The answer is: Documented product → market leader position → strong international partner → several geographical catalysts → significant cash position → potential royalty/cash flow scaling. If Terclara merely begins to reproduce part of the Swedish and Norwegian success in the new markets, Moberg's financial profile can change quite significantly. And that is precisely the type of situation I personally find worth studying: A company where the market may come to discover the economic value of an already validated product before the full international earnings are visible in the financial statements. Moberg Pharma is therefore a stock I believe is worth having on the radar. Not because the outcome is certain — but because the relationship between the documented product quality, the upcoming international rollout, and the potential future royalty/cash flow profile is unusually interesting. This is naturally not a recommendation to buy or sell. Biotech/pharma investments involve, among other things, regulatory, commercial, competitive, and execution risk.
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.
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.
2026 Q2 -tulosraportti
Vain PDF
4 päivää sitten
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 päivää sittenHas anyone heard anything regarding Canada and the agreement with Cipher Pharmaceuticals? This has been in place for a while, but is anything happening? If not, what are they waiting for? It's potentially a big market.One usually waits for regulatory approvals and launch windows for pharmacies, these two year-long irritations apply to Moberg in all launches. "bureaucracy" But within four months we are up and running. "we believe" ;-)
- ·13.8.Now the normal reaction to the report has shown itself, but it is quite uninteresting, my investment was made at a much lower level - and should mature for at least another year.
- ·13.8.Moberg must replace the CEO now. Anna says the same thing every quarter. Basically nothing happens with the revenue.It's clear that the revenues will come in due course. But it wouldn't be wrong to get, for example, estimated dates for launches - management must surely have forecasts for that, at least. The external communication is quite vague all the time.
- ·13.8.Terclara has already proven something important, in Sweden and Norway, Terclara is already a market leader. In Q2 2026, the product had: Sweden 44 % value market share 38 % unit market share Norway 42 % value market share 37 % unit market share. In my opinion, this is a very important data point. Moberg no longer needs to prove that the product can compete in the market. The product has already done that. The question now is how far commercial success can be scaled internationally. And this is where the case becomes interesting. Moberg has entered into an increasingly broad collaboration with Karo Healthcare. Karo will now commercialize MOB-015/Terclara in: Europe Australia New Zealand South Korea Taiwan China via cross-border e-commerce. Karo already has a strong position in antifungal treatments in several of these markets through Lamisil®. Moberg therefore does not need to build an international sales organization from scratch. This provides a potentially very capital-light path to global commercialization. Europe is now becoming a reality. In June 2026, the first European countries approved the transition to Karo Healthcare's trademark. The process thus moves from: regulatory approval → launch preparation → commercial production → distribution → sales. The first European deliveries are expected around year-end. At the same time, the first patients in Israel are expected to gain access to the product already in Q3 2026. This provides a number of concrete catalysts for the company. China is a particularly interesting option. Moberg has not given Karo full control over the Chinese market. The agreement initially covers cross-border e-commerce (CBEC). This means that Moberg can test demand in China via relatively quick market access, while the company retains the flexibility to later enter the much larger traditional Chinese market. An interesting asymmetric option: CBEC → documented demand → potential broader Chinese distribution. The financial figures are also starting to move H1 2026: Revenue: SEK 10.7 million vs. SEK 7.5 million the previous year — +43 % Q2 alone: SEK 5.8 million vs. SEK 3.6 million — +61 % At the same time, the EBITDA loss has been significantly reduced: H1 EBITDA: -SEK 5.8 million vs. -SEK 13.1 million the previous year. And the company had at the end of June: SEK 212.4 million in cash. This is important because Moberg can thus enter the international launch phase with a significant financial buffer. This is where I think the investment case truly becomes interesting. Today, I see Moberg as something different from the company one analyzed a couple of years ago. It is no longer primarily: "Can MOB-015 become a successful drug?" It is increasingly: "How big can the international commercial and royalty-generating business become?" That is a significant difference. The product has a documented market position in the Nordics. Karo brings international distribution. Several European markets are underway. APAC is underway. China has opened via CBEC. And the cash position gives the company the opportunity to finance the journey without an immediate need for a large capital raise. But the case is far from risk-free. The most important thing Moberg has not yet proven is the international financials. We still need to see: the actual European launch sales the international royalty development how quickly sales scale the actual operating leverage how large a part of the potential global market value Moberg can convert into cash flow. It is therefore still an investment with execution risk. But in my assessment, the risk has become significantly more interesting. The uncertainty has gradually shifted from: "Does the product work?" to: "How big will it be?" Why have I continuously had Moberg on my radar, and am now heavily positioned in it? The answer is: Documented product → market leader position → strong international partner → several geographical catalysts → significant cash position → potential royalty/cash flow scaling. If Terclara merely begins to reproduce part of the Swedish and Norwegian success in the new markets, Moberg's financial profile can change quite significantly. And that is precisely the type of situation I personally find worth studying: A company where the market may come to discover the economic value of an already validated product before the full international earnings are visible in the financial statements. Moberg Pharma is therefore a stock I believe is worth having on the radar. Not because the outcome is certain — but because the relationship between the documented product quality, the upcoming international rollout, and the potential future royalty/cash flow profile is unusually interesting. This is naturally not a recommendation to buy or sell. Biotech/pharma investments involve, among other things, regulatory, commercial, competitive, and execution risk.
