The bullish case for Nordic Nanovector $NANOV

Introduction

This blog post will do a summary about Nordic Nanovector, and its stock. As always, do your own due diligence and refer directly to sources before making any investment decisions!

  • Background about the company and its lead product
  • Recent developments and possible short term triggers.
  • Technical analysis suggesting an end to four years of bear market
  • Radiopharmaceuticals and theranostics gaining main stream acceptance
  • Recent M&A activity in the commercial space

Background about the company and its lead product

Nordic Nanovector IR: https://www.nordicnanovector.com/investors-and-media/reports-and-presentations/interim-reports

Clinicaltrials.gov: https://www.clinicaltrials.gov/ct2/results?term=betalutin

Betalutin Fast Track Designation: https://nanoinvestors.wordpress.com/betalutin-fda-fast-track-status/

Journal of Nuclear Medicine: Novel Radioimmunotherapy Reverses Resistance to Commonly Used Lymphoma Drug


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Recent developments and possible short term triggers.

Technical analysis suggesting an end to four years of bear market

  • Enormous trading volume
  • Golden cross 50 / 200 SMA
  • Stock retracing and making positive notes on breaking out from short term triangle formation.

Radiopharmaceuticals and theranostics gaining main stream acceptance

Recent M&A and fund raise activity in the commercial space

Novartis to Buy Cancer-Drug Maker Endocyte for $2.1 Billion

Company Profile: PCI Biotech $PCIB – Norwegian Drug Delivery Platform Biotech

  • Norwegian biotech originally spun out from Photocure.
    https://thebaconportfolio.wordpress.com/2020/08/20/company-profile-photocure-pho/
  • Drug delivery platform using Photochemical Internalization of large drug molecules.
  • Three distinct platforms:
    * FimaChem – Enhanced delivery of chemotherapy
    * FimaVacc – Enhancing CD8 T-cell responses to therapeutic and prophylactic vaccines
    * FimaNac – Nucleic acid therapeutics delivery
  • Ongoing collaboration with AstraZeneca with FimaNac platform.
  • Ongoing pivotal clinicial trial ongoing with FimaChem in inoperable Bile Duct Cancer

    RELEASE trial:
    ClinicalTrials.gov: NCT04099888
    EU Clinical trial register: 2018-002647-29
  • Successfully finished phase 1 trial in FimaVacc
  • Trivia: Actually one of the best performing norwegian stocks last 5 years:

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Investor Relations: https://www.pcibiotech.no/about-pci-biotech

Arctic Securities webcast with PCI Biotech

Weekly chart 2015 – 2020 with market capitalization

Company profile: Photocure $PHO

One of the long time core holdings of my portfolio. In this post, you will find some recent information sources about the company that you can review to quickly learn all you need to know, advice to first listen to the podcasts, then go through quarterly reports and transcripts.

Analyst BUY recommendations dated 2020:

Norne Securities, 150 NOK:
https://norne.no/aksjeanbefalinger/

ABG Sundal Collier, 125 NOK:
https://app.researchpool.com/provider/abg-sundal-collier/photocure-asa-pho-photocure-a-stepping-stone-towards-an-exciting-h220-9RLfasaNoV



Weekly chart 2015 – 2020:

Public facebook group for Photocure investors

https://www.facebook.com/groups/248752192419851/

Quarterly presentation transcripts:

Q2 2020: https://finance.yahoo.com/news/edited-transcript-pho-ol-earnings-224711039.html?_guc_consent_skip=1597925554

Q1 2020: https://finance.yahoo.com/news/edited-transcript-pho-ol-earnings-132444852.html?_guc_consent_skip=1597925608

Quarterly reportings:

https://photocure.com/news/photocure-asa-results-for-the-second-quarter-and-first-half-of-2020/

https://photocure.com/news/photocure-asa-results-for-the-first-quarter-of-2020/

Podcast episodes:

Radium Podcast, August 20th 2020

Armchair Healthcare Podcast by Edison, July 2019:

https://armchairhealthcare.simplecast.fm/669b6b44

Facebook Q&A sessions:

August 2020:

March 2019:

Top 20 owners:

https://photocure.com/investor/largest-shareholders/

Twitter threads: