Nordic Nanovector - Fundamentale forhold 2019 (NANO)

Oilimp · november 17, 2018, 2:25pm

Ettersom jeg forstår så er tidligere estimater utdaterte, da pasientgrunnlaget bare har økt, og vil øke i årene framover.

studenten86 · november 17, 2018, 2:50pm

For 3FL:
5750 US og 4480 EU5 fra 2014.
5800 US og 4500 EU5 fra 2015.
Så ikke en voldsom økning, men antallet er ventet å øke med 20% til år 2024 om du ser på slide 8.

Den ‘or’ forumleringa er noe som sikter inn markedet utenom R/R? Det er vel en gruppe Marco Renoldi har ymtet frempå om tidligere også. Hvor jeg lurer på at 65% har blitt nevnt som aktuelt marked i stedet for de 40% som er R/R? Eller er det 85% vi burde se mot?

*edit EU5 ikke EU.

amagad · november 17, 2018, 2:57pm

Det er akkurat det jeg lurer på og Den 20% økning innenfor NHL er grei og iberegnet, men begynner nå å lure på om vi ikke skal se mot 65%+ som du sier istedenfor 40% som jeg tidligere har tenkt. Blir bare bedre og bedre dette

Edit: Jo mer jeg tenker på det desto høyere blir grunnlaget. Er du eldre eller har andre sykdommer så står vel QoL rimelig høyt på lista

larosaleda · november 17, 2018, 4:22pm

Camel som Nano et av portfølje selskapene til Healthcap.

Hugoil · november 17, 2018, 9:12pm

Har vi eksempler? Med eller uten at eksisterende aksjonær selger seg ned?

F-Tosca · november 20, 2018, 4:34am

Paradigme i UK. Pasientvennlig forklart.

Stock · november 20, 2018, 6:11am

Bra funn. Forklarer behandlingsregimet i Paradigme meget enkelt og lettfattelig.

Savepig · november 20, 2018, 9:54am

Den der var faktisk konge, great find.

Lik og retweet rakkere

TekBot · november 23, 2018, 9:20am

Hvor går aksjekursen til NANO.OL den neste uken?

Opp (Kjøp)
Uendret (Hold)
Ned (Selg)

0 stemmegivere

Hvor går aksjekursen til NANO.OL de neste 3 månedene?

Opp (Kjøp)
Uendret (Hold)
Ned (Selg)

0 stemmegivere

F-Tosca · november 23, 2018, 9:23am

Hm, nå rasler det i alle nervetrådene hver gang jeg ser en melding fra TekBot i fundamental-tråden

Fornybar · november 23, 2018, 9:25am

@pdx know your audience! Vi sitter jo og venter på partnermelding her!!

InVivo · november 23, 2018, 9:26am

Var det en spøk eller er du seriøs?

Fornybar · november 23, 2018, 9:35am

Dette er fundamentaltråden så jeg er jo nødt til å være seriøs. Mine grunner:

Malene nekter å svare meg på mail om hvordan de best ser for seg å strukturere en avtale/avtaler
MEI Pharma solgte rettighetene til det Japanske markedet for ~m100$. Bravo solgte sitt siste selskap TiGenix til Takeda (japanesere)
Selskapet har vist seg slu nok til å clustre børsmeldingene. (Sammentreff eller?)
Å selge Asia-rettighetene vil ikke innebære en for stor verdiforringing av Betalutin så en annen avtale for rest of world kan være aktuell etterhvert.
når market cap stiger (som den gjør nå), vil også tilbudene om deals fra eventuelle interesserte big pharma øke.

Siden du spurte

F-Tosca · november 23, 2018, 9:44am

Høres logisk ut med en japansk partner for Asia…
Siden Nano ikke har vært spesielt aktive der.

Denne rapporten begynner å bli gammel , men…

ncbi.nlm.nih.gov

Non-Hodgkin's lymphomas in Asia.

LY Shih and DC Liang, Hematology/oncology clinics of North America, Oct 1991

The relative frequencies of the various histopathologic types of lymphomas are generally similar among Asian countries. Hodgkin's disease and follicular lymphomas are relatively rare in Asia. Among NHL, the Asians have a higher rate of aggressive NHL, as compared with the NCI data. Immunologic analysis revealed that PTCL is common in Asia. The relative frequency of PTCL is comparable among Chinese in Taiwan, the east coast of China, and Hong Kong, as well as in adult T-cell leukemia/lymphoma (ATLL) nonendemic areas in Japan. The increased rate of T-cell lymphomas in Asia is attributed to the low incidence of follicular lymphomas. The similar patterns of distribution in histopathologic and immunologic subtypes of NHL in Asia suggest that a common ethnic or geographic factor exists. To elucidate it, further detailed epidemiologic studies are needed. Primary extranodal NHL is slightly more prevalent in Asia than in the United States; the most frequent primary site is Waldeyer's ring in Japanese patients and the GI tract in Chinese patients. Primary small intestinal lymphoma in Asia showed the pattern of the Western type. Primary cutaneous lymphomas are rare in Asia. The clinical features of PTCL in Asia are comparable with those described in the United States, except for a predilection for the nasal/paranasal region. In Asia, outside Japan, ATLL has been reported only in Taiwan. The seroepidemiologic survey of carriers of ATLL showed the rate of seropositivity for HTLV-I in Taiwan was similar to that in nonendemic areas in Japan. The clinicopathologic features of ATLL in Taiwan and Japan are essentially identical. In children in Japan and Taiwan, Hodgkin's disease is much less frequent than in the West. However, the relative frequencies of the histopathologic and immunologic subtypes of childhood NHL in Japan and Taiwan do not differ significantly from those of the West. Although Burkitt's lymphoma in Japan and Taiwan is of nonendemic type, in India it may comprise both endemic and nonendemic types in almost equal number.

InVivo · november 23, 2018, 9:58am

Hva mener du med dette egentlig?

Forøvrig så hadde en partneravtale i Asia vært supernice, hanket inn penger til oppstart av nye studier uten emisjon!

kanon · november 23, 2018, 1:32pm

https://seekingalpha.com/article/4224175

Yescarta og nhl på ash, blir spennende.

Bobo · november 23, 2018, 3:00pm

4 open position for noen timer siden
3 open positions nå

Hugoil · november 27, 2018, 12:30pm

Av disse fagkyndige folkene våre her, er det noen som er fysikalske kjemikere, fysikalske biologer og leger?

TekBot · november 27, 2018, 11:59am

27/11-2018 12:59:05: (NANO) Nordic Nanovector ASA: Increased share capital following exercise of employee share options

Oslo, Norway, 27 November 2018.
An individual participant in Nordic Nanovector ASA’s (the “Company”) (OSE:NANO)
previous share option program, not being a primary insider, has exercised a
…

Vis børsmeldingen

total number of 8,430 options through exercise of a corresponding number of free
-standing warrants. The options are exercised at a strike price of NOK 19.35 per
share. Each free-standing warrant gives the right to receive one share in the
Company.

Following exercise of the 8,430 free-standing warrants, the Company’s registered
share capital was increased by NOK 1,686 through issuance of 8,430 new shares,
each with a nominal value of NOK 0.20, against payment of a total subscription
price of NOK 163,120.50. Following the share capital increase the Company has a
share capital of NOK 9,886,189 divided on 49,430,945 shares, each with a par
value of NOK 0.20.

For further information, please contact:
Malene Brondberg,
VP Investor Relations and Corporate Communications
Cell: +44 7561 431 762
Email: ir@nordicnanovector.com

About Nordic Nanovector:
Nordic Nanovector is committed to develop and deliver innovative therapies to
patients to address major unmet medical needs and advance cancer care. The
Company aspires to become a leader in the development of targeted therapies for
haematological cancers. Nordic Nanovector’s lead clinical-stage candidate is
Betalutin®, a novel CD37-targeting antibody-radionuclide-conjugate designed to
advance the treatment of non-Hodgkin’s Lymphoma (NHL). NHL is an indication with
substantial unmet medical need, representing a growing market forecast to be
worth nearly USD 20 billion by 2024. Nordic Nanovector intends to retain
marketing rights and to actively participate in the commercialisation of
Betalutin® in core markets. Further information about the Company can be found
at www.nordicnanovector.com

This information is subject to a duty of disclosure pursuant to Section 5-12 of
the Norwegian Securities Trading Act

http://www.netfonds.no/quotes/release.php?id=20181127.OBI.20181127S29

F-Tosca · november 27, 2018, 12:02pm

Fremdeles skvetten på mld fra TekBot, merker jeg.