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
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 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 |
2026 Q2 -tulosraportti
Vain PDF
4 päivää sitten
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 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 päivää sittenHas anyone heard anything regarding Canada and the agreement with Cipher Pharmaceuticals? This has been in place for a while, but is anything happening? If not, what are they waiting for? It's potentially a big market.One usually waits for regulatory approvals and launch windows for pharmacies, these two year-long irritations apply to Moberg in all launches. "bureaucracy" But within four months we are up and running. "we believe" ;-)
- ·13.8.Now the normal reaction to the report has shown itself, but it is quite uninteresting, my investment was made at a much lower level - and should mature for at least another year.
- ·13.8.Moberg must replace the CEO now. Anna says the same thing every quarter. Basically nothing happens with the revenue.It's clear that the revenues will come in due course. But it wouldn't be wrong to get, for example, estimated dates for launches - management must surely have forecasts for that, at least. The external communication is quite vague all the time.
- ·13.8.Terclara has already proven something important, in Sweden and Norway, Terclara is already a market leader. In Q2 2026, the product had: Sweden 44 % value market share 38 % unit market share Norway 42 % value market share 37 % unit market share. In my opinion, this is a very important data point. Moberg no longer needs to prove that the product can compete in the market. The product has already done that. The question now is how far commercial success can be scaled internationally. And this is where the case becomes interesting. Moberg has entered into an increasingly broad collaboration with Karo Healthcare. Karo will now commercialize MOB-015/Terclara in: Europe Australia New Zealand South Korea Taiwan China via cross-border e-commerce. Karo already has a strong position in antifungal treatments in several of these markets through Lamisil®. Moberg therefore does not need to build an international sales organization from scratch. This provides a potentially very capital-light path to global commercialization. Europe is now becoming a reality. In June 2026, the first European countries approved the transition to Karo Healthcare's trademark. The process thus moves from: regulatory approval → launch preparation → commercial production → distribution → sales. The first European deliveries are expected around year-end. At the same time, the first patients in Israel are expected to gain access to the product already in Q3 2026. This provides a number of concrete catalysts for the company. China is a particularly interesting option. Moberg has not given Karo full control over the Chinese market. The agreement initially covers cross-border e-commerce (CBEC). This means that Moberg can test demand in China via relatively quick market access, while the company retains the flexibility to later enter the much larger traditional Chinese market. An interesting asymmetric option: CBEC → documented demand → potential broader Chinese distribution. The financial figures are also starting to move H1 2026: Revenue: SEK 10.7 million vs. SEK 7.5 million the previous year — +43 % Q2 alone: SEK 5.8 million vs. SEK 3.6 million — +61 % At the same time, the EBITDA loss has been significantly reduced: H1 EBITDA: -SEK 5.8 million vs. -SEK 13.1 million the previous year. And the company had at the end of June: SEK 212.4 million in cash. This is important because Moberg can thus enter the international launch phase with a significant financial buffer. This is where I think the investment case truly becomes interesting. Today, I see Moberg as something different from the company one analyzed a couple of years ago. It is no longer primarily: "Can MOB-015 become a successful drug?" It is increasingly: "How big can the international commercial and royalty-generating business become?" That is a significant difference. The product has a documented market position in the Nordics. Karo brings international distribution. Several European markets are underway. APAC is underway. China has opened via CBEC. And the cash position gives the company the opportunity to finance the journey without an immediate need for a large capital raise. But the case is far from risk-free. The most important thing Moberg has not yet proven is the international financials. We still need to see: the actual European launch sales the international royalty development how quickly sales scale the actual operating leverage how large a part of the potential global market value Moberg can convert into cash flow. It is therefore still an investment with execution risk. But in my assessment, the risk has become significantly more interesting. The uncertainty has gradually shifted from: "Does the product work?" to: "How big will it be?" Why have I continuously had Moberg on my radar, and am now heavily positioned in it? The answer is: Documented product → market leader position → strong international partner → several geographical catalysts → significant cash position → potential royalty/cash flow scaling. If Terclara merely begins to reproduce part of the Swedish and Norwegian success in the new markets, Moberg's financial profile can change quite significantly. And that is precisely the type of situation I personally find worth studying: A company where the market may come to discover the economic value of an already validated product before the full international earnings are visible in the financial statements. Moberg Pharma is therefore a stock I believe is worth having on the radar. Not because the outcome is certain — but because the relationship between the documented product quality, the upcoming international rollout, and the potential future royalty/cash flow profile is unusually interesting. This is naturally not a recommendation to buy or sell. Biotech/pharma investments involve, among other things, regulatory, commercial, competitive, and execution risk.
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
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