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Kommentar fra Per Hansen, Investeringsøkonom, Nordnet Den danske biotekaktie Evaxion kom for alvor i fokus i går. Investorerne kan meget let være blevet rundtossede: · Evaxion blev børsnoteret i USA for et par kvartaler siden · Onsdag sluttede aktien i kurs 6,5 USD · For 10 dage siden annoncerede Evaxion, at de skulle hente yderligere aktiekapital og sælge flere aktier · Natten mellem onsdag/torsdag skete der ting og sager i eftermarkedet. · Danske Evaxion var blevet en "meme-aktie", som blev ivrigt og livligt debatteret på investorfora · Aktien steg torsdag kortvarigt op til 25 USD i de første minutters handel, svarende til en 4x i forhold til onsdagens slutkurs · Handelsvolumen var torsdag ekstrem. Der blev omsat 35 mio. aktier, og det svarer til mere end 300x den normale omsætning Den omvendte kursudvikling Kursudviklingen er bemærkelsesværdig af flere årsager. Dels størrelsen og ikke mindst at det sker 10 dage efter at selskabet har meddelt, at de skal sælge flere aktier, som normalt vil have en "trykkende" effekt på aktiekursen Figur 1: Kursudviklingen i Exaxion den seneste uge Kilde: Nordnet [image: 98329_image001.png]

Nogen af jer der følger Cassava Sciences Inc. steget 104% denne uge og fortsætter med 8 % i dag.

Replay of today's Gene Therapy presentation with Global Franchise Lead Gene Therapy, Lena Winstedt, PhD https://www.youtube.com/watch?v=JSSAtePzwU8 OBS: Hansa Biopharm har betalt digital IR-aftale med Proinvestor.com

cut paste In reality, "money printing" is just central banks creating bank reserves and using them to buy government bonds which they exchange for cash with financial institutions, who later use the funds raised to lend to consumers. But as real economic activity has all but collapsed, most of this money has found its way into ever-more speculative assets, creating a hyperinflationary boom not in consumer prices but in asset prices like tech stocks and Bitcoin.

Wegovy demonstrated significant and sustained weight loss in two-year study in adults with obesity The STEP 5 trial demonstrated an average weight loss of 15.2% with Wegovy at 104-weeks when used with a reduced calorie meal plan and increased physical activity vs. 2.6% with placebo The trial also showed that 77.1% of study participants who received Wegovy lost at least 5% of their body weight, compared to 34.4% of those who received placebo Bagsværd, Denmark, 5 November 2021 - Results from the STEP 5 phase 3b trial, presented today at the ObesityWeek 2021 interactive congress, showed that adults treated with Wegovy (semaglutide 2.4 mg injection) achieved significant and sustained weight loss over the two-year study period. The STEP 5 trial investigated Wegovy vs. placebo, both used with a reduced calorie meal plan and increased physical activity for the treatment of obesity (BMI ≥30 kg/m2) or overweight (BMI ≥27 kg/ m2) in 304 adults with at least one weight-related comorbidity for 104 weeks (two years).1 In the STEP 5 trial, results showed that Wegovy used with a reduced calorie meal plan and increased physical activity significantly reduced body weight from baseline to week 104 compared to placebo (-15.2% vs. -2.6%, estimated treatment difference: -12.6% -points [95% CI: -15.3, -9.8]; p<0.0001)1. The study also demonstrated that adults with overweight or obesity were more likely to lose at least 5% of their body weight with Wegovy vs. placebo (77.1% vs. 34.4%; p<0.0001). "People with obesity try on average seven times to lose weight before seeking medical care. Once weight is lost, however, it all too often comes back, which is why it is critically important to find options to help people living with obesity lose weight and keep it off," said W. Timothy Garvey, MD, Professor of Medicine, Department of Nutrition Sciences at the University of Alabama in Birmingham. "Results from the STEP 5 clinical trial demonstrated that adults with obesity were able to lose weight whilst taking Wegovy and maintain the weight loss at two years, which can help us better treat and manage obesity as a chronic disease." Based on 68-week trials, the most frequently reported adverse events with Wegovy were nausea, diarrhoea, vomiting, constipation and abdominal pain.2,3 In the STEP 5 trial, the safety profile of Wegovy was in line with previous STEP phase 3a trials; 5.9% of patients treated with Wegovy and 4.6% of patients treated with placebo permanently discontinued treatment as a result of adverse reactions.1 "With current obesity treatments we tend to see a waning of the weight-lowering effects of the treatment over time. We set out to investigate if that would hold true also for semaglutide 2.4 mg. It is very encouraging for us to see that even after two years of treatment with semaglutide 2.4 mg, we still see a significant and sustained weight loss of 15%. We are very pleased with the promise these findings offer to people living with obesity. For many people, maintaining an achieved weight loss over time is an equally big challenge as achieving the weight loss in the first place," said Martin Holst Lange, executive vice president, Development at Novo Nordisk. About STEP 5 and the STEP clinical trial programme STEP 5 was a phase 3b randomised, double-blind, placebo-controlled trial that investigated the effect of semaglutide 2.4 mg as an adjunct to lifestyle intervention (-500 kcal/day diet together with 150 minutes/week of physical activity) on sustained weight loss (for 2 years) in 304 adults with obesity, without type 2 diabetes. Participants were randomly assigned (in a 1:1 ratio) to once-weekly subcutaneous semaglutide 2.4 mg or placebo for 68 weeks. The primary endpoint of the trial was a change in body weight (%) and a proportion of participants who achieved greater than or equal to 5% weight loss at week 104. Key secondary objectives included the proportion of participants achieving a body weight reduction ≥10% or ≥15% from baseline at 104 weeks and change from baseline to week 104 in waist circumference and systolic blood pressure.1 STEP (Semaglutide Treatment Effect in People with obesity) is a phase 3 clinical development programme with once-weekly subcutaneous semaglutide 2.4 mg in obesity. The global clinical phase 3a programme consists of four trials and has enrolled approximately 4,500 adults with overweight or obesity.2 In the STEP trials, the primary estimand (treatment policy estimand) assessed effects regardless of treatment adherence or initiation of other anti-obesity therapies. The secondary estimand (trial product estimand) assessed effects if all people adhered to treatment and did not initiate other anti-obesity therapies. About Wegovy (semaglutide 2.4 mg) for weight management Wegovy (semaglutide 2.4 mg) is currently approved for weight management as an adjunct to diet and exercise in the US and UK only and is under review by the European Medicines Agency (EMA) and several other health authorities. Semaglutide is an analogue of the human glucagon-like peptide-1 (GLP-1) hormone, with 94% similarity to the native human GLP-1 molecule.4,5 It induces weight loss by reducing hunger, increasing feeling of fullness and thereby helping people eat less and reduce their food cravings.4 About obesity Obesity is a chronic disease that requires long-term management.6,7 It is associated with many serious health complications and decreased life expectancy.8,9 Obesity-related complications are numerous and include type 2 diabetes,7 heart disease,7 obstructive sleep apnoea,10 non-alcoholic fatty liver disease11 and certain types of cancer.12 The current COVID-19 pandemic has highlighted that obesity also increases the risk for severe illness and hospitalisation due to COVID-19.13,14 The global increase in the prevalence of obesity is a public health issue that has severe cost implications to healthcare systems. Approximately 650 million adults are estimated to live with obesity worldwide.15 About Novo Nordisk Novo Nordisk is a leading global healthcare company, founded in 1923 and headquartered in Denmark. Our purpose is to drive change to defeat diabetes and other serious chronic diseases such as obesity and rare blood and endocrine disorders. We do so by pioneering scientific breakthroughs, expanding access to our medicines and working to prevent and ultimately cure disease. Novo Nordisk employs about 47,000 people in 80 countries and markets its products in around 170 countries. For more information, visit novonordisk.com, Facebook, Twitter, LinkedIn, YouTube. Further information Media: Mette Kruse Danielsen +45 3079 3883 [email protected] Michael Bachner (US) +1 609 664 7308 [email protected] Investors: Daniel Muusmann Bohsen +45 3075 2175 [email protected] Valdemar Borum Svarrer +45 3079 0301 [email protected] Ann Søndermølle Rendbæk +45 3075 2253 [email protected] David Heiberg Landsted +45 3077 2253 [email protected] Mark Joseph Root (US) +1 848 213 3219 [email protected]

Fra idag: https://via.ritzau.dk/pressemeddelelse/danmarks-bedst-drevne-virksomheder-innoverer-sig-til-succes?publisherId=4119075&releaseId=13634363 Hvorfor er PE (2022) kun 9 (ifølge mig)?

Pfizer viser stor omsætningsfremgang i Q3: 134%. Tilsvarende stigning i EPS: 129% Guidance på EPS: 4,13-4,18 usd Ved kurs 45-46 giver det PE 11 https://s21.q4cdn.com/317678438/files/doc_financials/2021/q3/Q3-2021-PFE-Earnings-Release.pdf

Mange både danske og amerikanske virksomheder er kommet med regnskaber. Fra de store danske er bl.a. Novo Nordisk, Vestas, Ørsted, Demant, Mærsk og Pandora. Helge Larsen undrer sig over, at Vestas det seneste år ikke har været mere forsigtige i relation til deres guiding. Så er der to IPO's - Q-Interline, som slutter fredag aften, og Hove, som starter deres fortegningsperiode i dag torsdag. Du finder mere information om selskaberne her www.q-interline.com/investor og her www.hove-as.com/investor Ugekommentar #17 med redaktør på ProInvestor.com Helge Larsen. Om tendenser og aktier, som debatteres på Proinvestor.com. https://www.youtube.com/watch?v=CqsTQDpDk4Y

Det er ikke hver dag, man har mulighed for at investere i en leverandør til nogle af de største selskaber inden for grøn energi. De er nemlig typisk ikke på børsen. Den mulighed kommer nu, hvor Hove går efter at komme på Nasdaq First North. Hove udvikler og producerer en unik smøringsteknologi, der reducerer omkostninger og kan minimere risikoen for slid og mekaniske nedbrud på vindmøller. Hove understøtter desuden en global grøn dagsorden bl.a. ved at optimere rentabiliteten og ydeevnen af vindmøller - og andre store maskiner. Helge Larsen fra Proinvestor.com har besøgt Hove i Glostrup for at blive klogere på virksomheden, produktet, markedet, og hvorfor de nu vil på børsen. Obs: Hove har betalt samarbejde med Proinvestor.com i forbindelse med børsnoteringen https://www.youtube.com/watch?v=XN-8_qRAk0M

Jeg har netop lavet en dansk video med et TA-kig på 6 regnskabsaktuelle aktier fra det danske marked. Aktierne er: Mærsk Novo Nordisk Vestas Orsted Demant Pandora https://www.youtube.com/watch?v=Ns6fy8Xbiik Læs mere om Markettimer Special abonnement her: https://markettimer.dk/bliv-medlem/

Hvis man tror på stigende priser for uran, så er der mange billige selskaber at vælge imellem. Vi har set hvad der sker med andre energiråvarer (kul og naturgas), når der er knaphed, hvilket der er når det gælder uran. Verden forbruger ca. 190 mlb uran om året, og forbruget er stigende, og der produceres 130 mlb om året. [image: 97969_Cheap_stocks.png]

Verdens ledere er samlet i Glasgow og regnskabsæsonen er i fuld gang. Lyt med til afsnit 90 af #Investeringspodcasten med Hansen & Larsen, hvor de ser på regnskaber fra bl.a. Ørsted, Vestas, Coloplast og Pandora og kommer ind på COP26 samt ugens gode nyheder fra Teva. 00:00 - 01:03 : Intro 01:03 - 06:28 : COP26 06:28 - 22:16 : Regnskabsopdatering: So far so good 22:16 - 27:08 : Teva 27:09 - 28:22 : Afrunding https://www.youtube.com/watch?v=cAu7c0r4eD4

Kommentar fra Per Hansen, Investeringsøkonom, Nordnet Det virker nærmest som centralbankerne arbejder på overtid og højtryk for at sikre, at aktieopturen fortsætter så længe som muligt: · Federal Reserve annoncerede i går, som ventet, at "Tapering" - nedtrapning af deres obligationsopkøbsprogram - vil starte inden for kort tid · Í løbet af november måned vil de månedlige opkøb på 120 mia. USD langsomt blive nedtrappet med 15 mia. · 10 mia. kommer fra færre statsobligationskøb og hver måned skal der købes 5 mia. færre realkreditobligationer · Den samlede reduktion ligger på 12,5 %. Det kan ikke siges andet end at være en meget blød og forsigtig start · Ca. halvvejs inde i 2022 vil det nuværende obligationsopkøb være tilendebragt under forudsætning af at økonomien udvikler sig som den aktuelt ser ud til at gøre. · I Europa har ECB også travlt med at forsikre investorerne om, at den understøttende og meget lempelige pengepolitik fortsætter længe endnu · I sidste uge var ECB chef Lagarde enten ikke tydelig eller dygtig nok. Investorerne tolkede i hvert fald ikke hendes udmelding som fortsat lempelig pengepolitik. · ECB har efterfølgende rådet lidt bod på det og forsikret investorerne om, at der absolut ingen planer er om at hæve renterne, og at de fortsat ser den forhøjede inflation som midlertidig og forbigående · Det fik sidste uges EUR styrkelse til at forsvinde og samtidig har markedsrenterne lagt sig lidt til ro igen. Centralbankerne forlænger aktieopturen Renterne er på vej op. Ikke i meget høj hastighed, men de er på vej op. FED vil formentlig hæve sine renter i slutningen af 2022 et godt stykke tid efter at opkøbsprogrammet er afsluttet. ECB vil gøre det noget senere og formentlig tidligst begynde at hæve renterne om "nogle år". Det vil dog ikke forhindre, at rentekurven stejler yderligere på grund af stigende markedsrenter. Her og nu forbliver centralbankerne i USA/Europa i stimulanshumør. De understøtter og forlængere aktieopturen. Bankaktierne har fået det bedste af alle verdener. De rider med på opturen og investorerne vejrer rentekurvemedvind. På et tidspunkt bliver stigende markedsrenter en større udfordring for aktierne, men det ser aktuelt ikke ud til at det sker her og nu.

Evaxion Biotech Announces Filing of Registration Statement in the U.S for Proposed Follow-on Public Offering to Raise Additional Capital 10/26/2021 COPENHAGEN, Denmark, Oct. 26, 2021 (GLOBE NEWSWIRE) -- Evaxion Biotech A/S (Nasdaq: EVAX) ("Evaxion" or the "Company"), a clinical-stage biotechnology company specializing in the development of AI-driven immunotherapies to improve the lives of patients with cancer, bacterial diseases and viral infections, announced today that it has filed a registration statement on Form F-1 (the "Registration Statement) with the U.S. Securities and Exchange Commission (the "SEC") relating to a proposed follow-on public offering of the Company's ordinary shares, to be delivered in the form of American Depositary Shares ("ADSs"). Evaxion also intends to grant the underwriters a 30-day option to purchase up to an additional fifteen percent (15%) of the ADSs offered in the follow-on public offering. The number and price of the securities to be sold in the offering has not yet been determined. The Company listed on the Nasdaq Capital Market in the United States on February 5, 2021 and trades under the symbol "EVAX". ADSs are U.S. dollar-denominated negotiable instruments issued by a depositary bank that facilitates U.S. trading and investment in shares of non-U.S. companies. Each ADS represents the right to receive one ordinary share. Oppenheimer & Co. Inc. and Raymond James & Associates, Inc. are acting as joint book-running managers of the offering. Ladenburg Thalmann & Co. Inc. is acting as lead manager for the offering and Lake Street Capital Markets, LLC is acting as co-manager for the offering. The Registration Statement on Form F-1 relating to the proposed sale of these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the Registration Statement becomes effective. This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of any securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Any potential offering is subject to market and other conditions. The proposed offering of ADSs will only be made by means of a prospectus. When a copy of the preliminary prospectus relating to the offering is available, copies may be obtained from Oppenheimer & Co. Inc., Attention: Syndicate Prospectus Department, 85 Broad Street, 26th Floor, New York, New York 10004, by telephone at 212-667-8055, or by email at [email protected]; or Raymond James & Associates, Inc., Attention: Equity Syndicate, 880 Carillon Parkway, St. Petersburg, Florida 33716, or by telephone at (800) 248-8863, or e-mail at [email protected]. About Evaxion Evaxion Biotech A/S is a clinical-stage AI-immunology platform company decoding the human immune system to discover and develop novel immunotherapies to treat cancer, bacterial diseases and viral infections. Based on its proprietary and scalable AI-immunology core technology, Evaxion is developing a broad pipeline of novel product candidates which currently includes three patient-specific cancer immunotherapies, two of which are in Phase 1/2a clinical development. In addition, Evaxion is advancing a portfolio of vaccines to prevent bacterial and viral infections currently in preclinical development. For more information Evaxion Glenn S. Vraniak Chief Financial Officer [email protected] +1 (513) 476-2669 LifeSci Advisors LLC Corey Davis, Ph.D. Managing Director [email protected] 212-915-2577 Source: Evaxion Biotech Forward-looking statement This announcement contains forward-looking statements that involve substantial risks and uncertainties. All statements, other than statements of historical facts, included in this announcement regarding the Company's future operations, plans and objectives are forward-looking statements. Although the Company believes its expectations are based on reasonable assumptions, all statements other than statements of historical fact included in this announcement about future events are subject to (i) change without notice and (ii) factors beyond the Company's control. These statements may include, without limitation, any statements preceded by, followed by, or including words such as "target," "believe," "expect," "hope," "aim," "intend," "may," "might," "anticipate," "contemplate," "continue," "estimate," "plan," "potential," "predict," "project," "will," "can have," "likely," "should," "would," "could," and other words and terms of similar meaning or the negative thereof. Actual results may differ materially from those indicated by such forward-looking statements as a result of various factors, including but not limited to: risks associated with the Company's financial condition and need for additional capital; risks associated with the Company's development work; cost and success of the Company's product development activities and preclinical and clinical trials; risks related to commercializing any approved pharmaceutical product developed using the Company's AI platform technology, including the rate and degree of market acceptance of the Company's product candidates; risks related to the Company's dependence on third parties including for conduct of clinical testing and product manufacture; risks associated with the Company's inability to enter into partnerships; risks related to government regulation; risks associated with protection of the Company's intellectual property rights; risks related to employee matters and managing growth; risks related to the Company's ADSs and ordinary shares, risks associated with the pandemic caused by the coronavirus known as COVID-19 and other risks and uncertainties affecting the Company's business operations and financial condition. Forward-looking statements are subject to inherent risks and uncertainties beyond the Company's control that could cause the Company's actual results, performance, or achievements to be materially different from the expected results, performance, or achievements expressed or implied by such forward-looking statements. For a further description of the risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the Company's business in general, see the risks described in the "Risk Factors" section included in the Company's Form 20-F for the year ended December 31, 2020 and the Company's other reports filed with, or submitted to, the U.S. Securities and Exchange Commission (SEC). Any forward-looking statements contained in this announcement speak only as of the date hereof, and except as required by law, the Company assumes no obligation to update these forward-looking statements publicly, or to update the reasons actual results could differ materially from those anticipated in the forward-looking statements, even if new information becomes available in the future. n Biotech Announces Filing of Registration Statement in the U.S for Proposed Follow-on Public Offering to Raise Additional Capital 10/26/2021 COPENHAGEN, Denmark, Oct. 26, 2021 (GLOBE NEWSWIRE) -- Evaxion Biotech A/S (Nasdaq: EVAX) ("Evaxion" or the "Company"), a clinical-stage biotechnology company specializing in the development of AI-driven immunotherapies to improve the lives of patients with cancer, bacterial diseases and viral infections, announced today that it has filed a registration statement on Form F-1 (the "Registration Statement) with the U.S. Securities and Exchange Commission (the "SEC") relating to a proposed follow-on public offering of the Company's ordinary shares, to be delivered in the form of American Depositary Shares ("ADSs"). Evaxion also intends to grant the underwriters a 30-day option to purchase up to an additional fifteen percent (15%) of the ADSs offered in the follow-on public offering. The number and price of the securities to be sold in the offering has not yet been determined. The Company listed on the Nasdaq Capital Market in the United States on February 5, 2021 and trades under the symbol "EVAX". ADSs are U.S. dollar-denominated negotiable instruments issued by a depositary bank that facilitates U.S. trading and investment in shares of non-U.S. companies. Each ADS represents the right to receive one ordinary share. Oppenheimer & Co. Inc. and Raymond James & Associates, Inc. are acting as joint book-running managers of the offering. Ladenburg Thalmann & Co. Inc. is acting as lead manager for the offering and Lake Street Capital Markets, LLC is acting as co-manager for the offering. The Registration Statement on Form F-1 relating to the proposed sale of these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the Registration Statement becomes effective. This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of any securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Any potential offering is subject to market and other conditions. The proposed offering of ADSs will only be made by means of a prospectus. When a copy of the preliminary prospectus relating to the offering is available, copies may be obtained from Oppenheimer & Co. Inc., Attention: Syndicate Prospectus Department, 85 Broad Street, 26th Floor, New York, New York 10004, by telephone at 212-667-8055, or by email at [email protected]; or Raymond James & Associates, Inc., Attention: Equity Syndicate, 880 Carillon Parkway, St. Petersburg, Florida 33716, or by telephone at (800) 248-8863, or e-mail at [email protected]. About Evaxion Evaxion Biotech A/S is a clinical-stage AI-immunology platform company decoding the human immune system to discover and develop novel immunotherapies to treat cancer, bacterial diseases and viral infections. Based on its proprietary and scalable AI-immunology core technology, Evaxion is developing a broad pipeline of novel product candidates which currently includes three patient-specific cancer immunotherapies, two of which are in Phase 1/2a clinical development. In addition, Evaxion is advancing a portfolio of vaccines to prevent bacterial and viral infections currently in preclinical development. For more information Evaxion Glenn S. Vraniak Chief Financial Officer [email protected] +1 (513) 476-2669 LifeSci Advisors LLC Corey Davis, Ph.D. Managing Director [email protected] 212-915-2577 Source: Evaxion Biotech Forward-looking statement This announcement contains forward-looking statements that involve substantial risks and uncertainties. All statements, other than statements of historical facts, included in this announcement regarding the Company's future operations, plans and objectives are forward-looking statements. Although the Company believes its expectations are based on reasonable assumptions, all statements other than statements of historical fact included in this announcement about future events are subject to (i) change without notice and (ii) factors beyond the Company's control. These statements may include, without limitation, any statements preceded by, followed by, or including words such as "target," "believe," "expect," "hope," "aim," "intend," "may," "might," "anticipate," "contemplate," "continue," "estimate," "plan," "potential," "predict," "project," "will," "can have," "likely," "should," "would," "could," and other words and terms of similar meaning or the negative thereof. Actual results may differ materially from those indicated by such forward-looking statements as a result of various factors, including but not limited to: risks associated with the Company's financial condition and need for additional capital; risks associated with the Company's development work; cost and success of the Company's product development activities and preclinical and clinical trials; risks related to commercializing any approved pharmaceutical product developed using the Company's AI platform technology, including the rate and degree of market acceptance of the Company's product candidates; risks related to the Company's dependence on third parties including for conduct of clinical testing and product manufacture; risks associated with the Company's inability to enter into partnerships; risks related to government regulation; risks associated with protection of the Company's intellectual property rights; risks related to employee matters and managing growth; risks related to the Company's ADSs and ordinary shares, risks associated with the pandemic caused by the coronavirus known as COVID-19 and other risks and uncertainties affecting the Company's business operations and financial condition. Forward-looking statements are subject to inherent risks and uncertainties beyond the Company's control that could cause the Company's actual results, performance, or achievements to be materially different from the expected results, performance, or achievements expressed or implied by such forward-looking statements. For a further description of the risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the Company's business in general, see the risks described in the "Risk Factors" section included in the Company's Form 20-F for the year ended December 31, 2020 and the Company's other reports filed with, or submitted to, the U.S. Securities and Exchange Commission (SEC). Any forward-looking statements contained in this announcement speak only as of the date hereof, and except as required by law, the Company assumes no obligation to update these forward-looking statements publicly, or to update the reasons actual results could differ materially from those anticipated in the forward-looking statements, even if new information becomes available in the future.

Evaxion Biotech Announces Clinical Collaboration to Evaluate Lead Product Candidate with KEYTRUDA (pembrolizumab) in Patients with Melanoma https://www.evaxion-biotech.com/news-and-events/press-releases/news-details/2021/Evaxion-Biotech-Announces-Clinical-Collaboration-to-Evaluate-Lead-Product-Candidate-with-KEYTRUDA-pembrolizumab-in-Patients-with-Melanoma/ [image: 98056_243083013_10228033321444220_504775901681085307_n.jpg]

Et svensk selskab som hedder BrainCool har i flere år arbejdet med produkter indenfor nedkølning af kroppen som en behandling mod eks. hjertestop, slagtilfælde m.m. Der hvor selskabet dog lige nu er i gang med at gøre et stort internationalt gennembrud, er indenfor noget der hedder Oral Mucositis. Oral Mucositis er et meget alvorligt problem for mange kræft patienter, som bliver behandlet med kemoterapi. Når kræftpatienter får kemoterapi kan man bedst se deres hårtab, men en måske mere alvorlig bivirkning ved behandlingen er Oral Mucositis. Det der sker er, at 40-50% af alle kræftpatienter der modtager kemoterapi får ødelagt deres blodkar i munden, som medfører alvorlige sår i munden. Konsekvensen er at de får problemer med at tale, spise og har sindsygt meget smerte. BrainCool vurderer at ekstra behandling(smertelindring) af disse bivirkninger i dag koster 30.000-70.000 dollar pr. patient. Der er ingen effektiv behandling tilgængelig for dette problem i dag. Der har været studier fra pharma selskaber som har slået fejl. Jeg læste også i en pressemeddelse fra European Innovation Council, at de har støttet en fransk startup som arbejder på en metode at behandle Oral Mucositis. Det selskab hedder NeoMedLight. Men nu har BrainCool udviklet et medtech Device som hedder Cooral System. Med dette produkt kan Oral Mucositis bivirkningerne kraftigt reduceres i form af nedkølning af mundhulen, som bliver foretaget på samme tid som patienten modtager kemoterapi behandlingen. Selskabet har foretaget klnisk fase 2 studie på 180 personer med dette produkt, som viser meget gode data. Det skal siges, at skalaen for hvor alvorligt bivirkningerne udvikles bliver på fagligt vis målt i skalaen "OMAS 0-4". Her er et uddrag fra de kliniske resultater: "Vid en närmare analys av de patienter som hade lymfom visade sig dock kylning med Cooral System vara betydligt mer effektivt jämfört med is och en statistiskt signifikant skillnad kunde säkerställas (OMAS-total: 1,77 vs 3,08; p = 0,047). Resultaten visade inte bara en statistiskt signifikant skillnad utan också att resultaten är av stor klinisk betydelse. Resultaten av den kliniska studien för tolererbarhet är helt i linje med tidigare forskning och feasibility-studier och de är entydiga. Cooral System visade en statistiskt säkerställd signifikant skillnad (p = 0,020) med avseende på tolererbarhet jämfört med is." Det fremgår af disse resultater, at behandlede "lymphoma cancer" patienter med kemoterapi får kraftigt reducerede bivirkninger ved behandlingen. Uden Cooral System behandlingen ligger de over 3 på skalaen som er alvorlige Oral Mucositis bivirkninger. Dette er et gennembrud for BrainCool. Der er tale om et milliard dollar market hvor der på nuværende tidspunkt ikke findes nogen effektiv behandling, og hvor der er mange patienter der har store problemer. Selskabet har endnu ikke fået publiceret deres resultater i videnskabelige artikler, som de siger er meget vigtigt for selskabet, men resultaterne er ikke gået ubemærket hen for myndighederne. januar 2021 fik selskabet "breakthrough device klassificering" fra FDA for Cooral System angående forebyggelse for av Oral Mucositis. Og hertil har de også fået et fast track status i hendolh til potentiel godkendelse af produktet fra FDA. Center for Medicare & Medicaid Services har endvidere besluttet, at Cooral System automatisk for tilskudsret(reimbursement) når de får godkendelse fra FDA, og at dette er gældende de første 4 år. Dermed ligger USA helt åbent for selskabet, hvor BrainCool allerede i år kan få gennembrud på dette kæmpe store marked i USA, hvor der i dag ikke findes nogen effektiv behandling. Selskabet har i øjeblikket en markedsværdi på 600 mio. SEK. Hvis selskabet nu formår at eksekvere på deres muligheder angående Oral Mucositis, og deres produkt bliver standard behandling indenfor forebyggelse af Oral Mucositis når der gives kemoterapi, så vil markedsværdien nok være meget højere end 600 mio. SEK inden længe. Kilderne til dette er pressemeddelelserne fra virksomheden og så denne præsentation fra youtube: https://www.youtube.com/watch?v=NHSAmif2p3M Bemærk at Fast track status fra FDA har selskabet opnået efter denne youtube præsentation, som er fra 27. Januar 2021

We are long Vicore Pharma. The company is now recruiting for its COVID-19 phase 3 trial is now recruiting in 14 hospitals globally. Vicore is showing steady progress while continuing to be fairly hidden/unknown and trade at a strong discount in our view, even when considering solely its potential in idiopathic pulmonary fibrosis (IPF). https://fitinvestmentideas.com/2021/11/02/vicore-pharma-phase-two-covid-results-show-50-lower-occurrence-of-covid-complications/

Kommentar fra Per Hansen, Investeringsøkonom, Nordnet Teva aflægger i dag deres 3. kvartalsregnskab. Resultatet vil, trods alt, være mindre kurspåvirkende end det opioid forlig som investorerne har ventet alt for længe på · Teva aflægger i dag deres 3. kvartalsregnskab · Forventningerne lyder på EPS på 0,65 på en omsætning på 4,03 mia. USD · I forbindelse med 1. kvartalsregnskabet gav Teva den guidance, at 1. halvår ville være svagere end 2. Det var omsætningen, som Teva tænkte på her. · 2. halvår er nu. · I går faldt Teva med 7 %, men også andre generisk producenter oplevede større kursfald · Det skyldes formentlig, at Roche's generiske division Sandoz i sit kvartalsregnskab udtalte, at der i 3. kvartal havde været en svaghed og prispris ikke mindst på verdens vigtigste amerikanske marked · Der har været 2 faktorer bag ved Tevas svage og ekstremt skuffende kursudvikling: For det første er der aktuelt ingen toplinjevækst, og det hæmmer indtjeningsudviklingen. For det andet og langt vigtigere: Så har investorerne endnu ikke fået det opioid forlig at forholde sig til, som reelt for mange betyder forskellen mellem om Teva risikomæssigt er investerbar eller ikke. Kommer opioidforliget i 2021? I forbindelse med det seneste kvartalsregnskab udtalte Tevas danske topchef Kåre Schultz, at han håbede at der ville komme et forlig "in the coming year". Man skal aldrig love noget på forhånd og aldrig tage noget for givet, når det drejer sig om amerikanske retssager eller forlig. Teva har indgået et delforlig i Louisiana, som hvis det blev overført til hele USA, korrigeret for antal opioid tilfælde og indbyggertal, ville koste Teva samlet mellem 500-750 mio. USD. Hvis det blev det udfaldet skulle aktien tordne i vejret. Investorerne tør dog ikke købe ind på den præmis. Andre selskaber har lavet et USA forlig, som Teva har ikke været med i. Formentlig fordi Teva spiller en mindre rolle, men myndighederne ville have Teva til at betale en større del af forliget. Der er aktuelt retssager i Californien og New York, som er på vej ind i den absolut afgørende fase. Her har vi heller ikke hørt om noget forlig. Udfaldet af disse sager har givetvis stor betydning for hvornår det samlede forlig kommer og hvor dyrt det bliver. Uanset dagens tal forbliver de 2 afgørende faktorer for Teva: At få gang i salget af egne produkter (især Austedo/Avojy) og få væksten op i gear igen samt vigtigst og ikke mindst, at få lagt opoidsagen bag ved sig. Investorerne er naturligvis utålmodige og det styrer aktiekursen

Chemometec er nu tæt på decideret udløsning af købssignal. MACD på dagsbasis kværner op men ISÆR .. macd på UGEBASIS udviser nu stærk bundvendings tendens. Hvis vi antager at aktien udvikler sig som den plejer i sin kanal rent statistisk vil der i december været target i 1280 området. Her en illustration af et "det klassiske scenarie". https://invst.ly/wdqr3 Uanset om aktien konkret når dette niveau bør du overveje din stilling da bundvendingen i uge-macd er i fuld sving og potentialet derfor er maksimalt ! Under Chemometec chatten er der masser af charts. Jeg er pt. kraftig disponeret i Chemometec. mvh

Det er nok i kategorien af luksusproblemer, at ligge tungt med Novo Nordisk i porteføljen, men med gårsdagens opjustering i ryggen er aktien steget med 65 procent det seneste år. Det betyder for undertegnede, og sikkert mange andre, at aktien vægter mere end godt er, hvis en fornuftig spredning af risiko også skal respekteres. Selv ønsker jeg ikke at en enkeltaktie udgør mere end 10 procent af porteføljen, men Novo Nordisk har sprængt rammen godt og grundigt, så den nu udgør 14 procent. Så jeg bør jo sælge en andel, betale skatten, og købe noget andet. Skatten plager mig ikke, for den skal jo betales på et tidspunkt alligevel, men jeg har svært ved at finde gode alternativer. Fristelsen for bare at beholde alle Novo Nordisk aktierne og blæse på princippet om risikospredning er stor. Men hvad siger i andre ?