2025 Q4 -tulosraportti
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68 päivää sitten
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Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 11.5. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·28.3.I was also surprised by the negative reaction, despite the approval of Kresladi. I have read up on some possible explanations: 1) RCKT’s SEC filing from March 10, where they allow themselves to sell new shares on the open market for up to 100 million USD. This could in principle put pressure on the share price if they have already started selling. However, I doubt that this is the main reason. 2) Disappointment over the limited commercial strategy. Marketing is not expected to pick up until Q4, and the focus is only on a very small number of centers in the USA. Furthermore, there are no plans to launch the treatment outside the USA. 3) The explanation I myself lean most towards: the market may have forgotten how small the patient base actually is. In the USA, the annual number of new patients is under 10. Approximately 25 children are born with the disease each year, but a large proportion undergo transplantation or die. This leaves a very limited group for treatment with Kresladi, which was also mentioned on yesterday's conference call. The most important thing, however, is that they have proven that they can produce the treatment in accordance with FDA’s high requirements. Production within stem cell and DNA-based therapies is often a crucial challenge that causes projects to fail – even when clinical results are good. Production is both expensive and complex. Therefore, it actually makes good sense that they don't promise too much, but instead focus on delivering the treatment via a few specialized centers in the USA. I hope the market starts to see it more soberly next week.
27.3. · Muokattu27.3. · MuokattuMiksi tämä laskee? Uutisethan olivat hyviä, kun FDA-hyväksyntä saatiin?
27.3.27.3.Oli nähtävästi hinnoiteltu jo fda hyväksymiseen. Tosi yleinen ilmiö biotech yhtiöissä. Itse en mene enään mukaan näihin missä on fda päätös seuraavana
·11.6.2025I bought in with a smaller lot at a price of 2.62, as I think the company is an exciting case. I would really like to hear other people's opinions about the company itself and its future price development.·21.8.2025The past year has been a nightmare. They are still waiting for FDA approval of KRESLADI after the FDA asked for more information last summer about how the product will be manufactured. That says a lot about how difficult it is to manufacture in this field, and that was a major reason why Pfizer closed their gene therapy program. Of course, it is positive that they have now been given the green light to continue the trial with Danon Disease, even though it means that the implementation will take significantly longer than previously expected. My biggest concern is clearly the prospect of Kennedy as Secretary of Health and his strong aversion to vaccines and RNAi. Hopefully, RCKT will not be hit as hard as one might fear, because their research is aimed at a very narrow area with no existing real treatment options. If KRESLADI is finally approved, it could, in my opinion, turn the tide significantly. That said, I think the price increase yesterday was somewhat limited, especially when compared to the drop when the FDA put the Danon trial on hold. At that time, the price went from 6.5 to 2.4. In my opinion, it should now be in the 4–5 range. We'll see. But you seem to have hit the bottom of the stock.·1.9.2025Thanks 😊. Yes, I have a nice portion myself and have an even bigger loss so far. Last week further decline probably primarily derived from their CFO having resigned. After a good year in the post. That doesn't exactly heighten optimism...
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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2025 Q4 -tulosraportti
Vain PDF
68 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
Kirjaudu
- ·28.3.I was also surprised by the negative reaction, despite the approval of Kresladi. I have read up on some possible explanations: 1) RCKT’s SEC filing from March 10, where they allow themselves to sell new shares on the open market for up to 100 million USD. This could in principle put pressure on the share price if they have already started selling. However, I doubt that this is the main reason. 2) Disappointment over the limited commercial strategy. Marketing is not expected to pick up until Q4, and the focus is only on a very small number of centers in the USA. Furthermore, there are no plans to launch the treatment outside the USA. 3) The explanation I myself lean most towards: the market may have forgotten how small the patient base actually is. In the USA, the annual number of new patients is under 10. Approximately 25 children are born with the disease each year, but a large proportion undergo transplantation or die. This leaves a very limited group for treatment with Kresladi, which was also mentioned on yesterday's conference call. The most important thing, however, is that they have proven that they can produce the treatment in accordance with FDA’s high requirements. Production within stem cell and DNA-based therapies is often a crucial challenge that causes projects to fail – even when clinical results are good. Production is both expensive and complex. Therefore, it actually makes good sense that they don't promise too much, but instead focus on delivering the treatment via a few specialized centers in the USA. I hope the market starts to see it more soberly next week.
- 27.3. · Muokattu27.3. · MuokattuMiksi tämä laskee? Uutisethan olivat hyviä, kun FDA-hyväksyntä saatiin?27.3.27.3.Oli nähtävästi hinnoiteltu jo fda hyväksymiseen. Tosi yleinen ilmiö biotech yhtiöissä. Itse en mene enään mukaan näihin missä on fda päätös seuraavana
- ·11.6.2025I bought in with a smaller lot at a price of 2.62, as I think the company is an exciting case. I would really like to hear other people's opinions about the company itself and its future price development.·21.8.2025The past year has been a nightmare. They are still waiting for FDA approval of KRESLADI after the FDA asked for more information last summer about how the product will be manufactured. That says a lot about how difficult it is to manufacture in this field, and that was a major reason why Pfizer closed their gene therapy program. Of course, it is positive that they have now been given the green light to continue the trial with Danon Disease, even though it means that the implementation will take significantly longer than previously expected. My biggest concern is clearly the prospect of Kennedy as Secretary of Health and his strong aversion to vaccines and RNAi. Hopefully, RCKT will not be hit as hard as one might fear, because their research is aimed at a very narrow area with no existing real treatment options. If KRESLADI is finally approved, it could, in my opinion, turn the tide significantly. That said, I think the price increase yesterday was somewhat limited, especially when compared to the drop when the FDA put the Danon trial on hold. At that time, the price went from 6.5 to 2.4. In my opinion, it should now be in the 4–5 range. We'll see. But you seem to have hit the bottom of the stock.·1.9.2025Thanks 😊. Yes, I have a nice portion myself and have an even bigger loss so far. Last week further decline probably primarily derived from their CFO having resigned. After a good year in the post. That doesn't exactly heighten optimism...
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 |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 11.5. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
2025 Q4 -tulosraportti
Vain PDF
68 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 Q1 -tulosraportti 11.5. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·28.3.I was also surprised by the negative reaction, despite the approval of Kresladi. I have read up on some possible explanations: 1) RCKT’s SEC filing from March 10, where they allow themselves to sell new shares on the open market for up to 100 million USD. This could in principle put pressure on the share price if they have already started selling. However, I doubt that this is the main reason. 2) Disappointment over the limited commercial strategy. Marketing is not expected to pick up until Q4, and the focus is only on a very small number of centers in the USA. Furthermore, there are no plans to launch the treatment outside the USA. 3) The explanation I myself lean most towards: the market may have forgotten how small the patient base actually is. In the USA, the annual number of new patients is under 10. Approximately 25 children are born with the disease each year, but a large proportion undergo transplantation or die. This leaves a very limited group for treatment with Kresladi, which was also mentioned on yesterday's conference call. The most important thing, however, is that they have proven that they can produce the treatment in accordance with FDA’s high requirements. Production within stem cell and DNA-based therapies is often a crucial challenge that causes projects to fail – even when clinical results are good. Production is both expensive and complex. Therefore, it actually makes good sense that they don't promise too much, but instead focus on delivering the treatment via a few specialized centers in the USA. I hope the market starts to see it more soberly next week.
- 27.3. · Muokattu27.3. · MuokattuMiksi tämä laskee? Uutisethan olivat hyviä, kun FDA-hyväksyntä saatiin?27.3.27.3.Oli nähtävästi hinnoiteltu jo fda hyväksymiseen. Tosi yleinen ilmiö biotech yhtiöissä. Itse en mene enään mukaan näihin missä on fda päätös seuraavana
- ·11.6.2025I bought in with a smaller lot at a price of 2.62, as I think the company is an exciting case. I would really like to hear other people's opinions about the company itself and its future price development.·21.8.2025The past year has been a nightmare. They are still waiting for FDA approval of KRESLADI after the FDA asked for more information last summer about how the product will be manufactured. That says a lot about how difficult it is to manufacture in this field, and that was a major reason why Pfizer closed their gene therapy program. Of course, it is positive that they have now been given the green light to continue the trial with Danon Disease, even though it means that the implementation will take significantly longer than previously expected. My biggest concern is clearly the prospect of Kennedy as Secretary of Health and his strong aversion to vaccines and RNAi. Hopefully, RCKT will not be hit as hard as one might fear, because their research is aimed at a very narrow area with no existing real treatment options. If KRESLADI is finally approved, it could, in my opinion, turn the tide significantly. That said, I think the price increase yesterday was somewhat limited, especially when compared to the drop when the FDA put the Danon trial on hold. At that time, the price went from 6.5 to 2.4. In my opinion, it should now be in the 4–5 range. We'll see. But you seem to have hit the bottom of the stock.·1.9.2025Thanks 😊. Yes, I have a nice portion myself and have an even bigger loss so far. Last week further decline probably primarily derived from their CFO having resigned. After a good year in the post. That doesn't exactly heighten optimism...
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 |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt