Diskusjon Triggere Porteføljer Aksjonærlister

ArcticZymes Technologies (AZT)

Biotek
#2762

Litt kjedelig rapportreaksjon på et temmelig solid kvartal. Kanskje dels fordi markedet ikke er tipp topp akkurat nå, også kom det vel litt softere kommentarer om Q1 (we got work to do). Hvis salget første halvdelen av Q1 hadde vært på linje med Q4 25 så hadde de nok svaret akkurat det, fort og enkelt.

Uansett så synes jeg dette virker være på rett kjøl. Det finns så vidt jeg kan bedømme gode drivkrafter i etterspørselen og med lang virkekraft IMO. Om neste kvartal ikke viser på vekst sekvensiellt, så er i hvert fall comps fra sist år veldig ‘‘enkle’’ på bare 23M.

5 Likes
#2763

Ja, samtidig sa de på Q3 presentasjonen at Q4 hadde startet likt, selv om det viste seg å bli mye bedre, så hadde ikke lagt så mye vekt på det. Viktigste er at de forventer vekst i 26, så tror tålmodighet vil lønne seg. Blir spennende hva de legger frem på kapitalmarkedsdagen om to uker :slight_smile:

2 Likes
#2764

Skal bli Big in Japan nå :jp: :sunglasses:
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7 Likes
#2765

Du glemte audiovisuelle hjelpemidler for å understreke poenget ditt, @tooeasy891 , https://youtu.be/tl6u2NASUzU?t=56

2 Likes
#2766

Ganske interessant, higher low?

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4 Likes
#2767

https://x.com/LaBulll/status/2025218621782294551?s=20

“Ett spännande exempel av många är Freenome, baserade i Kalifornien som under 2026 väntas få FDA-godkänt och lansera sina blodbaserade cancertester, som använder AZTs enzym. Man vet också att AZT har kunder i USA som utvecklar produkter inom det spännande metagenomics-området.”

Kan være litt spennende å følge med på Freenome :slight_smile:

4 Likes
#2768

Nytt oppkjøp.

OXB som leverer Lentiviral vectorer her og.

5 Likes
#2769

ArcticZymes Releases New White Paper Quantifying the Impact of Optimized Nuclease Strategy on Viral Vector Manufacturing Economics

3 Likes
#2770

ArcticZymes Technologies ASA: Reminder - Capital Markets Day, 6 March 2026

#2771

ArcticZymes Technologies ASA - Capital Markets Day 2026. Scaling a High-Performance Enzyme Platform for Compounding Growth

2 Likes
#2772

Q4 ( end of 2025)

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VS

selskapets kapitalmarkedsdag 6 Mars

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Hva skjedde med Cash beholdning?

#2773

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4 Likes
#2774

Et par andre sider jeg syntes var litt interessante fra presentasjonen.
Ser at de er i 89 trials nå. Lee Davies fra OXB sier også at han ikke kjenner til enzymer som kan konkurrere mot SAN. De sparer som kjent, tid, penger og får bedre kvalitet ved å bruke SAN i produksjonen.

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Denne viser inntektsmulighetene om en av kundenes produkter kommer til markedet.
Her er det nok snakk om Freenome sin test som venter svar fra FDA i sommer.

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Og denne viser litt av skalerbarheten i businessmodellen da det meste av opex kommer til å ligge ganske flatt de neste par årene.

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Lagde en grov skisse selv for noen uker siden selv som er ganske lik.
AZT handler da til rundt 19x ebit neste år inkludert cash buildup, og rundt 10x på 2028.
Dette er de laveste multiplene selskapet har hatt siden de begynte å tjene penger.

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PAS kommentar etter CMD:

AZT hosted its capital markets day last Friday. Overall, the event provided a clearer overview of the company’s strategic priorities and market positioning.
Key highlights included the OXB presentation demonstrating strong performance data for M-SAN, Davies commented: “I can say I’ve not seen anything that can compare with M-SAN at the moment. It’s a bit of a standalone product”.
As well as a presentation on the emerging long-term opportunity within metagenomics.
No financial targets were presented, though management shared an illustrative example of the company’s operating leverage.
The scenario is broadly in line with our current assumptions, and we therefore leave our estimates unchanged. Overall, a positive event supporting our investment case. Buy reiterated, TP NOK 31.

8 Likes
#2775

Lite utdrag fra CMD hvor OXB lovpriser M-SAN.

Lee Davies: Why we were interested is because this nuclease from ArcticZymes has very, very
interesting operating ranges for specifically the Lentiviral vectors we’re working at. Unlike the
other commercially available nucleases, M-SAN operates very, very happily in the kind of pH
range that we like to work in our process, and also in the salt concentrations, the physiological
salt concentrations that our vectors prefer. Instead of operating a process a long, long way
away from the nuclease’s optimal activity, we’re now bringing that optimal activity and targeting
our process with it. There’s a real potential to improve our offering to the clients. I just wanna
step out again briefly to sort of say a little comment here about the supply from ArcticZymes.

Lee Davies: We do a lot of work around the world with new and interesting ideas for how we
can improve the process. Our main driver is delivering a product or a process to the clients as
fast as possible. We are looking for large-scale GMP manufacturing. Those clients are looking
for a product that can be produced at large scale in GMP very, very soon. We were very, very
impressed to find out that M-SAN was going to be available at the quality that we require for
GMP manufacturing, but also at the kind of scale that we can do. These are very large volumes
that are being used in these processes. Knowing that that was available gave us a lot of
confidence going into the investigations that should something good come out of it, we could
proceed with it very quickly, and that’s important for us.

Lee Davies: We can’t spend too much time on things that are never going to be suitable for that
GMP manufacture. Another point, we’re very impressed to find that ArcticZymes is also at the
same time were releasing an assay to measure the MSAN concentration. As a release
specification for our vectors, it’s important to be able to show that the nuclease has been
cleared from the process. Having a good to go assay that we could use within the process
saved a long time of developing one all by ourselves. A huge encouragement going up front
that we knew that this was a product should it work, we could transfer very quickly. Oh, dear.
We began optimization work on this process. The first thing we did was to use our standard
two-stage process with two nucleases.

Lee Davies: We took each of those steps and we replaced the nuclease with M-SAN, and we did
a huge range of optimization studies. Concentrations, co-factor concentrations, timings, all
those kind of things. We developed a process where it was very effective with both of those
nuclease steps in there using our small scale bioreactors we use for optimization. We went
back with this new design process with the M-SAN to look how it compares with the DNA
removal we’re seeing in our classic process. It’s fair to say it was very, very, very impressive.
For every batch of virus we produce, we have some very strict assays and specifications for
release. We have a number of different assays for DNA because it’s such an important
parameter.

Lee Davies: When we looked at the results from the first batch using the M-SAN, we were
incredibly impressed, and I think this is the data that Michael saw when he came to visit us two
years ago. In terms of the total amount of DNA in the final process, we had about a 10-fold
reduction. The plasmid DNA itself, so the DNA we add in the process, about a three-fold
reduction. When we look at different size fragments of DNA, which is quite important for what
we’re releasing, same impact on large bits of DNA, small bits of DNA. There was a real impact
on the DNA, and actually it was using the significantly lower amount of nuclease than we were
using before as well.

3 Likes