View ValuationOncopeptides 将来の成長Future 基準チェック /26Oncopeptidesは、67.9%と45.5%でそれぞれ年率67.9%で利益と収益が成長すると予測される一方、EPSはgrowで70.6%年率。主要情報67.9%収益成長率70.63%EPS成長率Biotechs 収益成長32.9%収益成長率45.5%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日23 Jun 2026今後の成長に関する最新情報Major Estimate Revision • 8hConsensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr169.0m to kr141.3m. Forecast losses increased from -kr0.405 to -kr0.465 per share. Biotechs industry in Sweden expected to see average net income growth of 14% next year. Consensus price target of kr2.50 unchanged from last update. Share price was steady at kr1.65 over the past week.Breakeven Date Change • May 19Forecast to breakeven in 2028The 2 analysts covering Oncopeptides expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 76% per year to 2027. The company is expected to make a profit of kr41.0m in 2028. Average annual earnings growth of 104% is required to achieve expected profit on schedule.Breakeven Date Change • Feb 19No longer forecast to breakevenThe 2 analysts covering Oncopeptides no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of kr39.3m in 2027. New consensus forecast suggests the company will make a loss of kr1.00m in 2027.Major Estimate Revision • Jan 19Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr83.4m to kr71.0m. EPS estimate unchanged from -kr0.96 per share at last update. Biotechs industry in Sweden expected to see average net income growth of 12% next year. Consensus price target down from kr5.25 to kr4.75. Share price fell 20% to kr3.30 over the past week.お知らせ • Jan 17Oncopeptides AB (Publ) Provides Sales Guidance for the Fourth Quarter and Full Year 2025Oncopeptides AB (publ) provided sales guidance for the fourth quarter and full year 2025. For the quarter company expects net sales for the second quarter to amount to SEK 18.6 million an increase of 88% versus Fourth Quarter 2024. For the full year, the company expects net sales to amount to 71.2 million SEK, an increase of 125% versus 2024.Major Estimate Revision • Nov 12Consensus revenue estimates decrease by 37%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr131.5m to kr83.4m. EPS estimate unchanged from -kr0.97 per share at last update. Biotechs industry in Sweden expected to see average net income growth of 22% next year. Consensus price target of kr5.50 unchanged from last update. Share price was steady at kr5.10 over the past week.すべての更新を表示Recent updatesMajor Estimate Revision • 8hConsensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr169.0m to kr141.3m. Forecast losses increased from -kr0.405 to -kr0.465 per share. Biotechs industry in Sweden expected to see average net income growth of 14% next year. Consensus price target of kr2.50 unchanged from last update. Share price was steady at kr1.65 over the past week.ナラティブの更新 • Jun 25ONCO: Expanded Multiple Myeloma Indication Will Drive Long-Term UpsideAnalysts have adjusted their price target on Oncopeptides to SEK 3.10 from SEK 5.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News for Oncopeptides First patient enrolled in the OP-701 INSULA "Window-of-Opportunity" study in glioblastoma, the first clinical evaluation of Oncopeptides' PDC platform in this cancer, aiming to assess blood brain barrier penetration and tumor cell activity; the trial is being conducted at Oslo University Hospital in Norway.お知らせ • Jun 17Oncopeptides AB (Publ) Announces Enrollment of First Patient in Oncopeptides' Glioblastoma StudyOncopeptides AB (publ) announced that the first patient has been enrolled in the clinical "Window-of-Opportunity" (WoO) study evaluating its proprietary Peptide Drug Conjugate (PDC) platform in glioblastoma. The WoO study, named OP-701 (INSULA), represents the first clinical evaluation of a PDC in glioblastoma, marking a major strategic milestone as Oncopeptides expands its core technology platform beyond multiple myeloma. The focused trial will enroll approximately 10 patients to provide initial human proof-of-concept to assess that the company's technology successfully penetrates the human blood-brain barrier (BBB) in glioblastoma patients and have cytotoxic (cell killing) activity in tumor cells. The BBB remains the primary clinical obstacle and causes most traditional oncological drugs to fail in this disease. By utilizing an approved drug from Oncopeptides' platform as a "clinical probe," the study employs an innovative and highly efficient design to capture drug activity directly within the tumor tissue from patients scheduled for surgery for recurrent disease. This approach aims to validate the underlying biological mechanism in a rapid, cost-efficient manner before advancing a PDC asset into formal dose-finding and potential further clinical trials. Glioblastoma is the most aggressive and devastating form of brain cancer, characterized by rapid tumor growth, invariable relapse, and a total lack of curative options, with a median survival rate of just 12–15 months. The global glioblastoma market represents a profound unmet medical need and is estimated to be worth more than 8 billion USD by 2035. Oncopeptides' PDC molecules are believed to be uniquely equipped to pass the blood-brain barrier due to their small size and lipophilicity, entering the target cancer cells freely to deliver their cytotoxic payload directly where it is needed. The trial is conducted at Oslo University Hospital in Norway.お知らせ • May 22Oncopeptides AB Announces Publication of Phase 2 Bridge Study Results for Pepaxti in Relapsed Refractory Multiple Myeloma Patients with Renal ImpairmentOncopeptides AB (publ) (Nasdaq Stockholm: ONCO), a biotech company focused on difficult-to-treat cancers, announced the publication of the results from the Phase 2 BRIDGE (OP-107) clinical study in the peer-reviewed journal Clinical Lymphoma, Myeloma and Leukemia. The prospective, open-label study evaluated the pharmacokinetics (PK), safety, and efficacy of Pepaxti (melflufen) plus dexamethasone in relapsed, refractory multiple myeloma (RRMM) patients with moderate-to-severe renal impairment (RI). Patients with renal insufficiency represent roughly half of all myeloma diagnoses and typically suffer from poorer long-term outcomes and limited clinical options. The final analyses demonstrate that while systemic exposure to the active metabolite melphalan varies based on baseline kidney function, a reduced melflufen starting dose of 30 mg in patients with moderate renal impairment delivers a consistent safety profile, treatment responses, and survival measures aligned with prior trials conducted in less selected populations. Furthermore, exploratory data gathered across the treatment cycles showed that renal function remained stable or slightly improved during therapy, suggesting that Pepaxti does not adversely impact the kidneys at the studied doses. Validated dose optimization: The PK data directly validate the clinical use and efficacy of a 30 mg Pepaxti starting dose for patients with moderate renal impairment (eGFR =30 to <45 mL/min/1.73 m²). Sustained efficacy in fragile populations: Patients with moderate renal impairment achieved an Overall Response Rate (ORR) of 47.6% in Cohort 1a (40 mg starting dose) and 70.0% in Cohort 1b (30 mg starting dose), with a median progression-free survival (PFS) of 8.6 months and 7.7 months, respectively. No new safety signals: Despite advanced renal impairment and high treatment exposure, the safety profile was well-characterized and manageable. The most frequently reported treatment-emergent adverse events were hematological (thrombocytopenia, anemia, and neutropenia), which is consistent with previous clinical trials. The full article, titled "BRIDGE (OP-107): A Phase 2 Pharmacokinetic Study of Melflufen Plus Dexamethasone in Patients with Relapsed/Refractory Multiple Myeloma and Impaired Renal Function," is available online via Clinical Lymphoma, Myeloma and Leukemia. Pepaxti (melphalan flufenamide, also called melflufen) has been granted Marketing Authorization, in the European Union, the EEA-countries Iceland, Lichtenstein and Norway, as well as in the UK. Pepaxti is indicated in combination with dexamethasone for the treatment of adult patients with multiple myeloma who have received at least three prior lines of therapies, whose disease is refractory to at least one proteasome inhibitor, one immunomodulatory agent, and one anti-CD38 monoclonal antibody, and who have demonstrated disease progression on or after the last therapy. For patients with a prior autologous stem cell transplantation, the time to progression should be at least 3 years from transplantation.New Risk • May 19New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: kr221m Forecast net loss in 2 years: kr325k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Shareholders have been substantially diluted in the past year (75% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr325k net loss in 2 years). Market cap is less than US$100m (kr676.7m market cap, or US$72.1m).Breakeven Date Change • May 19Forecast to breakeven in 2028The 2 analysts covering Oncopeptides expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 76% per year to 2027. The company is expected to make a profit of kr41.0m in 2028. Average annual earnings growth of 104% is required to achieve expected profit on schedule.Reported Earnings • May 15First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: kr25.4m (up 91% from 1Q 2025). Net loss: kr32.2m (loss narrowed 47% from 1Q 2025). Revenue is forecast to grow 64% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Biotechs industry in Sweden. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.ナラティブの更新 • Apr 29ONCO: Rights Issue And Glioblastoma Study Will Support Bullish Long Term ViewAnalysts have maintained their SEK fair value estimate for Oncopeptides at SEK 2.80, while fine tuning assumptions for the discount rate, profit margin, and future P/E. This reflects updated views on the company’s risk profile and earnings potential without changing the headline price target.お知らせ • Apr 16Oncopeptides AB (publ), Annual General Meeting, May 21, 2026Oncopeptides AB (publ), Annual General Meeting, May 21, 2026, at 14:00 W. Europe Standard Time. Location: tandstickspalatset, vastra, tradgardsgatan 15, stockholm Swedenナラティブの更新 • Apr 12ONCO: Rights Issue And New Studies Will Support Bullish Long Term ViewAnalysts have modestly adjusted their SEK price target for Oncopeptides, reflecting small refinements to discount rate, profit margin assumptions, and future P/E inputs rather than a shift in the core fair value view. What's in the News Oncopeptides plans to support the MARINA real world evidence study of Pepaxti in relapsed, refractory multiple myeloma in Germany, targeting around 50 patients across about 25 sites, with iOMEDICO as sponsor and coordinator and first patient enrolment planned for the second quarter of 2026 (Key Developments).New Risk • Apr 01New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 84% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-kr59m). Shareholders have been substantially diluted in the past year (84% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr19m net loss in 2 years). Market cap is less than US$100m (kr559.7m market cap, or US$59.6m).ナラティブの更新 • Mar 28ONCO: Rights Offering And 2025 Sales Guidance Will Support Bullish ViewAnalysts have kept their SEK price target for Oncopeptides effectively unchanged, pointing to stable fair value assumptions and only marginal tweaks to inputs such as the discount rate, forecast revenue growth, profit margin and future P/E multiple. What's in the News Oncopeptides has filed a follow on equity offering of Ordinary Shares, targeting SEK 200.4 million through a rights offering of 129,283,736 shares at SEK 1.55 per share (Key Developments).New Risk • Mar 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 84% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-kr59m). Shareholders have been substantially diluted in the past year (84% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr19m net loss in 2 years). Market cap is less than US$100m (kr596.9m market cap, or US$64.2m).