2026 Q2 - tulosraportti
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41 päivää sitten
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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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 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 18.3. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
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·1 päivä sittenwhy don't they make a partnership agreement so the value / share price can get above 1 again otherwise they will be delisted from the stock exchange or do a split again if they are allowed to?
·28.8.Yes — a price of $31 for Moleculin Biotech (NASDAQ: MBRX) is possible in a very strong bull case, but it probably requires the market to start valuing Annamycin as a real commercial drug and no longer as a high-risk biotech candidate. The interesting thing is that the company is currently facing some very big catalysts. 🚀 What does it take for $31? The most important catalyst is the Annamycin / MIRACLE study. In the latest interim data from the first 45 patients, Annamycin + cytarabine showed: 43% CR at 190 mg/m² 36% CR at 230 mg/m² only 12% CR in the control arm CRc of 50% and 57% versus 29% in the control arm no signs of cardiotoxicity. This is extremely important because it can potentially change investors' perception of the company. 🎯 The 5 things that can send MBRX towards $31 1. MIRACLE data gets even better This is clearly the most important factor. Moleculin expects to reach 90 patients around September 2026, after which an important unblinded efficacy readout is expected around December 2026–February 2027. If 90-patient data continues to show something like: Annamycin: 35–45%+ CR vs. Control: ~10–15% CR then the market can start pricing in a significantly higher probability of regulatory success. This is potentially the event that can make the stock explode. 2. FDA/EMA gives Annamycin a clear path to approval If MIRACLE data becomes strong, the next big catalyst could be: FDA → NDA/accelerated approval/regulatory pathway If the market starts to believe that Annamycin can actually come to market, the valuation model changes completely. Instead of: "Maybe their drug works." it becomes: "How much is the potential AML product worth?" And that can mean a massive multiple expansion. 3. Annamycin shows a strong safety profile This is actually one of the most interesting aspects of the case. Traditional anthracyclines have a big problem: cardiotoxicity. Moleculin's data has so far not shown detectable cardiotoxicity with Annamycin, even at exposures above traditional anthracycline limits. An independent Cleveland Clinic cardiac review also supports the potential safety profile. If this holds true in larger patient populations, it can become a very strong differentiation point. 4. Big Pharma becomes interested In my opinion, this is the most explosive opportunity. Imagine: 90 patients → strong efficacy data → no cardiotoxicity → FDA pathway Then larger pharmaceutical companies can start looking at Annamycin. If Moleculin gets: licensing deal regional partnership upfront payment milestone payments acquisition offer the stock can move extremely fast. For a biotech with such a small market cap, it doesn't have to be a billion-dollar deal for the stock to react strongly. 5. Market cap doesn't necessarily have to be enormous This is where MBRX becomes interesting. At $31, one must, of course, account for dilution. SEC data, for example, showed 5,336,350 shares outstanding as of May 7, 2026. But the company has since had financing and warrants, so it is not correct just to multiply $31 by 5.3 million to find the relevant future market cap. There is significant potential dilution. Moleculin has, among other things, had warrants, including a 2026 transaction with up to 6,367,956 warrant shares. So I would calculate with fully diluted shares, not just basic shares. 📊 My way of thinking about $31 I would set it up like this: Scenario What happens? Possible stock price 🔴 Bear MIRACLE disappoints $1–4 🟠 Weak Data mixed $4–8 🟡 Base Positive Phase 2/3 data $8–15 🟢 Bull Strong data + FDA pathway $15–25 🚀 Extreme bull Strong data + partner/BO + regulatory success $25–40+ So $31 is not my base case. But it is absolutely within a realistic extreme-bull scenario. 🔥 The most interesting thing right now What makes MBRX special is the combination: very small market cap Phase 2/3 drug positive interim data CR ~3× control no observed cardiotoxicity 90-patient readout on the way opportunity for regulatory/commercial validation Moleculin itself says that they expect cash runway into Q1 2027, after having raised an additional $9.3 million after Q2. This also means that December 2026–February 2027 potentially becomes a very important window for the stock. ⚠️ But there is one huge risk Dilution. In my opinion, this is the biggest thing that can prevent existing shareholders from getting full upside. The company had only about $7.3 million cash at the end of Q2, and raised an additional $9.3 million after the quarter. At the same time, the company had a net loss of about $7.6 million in Q2. So if MIRACLE data is delayed or the company needs much more capital, more shares/warrants may be issued. 💰 What I would keep an eye on If you own MBRX, I would especially follow these 6 checkpoints: ① September 2026 → 90 patients ② MIRACLE efficacy readout → probably Dec. 2026–Feb. 2027 ③ CR/CRc vs. control → the most important data point ④ Duration of response.- 28.8.Moleculin (MBRX) CFO put $220K into stock. Moleculin Biotech, Inc. (MBRX) is the subject of a Schedule 13D filing by its Executive Vice President and Chief Financial Officer, Jonathan P. Foster, who reports beneficial ownership of 1,288,207 shares of common stock, representing 6.3% of the company’s outstanding shares. The position consists of 305,673 shares held directly, 879,999 shares underlying Series I Common Stock Purchase Warrants, and 102,535 shares underlying options and other warrants exercisable within 60 days of August 19, 2026. Foster acquired 293,333 shares and the Series I warrants in an August 3, 2026 public offering at a combined price of $0.75 per share plus three warrants, for about $219,999.75, using personal funds. The warrants are exercisable at $0.75 per share until August 3, 2031, include a beneficial ownership limitation (increased by election from 4.99% to 9.99% effective October 18, 2026), an anti-dilution provision with a floor price of $0.21, and a right to receive the Black Scholes Value in certain fundamental transactions.
