2026 Q1 -tulosraportti
Vain PDF
23 päivää sitten
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 363 | - | - | ||
| 7 394 | - | - | ||
| 17 210 | - | - | ||
| 1 341 | - | - | ||
| 7 063 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 187 958 | 1 187 958 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 187 958 | 1 187 958 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 10.7.2025 | ||
2025 Q1 -tulosraportti 16.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·7.6.Nanologica acts. A lot has happened in the past year. Products and customers April 2025 – Order from Chinese volume customer, one of China's largest GLP-1 manufacturers, for evaluation of NLAB Saga® at production scale. 2 MSEK. The most important single event during the period. June 2025 – First order from North American customer for evaluation of NLAB Saga® at production scale. 1.3 MSEK. October 2025 – Order from new distribution partner in China for sampling to pharmaceutical manufacturers. 1 MSEK. Broadens the customer base in China simultaneously with the volume customer process. October 2025 – Chinese insulin manufacturer places order. 2 MSEK. Delivered during Q4. October 2025 – Follow-up order from the American customer. 2.7 MSEK. November 2025 – First order for non-silica-based purification media – the large molecules product – from a customer in Asia. 1.5 MSEK. Historic event that was communicated extremely subdued. April 2026 – Order from one of India's largest pharmaceutical manufacturers. 2 MSEK. Q1 2026 – American customer continues batch-to-batch validation. Production and technology September 2025 – Production of NLAB Saga® finally stabilized after several years of adjustments. Critical milestone for commercial credibility. September 2025 – Launch of NLAB® Idun, ion-exchange chromatography media that complements NLAB Saga® for a complete workflow for peptides. New product in the portfolio. Ongoing 2025 – Inventory build-up of NLAB Saga® despite deliveries. The company is actively preparing for increased orders. January 2026 – The Syntagon acquisition is completed. GMP chromatography facility with 25 years of history and Ardena's investments in equipment are acquired for 8.6 MSEK – far below the assets' true value. Negative goodwill of 75 MSEK is reported. Organization and leadership July 2025 – Bob Nairn recruited as EVP Sales & Marketing North America. Senior sales leadership in place for the most important future market. Autumn 2025 – Eva Osterman recruits an assistant. Indicates increased workload behind the scenes. January 2026 – Jeremie Trochu, CEO Ardena, joins the board as part of the acquisition agreement. Large molecule, M&A, and CDMO expertise is directly added. March 2026 – The nomination committee proposes a comprehensive board transformation. Mark Quick and Erik Haeffler are proposed as new members. Thomas Eldered is proposed as the new chairman. May 2026 – New board elected at the annual general meeting. M&A expertise, CDMO operational expertise, and the main owner personally on site. May 2026 – Alexandra Pichard Nielsen recruited as Sales Director for Syntagon. Commercial acceleration of the subsidiary begins. May 2026 – Recruitment of product manager for large molecules announced. The role implicitly confirms that large molecules is an active commercial track. May 2026 – Recruitment of Junior Technical Sales Manager for India with biologics expertise announced. Dedicated sales resource for the next big market. June 2026 – Eva Osterman announces departure as of August 31. Recruitment of new CFO with probably a different profile begins – or is already complete. Financial and structural January 2026 – Directed issue and rights issue carried out. Flerie's loan of ~48 MSEK is offset against shares. The company strengthens the balance sheet for the next phase. Q1 2026 – Negative goodwill of 75 MSEK from the Syntagon acquisition is reported. Visualizes the true value of the acquisition. Ongoing – Nanologica Black AB and Nanologica Yellow AB remain active and dormant. Ready to be activated. The summary In twelve months, Nanologica has delivered to customers in four geographical markets – China, USA, India, and Asia. They have launched two new products. They have completed a transformative acquisition at an exceptional price. They have built a global sales organization. They have carried out a complete board transformation. And they are preparing for a CFO change with a new profile.·8.6.I agree that Nanologica seems to be geared for large orders. There are many events indicating that something big is underway. •They are building up a sales organization in the USA. •They are building up a sales organization in China. •They are recruiting a technical salesperson for India. •They are recruiting a product manager for Large molecules. •They are making major changes to the board, which focuses on acquisitions. •The CFO resigns after 9 years, looking forward to following the development, two days after Gan Lee announces the results of its phase 3 study. Why replace a CFO? My interpretation: If one has worked for 9 years keeping the company afloat, asking for loans, being in a defensive position. Then one is no longer the right person to negotiate with institutions and investors for potential directed issues. A different mentality is required then, which I believe can be difficult to adapt to. I believe we will have a new CFO in place within two weeks, with completely different experiences. Then I believe that the summer will bring transformative news. I base this on my theory about Gan Lee. They have just received phase 3 results. It will then be submitted directly to NMPA for approval. Since this is China's first self-developed GLP-1 drug, it will receive priority. This is a prestige project for all of China. I believe approval will take about 6 months. This means Gan Lee can start selling the drug in December. Then they must have a stock of silica in place before then. In Northern Europe, we have industrial holidays. July-August will have limited production at Sterling. Look at historical deliveries linked to when orders came in. USA customer: order in October 2025, delivery Q1 2026. Chengdu order 8,5msek in January 2025, delivery Q2 2025. If Gan Lee wants silica for Q4 for possible manufacturing, then the order will come in Q2 for Nanologica. - That's why they replaced the CFO now. Because if a large order with a framework agreement comes, then you want a different CFO in place to negotiate the next steps - Directed issue and Acquisitions.
·1.6. · MuokattuCan someone explain what the company is doing and what they sell?·7.6.Nanologica sells purification media for insulin and GLP-1 (obesity drugs like Wegovy). While Novonordisk and Eli Lilly lose out when patents expire in China, India, Canada, etc., Nanologica's potential market grows. When Novonordisk and Eli Lilly develop tablets to replace current injection treatments, even more purification media is required – an estimated 70x the amount per patient. Then Nanologica's market increases. The need for purification media for GLP-1 has exploded. 📊 **Three leading peptide CDMOs – directly on purification as a bottleneck** ━━━━━━━━━━━━━━━━━━━━━━━ **🔬 Bachem** *(the world's largest independent peptide CDMO)* Bachem explicitly states: > "Purification can be a bottleneck in the production of peptides and oligonucleotides due to the enormous amounts of solvent required. We addressed this challenge by integrating MCSGP into the downstream process and established the first continuous chromatography system for center-cut purification of peptides and oligonucleotides on an industrial scale." In their GLP-1-specific analysis, they add: > "GLP-1 programs often require repeated large-scale campaigns. Without efficient processes, reactors, purification columns, and lyophilizers can quickly become bottlenecks." ━━━━━━━━━━━━━━━━━━━━━━━━ **🔬 SK pharmteco** *(leading Korean/global CDMO)* Uses "purification bottlenecks" **directly in the headline** for its California expansion – an investment of **6.1 million USD**: > "Expansion leverages proprietary chromatography expertise to overcome purification bottlenecks and secure domestic API manufacturing capacity." BioPharm International on the same type of investment: > "The main bottleneck often arises during purification, when separating target molecules from impurities becomes unpredictable at higher volumes. This variability can delay timelines for clinical and commercial supply, making high-throughput purification a critical technical capability for CDMOs." ━━━━━━━━━━━━━━━━━━━━━━━━ **🔬 CordenPharma** *(second largest after Bachem, EUR 900M investment)* CEO Michael Quirmbach: > "At the moment, on the peptide GLP-1 side, you still see increasing demand. There's probably not enough capacity out there, particularly capacity in the US." ━━━━━━━━━━━━━━━━━━━━━━━━ **📈 Industry level – independent analysis** **Nature Biotechnology (2024):** > Companies "must invest heavily in advanced purification systems like HPLC to meet strict regulatory requirements" and "large-scale peptide production remains a bottleneck to meet the soaring therapeutic demand." **Independent GLP-1 CDMO market analysis:** > "Dependencies on hardware – resins, chromatography media – and supply continuity have all become apparent problems." CDMOs like PolyPeptide invest in local manufacturing to qualify multiple suppliers and establish redundant purification capacity.
·1.6.Undramatic change after long and loyal service. Changes absolutely nothing in the case. The product is awesome, the market is gigantic and the journey upwards has only just begun. See this as a perfect buying opportunity before we really take off!·7.6.My interpretation is that the CFO change is taking place for the same reason as the changes in the board. One wants someone with a different kind of competence. The changes in the board strongly indicate a new focus; acquisitions. Quick and Haeffler were important assets on Recipharm's board when Eldered made Recipharm go from 150 employees to become one of Europe's largest CDMOs. Trochu has taken Ardena on the same journey precisely through acquisitions. Eva has done a fantastic job keeping Nanologica afloat for the past 9 years. But now someone is needed who can perform due diligence before acquisitions, someone who can talk to institutional investors etc.- ·25.5.When Redeye sets its base scenario at 1.70 kronor, while the share price is trading around 0.77 kronor, it implies a potential upside of over 120 percent. Bull Case – they estimate that the justified value for Nanologica is 3.60 kronor per share. This would imply an increase of over 360 percent from today's levels around 0.77 kronor
·1.6.But why isn't it rising then? 
·22.5.What are you doing?
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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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 Q1 -tulosraportti
Vain PDF
23 päivää sitten
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
Liity keskusteluun Nordnet Socialissa
- ·7.6.Nanologica acts. A lot has happened in the past year. Products and customers April 2025 – Order from Chinese volume customer, one of China's largest GLP-1 manufacturers, for evaluation of NLAB Saga® at production scale. 2 MSEK. The most important single event during the period. June 2025 – First order from North American customer for evaluation of NLAB Saga® at production scale. 1.3 MSEK. October 2025 – Order from new distribution partner in China for sampling to pharmaceutical manufacturers. 1 MSEK. Broadens the customer base in China simultaneously with the volume customer process. October 2025 – Chinese insulin manufacturer places order. 2 MSEK. Delivered during Q4. October 2025 – Follow-up order from the American customer. 2.7 MSEK. November 2025 – First order for non-silica-based purification media – the large molecules product – from a customer in Asia. 1.5 MSEK. Historic event that was communicated extremely subdued. April 2026 – Order from one of India's largest pharmaceutical manufacturers. 2 MSEK. Q1 2026 – American customer continues batch-to-batch validation. Production and technology September 2025 – Production of NLAB Saga® finally stabilized after several years of adjustments. Critical milestone for commercial credibility. September 2025 – Launch of NLAB® Idun, ion-exchange chromatography media that complements NLAB Saga® for a complete workflow for peptides. New product in the portfolio. Ongoing 2025 – Inventory build-up of NLAB Saga® despite deliveries. The company is actively preparing for increased orders. January 2026 – The Syntagon acquisition is completed. GMP chromatography facility with 25 years of history and Ardena's investments in equipment are acquired for 8.6 MSEK – far below the assets' true value. Negative goodwill of 75 MSEK is reported. Organization and leadership July 2025 – Bob Nairn recruited as EVP Sales & Marketing North America. Senior sales leadership in place for the most important future market. Autumn 2025 – Eva Osterman recruits an assistant. Indicates increased workload behind the scenes. January 2026 – Jeremie Trochu, CEO Ardena, joins the board as part of the acquisition agreement. Large molecule, M&A, and CDMO expertise is directly added. March 2026 – The nomination committee proposes a comprehensive board transformation. Mark Quick and Erik Haeffler are proposed as new members. Thomas Eldered is proposed as the new chairman. May 2026 – New board elected at the annual general meeting. M&A expertise, CDMO operational expertise, and the main owner personally on site. May 2026 – Alexandra Pichard Nielsen recruited as Sales Director for Syntagon. Commercial acceleration of the subsidiary begins. May 2026 – Recruitment of product manager for large molecules announced. The role implicitly confirms that large molecules is an active commercial track. May 2026 – Recruitment of Junior Technical Sales Manager for India with biologics expertise announced. Dedicated sales resource for the next big market. June 2026 – Eva Osterman announces departure as of August 31. Recruitment of new CFO with probably a different profile begins – or is already complete. Financial and structural January 2026 – Directed issue and rights issue carried out. Flerie's loan of ~48 MSEK is offset against shares. The company strengthens the balance sheet for the next phase. Q1 2026 – Negative goodwill of 75 MSEK from the Syntagon acquisition is reported. Visualizes the true value of the acquisition. Ongoing – Nanologica Black AB and Nanologica Yellow AB remain active and dormant. Ready to be activated. The summary In twelve months, Nanologica has delivered to customers in four geographical markets – China, USA, India, and Asia. They have launched two new products. They have completed a transformative acquisition at an exceptional price. They have built a global sales organization. They have carried out a complete board transformation. And they are preparing for a CFO change with a new profile.·8.6.I agree that Nanologica seems to be geared for large orders. There are many events indicating that something big is underway. •They are building up a sales organization in the USA. •They are building up a sales organization in China. •They are recruiting a technical salesperson for India. •They are recruiting a product manager for Large molecules. •They are making major changes to the board, which focuses on acquisitions. •The CFO resigns after 9 years, looking forward to following the development, two days after Gan Lee announces the results of its phase 3 study. Why replace a CFO? My interpretation: If one has worked for 9 years keeping the company afloat, asking for loans, being in a defensive position. Then one is no longer the right person to negotiate with institutions and investors for potential directed issues. A different mentality is required then, which I believe can be difficult to adapt to. I believe we will have a new CFO in place within two weeks, with completely different experiences. Then I believe that the summer will bring transformative news. I base this on my theory about Gan Lee. They have just received phase 3 results. It will then be submitted directly to NMPA for approval. Since this is China's first self-developed GLP-1 drug, it will receive priority. This is a prestige project for all of China. I believe approval will take about 6 months. This means Gan Lee can start selling the drug in December. Then they must have a stock of silica in place before then. In Northern Europe, we have industrial holidays. July-August will have limited production at Sterling. Look at historical deliveries linked to when orders came in. USA customer: order in October 2025, delivery Q1 2026. Chengdu order 8,5msek in January 2025, delivery Q2 2025. If Gan Lee wants silica for Q4 for possible manufacturing, then the order will come in Q2 for Nanologica. - That's why they replaced the CFO now. Because if a large order with a framework agreement comes, then you want a different CFO in place to negotiate the next steps - Directed issue and Acquisitions.
- ·1.6. · MuokattuCan someone explain what the company is doing and what they sell?·7.6.Nanologica sells purification media for insulin and GLP-1 (obesity drugs like Wegovy). While Novonordisk and Eli Lilly lose out when patents expire in China, India, Canada, etc., Nanologica's potential market grows. When Novonordisk and Eli Lilly develop tablets to replace current injection treatments, even more purification media is required – an estimated 70x the amount per patient. Then Nanologica's market increases. The need for purification media for GLP-1 has exploded. 📊 **Three leading peptide CDMOs – directly on purification as a bottleneck** ━━━━━━━━━━━━━━━━━━━━━━━ **🔬 Bachem** *(the world's largest independent peptide CDMO)* Bachem explicitly states: > "Purification can be a bottleneck in the production of peptides and oligonucleotides due to the enormous amounts of solvent required. We addressed this challenge by integrating MCSGP into the downstream process and established the first continuous chromatography system for center-cut purification of peptides and oligonucleotides on an industrial scale." In their GLP-1-specific analysis, they add: > "GLP-1 programs often require repeated large-scale campaigns. Without efficient processes, reactors, purification columns, and lyophilizers can quickly become bottlenecks." ━━━━━━━━━━━━━━━━━━━━━━━━ **🔬 SK pharmteco** *(leading Korean/global CDMO)* Uses "purification bottlenecks" **directly in the headline** for its California expansion – an investment of **6.1 million USD**: > "Expansion leverages proprietary chromatography expertise to overcome purification bottlenecks and secure domestic API manufacturing capacity." BioPharm International on the same type of investment: > "The main bottleneck often arises during purification, when separating target molecules from impurities becomes unpredictable at higher volumes. This variability can delay timelines for clinical and commercial supply, making high-throughput purification a critical technical capability for CDMOs." ━━━━━━━━━━━━━━━━━━━━━━━━ **🔬 CordenPharma** *(second largest after Bachem, EUR 900M investment)* CEO Michael Quirmbach: > "At the moment, on the peptide GLP-1 side, you still see increasing demand. There's probably not enough capacity out there, particularly capacity in the US." ━━━━━━━━━━━━━━━━━━━━━━━━ **📈 Industry level – independent analysis** **Nature Biotechnology (2024):** > Companies "must invest heavily in advanced purification systems like HPLC to meet strict regulatory requirements" and "large-scale peptide production remains a bottleneck to meet the soaring therapeutic demand." **Independent GLP-1 CDMO market analysis:** > "Dependencies on hardware – resins, chromatography media – and supply continuity have all become apparent problems." CDMOs like PolyPeptide invest in local manufacturing to qualify multiple suppliers and establish redundant purification capacity.
- ·1.6.Undramatic change after long and loyal service. Changes absolutely nothing in the case. The product is awesome, the market is gigantic and the journey upwards has only just begun. See this as a perfect buying opportunity before we really take off!·7.6.My interpretation is that the CFO change is taking place for the same reason as the changes in the board. One wants someone with a different kind of competence. The changes in the board strongly indicate a new focus; acquisitions. Quick and Haeffler were important assets on Recipharm's board when Eldered made Recipharm go from 150 employees to become one of Europe's largest CDMOs. Trochu has taken Ardena on the same journey precisely through acquisitions. Eva has done a fantastic job keeping Nanologica afloat for the past 9 years. But now someone is needed who can perform due diligence before acquisitions, someone who can talk to institutional investors etc.
- ·25.5.When Redeye sets its base scenario at 1.70 kronor, while the share price is trading around 0.77 kronor, it implies a potential upside of over 120 percent. Bull Case – they estimate that the justified value for Nanologica is 3.60 kronor per share. This would imply an increase of over 360 percent from today's levels around 0.77 kronor·1.6.But why isn't it rising then?
- ·22.5.What are you doing?
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 |
|---|---|---|---|---|
| 1 363 | - | - | ||
| 7 394 | - | - | ||
| 17 210 | - | - | ||
| 1 341 | - | - | ||
| 7 063 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 187 958 | 1 187 958 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 187 958 | 1 187 958 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 10.7.2025 | ||
2025 Q1 -tulosraportti 16.4.2025 |
2026 Q1 -tulosraportti
Vain PDF
23 päivää sitten
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 10.7.2025 | ||
2025 Q1 -tulosraportti 16.4.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·7.6.Nanologica acts. A lot has happened in the past year. Products and customers April 2025 – Order from Chinese volume customer, one of China's largest GLP-1 manufacturers, for evaluation of NLAB Saga® at production scale. 2 MSEK. The most important single event during the period. June 2025 – First order from North American customer for evaluation of NLAB Saga® at production scale. 1.3 MSEK. October 2025 – Order from new distribution partner in China for sampling to pharmaceutical manufacturers. 1 MSEK. Broadens the customer base in China simultaneously with the volume customer process. October 2025 – Chinese insulin manufacturer places order. 2 MSEK. Delivered during Q4. October 2025 – Follow-up order from the American customer. 2.7 MSEK. November 2025 – First order for non-silica-based purification media – the large molecules product – from a customer in Asia. 1.5 MSEK. Historic event that was communicated extremely subdued. April 2026 – Order from one of India's largest pharmaceutical manufacturers. 2 MSEK. Q1 2026 – American customer continues batch-to-batch validation. Production and technology September 2025 – Production of NLAB Saga® finally stabilized after several years of adjustments. Critical milestone for commercial credibility. September 2025 – Launch of NLAB® Idun, ion-exchange chromatography media that complements NLAB Saga® for a complete workflow for peptides. New product in the portfolio. Ongoing 2025 – Inventory build-up of NLAB Saga® despite deliveries. The company is actively preparing for increased orders. January 2026 – The Syntagon acquisition is completed. GMP chromatography facility with 25 years of history and Ardena's investments in equipment are acquired for 8.6 MSEK – far below the assets' true value. Negative goodwill of 75 MSEK is reported. Organization and leadership July 2025 – Bob Nairn recruited as EVP Sales & Marketing North America. Senior sales leadership in place for the most important future market. Autumn 2025 – Eva Osterman recruits an assistant. Indicates increased workload behind the scenes. January 2026 – Jeremie Trochu, CEO Ardena, joins the board as part of the acquisition agreement. Large molecule, M&A, and CDMO expertise is directly added. March 2026 – The nomination committee proposes a comprehensive board transformation. Mark Quick and Erik Haeffler are proposed as new members. Thomas Eldered is proposed as the new chairman. May 2026 – New board elected at the annual general meeting. M&A expertise, CDMO operational expertise, and the main owner personally on site. May 2026 – Alexandra Pichard Nielsen recruited as Sales Director for Syntagon. Commercial acceleration of the subsidiary begins. May 2026 – Recruitment of product manager for large molecules announced. The role implicitly confirms that large molecules is an active commercial track. May 2026 – Recruitment of Junior Technical Sales Manager for India with biologics expertise announced. Dedicated sales resource for the next big market. June 2026 – Eva Osterman announces departure as of August 31. Recruitment of new CFO with probably a different profile begins – or is already complete. Financial and structural January 2026 – Directed issue and rights issue carried out. Flerie's loan of ~48 MSEK is offset against shares. The company strengthens the balance sheet for the next phase. Q1 2026 – Negative goodwill of 75 MSEK from the Syntagon acquisition is reported. Visualizes the true value of the acquisition. Ongoing – Nanologica Black AB and Nanologica Yellow AB remain active and dormant. Ready to be activated. The summary In twelve months, Nanologica has delivered to customers in four geographical markets – China, USA, India, and Asia. They have launched two new products. They have completed a transformative acquisition at an exceptional price. They have built a global sales organization. They have carried out a complete board transformation. And they are preparing for a CFO change with a new profile.·8.6.I agree that Nanologica seems to be geared for large orders. There are many events indicating that something big is underway. •They are building up a sales organization in the USA. •They are building up a sales organization in China. •They are recruiting a technical salesperson for India. •They are recruiting a product manager for Large molecules. •They are making major changes to the board, which focuses on acquisitions. •The CFO resigns after 9 years, looking forward to following the development, two days after Gan Lee announces the results of its phase 3 study. Why replace a CFO? My interpretation: If one has worked for 9 years keeping the company afloat, asking for loans, being in a defensive position. Then one is no longer the right person to negotiate with institutions and investors for potential directed issues. A different mentality is required then, which I believe can be difficult to adapt to. I believe we will have a new CFO in place within two weeks, with completely different experiences. Then I believe that the summer will bring transformative news. I base this on my theory about Gan Lee. They have just received phase 3 results. It will then be submitted directly to NMPA for approval. Since this is China's first self-developed GLP-1 drug, it will receive priority. This is a prestige project for all of China. I believe approval will take about 6 months. This means Gan Lee can start selling the drug in December. Then they must have a stock of silica in place before then. In Northern Europe, we have industrial holidays. July-August will have limited production at Sterling. Look at historical deliveries linked to when orders came in. USA customer: order in October 2025, delivery Q1 2026. Chengdu order 8,5msek in January 2025, delivery Q2 2025. If Gan Lee wants silica for Q4 for possible manufacturing, then the order will come in Q2 for Nanologica. - That's why they replaced the CFO now. Because if a large order with a framework agreement comes, then you want a different CFO in place to negotiate the next steps - Directed issue and Acquisitions.
- ·1.6. · MuokattuCan someone explain what the company is doing and what they sell?·7.6.Nanologica sells purification media for insulin and GLP-1 (obesity drugs like Wegovy). While Novonordisk and Eli Lilly lose out when patents expire in China, India, Canada, etc., Nanologica's potential market grows. When Novonordisk and Eli Lilly develop tablets to replace current injection treatments, even more purification media is required – an estimated 70x the amount per patient. Then Nanologica's market increases. The need for purification media for GLP-1 has exploded. 📊 **Three leading peptide CDMOs – directly on purification as a bottleneck** ━━━━━━━━━━━━━━━━━━━━━━━ **🔬 Bachem** *(the world's largest independent peptide CDMO)* Bachem explicitly states: > "Purification can be a bottleneck in the production of peptides and oligonucleotides due to the enormous amounts of solvent required. We addressed this challenge by integrating MCSGP into the downstream process and established the first continuous chromatography system for center-cut purification of peptides and oligonucleotides on an industrial scale." In their GLP-1-specific analysis, they add: > "GLP-1 programs often require repeated large-scale campaigns. Without efficient processes, reactors, purification columns, and lyophilizers can quickly become bottlenecks." ━━━━━━━━━━━━━━━━━━━━━━━━ **🔬 SK pharmteco** *(leading Korean/global CDMO)* Uses "purification bottlenecks" **directly in the headline** for its California expansion – an investment of **6.1 million USD**: > "Expansion leverages proprietary chromatography expertise to overcome purification bottlenecks and secure domestic API manufacturing capacity." BioPharm International on the same type of investment: > "The main bottleneck often arises during purification, when separating target molecules from impurities becomes unpredictable at higher volumes. This variability can delay timelines for clinical and commercial supply, making high-throughput purification a critical technical capability for CDMOs." ━━━━━━━━━━━━━━━━━━━━━━━━ **🔬 CordenPharma** *(second largest after Bachem, EUR 900M investment)* CEO Michael Quirmbach: > "At the moment, on the peptide GLP-1 side, you still see increasing demand. There's probably not enough capacity out there, particularly capacity in the US." ━━━━━━━━━━━━━━━━━━━━━━━━ **📈 Industry level – independent analysis** **Nature Biotechnology (2024):** > Companies "must invest heavily in advanced purification systems like HPLC to meet strict regulatory requirements" and "large-scale peptide production remains a bottleneck to meet the soaring therapeutic demand." **Independent GLP-1 CDMO market analysis:** > "Dependencies on hardware – resins, chromatography media – and supply continuity have all become apparent problems." CDMOs like PolyPeptide invest in local manufacturing to qualify multiple suppliers and establish redundant purification capacity.
- ·1.6.Undramatic change after long and loyal service. Changes absolutely nothing in the case. The product is awesome, the market is gigantic and the journey upwards has only just begun. See this as a perfect buying opportunity before we really take off!·7.6.My interpretation is that the CFO change is taking place for the same reason as the changes in the board. One wants someone with a different kind of competence. The changes in the board strongly indicate a new focus; acquisitions. Quick and Haeffler were important assets on Recipharm's board when Eldered made Recipharm go from 150 employees to become one of Europe's largest CDMOs. Trochu has taken Ardena on the same journey precisely through acquisitions. Eva has done a fantastic job keeping Nanologica afloat for the past 9 years. But now someone is needed who can perform due diligence before acquisitions, someone who can talk to institutional investors etc.
- ·25.5.When Redeye sets its base scenario at 1.70 kronor, while the share price is trading around 0.77 kronor, it implies a potential upside of over 120 percent. Bull Case – they estimate that the justified value for Nanologica is 3.60 kronor per share. This would imply an increase of over 360 percent from today's levels around 0.77 kronor·1.6.But why isn't it rising then?
- ·22.5.What are you doing?
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