お知らせ • Mar 18Oncopeptides AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 200.389791 million.Oncopeptides AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 200.389791 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 129,283,736 Price\Range: SEK 1.55 Transaction Features: Rights Offeringナラティブの更新 • Mar 12ONCO: Rights Issue And 2025 Sales Outlook Will Support Bullish ViewAnalysts have adjusted their price target on Oncopeptides to SEK 2.80. The change is largely tied to updated assumptions around the discount rate, profit margin, and future P/E, rather than a shift in estimated fair value.ナラティブの更新 • Feb 25ONCO: Rights Issue And 2025 Sales Guidance Will Support Bullish OutlookAnalysts have trimmed their price target on Oncopeptides to SEK 2.80 from SEK 4.75, reflecting updated assumptions for slightly lower revenue growth, a marginally softer profit margin, a higher discount rate, and a reduced future P/E multiple. What's in the News Oncopeptides AB (publ) has filed a follow on equity offering of approximately SEK 200.4m through a rights offering of 129,283,736 ordinary shares at SEK 1.55 per share (Key Developments).Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: kr1.10 loss per share (improved from kr1.71 loss in FY 2024). Revenue: kr71.1m (up 125% from FY 2024). Net loss: kr249.6m (loss narrowed 12% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 61% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Biotechs industry in Sweden. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 43% per year, which means it is significantly lagging earnings.New Risk • Feb 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swedish stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr45m net loss in 2 years). Shareholders have been diluted in the past year (27% increase in shares outstanding). Market cap is less than US$100m (kr749.9m market cap, or US$82.8m).Breakeven Date Change • Feb 19No longer forecast to breakevenThe 2 analysts covering Oncopeptides no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of kr39.3m in 2027. New consensus forecast suggests the company will make a loss of kr1.00m in 2027.お知らせ • Feb 19+ 4 more updatesOncopeptides AB (publ) to Report Q2, 2026 Results on Aug 27, 2026Oncopeptides AB (publ) announced that they will report Q2, 2026 results on Aug 27, 2026ナラティブの更新 • Feb 09ONCO: Future Sales Guidance Will Support Bullish View On Upcoming ResultsAnalysts have cut their price target on Oncopeptides to €4.75 from €5.50, reflecting updated assumptions around revenue growth, profit margins, a higher discount rate, and a higher future P/E multiple. What's in the News Oncopeptides issued sales guidance for the fourth quarter 2025.ナラティブの更新 • Jan 25ONCO: NK Cell Platform Progress Will Drive Future Risk Reward RepricingAnalysts have reduced their price target for Oncopeptides from 5.0 to 4.5, reflecting a fair value adjustment driven by shifts in projected revenue growth, higher discount rates, stronger profit margin assumptions, and a lower future P/E estimate. What's in the News Oncopeptides issued sales guidance for the fourth quarter and full year 2025, with expected Q4 2025 net sales of SEK 18.6 million and full year 2025 net sales of SEK 71.2 million, both described by the company as higher compared with 2024 (Corporate guidance).Major Estimate Revision • Jan 19Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr83.4m to kr71.0m. EPS estimate unchanged from -kr0.96 per share at last update. Biotechs industry in Sweden expected to see average net income growth of 12% next year. Consensus price target down from kr5.25 to kr4.75. Share price fell 20% to kr3.30 over the past week.お知らせ • Jan 17Oncopeptides AB (Publ) Provides Sales Guidance for the Fourth Quarter and Full Year 2025Oncopeptides AB (publ) provided sales guidance for the fourth quarter and full year 2025. For the quarter company expects net sales for the second quarter to amount to SEK 18.6 million an increase of 88% versus Fourth Quarter 2024. For the full year, the company expects net sales to amount to 71.2 million SEK, an increase of 125% versus 2024.New Risk • Jan 16New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: kr268m Forecast net loss in 2 years: kr4.9m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-kr228m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr4.9m net loss in 2 years). Share price has been volatile over the past 3 months (9.3% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding).お知らせ • Jan 16Oncopeptides AB (publ) to Report Fiscal Year 2025 Results on Feb 19, 2026Oncopeptides AB (publ) announced that they will report fiscal year 2025 results on Feb 19, 2026ナラティブの更新 • Jan 11ONCO: NK Cell Platform Progress And Expert Guidance Will Shape Future Risk RewardAnalysts have modestly lowered their future P/E assumption for Oncopeptides from 38.59x to 36.58x, keeping fair value at €5.00. They have fine tuned expectations for revenue growth and profit margins while making a slight adjustment to the discount rate.ナラティブの更新 • Dec 26ONCO: Improved Profitability And NK Cell Platform Will Drive Long-Term UpsideAnalysts have raised their price target on Oncopeptides from approximately SEK 4.50 to SEK 5.50 per share, citing expectations of stronger long term profitability, supported by higher projected profit margins and a lower future price to earnings multiple, despite slightly tempered revenue growth assumptions and a modestly higher discount rate. What's in the News Panel of leading multiple myeloma experts publishes clinical recommendations in Annals of Hematology on optimal use of Pepaxti (melflufen), reinforcing its role as an important option for relapsed, refractory multiple myeloma, including elderly and high risk patients, with a manageable safety profile (company announcement).ナラティブの更新 • Dec 12ONCO: Future NK Platform And Equity Raise Will Shape Risk Reward ProfileAnalysts have modestly raised their price target on Oncopeptides to align with a fair value approaching $5.00 per share, citing a higher required discount rate, more conservative revenue growth and margin assumptions, and a structurally higher future P/E multiple. Taken together, these factors imply a more cautiously optimistic risk reward profile.Major Estimate Revision • Nov 12Consensus revenue estimates decrease by 37%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr131.5m to kr83.4m. EPS estimate unchanged from -kr0.97 per share at last update. Biotechs industry in Sweden expected to see average net income growth of 22% next year. Consensus price target of kr5.50 unchanged from last update. Share price was steady at kr5.10 over the past week.Reported Earnings • Nov 06Third quarter 2025 earnings released: kr0.27 loss per share (vs kr0.29 loss in 3Q 2024)Third quarter 2025 results: kr0.27 loss per share. Revenue: kr20.2m (up 138% from 3Q 2024). Net loss: kr60.9m (loss widened 1.1% from 3Q 2024). Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Biotechs industry in Sweden.New Risk • Oct 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Negative equity (-kr67m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr35m net loss in 2 years). Shareholders have been diluted in the past year (27% increase in shares outstanding).お知らせ • Sep 01Oncopeptides AB (publ) Announces the Publication of Two Real-World Evidence (RWE) Abstracts on Pepaxti At the International Myeloma Society Annual MeetingOncopeptides AB (publ) announced the publication of two real-world evidence (RWE) abstracts on Pepaxti at the International Myeloma Society (IMS) Annual Meeting, September 17-20 in Toronto, Canada. As previously communicated, the data were generated through treatment outcomes in real world settings from centers in Valencia, Spain and Bologna, Italy and underscore the growing interest in real-world clinical use of Pepaxti. The Italian study reports an overall response rate (ORR) of 47% in a heavily pretreated patient population with relapsed or refractory multiple myeloma, confirming the efficacy previously demonstrated in the HORIZON trial with a similar safety profile. Importantly, the study demonstrated efficacy in patients treated with novel immunotherapies, underscoring the robust effectiveness of Pepaxti in daily clinical practice. The Spanish study confirms the efficacy of Pepaxti in an even more heavily pretreated patient population where the majority of patients had been exposed to either anti-BCMA or anti-GPRC5D immunotherapy, generating data highly relevant to clinicians seeking guidance for treatment decisions. Both studies confirm Pepaxti's favorable tolerability profile in real-world settings - a key consideration in multiple myeloma where safety challenges are common.Recent Insider Transactions • Sep 01Chief Executive Officer recently bought kr250k worth of stockOn the 26th of August, Sofia Heigis bought around 57k shares on-market at roughly kr4.40 per share. This transaction amounted to 65% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Sofia's only on-market trade for the last 12 months.Breakeven Date Change • Aug 25Forecast to breakeven in 2027The 2 analysts covering Oncopeptides expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 47% per year to 2026. The company is expected to make a profit of kr13.0m in 2027. Average annual earnings growth of 79% is required to achieve expected profit on schedule.Reported Earnings • Aug 22Second quarter 2025 earnings released: kr0.30 loss per share (vs kr0.48 loss in 2Q 2024)Second quarter 2025 results: kr0.30 loss per share (improved from kr0.48 loss in 2Q 2024). Revenue: kr19.2m (up 135% from 2Q 2024). Net loss: kr62.8m (loss narrowed 14% from 2Q 2024). Revenue is forecast to grow 62% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Biotechs industry in Sweden. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 48% per year, which means it is significantly lagging earnings.お知らせ • Aug 22Oncopeptides AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 150.232109 million.Oncopeptides AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 150.232109 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 46,947,534 Price\Range: SEK 3.2 Transaction Features: Rights Offeringナラティブの更新 • Aug 20Agreements In Europe And Japan Will Unlock Global MarketsThe notable increase in Oncopeptides' fair value target is primarily driven by a higher forecasted future P/E multiple, despite a marginal dip in revenue growth expectations, with the analyst consensus price target rising from SEK2.73 to SEK3.25. What's in the News Strategic partnership with SD Pharma enhances Pepaxti's hospital reach in Spain without upfront costs, starting Q3 2025.Buy Or Sell Opportunity • Aug 11Now 21% undervaluedOver the last 90 days, the stock has risen 139% to kr4.68. The fair value is estimated to be kr5.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Earnings per share has grown by 86%. Revenue is forecast to grow by 569% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.分析記事 • Jul 28A Look At The Fair Value Of Oncopeptides AB (publ) (STO:ONCO)Key Insights Oncopeptides' estimated fair value is kr5.77 based on Dividend Discount Model Oncopeptides' kr6.00 share...お知らせ • Jul 23Oncopeptides AB (publ) Announces Acceptance of Spanish and Italian Real-World Data at IMS Annual MeetingOncopeptides AB (publ) announced that two real-world evidence (RWE) posters have been accepted for presentation at the upcoming International Myeloma Society (IMS) Annual Meeting, taking place in Toronto, Canada on September 17-20. The data were generated through treatment outcomes in real world settings from centers in Valencia, Spain and Bologna, Italy and underscore the growing interest in real-world clinical use of Pepaxti. The accepted posters focus on real-world outcomes in heavily pretreated patients with relapsed or refractory multiple myeloma. While specific results will be shared at the congress, the inclusion of these patient cases reflects the increasing importance of RWE to guide treatment decisions in clinical practice. For a medicine with limited awareness and use to date, real-world data play a key role in building physician confidence and informing market access. The inclusion of these two posters at IMS follows a growing body of independent research that reflects clinical experiences across Europe.お知らせ • Jul 10+ 1 more updateOncopeptides AB (Publ) Announces Inclusion of Drug Pepaxti in New Clinical Practice Guidelines from Eha-EmnOncopeptides AB (publ) announced that its drug Pepaxti has been included in new clinical practice guidelines from EHA-EMN for patients with relapsed, refractory multiple myeloma. This marks an important recognition by leading experts of the drug's clinical value and ability to meet an unmet medical need in the treatment of this serious blood cancer. The guidelines are based on a thorough evaluation of clinical evidence by leading experts and aim to support doctors in selecting appropriate therapies for their patients. For patients who have received multiple prior lines of therapy and are triple-class refractory /exposed (TCR/TCE) - meaning their disease no longer responds to three major classes of myeloma drugs - Pepaxti is recommended based on Level 1 evidence, the strongest possible, and has a Grade B recommendation. Furthermore, Pepaxti has also been listed as a treatment option for patients with even more advanced disease, TCR/TCE patients relapsing after immunotherapy with either CART cells or ADC and whose disease no longer responds to four drug classes.New Risk • Jul 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swedish stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-kr5.8m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr262m). Currently unprofitable and not forecast to become profitable over next 2 years (kr75m net loss in 2 years). Share price has been volatile over the past 3 months (10% average weekly change). Revenue is less than US$5m (kr40m revenue, or US$4.2m). Market cap is less than US$100m (kr501.2m market cap, or US$52.6m).お知らせ • May 22Oncopeptides AB (publ) Approves Election of Christine Rankin as Board MemberThe Annual General Meeting in Oncopeptides AB (publ) was held on 22 May 2025, approved election of Christine Rankin as board members.Major Estimate Revision • May 22Consensus revenue estimates increase by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from kr95.4m to kr112.4m. EPS estimate unchanged from -kr0.70 at last update. Biotechs industry in Sweden expected to see average net income growth of 25% next year. Consensus price target up from kr2.50 to kr2.73. Share price was steady at kr1.97 over the past week.Breakeven Date Change • May 21Forecast to breakeven in 2027The 3 analysts covering Oncopeptides expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 41% per year to 2026. The company is expected to make a profit of kr2.59m in 2027. Average annual earnings growth of 70% is required to achieve expected profit on schedule.Reported Earnings • May 15First quarter 2025 earnings released: kr0.29 loss per share (vs kr0.72 loss in 1Q 2024)First quarter 2025 results: kr0.29 loss per share (improved from kr0.72 loss in 1Q 2024). Revenue: kr13.3m (up 162% from 1Q 2024). Net loss: kr60.7m (loss narrowed 10% from 1Q 2024). Revenue is forecast to grow 63% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Biotechs industry in Sweden. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.お知らせ • May 15+ 1 more updateOncopeptides AB (publ) to Report Q3, 2025 Results on Nov 05, 2025Oncopeptides AB (publ) announced that they will report Q3, 2025 results on Nov 05, 2025お知らせ • May 06Oncopeptides AB's Ordinary Shares to be Deleted from OTC EquityOncopeptides AB (publ) Ordinary Shares will be deleted from OTC Equity effective May 06, 2025, due to inactive security.お知らせ • Apr 17Oncopeptides AB (publ), Annual General Meeting, May 22, 2025Oncopeptides AB (publ), Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time. Location: at tandstickspalatset, vastra tradgardsgatan 15, stockholm Swedenお知らせ • Apr 16Oncopeptides AB (publ) Announces the Publication of New Real-World Data That Further Support the Effectiveness and Tolerability of Melflufen, Refractory Multiple MyelomaOncopeptides AB (publ) announced the publication of new real-world data that further support the effectiveness and tolerability of melflufen, branded in Europe as Pepaxti, in patients with relapsed, refractory multiple myeloma (RRMM). The data were presented in an abstract from the University of Catania, Italy. It highlights treatment outcomes in a single-center real-world setting. The retrospective analysis included eight triple-class refractory RRMM patients who had received a median of 3.5 prior lines of therapy. Notably, several patients presented with high-risk features, including extramedullary disease. Despite this, treatment with Pepaxti in combination with dexamethasone showed an overall response rate (ORR) of 37.5%, with partial responses seen even among patients with advanced disease manifestations. The data underline Pepaxti's role as a viable treatment option for patients with advanced RRMM for patients who have received at least three prior lines of therapy and whose disease has progressed on or after the last therapy.新しいナラティブ • Apr 15Agreements In Europe And Japan Will Unlock Global Markets Strategic agreements in Europe and potential licensing in Japan will unlock major markets, enhancing future earnings and revenue growth. Price Target Changed • Mar 05Price target decreased by 8.5% to kr2.50Down from kr2.73, the current price target is an average from 3 analysts. New target price is 64% above last closing price of kr1.52. Stock is down 76% over the past year. The company is forecast to post a net loss per share of kr0.42 next year compared to a net loss per share of kr1.71 last year.お知らせ • Mar 03Oncopeptides AB (publ) to Report Q1, 2025 Results on May 15, 2025Oncopeptides AB (publ) announced that they will report Q1, 2025 results on May 15, 2025Reported Earnings • Mar 02Full year 2024 earnings released: kr1.71 loss per share (vs kr2.76 loss in FY 2023)Full year 2024 results: kr1.71 loss per share. Revenue: kr31.6m (down 10% from FY 2023). Net loss: kr284.6m (loss widened 14% from FY 2023). Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Biotechs industry in Sweden.お知らせ • Feb 20Oncopeptides AB (publ) to Report Q4, 2024 Results on Feb 27, 2025Oncopeptides AB (publ) announced that they will report Q4, 2024 results at 8:00 AM, Central European Standard Time on Feb 27, 2025お知らせ • Feb 06Jarl Ulf Jungnelius Resigns from Oncopeptides AB (publ) Board of DirectorsOncopeptides AB (publ) announced that Jarl Ulf Jungnelius has informed the Board of Directors of his decision to step down from the Bord of Directors of Oncopeptides in which he has served since 2011. This due to personal reasons related to a change of domicile from Sweden.お知らせ • Jan 27Oncopeptides' Pepaxti Formally Approves for Full Reimbursement in ItalyOncopeptides AB (publ) announced that the positive reimbursement decision for its drug Pepaxti (melflufen) has been published in the Italian Official Journal ("IOJ", It.: Gazetta Ufficiale). This marks the final regulatory step for the drug's upcoming commercialization in Italy, confirming Oncopeptides' expectation of first sales during first half, 2025. With the IOJ publication, Oncopeptides can now initiate the regional access process to bring Pepaxti to patients. The company's goal is to make the treatment available to eligible Italian patients with relapsed and refractory multiple myeloma over the coming months. Italy reports an annual incidence of approximately 6,000 new cases of multiple myeloma, and with about 1,800 patients falling within Pepaxti's target population. 79 patients across 10 Italian hospitals during the clinical development of Pepaxti and 86 treated patients in the Early Access Program (EAP) underscores the clinical experience in the country and high unmet need for the drug. The Early Access program have been closed following the reimbursement. As previously communicated, Oncopeptides is currently in the process of strengthening its presence in Italy by expanding its team and investing in initiatives to raise awareness about Pepaxti and its benefits.Major Estimate Revision • Nov 14Consensus revenue estimates decrease by 19%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from kr50.6m to kr40.9m. EPS estimate increased from -kr2.38 to -kr1.58 per share. Biotechs industry in Sweden expected to see average net income growth of 29% next year. Consensus price target down from kr4.33 to kr3.00. Share price fell 5.4% to kr1.51 over the past week.Reported Earnings • Nov 08Third quarter 2024 earnings released: kr0.29 loss per share (vs kr0.45 loss in 3Q 2023)Third quarter 2024 results: kr0.29 loss per share. Revenue: kr8.51m (up 203% from 3Q 2023). Net loss: kr60.2m (loss widened 49% from 3Q 2023). Revenue is forecast to grow 91% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in Sweden.New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swedish stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (127% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr134m net loss in 2 years). Share price has been volatile over the past 3 months (8.9% average weekly change). Revenue is less than US$5m (kr21m revenue, or US$2.0m). Market cap is less than US$100m (kr343.4m market cap, or US$32.1m).Major Estimate Revision • Sep 12Consensus revenue estimates decrease by 34%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from kr76.3m to kr50.6m. EPS estimate increased from -kr2.21 to -kr2.02 per share. Biotechs industry in Sweden expected to see average net income growth of 5.3% next year. Consensus price target down from kr5.77 to kr4.33. Share price was steady at kr2.07 over the past week.Price Target Changed • Sep 11Price target decreased by 29% to kr4.33Down from kr6.10, the current price target is an average from 3 analysts. New target price is 110% above last closing price of kr2.07. Stock is down 74% over the past year. The company is forecast to post a net loss per share of kr2.02 next year compared to a net loss per share of kr2.76 last year.Reported Earnings • Aug 19Second quarter 2024 earnings released: kr0.48 loss per share (vs kr0.60 loss in 2Q 2023)Second quarter 2024 results: kr0.48 loss per share. Net loss: kr73.2m (loss widened 30% from 2Q 2023). Revenue is forecast to grow 78% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Biotechs industry in Sweden.Major Estimate Revision • Aug 15Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr84.2m to kr74.6m. Forecast losses increased from -kr2.04 to -kr2.21 per share. Biotechs industry in Sweden expected to see average net income growth of 34% next year. Consensus price target down from kr6.10 to kr5.77. Share price fell 11% to kr2.12 over the past week.お知らせ • Jul 04An undisclosed buyer acquired an 9.166336% stake in Oncopeptides AB (publ) (OM:ONCO) from Industrifonden for SEK 22.4 million.An undisclosed buyer acquired an 9.166336% stake in Oncopeptides AB (publ) (OM:ONCO) from Industrifonden for SEK 22.4 million on July 2, 2024. Industrifonden Foundation has divested its entire stake in Oncopeptides. An undisclosed buyer completed the acquisition of 9.166336% stake in Oncopeptides AB (publ) (OM:ONCO) from Industrifonden on July 2, 2024.分析記事 • Jun 18An Intrinsic Calculation For Oncopeptides AB (publ) (STO:ONCO) Suggests It's 45% UndervaluedKey Insights Using the Dividend Discount Model, Oncopeptides fair value estimate is kr5.43 Oncopeptides is estimated to...Major Estimate Revision • Jun 06Consensus EPS estimates fall by 34%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr82.4m to kr84.2m. Forecast EPS reduced from -kr1.53 to -kr2.04 per share. Biotechs industry in Sweden expected to see average net income growth of 19% next year. Consensus price target of kr6.10 unchanged from last update. Share price rose 19% to kr3.44 over the past week.Reported Earnings • Jun 04First quarter 2024 earnings released: kr0.75 loss per share (vs kr0.75 loss in 1Q 2023)First quarter 2024 results: kr0.75 loss per share (improved from kr0.75 loss in 1Q 2023). Revenue: kr5.07m (up 351% from 1Q 2023). Net loss: kr67.7m (loss narrowed 4.7% from 1Q 2023). Revenue is forecast to grow 62% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Biotechs industry in Sweden.お知らせ • May 17Oncopeptides AB (publ) Presents New Data Highlighting Treatment Benefits of Pepaxti in High-Risk Multiple Myeloma Patients at the COMy CongressOncopeptides AB (publ) announced that new scientific data on melflufen, branded in Europe as Pepaxti, has been accepted at the 10th annual World Congress on Cont Cont Cont Controversies in Multiple Myeloma (COMy), to be held on May 23-26. The study, published by a team from institutions across Europe, including the University of Wurzburg and the Institute for Molecular Medicine Finland, focuses on the effectiveness of melflufen and shows promising results for the drug when treating patients with a particularly challenging form of multiple myeloma. The study will be presented to congress attendees through an online oral presentation on May 26. The presentation will be given by Caroline Heckman, from the Institute for Molecular Medicine Finland. Multiple myeloma can be especially difficult to treat in patients who have specific genetic mutations or deletions, such as del(17p) and/or mutations in the TP53 gene. These genetic characteristics are associated with a poorer prognosis and shorter survival rates. The research findings indicate that melflufen is more effective than traditional alkylating agents causing DNA damage and promoting the death of cancer cells lacking a functional so-called p53 protein, which is a common issue in high-risk multiple myeloma cases. The study also highlighted significant changes in gene expression that enhance the drug's impact on cancer cells. Furthermore, patients with the del(17p) genetic abnormality treated with melflufen and dexamethasone showed a longer progression-free survival and higher overall response rate compared to those treated with pomalidomide and dexamethasone in the OP-103 OCEAN trial.New Risk • May 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 133% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (133% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (kr66m net loss in 3 years). Revenue is less than US$5m (kr35m revenue, or US$3.2m). Market cap is less than US$100m (kr637.2m market cap, or US$58.4m).Price Target Changed • Apr 25Price target decreased by 7.2% to kr6.40Down from kr6.90, the current price target is an average from 2 analysts. New target price is 99% above last closing price of kr3.22. Stock is down 71% over the past year. The company is forecast to post a net loss per share of kr1.53 next year compared to a net loss per share of kr2.76 last year.Major Estimate Revision • Apr 18Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -kr1.80 to -kr2.48 per share. Revenue forecast of kr105.1m unchanged since last update. Biotechs industry in Sweden expected to see average net income growth of 10% next year. Consensus price target of kr6.80 unchanged from last update. Share price fell 11% to kr4.47 over the past week.お知らせ • Apr 05Oncopeptides AB (Publ) Provides Sales Guidance for the First Quarter of 2024Oncopeptides AB (publ) provided sales guidance for the first quarter of 2024. The company expected net sales to amount to SEK 5.1 million (SEK 1.1 million).お知らせ • Mar 13Oncopeptides AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 300 million.Oncopeptides AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 300 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Rights Offering分析記事 • Feb 29Oncopeptides (STO:ONCO) Will Have To Spend Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...New Risk • Feb 28New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr279m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-kr279m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (kr50m net loss in 3 years). Revenue is less than US$5m (kr35m revenue, or US$3.4m). Market cap is less than US$100m (kr487.2m market cap, or US$47.1m).お知らせ • Feb 24Oncopeptides AB (publ), Annual General Meeting, May 22, 2024Oncopeptides AB (publ), Annual General Meeting, May 22, 2024.お知らせ • Dec 16Oncopeptides Announces European Commission Decides to Formally Approve its Application to EMA for Extended Indication for Pepaxti into Earlier LinesOncopeptides announced that the European Commission has decided to formally approve the company’s application to the European Medicines Agency (EMA) for an extended indication for Pepaxti into earlier lines. The previously communicated decision by Oncopeptides to opt out of the process to extend the indication remains. Oncopeptides has submitted an application to adjust the indication of Pepaxti to the originally approved indication, a process that is expected to be finalized in early 2024. During this time, Oncopeptides will work together with the European Commission, EMA as well as local stakeholders to ensure an efficient removal process for the extended indication.お知らせ • Nov 18Oncopeptides AB (publ) to Report Q3, 2024 Results on Nov 07, 2024Oncopeptides AB (publ) announced that they will report Q3, 2024 results on Nov 07, 2024お知らせ • Nov 15Oncopeptides Selects to Present Additional Data from Ocean StudyOncopeptides AB (publ) announced that long-term outcomes from its Phase 3 OCEAN study has been accepted as a poster and will be presented at the 65th annual American Society of Hematology (ASH) Meeting and Exposition. The conference takes place in San Diego between December 9-12. ASH is the world's professional hematologic society serving both clinicians and scientists around the world who are working to conquer blood diseases. The phase 3 OCEAN study is a global, randomized, head-to-head, open-label study, evaluating the efficacy and safety of melflufen and dexamethasone, versus pomalidomide and dexamethasone in patients with relapsed refractory multiple myeloma who have received 2-4 prior therapies.分析記事 • Nov 14Oncopeptides (STO:ONCO) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Oct 27Oncopeptides AB (publ) to Report Q2, 2024 Results on Aug 14, 2024Oncopeptides AB (publ) announced that they will report Q2, 2024 results at 8:00 AM, Central European Standard Time on Aug 14, 2024お知らせ • Oct 21Oncopeptides AB (publ) Announces the Nomination CommitteeOncopeptides AB (publ) announces that the composition of the Nomination Committee has been established. According to the principles for the appointment of the Nomination Committee in Oncopeptides AB (publ), the Nomination Committee for the annual general meeting 2024 shall be composed of members appointed by the three largest shareholders in terms of voting rights as of the end of the third quarter 2023 who are willing to participate in the Nomination Committee, along with the Chairman of the Board of Directors. The Nomination Committee in respect of the annual general meeting 2024 consists of the following persons who together represent approximately 29 percent of the number of shares and votes in the company based on the shareholder information at end of September 2023. Staffan Lindstrand, appointed by HealthCap VI L.P., Patrik Sobocki, appointed by Stiftelsen Industrifonden, Caroline Mebius, appointed by Handelsbanken funds, and Per Wold-Olsen, the Chairman of the Board.お知らせ • Oct 12Oncopeptides AB (publ) to Report Q1, 2024 Results on May 03, 2024Oncopeptides AB (publ) announced that they will report Q1, 2024 results on May 03, 2024お知らせ • Oct 02Oncopeptides AB (publ) to Report Fiscal Year 2023 Final Results on Apr 22, 2024Oncopeptides AB (publ) announced that they will report fiscal year 2023 final results on Apr 22, 2024お知らせ • Sep 21Oncopeptides AB (publ) to Report Fiscal Year 2023 Results on Feb 27, 2024Oncopeptides AB (publ) announced that they will report fiscal year 2023 results on Feb 27, 2024お知らせ • Sep 15Oncopeptides AB (Publ) Announces Positive Opinion on Type II Variation to Extend the Therapeutic Indication of Pepaxti Based on Ocean Trial ResultsOncopeptides AB (publ) announced that the Committee for Medicinal Products for Human Use (CHMP), part of the European Medicines Agency (EMA), has, following their scientific assessment, adopted a positive opinion on Oncopeptides' application for earlier lines of treatment for patients with relapsed, refractory multiple myeloma (RRMM). The opinion from the CHMP will now be sent to the European Commission for a final decision. Based on findings from its OCEAN trial, Oncopeptides submitted, on 28 Nov. 2022, an application to extend the therapeutic indication of Pepaxti to the treatment of adult patients with multiple myeloma who have received at least two prior lines of therapies, whose disease is refractory to lenalidomide and the last line of therapy. With their opinion, CHMP recommends that the use of Pepaxti could be expanded to earlier lines of treatment and also peripheral administration, meaning delivery of treatment through peripheral rather than central veins, a less invasive way of administration. Oncopeptides will as a next step assess the current market dynamics of the rapidly evolving multiple myeloma landscape, including the competition in different lines of treatment and the effect that extending Pepaxti into earlier lines of treatment would have on Oncopeptides's ability to receive a reimbursed price that reflects its innovation.Major Estimate Revision • Aug 17Consensus revenue estimates increase by 47%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from kr25.6m to kr37.6m. Forecast losses expected to reduce from -kr2.94 to -kr2.81 per share. Biotechs industry in Sweden expected to see average net income growth of 4.3% next year. Consensus price target down from kr14.50 to kr11.25. Share price fell 12% to kr6.99 over the past week.お知らせ • Aug 10Oncopeptides AB (publ) Appoints Henrik Bergentoft as Chief Financial OfficerOncopeptides AB (publ) announced that the company has appointed Henrik Bergentoft as Chief Financial Officer, CFO. Henrik was most recently CFO at RaySearch Laboratories and brings 20+ years of experience from leading finance roles at both medical and non-medical, publicly listed organizations. He will assume his new position during the fourth quarter, replacing Holger Lembrér.業績と収益の成長予測OM:ONCO - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028328-4-7-13312/31/2027239-82-6-73312/31/2026141-147-158-16133/31/202683-221-200-200N/A12/31/202571-250-223-223N/A9/30/202562-268-228-228N/A6/30/202551-267-325-325N/A3/31/202540-278-262-262N/A12/31/202432-285-261-261N/A9/30/202427-282-245-244N/A6/30/202421-263-172-172N/A3/31/202439-246-258-258N/A12/31/202335-249-280-279N/A9/30/202330-259-304-302N/A6/30/202327-307-317-315N/A3/31/20239-310-346-343N/A12/31/20228-338-423-421N/A9/30/2022-14-641-790-789N/A6/30/202241-1,330-1,055-1,055N/A3/31/202299-1,294-1,296-1,296N/A12/31/2021118-1,430-1,517-1,516N/A9/30/2021140-1,549-1,444-1,427N/A6/30/202186-1,155-1,449-1,431N/A3/31/202119-1,532-1,388-1,370N/A12/31/2020N/A-1,595-1,314-1,297N/A9/30/2020N/A-1,327-1,159-1,156N/A6/30/2020N/A-1,133-1,026-1,023N/A3/31/2020N/A-904-863-861N/A12/31/2019N/A-741N/A-691N/A9/30/2019N/A-608N/A-582N/A6/30/2019N/A-512N/A-469N/A3/31/2019N/A-485N/A-436N/A12/31/2018N/A-411N/A-334N/A9/30/2018N/A-368N/A-271N/A6/30/2018N/A-325N/A-262N/A3/31/2018N/A-248N/A-244N/A12/31/2017N/A-250N/A-271N/A9/30/2017N/A-243N/A-270N/A6/30/2017N/A-216N/A-211N/A3/31/2017N/A-172N/A-159N/A12/31/2016N/A-125N/A-104N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ONCO今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: ONCO今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: ONCO今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: ONCOの収益 ( 45.5% ) Swedish市場 ( -0.4% ) よりも速いペースで成長すると予測されています。高い収益成長: ONCOの収益 ( 45.5% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ONCOの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/26 02:47終値2026/06/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Oncopeptides AB (publ) 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Erik HultgårdCarnegie Investment Bank ABPatrik LingDNB CarnegieErik HultgårdDNB Carnegie4 その他のアナリストを表示
Major Estimate Revision • 8hConsensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr169.0m to kr141.3m. Forecast losses increased from -kr0.405 to -kr0.465 per share. Biotechs industry in Sweden expected to see average net income growth of 14% next year. Consensus price target of kr2.50 unchanged from last update. Share price was steady at kr1.65 over the past week.
Breakeven Date Change • May 19Forecast to breakeven in 2028The 2 analysts covering Oncopeptides expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 76% per year to 2027. The company is expected to make a profit of kr41.0m in 2028. Average annual earnings growth of 104% is required to achieve expected profit on schedule.
Breakeven Date Change • Feb 19No longer forecast to breakevenThe 2 analysts covering Oncopeptides no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of kr39.3m in 2027. New consensus forecast suggests the company will make a loss of kr1.00m in 2027.
Major Estimate Revision • Jan 19Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr83.4m to kr71.0m. EPS estimate unchanged from -kr0.96 per share at last update. Biotechs industry in Sweden expected to see average net income growth of 12% next year. Consensus price target down from kr5.25 to kr4.75. Share price fell 20% to kr3.30 over the past week.
お知らせ • Jan 17Oncopeptides AB (Publ) Provides Sales Guidance for the Fourth Quarter and Full Year 2025Oncopeptides AB (publ) provided sales guidance for the fourth quarter and full year 2025. For the quarter company expects net sales for the second quarter to amount to SEK 18.6 million an increase of 88% versus Fourth Quarter 2024. For the full year, the company expects net sales to amount to 71.2 million SEK, an increase of 125% versus 2024.
Major Estimate Revision • Nov 12Consensus revenue estimates decrease by 37%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr131.5m to kr83.4m. EPS estimate unchanged from -kr0.97 per share at last update. Biotechs industry in Sweden expected to see average net income growth of 22% next year. Consensus price target of kr5.50 unchanged from last update. Share price was steady at kr5.10 over the past week.
Major Estimate Revision • 8hConsensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr169.0m to kr141.3m. Forecast losses increased from -kr0.405 to -kr0.465 per share. Biotechs industry in Sweden expected to see average net income growth of 14% next year. Consensus price target of kr2.50 unchanged from last update. Share price was steady at kr1.65 over the past week.
ナラティブの更新 • Jun 25ONCO: Expanded Multiple Myeloma Indication Will Drive Long-Term UpsideAnalysts have adjusted their price target on Oncopeptides to SEK 3.10 from SEK 5.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News for Oncopeptides First patient enrolled in the OP-701 INSULA "Window-of-Opportunity" study in glioblastoma, the first clinical evaluation of Oncopeptides' PDC platform in this cancer, aiming to assess blood brain barrier penetration and tumor cell activity; the trial is being conducted at Oslo University Hospital in Norway.
お知らせ • Jun 17Oncopeptides AB (Publ) Announces Enrollment of First Patient in Oncopeptides' Glioblastoma StudyOncopeptides AB (publ) announced that the first patient has been enrolled in the clinical "Window-of-Opportunity" (WoO) study evaluating its proprietary Peptide Drug Conjugate (PDC) platform in glioblastoma. The WoO study, named OP-701 (INSULA), represents the first clinical evaluation of a PDC in glioblastoma, marking a major strategic milestone as Oncopeptides expands its core technology platform beyond multiple myeloma. The focused trial will enroll approximately 10 patients to provide initial human proof-of-concept to assess that the company's technology successfully penetrates the human blood-brain barrier (BBB) in glioblastoma patients and have cytotoxic (cell killing) activity in tumor cells. The BBB remains the primary clinical obstacle and causes most traditional oncological drugs to fail in this disease. By utilizing an approved drug from Oncopeptides' platform as a "clinical probe," the study employs an innovative and highly efficient design to capture drug activity directly within the tumor tissue from patients scheduled for surgery for recurrent disease. This approach aims to validate the underlying biological mechanism in a rapid, cost-efficient manner before advancing a PDC asset into formal dose-finding and potential further clinical trials. Glioblastoma is the most aggressive and devastating form of brain cancer, characterized by rapid tumor growth, invariable relapse, and a total lack of curative options, with a median survival rate of just 12–15 months. The global glioblastoma market represents a profound unmet medical need and is estimated to be worth more than 8 billion USD by 2035. Oncopeptides' PDC molecules are believed to be uniquely equipped to pass the blood-brain barrier due to their small size and lipophilicity, entering the target cancer cells freely to deliver their cytotoxic payload directly where it is needed. The trial is conducted at Oslo University Hospital in Norway.
お知らせ • May 22Oncopeptides AB Announces Publication of Phase 2 Bridge Study Results for Pepaxti in Relapsed Refractory Multiple Myeloma Patients with Renal ImpairmentOncopeptides AB (publ) (Nasdaq Stockholm: ONCO), a biotech company focused on difficult-to-treat cancers, announced the publication of the results from the Phase 2 BRIDGE (OP-107) clinical study in the peer-reviewed journal Clinical Lymphoma, Myeloma and Leukemia. The prospective, open-label study evaluated the pharmacokinetics (PK), safety, and efficacy of Pepaxti (melflufen) plus dexamethasone in relapsed, refractory multiple myeloma (RRMM) patients with moderate-to-severe renal impairment (RI). Patients with renal insufficiency represent roughly half of all myeloma diagnoses and typically suffer from poorer long-term outcomes and limited clinical options. The final analyses demonstrate that while systemic exposure to the active metabolite melphalan varies based on baseline kidney function, a reduced melflufen starting dose of 30 mg in patients with moderate renal impairment delivers a consistent safety profile, treatment responses, and survival measures aligned with prior trials conducted in less selected populations. Furthermore, exploratory data gathered across the treatment cycles showed that renal function remained stable or slightly improved during therapy, suggesting that Pepaxti does not adversely impact the kidneys at the studied doses. Validated dose optimization: The PK data directly validate the clinical use and efficacy of a 30 mg Pepaxti starting dose for patients with moderate renal impairment (eGFR =30 to <45 mL/min/1.73 m²). Sustained efficacy in fragile populations: Patients with moderate renal impairment achieved an Overall Response Rate (ORR) of 47.6% in Cohort 1a (40 mg starting dose) and 70.0% in Cohort 1b (30 mg starting dose), with a median progression-free survival (PFS) of 8.6 months and 7.7 months, respectively. No new safety signals: Despite advanced renal impairment and high treatment exposure, the safety profile was well-characterized and manageable. The most frequently reported treatment-emergent adverse events were hematological (thrombocytopenia, anemia, and neutropenia), which is consistent with previous clinical trials. The full article, titled "BRIDGE (OP-107): A Phase 2 Pharmacokinetic Study of Melflufen Plus Dexamethasone in Patients with Relapsed/Refractory Multiple Myeloma and Impaired Renal Function," is available online via Clinical Lymphoma, Myeloma and Leukemia. Pepaxti (melphalan flufenamide, also called melflufen) has been granted Marketing Authorization, in the European Union, the EEA-countries Iceland, Lichtenstein and Norway, as well as in the UK. Pepaxti is indicated in combination with dexamethasone for the treatment of adult patients with multiple myeloma who have received at least three prior lines of therapies, whose disease is refractory to at least one proteasome inhibitor, one immunomodulatory agent, and one anti-CD38 monoclonal antibody, and who have demonstrated disease progression on or after the last therapy. For patients with a prior autologous stem cell transplantation, the time to progression should be at least 3 years from transplantation.
New Risk • May 19New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: kr221m Forecast net loss in 2 years: kr325k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Shareholders have been substantially diluted in the past year (75% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr325k net loss in 2 years). Market cap is less than US$100m (kr676.7m market cap, or US$72.1m).
Breakeven Date Change • May 19Forecast to breakeven in 2028The 2 analysts covering Oncopeptides expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 76% per year to 2027. The company is expected to make a profit of kr41.0m in 2028. Average annual earnings growth of 104% is required to achieve expected profit on schedule.
Reported Earnings • May 15First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: kr25.4m (up 91% from 1Q 2025). Net loss: kr32.2m (loss narrowed 47% from 1Q 2025). Revenue is forecast to grow 64% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Biotechs industry in Sweden. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Apr 29ONCO: Rights Issue And Glioblastoma Study Will Support Bullish Long Term ViewAnalysts have maintained their SEK fair value estimate for Oncopeptides at SEK 2.80, while fine tuning assumptions for the discount rate, profit margin, and future P/E. This reflects updated views on the company’s risk profile and earnings potential without changing the headline price target.
お知らせ • Apr 16Oncopeptides AB (publ), Annual General Meeting, May 21, 2026Oncopeptides AB (publ), Annual General Meeting, May 21, 2026, at 14:00 W. Europe Standard Time. Location: tandstickspalatset, vastra, tradgardsgatan 15, stockholm Sweden
ナラティブの更新 • Apr 12ONCO: Rights Issue And New Studies Will Support Bullish Long Term ViewAnalysts have modestly adjusted their SEK price target for Oncopeptides, reflecting small refinements to discount rate, profit margin assumptions, and future P/E inputs rather than a shift in the core fair value view. What's in the News Oncopeptides plans to support the MARINA real world evidence study of Pepaxti in relapsed, refractory multiple myeloma in Germany, targeting around 50 patients across about 25 sites, with iOMEDICO as sponsor and coordinator and first patient enrolment planned for the second quarter of 2026 (Key Developments).
New Risk • Apr 01New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 84% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-kr59m). Shareholders have been substantially diluted in the past year (84% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr19m net loss in 2 years). Market cap is less than US$100m (kr559.7m market cap, or US$59.6m).
ナラティブの更新 • Mar 28ONCO: Rights Offering And 2025 Sales Guidance Will Support Bullish ViewAnalysts have kept their SEK price target for Oncopeptides effectively unchanged, pointing to stable fair value assumptions and only marginal tweaks to inputs such as the discount rate, forecast revenue growth, profit margin and future P/E multiple. What's in the News Oncopeptides has filed a follow on equity offering of Ordinary Shares, targeting SEK 200.4 million through a rights offering of 129,283,736 shares at SEK 1.55 per share (Key Developments).
New Risk • Mar 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 84% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-kr59m). Shareholders have been substantially diluted in the past year (84% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr19m net loss in 2 years). Market cap is less than US$100m (kr596.9m market cap, or US$64.2m).
お知らせ • Mar 18Oncopeptides AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 200.389791 million.Oncopeptides AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 200.389791 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 129,283,736 Price\Range: SEK 1.55 Transaction Features: Rights Offering
ナラティブの更新 • Mar 12ONCO: Rights Issue And 2025 Sales Outlook Will Support Bullish ViewAnalysts have adjusted their price target on Oncopeptides to SEK 2.80. The change is largely tied to updated assumptions around the discount rate, profit margin, and future P/E, rather than a shift in estimated fair value.
ナラティブの更新 • Feb 25ONCO: Rights Issue And 2025 Sales Guidance Will Support Bullish OutlookAnalysts have trimmed their price target on Oncopeptides to SEK 2.80 from SEK 4.75, reflecting updated assumptions for slightly lower revenue growth, a marginally softer profit margin, a higher discount rate, and a reduced future P/E multiple. What's in the News Oncopeptides AB (publ) has filed a follow on equity offering of approximately SEK 200.4m through a rights offering of 129,283,736 ordinary shares at SEK 1.55 per share (Key Developments).
Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: kr1.10 loss per share (improved from kr1.71 loss in FY 2024). Revenue: kr71.1m (up 125% from FY 2024). Net loss: kr249.6m (loss narrowed 12% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 61% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Biotechs industry in Sweden. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 43% per year, which means it is significantly lagging earnings.
New Risk • Feb 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swedish stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr45m net loss in 2 years). Shareholders have been diluted in the past year (27% increase in shares outstanding). Market cap is less than US$100m (kr749.9m market cap, or US$82.8m).
Breakeven Date Change • Feb 19No longer forecast to breakevenThe 2 analysts covering Oncopeptides no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of kr39.3m in 2027. New consensus forecast suggests the company will make a loss of kr1.00m in 2027.
お知らせ • Feb 19+ 4 more updatesOncopeptides AB (publ) to Report Q2, 2026 Results on Aug 27, 2026Oncopeptides AB (publ) announced that they will report Q2, 2026 results on Aug 27, 2026
ナラティブの更新 • Feb 09ONCO: Future Sales Guidance Will Support Bullish View On Upcoming ResultsAnalysts have cut their price target on Oncopeptides to €4.75 from €5.50, reflecting updated assumptions around revenue growth, profit margins, a higher discount rate, and a higher future P/E multiple. What's in the News Oncopeptides issued sales guidance for the fourth quarter 2025.
ナラティブの更新 • Jan 25ONCO: NK Cell Platform Progress Will Drive Future Risk Reward RepricingAnalysts have reduced their price target for Oncopeptides from 5.0 to 4.5, reflecting a fair value adjustment driven by shifts in projected revenue growth, higher discount rates, stronger profit margin assumptions, and a lower future P/E estimate. What's in the News Oncopeptides issued sales guidance for the fourth quarter and full year 2025, with expected Q4 2025 net sales of SEK 18.6 million and full year 2025 net sales of SEK 71.2 million, both described by the company as higher compared with 2024 (Corporate guidance).
Major Estimate Revision • Jan 19Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr83.4m to kr71.0m. EPS estimate unchanged from -kr0.96 per share at last update. Biotechs industry in Sweden expected to see average net income growth of 12% next year. Consensus price target down from kr5.25 to kr4.75. Share price fell 20% to kr3.30 over the past week.
お知らせ • Jan 17Oncopeptides AB (Publ) Provides Sales Guidance for the Fourth Quarter and Full Year 2025Oncopeptides AB (publ) provided sales guidance for the fourth quarter and full year 2025. For the quarter company expects net sales for the second quarter to amount to SEK 18.6 million an increase of 88% versus Fourth Quarter 2024. For the full year, the company expects net sales to amount to 71.2 million SEK, an increase of 125% versus 2024.
New Risk • Jan 16New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: kr268m Forecast net loss in 2 years: kr4.9m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-kr228m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr4.9m net loss in 2 years). Share price has been volatile over the past 3 months (9.3% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding).
お知らせ • Jan 16Oncopeptides AB (publ) to Report Fiscal Year 2025 Results on Feb 19, 2026Oncopeptides AB (publ) announced that they will report fiscal year 2025 results on Feb 19, 2026
ナラティブの更新 • Jan 11ONCO: NK Cell Platform Progress And Expert Guidance Will Shape Future Risk RewardAnalysts have modestly lowered their future P/E assumption for Oncopeptides from 38.59x to 36.58x, keeping fair value at €5.00. They have fine tuned expectations for revenue growth and profit margins while making a slight adjustment to the discount rate.
ナラティブの更新 • Dec 26ONCO: Improved Profitability And NK Cell Platform Will Drive Long-Term UpsideAnalysts have raised their price target on Oncopeptides from approximately SEK 4.50 to SEK 5.50 per share, citing expectations of stronger long term profitability, supported by higher projected profit margins and a lower future price to earnings multiple, despite slightly tempered revenue growth assumptions and a modestly higher discount rate. What's in the News Panel of leading multiple myeloma experts publishes clinical recommendations in Annals of Hematology on optimal use of Pepaxti (melflufen), reinforcing its role as an important option for relapsed, refractory multiple myeloma, including elderly and high risk patients, with a manageable safety profile (company announcement).
ナラティブの更新 • Dec 12ONCO: Future NK Platform And Equity Raise Will Shape Risk Reward ProfileAnalysts have modestly raised their price target on Oncopeptides to align with a fair value approaching $5.00 per share, citing a higher required discount rate, more conservative revenue growth and margin assumptions, and a structurally higher future P/E multiple. Taken together, these factors imply a more cautiously optimistic risk reward profile.
Major Estimate Revision • Nov 12Consensus revenue estimates decrease by 37%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr131.5m to kr83.4m. EPS estimate unchanged from -kr0.97 per share at last update. Biotechs industry in Sweden expected to see average net income growth of 22% next year. Consensus price target of kr5.50 unchanged from last update. Share price was steady at kr5.10 over the past week.
Reported Earnings • Nov 06Third quarter 2025 earnings released: kr0.27 loss per share (vs kr0.29 loss in 3Q 2024)Third quarter 2025 results: kr0.27 loss per share. Revenue: kr20.2m (up 138% from 3Q 2024). Net loss: kr60.9m (loss widened 1.1% from 3Q 2024). Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Biotechs industry in Sweden.
New Risk • Oct 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Negative equity (-kr67m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr35m net loss in 2 years). Shareholders have been diluted in the past year (27% increase in shares outstanding).
お知らせ • Sep 01Oncopeptides AB (publ) Announces the Publication of Two Real-World Evidence (RWE) Abstracts on Pepaxti At the International Myeloma Society Annual MeetingOncopeptides AB (publ) announced the publication of two real-world evidence (RWE) abstracts on Pepaxti at the International Myeloma Society (IMS) Annual Meeting, September 17-20 in Toronto, Canada. As previously communicated, the data were generated through treatment outcomes in real world settings from centers in Valencia, Spain and Bologna, Italy and underscore the growing interest in real-world clinical use of Pepaxti. The Italian study reports an overall response rate (ORR) of 47% in a heavily pretreated patient population with relapsed or refractory multiple myeloma, confirming the efficacy previously demonstrated in the HORIZON trial with a similar safety profile. Importantly, the study demonstrated efficacy in patients treated with novel immunotherapies, underscoring the robust effectiveness of Pepaxti in daily clinical practice. The Spanish study confirms the efficacy of Pepaxti in an even more heavily pretreated patient population where the majority of patients had been exposed to either anti-BCMA or anti-GPRC5D immunotherapy, generating data highly relevant to clinicians seeking guidance for treatment decisions. Both studies confirm Pepaxti's favorable tolerability profile in real-world settings - a key consideration in multiple myeloma where safety challenges are common.
Recent Insider Transactions • Sep 01Chief Executive Officer recently bought kr250k worth of stockOn the 26th of August, Sofia Heigis bought around 57k shares on-market at roughly kr4.40 per share. This transaction amounted to 65% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Sofia's only on-market trade for the last 12 months.
Breakeven Date Change • Aug 25Forecast to breakeven in 2027The 2 analysts covering Oncopeptides expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 47% per year to 2026. The company is expected to make a profit of kr13.0m in 2027. Average annual earnings growth of 79% is required to achieve expected profit on schedule.
Reported Earnings • Aug 22Second quarter 2025 earnings released: kr0.30 loss per share (vs kr0.48 loss in 2Q 2024)Second quarter 2025 results: kr0.30 loss per share (improved from kr0.48 loss in 2Q 2024). Revenue: kr19.2m (up 135% from 2Q 2024). Net loss: kr62.8m (loss narrowed 14% from 2Q 2024). Revenue is forecast to grow 62% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Biotechs industry in Sweden. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 48% per year, which means it is significantly lagging earnings.
お知らせ • Aug 22Oncopeptides AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 150.232109 million.Oncopeptides AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 150.232109 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 46,947,534 Price\Range: SEK 3.2 Transaction Features: Rights Offering
ナラティブの更新 • Aug 20Agreements In Europe And Japan Will Unlock Global MarketsThe notable increase in Oncopeptides' fair value target is primarily driven by a higher forecasted future P/E multiple, despite a marginal dip in revenue growth expectations, with the analyst consensus price target rising from SEK2.73 to SEK3.25. What's in the News Strategic partnership with SD Pharma enhances Pepaxti's hospital reach in Spain without upfront costs, starting Q3 2025.
Buy Or Sell Opportunity • Aug 11Now 21% undervaluedOver the last 90 days, the stock has risen 139% to kr4.68. The fair value is estimated to be kr5.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Earnings per share has grown by 86%. Revenue is forecast to grow by 569% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.
分析記事 • Jul 28A Look At The Fair Value Of Oncopeptides AB (publ) (STO:ONCO)Key Insights Oncopeptides' estimated fair value is kr5.77 based on Dividend Discount Model Oncopeptides' kr6.00 share...
お知らせ • Jul 23Oncopeptides AB (publ) Announces Acceptance of Spanish and Italian Real-World Data at IMS Annual MeetingOncopeptides AB (publ) announced that two real-world evidence (RWE) posters have been accepted for presentation at the upcoming International Myeloma Society (IMS) Annual Meeting, taking place in Toronto, Canada on September 17-20. The data were generated through treatment outcomes in real world settings from centers in Valencia, Spain and Bologna, Italy and underscore the growing interest in real-world clinical use of Pepaxti. The accepted posters focus on real-world outcomes in heavily pretreated patients with relapsed or refractory multiple myeloma. While specific results will be shared at the congress, the inclusion of these patient cases reflects the increasing importance of RWE to guide treatment decisions in clinical practice. For a medicine with limited awareness and use to date, real-world data play a key role in building physician confidence and informing market access. The inclusion of these two posters at IMS follows a growing body of independent research that reflects clinical experiences across Europe.
お知らせ • Jul 10+ 1 more updateOncopeptides AB (Publ) Announces Inclusion of Drug Pepaxti in New Clinical Practice Guidelines from Eha-EmnOncopeptides AB (publ) announced that its drug Pepaxti has been included in new clinical practice guidelines from EHA-EMN for patients with relapsed, refractory multiple myeloma. This marks an important recognition by leading experts of the drug's clinical value and ability to meet an unmet medical need in the treatment of this serious blood cancer. The guidelines are based on a thorough evaluation of clinical evidence by leading experts and aim to support doctors in selecting appropriate therapies for their patients. For patients who have received multiple prior lines of therapy and are triple-class refractory /exposed (TCR/TCE) - meaning their disease no longer responds to three major classes of myeloma drugs - Pepaxti is recommended based on Level 1 evidence, the strongest possible, and has a Grade B recommendation. Furthermore, Pepaxti has also been listed as a treatment option for patients with even more advanced disease, TCR/TCE patients relapsing after immunotherapy with either CART cells or ADC and whose disease no longer responds to four drug classes.
New Risk • Jul 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swedish stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-kr5.8m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr262m). Currently unprofitable and not forecast to become profitable over next 2 years (kr75m net loss in 2 years). Share price has been volatile over the past 3 months (10% average weekly change). Revenue is less than US$5m (kr40m revenue, or US$4.2m). Market cap is less than US$100m (kr501.2m market cap, or US$52.6m).
お知らせ • May 22Oncopeptides AB (publ) Approves Election of Christine Rankin as Board MemberThe Annual General Meeting in Oncopeptides AB (publ) was held on 22 May 2025, approved election of Christine Rankin as board members.
Major Estimate Revision • May 22Consensus revenue estimates increase by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from kr95.4m to kr112.4m. EPS estimate unchanged from -kr0.70 at last update. Biotechs industry in Sweden expected to see average net income growth of 25% next year. Consensus price target up from kr2.50 to kr2.73. Share price was steady at kr1.97 over the past week.
Breakeven Date Change • May 21Forecast to breakeven in 2027The 3 analysts covering Oncopeptides expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 41% per year to 2026. The company is expected to make a profit of kr2.59m in 2027. Average annual earnings growth of 70% is required to achieve expected profit on schedule.
Reported Earnings • May 15First quarter 2025 earnings released: kr0.29 loss per share (vs kr0.72 loss in 1Q 2024)First quarter 2025 results: kr0.29 loss per share (improved from kr0.72 loss in 1Q 2024). Revenue: kr13.3m (up 162% from 1Q 2024). Net loss: kr60.7m (loss narrowed 10% from 1Q 2024). Revenue is forecast to grow 63% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Biotechs industry in Sweden. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.
お知らせ • May 15+ 1 more updateOncopeptides AB (publ) to Report Q3, 2025 Results on Nov 05, 2025Oncopeptides AB (publ) announced that they will report Q3, 2025 results on Nov 05, 2025
お知らせ • May 06Oncopeptides AB's Ordinary Shares to be Deleted from OTC EquityOncopeptides AB (publ) Ordinary Shares will be deleted from OTC Equity effective May 06, 2025, due to inactive security.
お知らせ • Apr 17Oncopeptides AB (publ), Annual General Meeting, May 22, 2025Oncopeptides AB (publ), Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time. Location: at tandstickspalatset, vastra tradgardsgatan 15, stockholm Sweden
お知らせ • Apr 16Oncopeptides AB (publ) Announces the Publication of New Real-World Data That Further Support the Effectiveness and Tolerability of Melflufen, Refractory Multiple MyelomaOncopeptides AB (publ) announced the publication of new real-world data that further support the effectiveness and tolerability of melflufen, branded in Europe as Pepaxti, in patients with relapsed, refractory multiple myeloma (RRMM). The data were presented in an abstract from the University of Catania, Italy. It highlights treatment outcomes in a single-center real-world setting. The retrospective analysis included eight triple-class refractory RRMM patients who had received a median of 3.5 prior lines of therapy. Notably, several patients presented with high-risk features, including extramedullary disease. Despite this, treatment with Pepaxti in combination with dexamethasone showed an overall response rate (ORR) of 37.5%, with partial responses seen even among patients with advanced disease manifestations. The data underline Pepaxti's role as a viable treatment option for patients with advanced RRMM for patients who have received at least three prior lines of therapy and whose disease has progressed on or after the last therapy.
新しいナラティブ • Apr 15Agreements In Europe And Japan Will Unlock Global Markets Strategic agreements in Europe and potential licensing in Japan will unlock major markets, enhancing future earnings and revenue growth.
Price Target Changed • Mar 05Price target decreased by 8.5% to kr2.50Down from kr2.73, the current price target is an average from 3 analysts. New target price is 64% above last closing price of kr1.52. Stock is down 76% over the past year. The company is forecast to post a net loss per share of kr0.42 next year compared to a net loss per share of kr1.71 last year.
お知らせ • Mar 03Oncopeptides AB (publ) to Report Q1, 2025 Results on May 15, 2025Oncopeptides AB (publ) announced that they will report Q1, 2025 results on May 15, 2025
Reported Earnings • Mar 02Full year 2024 earnings released: kr1.71 loss per share (vs kr2.76 loss in FY 2023)Full year 2024 results: kr1.71 loss per share. Revenue: kr31.6m (down 10% from FY 2023). Net loss: kr284.6m (loss widened 14% from FY 2023). Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Biotechs industry in Sweden.
お知らせ • Feb 20Oncopeptides AB (publ) to Report Q4, 2024 Results on Feb 27, 2025Oncopeptides AB (publ) announced that they will report Q4, 2024 results at 8:00 AM, Central European Standard Time on Feb 27, 2025
お知らせ • Feb 06Jarl Ulf Jungnelius Resigns from Oncopeptides AB (publ) Board of DirectorsOncopeptides AB (publ) announced that Jarl Ulf Jungnelius has informed the Board of Directors of his decision to step down from the Bord of Directors of Oncopeptides in which he has served since 2011. This due to personal reasons related to a change of domicile from Sweden.
お知らせ • Jan 27Oncopeptides' Pepaxti Formally Approves for Full Reimbursement in ItalyOncopeptides AB (publ) announced that the positive reimbursement decision for its drug Pepaxti (melflufen) has been published in the Italian Official Journal ("IOJ", It.: Gazetta Ufficiale). This marks the final regulatory step for the drug's upcoming commercialization in Italy, confirming Oncopeptides' expectation of first sales during first half, 2025. With the IOJ publication, Oncopeptides can now initiate the regional access process to bring Pepaxti to patients. The company's goal is to make the treatment available to eligible Italian patients with relapsed and refractory multiple myeloma over the coming months. Italy reports an annual incidence of approximately 6,000 new cases of multiple myeloma, and with about 1,800 patients falling within Pepaxti's target population. 79 patients across 10 Italian hospitals during the clinical development of Pepaxti and 86 treated patients in the Early Access Program (EAP) underscores the clinical experience in the country and high unmet need for the drug. The Early Access program have been closed following the reimbursement. As previously communicated, Oncopeptides is currently in the process of strengthening its presence in Italy by expanding its team and investing in initiatives to raise awareness about Pepaxti and its benefits.
Major Estimate Revision • Nov 14Consensus revenue estimates decrease by 19%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from kr50.6m to kr40.9m. EPS estimate increased from -kr2.38 to -kr1.58 per share. Biotechs industry in Sweden expected to see average net income growth of 29% next year. Consensus price target down from kr4.33 to kr3.00. Share price fell 5.4% to kr1.51 over the past week.
Reported Earnings • Nov 08Third quarter 2024 earnings released: kr0.29 loss per share (vs kr0.45 loss in 3Q 2023)Third quarter 2024 results: kr0.29 loss per share. Revenue: kr8.51m (up 203% from 3Q 2023). Net loss: kr60.2m (loss widened 49% from 3Q 2023). Revenue is forecast to grow 91% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in Sweden.
New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swedish stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (127% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (kr134m net loss in 2 years). Share price has been volatile over the past 3 months (8.9% average weekly change). Revenue is less than US$5m (kr21m revenue, or US$2.0m). Market cap is less than US$100m (kr343.4m market cap, or US$32.1m).
Major Estimate Revision • Sep 12Consensus revenue estimates decrease by 34%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from kr76.3m to kr50.6m. EPS estimate increased from -kr2.21 to -kr2.02 per share. Biotechs industry in Sweden expected to see average net income growth of 5.3% next year. Consensus price target down from kr5.77 to kr4.33. Share price was steady at kr2.07 over the past week.
Price Target Changed • Sep 11Price target decreased by 29% to kr4.33Down from kr6.10, the current price target is an average from 3 analysts. New target price is 110% above last closing price of kr2.07. Stock is down 74% over the past year. The company is forecast to post a net loss per share of kr2.02 next year compared to a net loss per share of kr2.76 last year.
Reported Earnings • Aug 19Second quarter 2024 earnings released: kr0.48 loss per share (vs kr0.60 loss in 2Q 2023)Second quarter 2024 results: kr0.48 loss per share. Net loss: kr73.2m (loss widened 30% from 2Q 2023). Revenue is forecast to grow 78% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Biotechs industry in Sweden.
Major Estimate Revision • Aug 15Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr84.2m to kr74.6m. Forecast losses increased from -kr2.04 to -kr2.21 per share. Biotechs industry in Sweden expected to see average net income growth of 34% next year. Consensus price target down from kr6.10 to kr5.77. Share price fell 11% to kr2.12 over the past week.
お知らせ • Jul 04An undisclosed buyer acquired an 9.166336% stake in Oncopeptides AB (publ) (OM:ONCO) from Industrifonden for SEK 22.4 million.An undisclosed buyer acquired an 9.166336% stake in Oncopeptides AB (publ) (OM:ONCO) from Industrifonden for SEK 22.4 million on July 2, 2024. Industrifonden Foundation has divested its entire stake in Oncopeptides. An undisclosed buyer completed the acquisition of 9.166336% stake in Oncopeptides AB (publ) (OM:ONCO) from Industrifonden on July 2, 2024.
分析記事 • Jun 18An Intrinsic Calculation For Oncopeptides AB (publ) (STO:ONCO) Suggests It's 45% UndervaluedKey Insights Using the Dividend Discount Model, Oncopeptides fair value estimate is kr5.43 Oncopeptides is estimated to...
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 34%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr82.4m to kr84.2m. Forecast EPS reduced from -kr1.53 to -kr2.04 per share. Biotechs industry in Sweden expected to see average net income growth of 19% next year. Consensus price target of kr6.10 unchanged from last update. Share price rose 19% to kr3.44 over the past week.
Reported Earnings • Jun 04First quarter 2024 earnings released: kr0.75 loss per share (vs kr0.75 loss in 1Q 2023)First quarter 2024 results: kr0.75 loss per share (improved from kr0.75 loss in 1Q 2023). Revenue: kr5.07m (up 351% from 1Q 2023). Net loss: kr67.7m (loss narrowed 4.7% from 1Q 2023). Revenue is forecast to grow 62% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Biotechs industry in Sweden.
お知らせ • May 17Oncopeptides AB (publ) Presents New Data Highlighting Treatment Benefits of Pepaxti in High-Risk Multiple Myeloma Patients at the COMy CongressOncopeptides AB (publ) announced that new scientific data on melflufen, branded in Europe as Pepaxti, has been accepted at the 10th annual World Congress on Cont Cont Cont Controversies in Multiple Myeloma (COMy), to be held on May 23-26. The study, published by a team from institutions across Europe, including the University of Wurzburg and the Institute for Molecular Medicine Finland, focuses on the effectiveness of melflufen and shows promising results for the drug when treating patients with a particularly challenging form of multiple myeloma. The study will be presented to congress attendees through an online oral presentation on May 26. The presentation will be given by Caroline Heckman, from the Institute for Molecular Medicine Finland. Multiple myeloma can be especially difficult to treat in patients who have specific genetic mutations or deletions, such as del(17p) and/or mutations in the TP53 gene. These genetic characteristics are associated with a poorer prognosis and shorter survival rates. The research findings indicate that melflufen is more effective than traditional alkylating agents causing DNA damage and promoting the death of cancer cells lacking a functional so-called p53 protein, which is a common issue in high-risk multiple myeloma cases. The study also highlighted significant changes in gene expression that enhance the drug's impact on cancer cells. Furthermore, patients with the del(17p) genetic abnormality treated with melflufen and dexamethasone showed a longer progression-free survival and higher overall response rate compared to those treated with pomalidomide and dexamethasone in the OP-103 OCEAN trial.
New Risk • May 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 133% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (133% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (kr66m net loss in 3 years). Revenue is less than US$5m (kr35m revenue, or US$3.2m). Market cap is less than US$100m (kr637.2m market cap, or US$58.4m).
Price Target Changed • Apr 25Price target decreased by 7.2% to kr6.40Down from kr6.90, the current price target is an average from 2 analysts. New target price is 99% above last closing price of kr3.22. Stock is down 71% over the past year. The company is forecast to post a net loss per share of kr1.53 next year compared to a net loss per share of kr2.76 last year.
Major Estimate Revision • Apr 18Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -kr1.80 to -kr2.48 per share. Revenue forecast of kr105.1m unchanged since last update. Biotechs industry in Sweden expected to see average net income growth of 10% next year. Consensus price target of kr6.80 unchanged from last update. Share price fell 11% to kr4.47 over the past week.
お知らせ • Apr 05Oncopeptides AB (Publ) Provides Sales Guidance for the First Quarter of 2024Oncopeptides AB (publ) provided sales guidance for the first quarter of 2024. The company expected net sales to amount to SEK 5.1 million (SEK 1.1 million).
お知らせ • Mar 13Oncopeptides AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 300 million.Oncopeptides AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 300 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Rights Offering
分析記事 • Feb 29Oncopeptides (STO:ONCO) Will Have To Spend Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
New Risk • Feb 28New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr279m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-kr279m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (kr50m net loss in 3 years). Revenue is less than US$5m (kr35m revenue, or US$3.4m). Market cap is less than US$100m (kr487.2m market cap, or US$47.1m).
お知らせ • Feb 24Oncopeptides AB (publ), Annual General Meeting, May 22, 2024Oncopeptides AB (publ), Annual General Meeting, May 22, 2024.
お知らせ • Dec 16Oncopeptides Announces European Commission Decides to Formally Approve its Application to EMA for Extended Indication for Pepaxti into Earlier LinesOncopeptides announced that the European Commission has decided to formally approve the company’s application to the European Medicines Agency (EMA) for an extended indication for Pepaxti into earlier lines. The previously communicated decision by Oncopeptides to opt out of the process to extend the indication remains. Oncopeptides has submitted an application to adjust the indication of Pepaxti to the originally approved indication, a process that is expected to be finalized in early 2024. During this time, Oncopeptides will work together with the European Commission, EMA as well as local stakeholders to ensure an efficient removal process for the extended indication.
お知らせ • Nov 18Oncopeptides AB (publ) to Report Q3, 2024 Results on Nov 07, 2024Oncopeptides AB (publ) announced that they will report Q3, 2024 results on Nov 07, 2024
お知らせ • Nov 15Oncopeptides Selects to Present Additional Data from Ocean StudyOncopeptides AB (publ) announced that long-term outcomes from its Phase 3 OCEAN study has been accepted as a poster and will be presented at the 65th annual American Society of Hematology (ASH) Meeting and Exposition. The conference takes place in San Diego between December 9-12. ASH is the world's professional hematologic society serving both clinicians and scientists around the world who are working to conquer blood diseases. The phase 3 OCEAN study is a global, randomized, head-to-head, open-label study, evaluating the efficacy and safety of melflufen and dexamethasone, versus pomalidomide and dexamethasone in patients with relapsed refractory multiple myeloma who have received 2-4 prior therapies.
分析記事 • Nov 14Oncopeptides (STO:ONCO) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Oct 27Oncopeptides AB (publ) to Report Q2, 2024 Results on Aug 14, 2024Oncopeptides AB (publ) announced that they will report Q2, 2024 results at 8:00 AM, Central European Standard Time on Aug 14, 2024
お知らせ • Oct 21Oncopeptides AB (publ) Announces the Nomination CommitteeOncopeptides AB (publ) announces that the composition of the Nomination Committee has been established. According to the principles for the appointment of the Nomination Committee in Oncopeptides AB (publ), the Nomination Committee for the annual general meeting 2024 shall be composed of members appointed by the three largest shareholders in terms of voting rights as of the end of the third quarter 2023 who are willing to participate in the Nomination Committee, along with the Chairman of the Board of Directors. The Nomination Committee in respect of the annual general meeting 2024 consists of the following persons who together represent approximately 29 percent of the number of shares and votes in the company based on the shareholder information at end of September 2023. Staffan Lindstrand, appointed by HealthCap VI L.P., Patrik Sobocki, appointed by Stiftelsen Industrifonden, Caroline Mebius, appointed by Handelsbanken funds, and Per Wold-Olsen, the Chairman of the Board.
お知らせ • Oct 12Oncopeptides AB (publ) to Report Q1, 2024 Results on May 03, 2024Oncopeptides AB (publ) announced that they will report Q1, 2024 results on May 03, 2024
お知らせ • Oct 02Oncopeptides AB (publ) to Report Fiscal Year 2023 Final Results on Apr 22, 2024Oncopeptides AB (publ) announced that they will report fiscal year 2023 final results on Apr 22, 2024
お知らせ • Sep 21Oncopeptides AB (publ) to Report Fiscal Year 2023 Results on Feb 27, 2024Oncopeptides AB (publ) announced that they will report fiscal year 2023 results on Feb 27, 2024
お知らせ • Sep 15Oncopeptides AB (Publ) Announces Positive Opinion on Type II Variation to Extend the Therapeutic Indication of Pepaxti Based on Ocean Trial ResultsOncopeptides AB (publ) announced that the Committee for Medicinal Products for Human Use (CHMP), part of the European Medicines Agency (EMA), has, following their scientific assessment, adopted a positive opinion on Oncopeptides' application for earlier lines of treatment for patients with relapsed, refractory multiple myeloma (RRMM). The opinion from the CHMP will now be sent to the European Commission for a final decision. Based on findings from its OCEAN trial, Oncopeptides submitted, on 28 Nov. 2022, an application to extend the therapeutic indication of Pepaxti to the treatment of adult patients with multiple myeloma who have received at least two prior lines of therapies, whose disease is refractory to lenalidomide and the last line of therapy. With their opinion, CHMP recommends that the use of Pepaxti could be expanded to earlier lines of treatment and also peripheral administration, meaning delivery of treatment through peripheral rather than central veins, a less invasive way of administration. Oncopeptides will as a next step assess the current market dynamics of the rapidly evolving multiple myeloma landscape, including the competition in different lines of treatment and the effect that extending Pepaxti into earlier lines of treatment would have on Oncopeptides's ability to receive a reimbursed price that reflects its innovation.
Major Estimate Revision • Aug 17Consensus revenue estimates increase by 47%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from kr25.6m to kr37.6m. Forecast losses expected to reduce from -kr2.94 to -kr2.81 per share. Biotechs industry in Sweden expected to see average net income growth of 4.3% next year. Consensus price target down from kr14.50 to kr11.25. Share price fell 12% to kr6.99 over the past week.
お知らせ • Aug 10Oncopeptides AB (publ) Appoints Henrik Bergentoft as Chief Financial OfficerOncopeptides AB (publ) announced that the company has appointed Henrik Bergentoft as Chief Financial Officer, CFO. Henrik was most recently CFO at RaySearch Laboratories and brings 20+ years of experience from leading finance roles at both medical and non-medical, publicly listed organizations. He will assume his new position during the fourth quarter, replacing Holger Lembrér.