- ·25.8.A couple of weeks ago it had risen over 50% I believe we are on our way back again. Positive interim MIRACLE data showed complete remission rates three times higher than control in relapsed/refractory AML. MIRACLE trial advancing toward planned 90-patient enrollment milestone in September 2026 with the unblinded efficacy readout in December 2026 to February 2027 timeframe. MIRACLE trial Part B initiation expected in the first half of 2027 following optimal dose selection. Cash position, including $9.3 million raised after quarter-end, expected to fund operations into the first quarter of 2027. Absence of cardiotoxicity continues in the MIRACLE trial. If more good news comes, I believe it can quickly return to 4 dollars. and they have money until 2027. some talk about them being acquired but this is however only rumors.
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
Vain PDF
41 päivää sitten
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- ·1 päivä sittenwhy don't they make a partnership agreement so the value / share price can get above 1 again otherwise they will be delisted from the stock exchange or do a split again if they are allowed to?
- ·28.8.Yes — a price of $31 for Moleculin Biotech (NASDAQ: MBRX) is possible in a very strong bull case, but it probably requires the market to start valuing Annamycin as a real commercial drug and no longer as a high-risk biotech candidate. The interesting thing is that the company is currently facing some very big catalysts. 🚀 What does it take for $31? The most important catalyst is the Annamycin / MIRACLE study. In the latest interim data from the first 45 patients, Annamycin + cytarabine showed: 43% CR at 190 mg/m² 36% CR at 230 mg/m² only 12% CR in the control arm CRc of 50% and 57% versus 29% in the control arm no signs of cardiotoxicity. This is extremely important because it can potentially change investors' perception of the company. 🎯 The 5 things that can send MBRX towards $31 1. MIRACLE data gets even better This is clearly the most important factor. Moleculin expects to reach 90 patients around September 2026, after which an important unblinded efficacy readout is expected around December 2026–February 2027. If 90-patient data continues to show something like: Annamycin: 35–45%+ CR vs. Control: ~10–15% CR then the market can start pricing in a significantly higher probability of regulatory success. This is potentially the event that can make the stock explode. 2. FDA/EMA gives Annamycin a clear path to approval If MIRACLE data becomes strong, the next big catalyst could be: FDA → NDA/accelerated approval/regulatory pathway If the market starts to believe that Annamycin can actually come to market, the valuation model changes completely. Instead of: "Maybe their drug works." it becomes: "How much is the potential AML product worth?" And that can mean a massive multiple expansion. 3. Annamycin shows a strong safety profile This is actually one of the most interesting aspects of the case. Traditional anthracyclines have a big problem: cardiotoxicity. Moleculin's data has so far not shown detectable cardiotoxicity with Annamycin, even at exposures above traditional anthracycline limits. An independent Cleveland Clinic cardiac review also supports the potential safety profile. If this holds true in larger patient populations, it can become a very strong differentiation point. 4. Big Pharma becomes interested In my opinion, this is the most explosive opportunity. Imagine: 90 patients → strong efficacy data → no cardiotoxicity → FDA pathway Then larger pharmaceutical companies can start looking at Annamycin. If Moleculin gets: licensing deal regional partnership upfront payment milestone payments acquisition offer the stock can move extremely fast. For a biotech with such a small market cap, it doesn't have to be a billion-dollar deal for the stock to react strongly. 5. Market cap doesn't necessarily have to be enormous This is where MBRX becomes interesting. At $31, one must, of course, account for dilution. SEC data, for example, showed 5,336,350 shares outstanding as of May 7, 2026. But the company has since had financing and warrants, so it is not correct just to multiply $31 by 5.3 million to find the relevant future market cap. There is significant potential dilution. Moleculin has, among other things, had warrants, including a 2026 transaction with up to 6,367,956 warrant shares. So I would calculate with fully diluted shares, not just basic shares. 📊 My way of thinking about $31 I would set it up like this: Scenario What happens? Possible stock price 🔴 Bear MIRACLE disappoints $1–4 🟠 Weak Data mixed $4–8 🟡 Base Positive Phase 2/3 data $8–15 🟢 Bull Strong data + FDA pathway $15–25 🚀 Extreme bull Strong data + partner/BO + regulatory success $25–40+ So $31 is not my base case. But it is absolutely within a realistic extreme-bull scenario. 🔥 The most interesting thing right now What makes MBRX special is the combination: very small market cap Phase 2/3 drug positive interim data CR ~3× control no observed cardiotoxicity 90-patient readout on the way opportunity for regulatory/commercial validation Moleculin itself says that they expect cash runway into Q1 2027, after having raised an additional $9.3 million after Q2. This also means that December 2026–February 2027 potentially becomes a very important window for the stock. ⚠️ But there is one huge risk Dilution. In my opinion, this is the biggest thing that can prevent existing shareholders from getting full upside. The company had only about $7.3 million cash at the end of Q2, and raised an additional $9.3 million after the quarter. At the same time, the company had a net loss of about $7.6 million in Q2. So if MIRACLE data is delayed or the company needs much more capital, more shares/warrants may be issued. 💰 What I would keep an eye on If you own MBRX, I would especially follow these 6 checkpoints: ① September 2026 → 90 patients ② MIRACLE efficacy readout → probably Dec. 2026–Feb. 2027 ③ CR/CRc vs. control → the most important data point ④ Duration of response.
- 28.8.Moleculin (MBRX) CFO put $220K into stock. Moleculin Biotech, Inc. (MBRX) is the subject of a Schedule 13D filing by its Executive Vice President and Chief Financial Officer, Jonathan P. Foster, who reports beneficial ownership of 1,288,207 shares of common stock, representing 6.3% of the company’s outstanding shares. The position consists of 305,673 shares held directly, 879,999 shares underlying Series I Common Stock Purchase Warrants, and 102,535 shares underlying options and other warrants exercisable within 60 days of August 19, 2026. Foster acquired 293,333 shares and the Series I warrants in an August 3, 2026 public offering at a combined price of $0.75 per share plus three warrants, for about $219,999.75, using personal funds. The warrants are exercisable at $0.75 per share until August 3, 2031, include a beneficial ownership limitation (increased by election from 4.99% to 9.99% effective October 18, 2026), an anti-dilution provision with a floor price of $0.21, and a right to receive the Black Scholes Value in certain fundamental transactions.
- ·25.8.A couple of weeks ago it had risen over 50% I believe we are on our way back again. Positive interim MIRACLE data showed complete remission rates three times higher than control in relapsed/refractory AML. MIRACLE trial advancing toward planned 90-patient enrollment milestone in September 2026 with the unblinded efficacy readout in December 2026 to February 2027 timeframe. MIRACLE trial Part B initiation expected in the first half of 2027 following optimal dose selection. Cash position, including $9.3 million raised after quarter-end, expected to fund operations into the first quarter of 2027. Absence of cardiotoxicity continues in the MIRACLE trial. If more good news comes, I believe it can quickly return to 4 dollars. and they have money until 2027. some talk about them being acquired but this is however only rumors.
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.
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 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 18.3. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
Vain PDF
41 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 18.3. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenwhy don't they make a partnership agreement so the value / share price can get above 1 again otherwise they will be delisted from the stock exchange or do a split again if they are allowed to?
- ·28.8.Yes — a price of $31 for Moleculin Biotech (NASDAQ: MBRX) is possible in a very strong bull case, but it probably requires the market to start valuing Annamycin as a real commercial drug and no longer as a high-risk biotech candidate. The interesting thing is that the company is currently facing some very big catalysts. 🚀 What does it take for $31? The most important catalyst is the Annamycin / MIRACLE study. In the latest interim data from the first 45 patients, Annamycin + cytarabine showed: 43% CR at 190 mg/m² 36% CR at 230 mg/m² only 12% CR in the control arm CRc of 50% and 57% versus 29% in the control arm no signs of cardiotoxicity. This is extremely important because it can potentially change investors' perception of the company. 🎯 The 5 things that can send MBRX towards $31 1. MIRACLE data gets even better This is clearly the most important factor. Moleculin expects to reach 90 patients around September 2026, after which an important unblinded efficacy readout is expected around December 2026–February 2027. If 90-patient data continues to show something like: Annamycin: 35–45%+ CR vs. Control: ~10–15% CR then the market can start pricing in a significantly higher probability of regulatory success. This is potentially the event that can make the stock explode. 2. FDA/EMA gives Annamycin a clear path to approval If MIRACLE data becomes strong, the next big catalyst could be: FDA → NDA/accelerated approval/regulatory pathway If the market starts to believe that Annamycin can actually come to market, the valuation model changes completely. Instead of: "Maybe their drug works." it becomes: "How much is the potential AML product worth?" And that can mean a massive multiple expansion. 3. Annamycin shows a strong safety profile This is actually one of the most interesting aspects of the case. Traditional anthracyclines have a big problem: cardiotoxicity. Moleculin's data has so far not shown detectable cardiotoxicity with Annamycin, even at exposures above traditional anthracycline limits. An independent Cleveland Clinic cardiac review also supports the potential safety profile. If this holds true in larger patient populations, it can become a very strong differentiation point. 4. Big Pharma becomes interested In my opinion, this is the most explosive opportunity. Imagine: 90 patients → strong efficacy data → no cardiotoxicity → FDA pathway Then larger pharmaceutical companies can start looking at Annamycin. If Moleculin gets: licensing deal regional partnership upfront payment milestone payments acquisition offer the stock can move extremely fast. For a biotech with such a small market cap, it doesn't have to be a billion-dollar deal for the stock to react strongly. 5. Market cap doesn't necessarily have to be enormous This is where MBRX becomes interesting. At $31, one must, of course, account for dilution. SEC data, for example, showed 5,336,350 shares outstanding as of May 7, 2026. But the company has since had financing and warrants, so it is not correct just to multiply $31 by 5.3 million to find the relevant future market cap. There is significant potential dilution. Moleculin has, among other things, had warrants, including a 2026 transaction with up to 6,367,956 warrant shares. So I would calculate with fully diluted shares, not just basic shares. 📊 My way of thinking about $31 I would set it up like this: Scenario What happens? Possible stock price 🔴 Bear MIRACLE disappoints $1–4 🟠 Weak Data mixed $4–8 🟡 Base Positive Phase 2/3 data $8–15 🟢 Bull Strong data + FDA pathway $15–25 🚀 Extreme bull Strong data + partner/BO + regulatory success $25–40+ So $31 is not my base case. But it is absolutely within a realistic extreme-bull scenario. 🔥 The most interesting thing right now What makes MBRX special is the combination: very small market cap Phase 2/3 drug positive interim data CR ~3× control no observed cardiotoxicity 90-patient readout on the way opportunity for regulatory/commercial validation Moleculin itself says that they expect cash runway into Q1 2027, after having raised an additional $9.3 million after Q2. This also means that December 2026–February 2027 potentially becomes a very important window for the stock. ⚠️ But there is one huge risk Dilution. In my opinion, this is the biggest thing that can prevent existing shareholders from getting full upside. The company had only about $7.3 million cash at the end of Q2, and raised an additional $9.3 million after the quarter. At the same time, the company had a net loss of about $7.6 million in Q2. So if MIRACLE data is delayed or the company needs much more capital, more shares/warrants may be issued. 💰 What I would keep an eye on If you own MBRX, I would especially follow these 6 checkpoints: ① September 2026 → 90 patients ② MIRACLE efficacy readout → probably Dec. 2026–Feb. 2027 ③ CR/CRc vs. control → the most important data point ④ Duration of response.
- 28.8.Moleculin (MBRX) CFO put $220K into stock. Moleculin Biotech, Inc. (MBRX) is the subject of a Schedule 13D filing by its Executive Vice President and Chief Financial Officer, Jonathan P. Foster, who reports beneficial ownership of 1,288,207 shares of common stock, representing 6.3% of the company’s outstanding shares. The position consists of 305,673 shares held directly, 879,999 shares underlying Series I Common Stock Purchase Warrants, and 102,535 shares underlying options and other warrants exercisable within 60 days of August 19, 2026. Foster acquired 293,333 shares and the Series I warrants in an August 3, 2026 public offering at a combined price of $0.75 per share plus three warrants, for about $219,999.75, using personal funds. The warrants are exercisable at $0.75 per share until August 3, 2031, include a beneficial ownership limitation (increased by election from 4.99% to 9.99% effective October 18, 2026), an anti-dilution provision with a floor price of $0.21, and a right to receive the Black Scholes Value in certain fundamental transactions.
- ·25.8.A couple of weeks ago it had risen over 50% I believe we are on our way back again. Positive interim MIRACLE data showed complete remission rates three times higher than control in relapsed/refractory AML. MIRACLE trial advancing toward planned 90-patient enrollment milestone in September 2026 with the unblinded efficacy readout in December 2026 to February 2027 timeframe. MIRACLE trial Part B initiation expected in the first half of 2027 following optimal dose selection. Cash position, including $9.3 million raised after quarter-end, expected to fund operations into the first quarter of 2027. Absence of cardiotoxicity continues in the MIRACLE trial. If more good news comes, I believe it can quickly return to 4 dollars. and they have money until 2027. some talk about them being acquired but this is however only rumors.
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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt