Guide: Norwegian Healthcare stocks roundup

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  • TLDR; On this page you will find a compiled list of key urls, charts and videos or podcasts about norwegian healthcare stocks! It is my hope it will be a useful gateway (drug) for investors new to this list.

    Please note that this post was written at december 29th of 2020, and some facts may have changed since then, but the main themes should remain relevant for a long time.

    Vaccibody
    Medistim
    ArcticZymes
    Photocure
    Ultimovacs
    BergenBio
    Nordic Nanovector
    PCI Biotech
    Targovax
    Soft·Ox
    Natto Pharma
    Navamedic

  • The Oslo stock exchange has traditionally been extremely focused on Oil, Shipping, Fish and Industry, with healthcare stocks being an unpopular, undercovered and underpriced backwater, compared with other norwegian stocks, and especially with peer companies listed in Europe and the US.

  • This is starting to change with a concerted effort in the previous decade, with the Bayer acquisition of Algeta being the main success story, and a brief rally during 2016-2017 leading up to a three year bear market that ended in the fall of 2019.
    Key factor to this is in short: Maturing pipelines.

  • Key parts of this are the Oslo Cancer Clusterđź”— and institutional early phase investors such as Radforskđź”— and Inven2đź”—

  • To help new investors get a quick glimpse into the sector I have compiled this list that will hopefully be of use. It is sorted descendingly by market cap as of december 28th 2020, with some updates added in early january 2021.



Norwegian Healthcare Index in a strong and sustained uptrend after a three-year bear market ended late 2019

  • Note that Vaccibody is listed on Euronext Growth market and as such is not included in the Oslo Stock Exchange Indices



Vaccibody $VACC – The shining star of Norwegian Biotech 2020

Medistim $MEDI – The high quality medtech powertrain

  • Medistim has been a very successfully growth stock within the heart surgery medtech field for over a decade.

Arcticzymes $AZT – The stock market comeback of a decade

  • This year, Biotec Pharmacon divested assets that were not performing strongly in the market, and rebranded to focus fully on its Cod Enzyme branch.
    Legendary timing as this is a key ingredient for Pharma companies working with Covid 19.

BerGenBio $BGBIO- The AXL oncology company that had a Covid19 trick up its sleeve

  • BergenBio is a company based in Oxford, England and Bergen, Norway, and has been focused on AXL as a vector for treating cancers.
    The company shocked the market when it announced in march that UK would also be trialling its lead product Bemcentinib in its Covid 19 trials.
  • The company has seized on this opportunity by doing equity offerings that has secured its financial runway for a long time into the future.

Photocure $PHO – The Bladder Cancer (Blue light) Company

Ultimovacs $ULTI – The universal cancer vaccine wonderchild

Nordic Nanovector $NANOV – The second radioimmunotherapy brainchild from Algeta founders Larsen & Bruland

PCI Biotech $PCIB – Drug Delivery Platform company using photochemical internalization

Targovax $TRVX – The worlds cheapest oncolytic virus?

Softox $SOFTX – Fighting infections with its exciting hypochloric acid platform

NattoPharma $NATTO – K2 Vitamin growth machine

  • Note attempted hostile takeover ongoing per january 2021!

Navamedic $NAVA – Nordic-based pharmaceutical company

Norwegian SEC webinar about fintwit and social media

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Norwegian SEC webinar:

My opinion:

Several of the points mentioned seems like pretty severe interpretation of EU regulations that would basically make it impossible to have a good discourse about investments on podcasts, social media, blogs and forums for nonprofessional investors.

For this blog, it basically means that I can freely continue to share my portfolio, but I’m not sure what else is even allowed to be written.

Portfolio update December 25th 2021

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  • The end of a lacklustre portfolio year for anything else than my Bitcoin speculations. We will get them next year!
  • Precious metals underperforming in 2021 despite dramatic inflation numbers
  • Ultimovacs, Genmab and Photocure going through significant pullbacks – but fundamentals look very strong.
  • Kitron with great M&A action and successfull private placement

Previous portfolio update:
https://thebaconportfolio.wordpress.com/2021/11/14/portfolio-update-november-14th-2021/

Portfolio update November 14th 2021

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  • Doubling down on my silver bet. Watching the gigantic cup/handle setup in the monthly gold chart.

    Old setup that has taken some time to materialize:
    Portfolio chart: Gold monthly and weekly chart hilariously bullish

  • Reinvested dividends from Kitron, DNB and Sparebanken Vest.
  • Targovax replaced with Episurf
  • Photocure seems to have found their way into Kaiser Permanente clinics, an important milestone.
  • Generally a pretty strong sentiment for Norwegian Biotech, with Ultimovacs following the lead of Vaccibody and also a optimistic spirit for Nordic Nanovector.

Previous portfolio update:

https://thebaconportfolio.wordpress.com/2021/10/15/portfolio-update-october-15th/


Portfolio update August 14th 2021

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Please consider making a donation to the Lebanese Red Cross!

https://supportlrc.app/donate/

  • Continuing to accumulate Bitcoin and Silver

    My preferred way of buying physical metal remains Bullionvault.com:
    https://www.bullionvaultaffiliate.com/porcelripam/en

  • Nordic Nanovector volatile after the expected delay to PARADIGME recruitment was reported to the market.
  • Photocure sold off a wee bit after quarterly report, so have been moving some funds to increase that post.
  • Genmab and Medistim doing fantastic.

Previous portfolio update:
https://thebaconportfolio.wordpress.com/2021/06/13/portfolio-update-june-13th-2021/


Poll: Nordic Nanovector recruitment to PARADIGME clinical trial – updated with result

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Update July 29th, result of the poll:

Original post, June 16th:

  • New CEO in Nordic Nanovector Peter L Braun on todays RADIUM podcast commented on patient recruitment numbers to the PARADIGME clinical trial in the light of continued Covid19 restrictions.
  • As a small experiment, I am putting out a poll to see which scenario investors think is most likely for when recruiting the 120 needed patients is done and the countdown to 100 days interim readouts for PARADIGME can be started:

image

BullionVault.com is one of the best providers for investing in Precious Metals online.

Portfolio update June 13th 2021

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  • My position in precious metals now meaningfull enough that i pulled it out from the generic “savings/valuables” post.

    My preferred way of buying physical metal remains Bullionvault.com: https://www.bullionvaultaffiliate.com/porcelripam/en

  • Great news from Targovax on their oncolytic virus ONCOS-102, so relocated my PCI Biotech position to Targovax for now.

  • Nordic Nanovector remains my single largest stock position! This is very nostalgic and I’m happy to see the company in such a bullish position.

    The companys Q1 report with regards to patient recruitment was good, not quite great, so it was sold off a little bit by the market, but have found good footing above key support levels going into the summer.

    Newsflow around radiopharmaceuticals remains very bullish. See the NANOV investor blog for more info:
    https://nanoinvestors.wordpress.com/
  • Gold and Silver still testing very critical resistance levels, and can be about to do a major move to the upside, I am as bullish as ever:
    Portfolio chart: Gold monthly and weekly chart hilariously bullish
  • Bitcoin remains in the 30.000 to 40.000 range, I have been carefully buying Spot Bitcoin, still not considering going back into the margin trading game.

  • Genmab has been performing fantastically, so shaving my position there just a bit to put some funds into Targovax.

  • Closely watching Photocure, looking to rebuy more if we don’t see any dumping action.

Previous portfolio update:

https://thebaconportfolio.wordpress.com/2021/05/18/portfolio-update-may-18th-2021/


Portfolio chart: Gold monthly and weekly chart hilariously bullish

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Monthly Chart 2001 – 2021

  • Enourmous cup and handle formation that does not take into account the amount of money printed since the end of the dotcom bust, 2008 debt crisis and 2020 pandemic liquidity crash

BullionVault.com is one of the best providers for investing in Precious Metals online.

Weekly chart

  • Uptrend established in 2019 was tested after almost yearlong pullback, with gold bouncing forcefully, with weekly rsi showing strong momentum and promising macd and stochastic indicators.


Portfolio Chart: Photocure partner Asieris signs deal with Sinopharm to accelerate Hexvix commercialization in the Chinese market

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“Asieris and Sinopharm Enter into Strategic Partnership to Accelerate Commercialization of Asieris Products
Shanghai, China, May 20, 2021

Asieris Pharmaceuticals (Asieris) announced today that it has signed a strategic collaboration agreement with Sinopharm. The two companies will jointly advance commercialization, logistics and supply chain services for the innovative products of Asieris. The first project under the partnerhsip will be the commercialization of Hexvix®, which comes on the heels of the collaboration with Lecheng Sinopharm.

Asieris focuses on genitourinary tumors and related diseases, striving to build a leading portfolio and develop integrated solutions of diagnosis and treatment for the best care of our patients. Hexvix® is the only optical imaging agent indicated for use in the cystoscopic detection of bladder cancer. The use of Hexvix® with Blue Light Cystoscopy (BLC®) can effectively improve the detection of non-muscle invasive bladder cancer (NMIBC), especially carcinoma in situ. Hexvix® has been marketed in more than 30 countries. Asieris obtained the exclusive rights to register and commercialize Hexvix® in Mainland China and Taiwan in January this year.
“

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Photocure weekly chart 2015 – 2021