The latest ODD for UV1 for mesothelioma is encouraging given the top-line results for the NIPU trial (mesothelioma; n=118) in June were initially received negatively. It also broadens the scope of the existing ODD for UV1 in malignant melanoma, received in December 2021. Ultimovacs reported initial clinical data from the Phase II NIPU study investigating the company’s cancer vaccine, UV1, as a second-line treatment of malignant pleural mesothelioma (MPM) in June 2023. We note that the NIPU study is sponsored by Oslo University Hospital with support from BristolMyers Squibb and Ultimovacs. While the study did not meet its primary endpoint of PFS following assessment conducted by a central independent review committee, local assessments at the study hospitals performed by specialist radiographers measured a statistically significant improvement in PFS. Importantly, a positive trend in overall survival was observed in the UV1 arm of the NIPU study.
We expect Ultimovacs to present more mature and updated overall survival (OS) data at the upcoming European Society for Medical Oncology Congress in late October, which, if favourable, might further confirm the OS benefit in the UV1 arm. We emphasise that NIPU study assesses UV1 in second-line treatment for MPM, where standard-of-care is not yet established, with fewer treatment options, mainly related to palliative care. Hence, it represents an important therapeutic opportunity for the company.
Apart from NIPU trial, Ultimovacs is conducting additional Phase II studies in patients with malignant melanoma (INTIUM), head and neck cancer (FOCUS), ovarian cancer (DOVACC) and non-small cell lung cancer (LUNGVAC). The topline data from the malignant melanoma and head and neck cancer trials are anticipated within a year’s timeframe and represent the next key catalysts for the company.
We value Ultimovacs at NOK7.5bn or NOK219 per share.
Gi meg 15 år, eller en heftig 2dagers, så er vi der.
Hele poenget med memen er at du må vite hvem den personen faktisk er 
Nyhet-prat fra selskapene ~ 32:40
https://m.soundcloud.com/user-972208711/episode-283radium
31 okt. Åslaug Helland til Radium
De tolker det sånn ja! 
At det er noe i dataene FDA har sett.
Vel… når jeg (en eller annen gang) oppnår den innsikten blir det vel bare enda morsommere 
Lo godt uten å vite hvem den personen er også jeg
Etter FTF sine utlån på slutten av forrige uke hadde jeg forventet en økning i short. Noen andres tanker om dette ?
Står mellom at (i) de ikke rapporterer som de skal / gjemmer økning bak andre meglere og/eller (ii) det er andre aktører som låner.
Ny oppdatering av shorteregisteret kl 15.30. Vi får se om det er endringer da.
Den står ikke i siste update, jeg bare limte den inn fra forrige (hvor de har justert på valueringsmodellen og oppgir T/P: Ultimovacs — Gearing up for UV1 Phase II trial readouts - Edison Group) som en public service.
Edit:
@Excession se PM.
Den shorten må vel nærme seg “picking pennies in front of a steam roller” nivå på risk/reward etter hvert? Når de eventuelt skal dekke inn shorten trenger de ca fem ganger volumet fra mandag.
Dette innlegget ble rapportert og er midlertidig skjult.
Dette innlegget ble rapportert og er midlertidig skjult.
Hvilke andre selskaper nevnes?
Nykode og Novo nordisk blant annet