2026 Q1 -tulosraportti
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37 päivää sitten
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| 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 12.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 18.3. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·14.5.Ahead of the unblinding — three questions to keep separate June 30, 2026, is a crucial date for Moleculin. That is when the so-called unblinding of the MIRACLE study will take place. Unblinding means “opening the envelope” and seeing which patients received Annamycin and which received placebo (sugar pill). During the study, no one knew — neither the doctors, the patients, nor the company. This is precisely why the result is credible. The unblinding is the moment of truth: did the drug work or not? Ahead of this, Moleculin has released three press releases in May, in a clear order: • May 8: new patent protection in Hong Kong • May 12: independent safety study from Cleveland Clinic • May 13: date confirmed for the unblinding Good news, three days in a row, a well-thought-out sequence. And yet, the stock has fallen approximately 90 % in one year. Many wonder why. The answer is uncomfortable but important: the market does not price the science — it prices the money. The company needs to raise capital in 2026 regardless of how the study goes. This creates dilution concern — and it is this concern that weighs on the share price. Therefore, it is important to distinguish between three questions: 1. Is the science serious? Yes. Anthracycline cardiotoxicity is a real, decades-long problem. The Cleveland Clinic review is rigorous. 2. Is management doing its job? Operationally and communicatively: yes. Study design, patent protection, and regulatory status are in place. 3. Is the financing secured? No. And it is this question that is driving the share price today. The asymmetrical situation When a stock has already fallen 90 %, the outcome space is unusually skewed: • With strong unblinding, there is very significant upside from a depressed base. Capital raising will follow, but on significantly better terms. • With weak unblinding, the downside is limited purely in percentage terms — but dilution will be noticeable and the negotiating position weak. It is an uncomfortable but important insight: opportunity and risk are not symmetrical. This does not mean the stock is a “buy” — it means the outcome is likely to be significant in one direction or another. My conclusion: keep the three questions separate. Science, management, and financing are three different things. And risk management is always more important than how confident one feels.
·14.5.@Drill Can you explain the latest news from the company and the reason for the share price drop?- ·23.4.Moleculin broadens the narrative: Annamycin opens the door to pancreatic cancer Moleculin Biotech (MBRX) today, April 23, 2026, presented new research results at the major cancer conference AACR. The results come from so-called preclinical studies, i.e., tests in a laboratory environment and on animals that are performed before a drug is tested on humans. The company's lead candidate Annamycin – in a form where the drug is packaged in small fat vesicles (liposomes) to reach better in the body – extended survival by more than 60% in models of metastatic pancreatic cancer (PDAC). The drug also accumulated to a significantly higher degree in the tumor itself compared to the classic cancer drug doxorubicin, which means that more of the effect ends up where it is needed. What is truly exciting is that Annamycin attracted the body's own immune cells (T-cells) into the tumor. Pancreatic cancer is often called a "cold" tumor – the immune system does not recognize it and does not attack. This is precisely why modern immunotherapies, so-called checkpoint inhibitors (for example, Keytruda), have so far worked poorly in this disease. If Annamycin can "warm up" the tumor and let in the immune system, a completely new treatment pathway opens up, especially in combination with today's modern cancer drugs such as checkpoint inhibitors and KRAS inhibitors (a new type that attacks a common cancer mutation). The competitive advantages are further strengthened. Annamycin does not damage the heart, which is the major limitation of today's anthracyclines and allows for higher and more doses. The drug also bypasses the resistance mechanisms that often cause cancer cells to stop responding to treatment upon relapse. Together with the new immunological effect, this makes Annamycin an interesting "backbone treatment" that can be combined with other modern drugs. The market potential is thus broadened from blood cancer to solid tumors, and pancreatic cancer is a multi-billion indication where the need for better treatments is enormous. Regulatorily, there are good opportunities to obtain special fast tracks at the FDA – such as Orphan Drug (for rare diseases), Fast Track, and possibly Breakthrough Therapy – all of which can shorten the time to approval and market. Looking ahead, three important events that could move the stock are expected: a poster presentation at the major cancer conference ASCO at the end of May on Annamycin's cardiac safety, the long-awaited interim readout of the MIRACLE study (the ongoing Phase 3 study in relapsed blood cancer, AML) on 45 patients around mid-2026, and possibly the kick-off for combination studies in solid tumors. The risks should not be underestimated – the company needs more funding going forward, and promising laboratory results do not always translate to success in humans. But if MIRACLE delivers, MBRX goes from an interesting small research stock to a validated Phase 3 case, and today's news shows that the pipeline holds more opportunities than what today's market capitalization reflects.
- ·23.4.@Drill do you have any thoughts on the good announcement from Moleculin? I'm thinking more specifically about the prestudy presentation they had today?·23.4.Yes, I think it's really good news. What makes the preclinical PDAC data extra interesting is not just the 60% survival extension but that Annamycin actually draws T-cells into the tumor. Pancreatic cancer is a classic “cold” tumor where checkpoint inhibitors have barely worked – if Annamycin can warm up the tumors, the door opens to combinations with Keytruda and KRAS inhibitors, which is precisely the type of backbone Big Pharma is looking for. I still want to remind you that it's preclinical – the path to the clinic is long, and that's where many oncology candidates fail. But as a complement to the ongoing MIRACLE study in AML, it significantly broadens the story and shows that Annamycin's mechanism holds up even outside hematology. For me, it's a clear de-risking moment ahead of this summer's major unblinding.
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 Q1 -tulosraportti
Vain PDF
37 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
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
- ·14.5.Ahead of the unblinding — three questions to keep separate June 30, 2026, is a crucial date for Moleculin. That is when the so-called unblinding of the MIRACLE study will take place. Unblinding means “opening the envelope” and seeing which patients received Annamycin and which received placebo (sugar pill). During the study, no one knew — neither the doctors, the patients, nor the company. This is precisely why the result is credible. The unblinding is the moment of truth: did the drug work or not? Ahead of this, Moleculin has released three press releases in May, in a clear order: • May 8: new patent protection in Hong Kong • May 12: independent safety study from Cleveland Clinic • May 13: date confirmed for the unblinding Good news, three days in a row, a well-thought-out sequence. And yet, the stock has fallen approximately 90 % in one year. Many wonder why. The answer is uncomfortable but important: the market does not price the science — it prices the money. The company needs to raise capital in 2026 regardless of how the study goes. This creates dilution concern — and it is this concern that weighs on the share price. Therefore, it is important to distinguish between three questions: 1. Is the science serious? Yes. Anthracycline cardiotoxicity is a real, decades-long problem. The Cleveland Clinic review is rigorous. 2. Is management doing its job? Operationally and communicatively: yes. Study design, patent protection, and regulatory status are in place. 3. Is the financing secured? No. And it is this question that is driving the share price today. The asymmetrical situation When a stock has already fallen 90 %, the outcome space is unusually skewed: • With strong unblinding, there is very significant upside from a depressed base. Capital raising will follow, but on significantly better terms. • With weak unblinding, the downside is limited purely in percentage terms — but dilution will be noticeable and the negotiating position weak. It is an uncomfortable but important insight: opportunity and risk are not symmetrical. This does not mean the stock is a “buy” — it means the outcome is likely to be significant in one direction or another. My conclusion: keep the three questions separate. Science, management, and financing are three different things. And risk management is always more important than how confident one feels.
- ·14.5.@Drill Can you explain the latest news from the company and the reason for the share price drop?
- ·23.4.Moleculin broadens the narrative: Annamycin opens the door to pancreatic cancer Moleculin Biotech (MBRX) today, April 23, 2026, presented new research results at the major cancer conference AACR. The results come from so-called preclinical studies, i.e., tests in a laboratory environment and on animals that are performed before a drug is tested on humans. The company's lead candidate Annamycin – in a form where the drug is packaged in small fat vesicles (liposomes) to reach better in the body – extended survival by more than 60% in models of metastatic pancreatic cancer (PDAC). The drug also accumulated to a significantly higher degree in the tumor itself compared to the classic cancer drug doxorubicin, which means that more of the effect ends up where it is needed. What is truly exciting is that Annamycin attracted the body's own immune cells (T-cells) into the tumor. Pancreatic cancer is often called a "cold" tumor – the immune system does not recognize it and does not attack. This is precisely why modern immunotherapies, so-called checkpoint inhibitors (for example, Keytruda), have so far worked poorly in this disease. If Annamycin can "warm up" the tumor and let in the immune system, a completely new treatment pathway opens up, especially in combination with today's modern cancer drugs such as checkpoint inhibitors and KRAS inhibitors (a new type that attacks a common cancer mutation). The competitive advantages are further strengthened. Annamycin does not damage the heart, which is the major limitation of today's anthracyclines and allows for higher and more doses. The drug also bypasses the resistance mechanisms that often cause cancer cells to stop responding to treatment upon relapse. Together with the new immunological effect, this makes Annamycin an interesting "backbone treatment" that can be combined with other modern drugs. The market potential is thus broadened from blood cancer to solid tumors, and pancreatic cancer is a multi-billion indication where the need for better treatments is enormous. Regulatorily, there are good opportunities to obtain special fast tracks at the FDA – such as Orphan Drug (for rare diseases), Fast Track, and possibly Breakthrough Therapy – all of which can shorten the time to approval and market. Looking ahead, three important events that could move the stock are expected: a poster presentation at the major cancer conference ASCO at the end of May on Annamycin's cardiac safety, the long-awaited interim readout of the MIRACLE study (the ongoing Phase 3 study in relapsed blood cancer, AML) on 45 patients around mid-2026, and possibly the kick-off for combination studies in solid tumors. The risks should not be underestimated – the company needs more funding going forward, and promising laboratory results do not always translate to success in humans. But if MIRACLE delivers, MBRX goes from an interesting small research stock to a validated Phase 3 case, and today's news shows that the pipeline holds more opportunities than what today's market capitalization reflects.
- ·23.4.@Drill do you have any thoughts on the good announcement from Moleculin? I'm thinking more specifically about the prestudy presentation they had today?·23.4.Yes, I think it's really good news. What makes the preclinical PDAC data extra interesting is not just the 60% survival extension but that Annamycin actually draws T-cells into the tumor. Pancreatic cancer is a classic “cold” tumor where checkpoint inhibitors have barely worked – if Annamycin can warm up the tumors, the door opens to combinations with Keytruda and KRAS inhibitors, which is precisely the type of backbone Big Pharma is looking for. I still want to remind you that it's preclinical – the path to the clinic is long, and that's where many oncology candidates fail. But as a complement to the ongoing MIRACLE study in AML, it significantly broadens the story and shows that Annamycin's mechanism holds up even outside hematology. For me, it's a clear de-risking moment ahead of this summer's major unblinding.
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 |
|---|---|---|---|---|
| - | - | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 12.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 18.3. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
37 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 12.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 18.3. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·14.5.Ahead of the unblinding — three questions to keep separate June 30, 2026, is a crucial date for Moleculin. That is when the so-called unblinding of the MIRACLE study will take place. Unblinding means “opening the envelope” and seeing which patients received Annamycin and which received placebo (sugar pill). During the study, no one knew — neither the doctors, the patients, nor the company. This is precisely why the result is credible. The unblinding is the moment of truth: did the drug work or not? Ahead of this, Moleculin has released three press releases in May, in a clear order: • May 8: new patent protection in Hong Kong • May 12: independent safety study from Cleveland Clinic • May 13: date confirmed for the unblinding Good news, three days in a row, a well-thought-out sequence. And yet, the stock has fallen approximately 90 % in one year. Many wonder why. The answer is uncomfortable but important: the market does not price the science — it prices the money. The company needs to raise capital in 2026 regardless of how the study goes. This creates dilution concern — and it is this concern that weighs on the share price. Therefore, it is important to distinguish between three questions: 1. Is the science serious? Yes. Anthracycline cardiotoxicity is a real, decades-long problem. The Cleveland Clinic review is rigorous. 2. Is management doing its job? Operationally and communicatively: yes. Study design, patent protection, and regulatory status are in place. 3. Is the financing secured? No. And it is this question that is driving the share price today. The asymmetrical situation When a stock has already fallen 90 %, the outcome space is unusually skewed: • With strong unblinding, there is very significant upside from a depressed base. Capital raising will follow, but on significantly better terms. • With weak unblinding, the downside is limited purely in percentage terms — but dilution will be noticeable and the negotiating position weak. It is an uncomfortable but important insight: opportunity and risk are not symmetrical. This does not mean the stock is a “buy” — it means the outcome is likely to be significant in one direction or another. My conclusion: keep the three questions separate. Science, management, and financing are three different things. And risk management is always more important than how confident one feels.
- ·14.5.@Drill Can you explain the latest news from the company and the reason for the share price drop?
- ·23.4.Moleculin broadens the narrative: Annamycin opens the door to pancreatic cancer Moleculin Biotech (MBRX) today, April 23, 2026, presented new research results at the major cancer conference AACR. The results come from so-called preclinical studies, i.e., tests in a laboratory environment and on animals that are performed before a drug is tested on humans. The company's lead candidate Annamycin – in a form where the drug is packaged in small fat vesicles (liposomes) to reach better in the body – extended survival by more than 60% in models of metastatic pancreatic cancer (PDAC). The drug also accumulated to a significantly higher degree in the tumor itself compared to the classic cancer drug doxorubicin, which means that more of the effect ends up where it is needed. What is truly exciting is that Annamycin attracted the body's own immune cells (T-cells) into the tumor. Pancreatic cancer is often called a "cold" tumor – the immune system does not recognize it and does not attack. This is precisely why modern immunotherapies, so-called checkpoint inhibitors (for example, Keytruda), have so far worked poorly in this disease. If Annamycin can "warm up" the tumor and let in the immune system, a completely new treatment pathway opens up, especially in combination with today's modern cancer drugs such as checkpoint inhibitors and KRAS inhibitors (a new type that attacks a common cancer mutation). The competitive advantages are further strengthened. Annamycin does not damage the heart, which is the major limitation of today's anthracyclines and allows for higher and more doses. The drug also bypasses the resistance mechanisms that often cause cancer cells to stop responding to treatment upon relapse. Together with the new immunological effect, this makes Annamycin an interesting "backbone treatment" that can be combined with other modern drugs. The market potential is thus broadened from blood cancer to solid tumors, and pancreatic cancer is a multi-billion indication where the need for better treatments is enormous. Regulatorily, there are good opportunities to obtain special fast tracks at the FDA – such as Orphan Drug (for rare diseases), Fast Track, and possibly Breakthrough Therapy – all of which can shorten the time to approval and market. Looking ahead, three important events that could move the stock are expected: a poster presentation at the major cancer conference ASCO at the end of May on Annamycin's cardiac safety, the long-awaited interim readout of the MIRACLE study (the ongoing Phase 3 study in relapsed blood cancer, AML) on 45 patients around mid-2026, and possibly the kick-off for combination studies in solid tumors. The risks should not be underestimated – the company needs more funding going forward, and promising laboratory results do not always translate to success in humans. But if MIRACLE delivers, MBRX goes from an interesting small research stock to a validated Phase 3 case, and today's news shows that the pipeline holds more opportunities than what today's market capitalization reflects.
- ·23.4.@Drill do you have any thoughts on the good announcement from Moleculin? I'm thinking more specifically about the prestudy presentation they had today?·23.4.Yes, I think it's really good news. What makes the preclinical PDAC data extra interesting is not just the 60% survival extension but that Annamycin actually draws T-cells into the tumor. Pancreatic cancer is a classic “cold” tumor where checkpoint inhibitors have barely worked – if Annamycin can warm up the tumors, the door opens to combinations with Keytruda and KRAS inhibitors, which is precisely the type of backbone Big Pharma is looking for. I still want to remind you that it's preclinical – the path to the clinic is long, and that's where many oncology candidates fail. But as a complement to the ongoing MIRACLE study in AML, it significantly broadens the story and shows that Annamycin's mechanism holds up even outside hematology. For me, it's a clear de-risking moment ahead of this summer's major unblinding.
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 |
|---|---|---|---|---|
| - | - | - | - |
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