Positiv utvikling (de går videre)
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God helg ja 
8 Likes
Selskapet har cash. BP skal betale tilslutt. For hele sulamitten
Jekker en pils nuuu og tenker på shorten
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Blir nok mulighet for å øke shorten på høyere kurs mandag. Hvis de har flere aksjer tilgjengelig da. Det har vi vel ikke oversikt over?
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Er vel en nisse som låner ut. Går vel ut i FA på Mandag for å proklamere at aksjen er ræva og at alle de store leker, samtidig mens han har ringt Qube.
Jeg er klar over det, men markedet reagerte ikke positivt kurs messig ved forrige avtale uten “cash”. Satser på BP i meldingsnavnet har annen klang 
Circio guidet data fra denne avtalen til Q4, er dette altså et non event? Altså et forventet hinder som er forsert?
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Ble veldig mye mer attraktivt nå.
De kunne for øvrig ha ventet til over helgen. Dårlig greie å annonsere sent på fredag slik at ting kan roe seg til mandag.
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Følte likevel nesten at eg trengte denne før det ble helt helg, nå smaker vinglasset enda bedre, å hvem vet, kanskje kommer det en ny etter helgen
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Dette er større enn mange forstår.
Big Pharma tar dette videre fra in vitro til in vivo – det gjør de ikke uten solid data i bunn. Dette er et klart steg opp i validering av plattformen.
Markedet overser ofte disse overgangene, men dette er akkurat der risiko reduseres og caset styrkes betydelig.
Ingen cash deal enda – men sannsynligheten for en slik har økt klart med denne meldingen.
Personlig ser jeg ingen grunn til å selge seg billig her. Vent på data!
God helg 
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Jeg leser i øl-skummet at dette burde kjøre oss opp 10 kroner
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Høres ut som at mange her får blackout i kveld og skjønner ikke helt hvorfor kursen går opp på mandag
Det er ikke sikkert den beveger seg. Men da er det muligheter for å handle, fordi da tar markedet feil
Her tester Circio i andre sine produkter, så ikke bare er det gode resultater i flere vev, men også fungerer det godt nok til å ta dette videre i samarbeid med andre sine produkter
Dette validerer plattformeegenskapene og er i genterapi hvor det er masse data allerede.
Snur på flisa. Hvorfor selge til 8-9kr på mandag?
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Hvad med Qube? De må hellere få løbesko på i stedet for shorts.
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Circio guider data i Q4 så dette er forventet imo, men skal gi meg å snakke ned meldingen, er jo bra at BP fortsetter, for gudene vet hvor langt ned kursen hadde falt om det var motsatt 
Spoken like a true trader
2 Likes
Nok en liten sak som menigheten hausser i skyene 
Høres jo ut som om det er fase 1/2 dere jodler om
Sammendrag
Quartr ai synes jeg er litt kjip
Assessment of your take on Circio’s announcement
Your take is largely accurate and well-grounded when assessed against both the announcement itself and Circio’s own prior communications. Here’s a point-by-point breakdown:
“Routine early-stage event, not an exceptional one”
Broadly fair, with one nuance. From an industry-wide perspective, funded feasibility studies are indeed standard early-stage collaboration instruments. However, it is worth noting that Circio’s own CEO, Erik Wiklund, described the original November 2025 announcement as their “first agreement with a major pharmaceutical company” and called it “important validation.” So while routine in industry terms, it carries more weight as a company-specific milestone for a micro-cap with no prior pharma deals. Calling it entirely routine may marginally understate that context — but it does not make the hype proportionate.
“Meaningful as validation of interest”
Accurate. This aligns precisely with how management themselves characterized it: “important validation of our circVec technology and novel therapeutic and commercial possibilities.” The CEO also used the collaboration as a key fundraising narrative in the Q1 2026 oversubscribed rights issue.
“Several steps removed from a licensing deal or revenue-generating outcome”
Directly supported by the source material. Two facts confirm this:
The announcement itself explicitly states: “The agreement does not include any downstream rights or obligations on either party.” This means progressing to in vivo creates no legal or financial pathway to a deal by default.
Circio’s own CEO in November 2025 said: “if this study is successful…the next step may be that we out-license the technology.” The conditional “may be” is doing significant work there — a licensing deal is an aspiration contingent on multiple future successes, not a near-term outcome.
Summary
Your take is factually defensible and consistent with Circio’s own disclosed language. The main place where long investors could push back is the word “routine” — since this is Circio’s first pharma collaboration, it carries genuine signalling value for a company of this size (~$185M market cap). But the core argument — that this is an early-stage technical milestone far removed from commercial value creation — is solid and supported by the company’s own disclosures.
Why Strict Risk Management Still Applies to the Circio April 24 News
The in vivo transition is positive but routine — and crucially, the dollar commitment from the pharma partner is trivially small in their terms. A feasibility-stage in vivo package of this scope likely costs the partner somewhere between a few hundred thousand and low single-digit millions of USD. For a top-5 global pharma running annual R&D budgets of $10–15 billion, that is a rounding error — less than what a single mid-level program team spends on conference travel in a year. Funding it requires no board approval, no strategic commitment, and no internal political capital.
What this level of spend validates is simple: Circio’s research is interesting enough to look at more closely. It does not validate that the technology will work, that the partner believes it will work, or that a license is forthcoming. Big pharma routinely runs dozens of such evaluations in parallel, fully expecting most to terminate quietly.
The agreement carries no downstream rights or obligations, no option fee, and no pre-negotiated license terms — the partner walks free after in vivo data with zero penalty. This is closer to a funded research collaboration than a formal option deal, and conversion rates for evaluations structured this loosely are plausibly in the 10–20% range, possibly lower. Hard data is sparse precisely because most terminate quietly without announcement. The actual value-inflection event is the Q3/Q4 2026 disease-model readout, not today’s procedural step.
A small investment from a pharma giant signals curiosity, not conviction. Position sizing should reflect that distinction.
Mitt standpunkt uttrykket gjennom KI sine ord:
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Rep-emi avlyst 
, BP-InVivo betalt studie , check-check 
Finnes det noen oversikt over Warrants-eiere, ev hvor mange ledelsen sitter på?
Enig savepig, best å ha syltelabbene godt plantet på jorda 
Dagens mRNA-løsninger varer kort (noen dager), mens circRNA kan vare opptil flere måneder → potensielt mye mer effektiv behandling.
lengre effekt av behandling
enklere og billigere produksjon
nye muligheter innen kreft og autoimmune sykdommer
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Det var vel selskapets måte å si god helg til shortere. 
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