Avsnitt 600 - Snabbvisit i börshimlen

0:00Just what is it that you want to do? We want to be free. We want to be free to do what we want to do. And we want to get loaded. And we want to have a good time. And that's what we're going to do. Away baby, let's go. We're going to have a good time. We're going to have a party. ced around 29 September We sit here On Bahamas And nyoing of life Or sit we in the gray Stockholm It's a good question It's a good weather here in Stockholm I think I We'll probably give in Simon Blecher to go down Aldrig We hold it hard The show must go on Exakt What are they saying? We're not fucking leaving It's not so It's not so It's not so It's not so It's not so It's not so It's not so It's not so It's not so It's not so stå på kontinenten och köra.

1:07Hur har veckan varit? Både förra veckan och eller den här? Förra veckan var ju hyperintressant med FN-mötena. Trump-she kom väl inte ut så himla mycket. Sen har det varit ett bedrägligt lugn efter det, tycker jag. Men räntorna rusade. Illavarslande. Sen var det mycket konstiga biotech-rörelser förra veckan. Jag äger ju en del biotech-bolag. We're going to come in on what I think of the rower that was on. Then there have been more more rower in my biotech-combed in the beginning of this week. Igår started to sell it, and today crashed Unicure on that they left their 4-year data. We're going to come in on this also.

1:54It's a bit of knowing that you live. The one is up and the other is down. I know, and it's not small percentual rower. But so is it in biotech. but Unicor-case it was very interesting No guts, no glory Exactly, it was the slogan for a known family I also had a very very good week we had Nanexa which was one of the biggest in the Swedish biotech in all of the rubric and it was very cool for the Swedish biotech and I was there I've been a long time, so it was a very special both on Saturday, Friday, Monday and Tuesday. But as you said, it's volatile. You're never better than your last trade. No, so is it.

2:46You're going to want to make a bud instead. Because then you're just going to stop your finger. Exactly, so you can handle the arbitrage. I think you'll get a fast belop. That's it. But then you can't get 150 % up So we can both go up and down Then we've had betting-forbund in Brazil I thought we could follow up Hemnet, which I talked about earlier You should talk about FN, Xi, Trump Iran, oil, rentor Robo, yeah, exactly You name it And biotech blir det också Yes, we're going

3:24We're with us RoboMarkets and it's still in the country that you do the biggest percent of the winters. It's just to look at Unicor, which is very much today. I've been more and more over to to handle new things now when it's so cold in Sweden. So you can't get a little bit in the USA-load. And there is Robomarkets really good just that you can come out from the dyra growth and handle with ISK and a lot of money. Precis, it's all outmärkt And so much as you said, it's in the USA It's where all OJ-news All the OJ-news come So if you want to have a Konto that deals with USA Then it's perfect to have a ISK Konto in dollar With a growth of the dollar And even oil That's where you look at There's a lot of ETFs For different things For example, oil, gold, it's a lot There are very good ETFs that you can find out of it and that you can find out of it with other markets.

4:28And of course, they can handle via Robomarkets. GDX, GDX. The U.S. is much, much, much bigger than what it is in Europe. Yes, and if you want to follow the graph, then you can also look at and handle via TradingView. There you can also follow crypto, rawvaror, aktier, index, it's extremely smooth and it's a great platform. So just that you can do it very well to get a Robomarkets-konto. And if you want to set up a account, you can just hear from Max and Simon if you have any questions. It's very smooth, it goes very fast. And then you're going on. Stort tack, Road Market. But come back, investeringen bär risk and it's not sure that you'll get back your investerings kapital.

5:13If we start with Nanexa So they got their After the event As a agent So they have dreamt About this GLP-1 They had a deal with Novo And this is how you can take Sprutena Instead of a week As you can do with Osempic and Vigovic and liraglutin and all Novus preparat so can you take it potentially one time in the month or one time in the month so it does it very smooth and then you can also keep the heat so it can be used under warm temperatures which is very good for logistiken and in warm countries it is maybe more than pills how often do you take pills every day? or one time in a week all the time you can't do it so much as possible Exactly, one spruta in the month can be quite a bit.

6:09Yeah, absolutely. I heard it even from a dating perspective, that it was hard to have them here in the sky when you took home someone and dated. But in the evening, I was on the evening of the meeting. Rubriken was that it was up to 1 ,1 billion euros. And the company was around 1 billion svensk kronor. So it was fantastic. Then it verks Nova have a strategy that you don't have to talk about upfront. And that I think people are very important. For it is the best of the company that comes in the day one. And when they've done so many deals, they've never seen any numbers. And then you can wait until the report comes after and see how much of them trills in.

6:53Lilly has a deal with the Svenska Camurus. som också har en drug delivery-teknik med att man kan ta preparaten mer sällan. De fick 12 miljoner dollar, så det verkar vara någon form av riktpunkt att det var högre än Camuros hade fått. Men i Nanexas pressmeddelande var det ett belopp på 600 miljoner euro där det var lite olika milestones och saker inkluderat, plus den här fronten. Så det var lite otydligt när marknaden väl började handla det här. but when Nexas has a deal with Moderna which is in the year, it's the biotech company in the world which is the best it has gone fantastic on the market because it has been very out of the COVID it's really in the market cap market cap is 70 billion dollars it's a big company and it has been a lot of money on this personal cancer so they have even a lot of work So now they have two big drakes and actors who test this technique.

7:59Which creates a very big potential if you are in the goal. There were 500 million dollars in Milestones. And then you have a royalty. If the preparat comes to market, you get a little percentage on every so old preparat. But it's what we usually talk about in the pod. That we in Sweden are very bad risk sentiment. here. The kurs opened on 2015. Now I think it's about 10 today. So it's very rarly. And the company is worth 200 million dollars here. Is it much or little? It's hard to answer. Vissa think it's really little. Vissa think it's much or lagom. In the USA it's the classic there it's worth how much as you can.

8:48Here you have two project with fantastic potential some say that this is a new tetrapack in drug delivery in that you can do this on a lot of different and now it will start to do their own projects they have a huge cash so they can start to maybe to make a lot of or other things that you can take one time in a month or one time in a quarter because it is often that people forget to take or that you have to go in to a clinic and take your sprut, it does it very ok. So it's a fantastic technique if you can do it on other areas. And now you have GLP1 and mRNA via these partners. So it's very interesting what this company does.

9:38Camurus is a good pair. They've managed great and have done a lot in egen energy and even in the same work with Eli Lilly. so it's a way that shows what it could be. And another big difference here is that you don't need to do fas 1, 2, 3 but the FDA has another way for the preparatory. You do this on the same glutin or something else. So you do it in the first 1, if I understand it right, and then you can go directly to the third. So instead of 10 years, it's 4-5 years to market. So it goes much faster. And Novo borde ju vara, their patent on the same glutin, so they would be very stressed. where it was on five preparatory.

10:19But it was like this works. They had a lot of work in the past before and had a lot of work in two years so they had to test a lot pre-klinic. Then they had to do it with their own resources and have been done hundreds of so many GLP-1 studies that they were very stressed to get to new things that they could be able to do it when they were totally overused by L.I. Lilly. and today they signed up with a new contract with a Chinese actor for a new pillar all the waiting for that they should do a big deal but it doesn't really come here they didn't have to do this contract not because it might be a big deal so much when they were annexed but it had they didn't have to do it before and now they had to do it after so they had a problem with their IR strategy now it was a little bit for them but yeah but we talked about it in the last episode we had to make a pipeline and another feeling that you're with here it's just that it comes a deal it's really big numbers it's fantastic, it's what you've expected and then you call it in a quarter plus three minutes maybe when something opens but in the USA things happen day around here in Sweden you're in a quarter and then it's like where something opens It's like it could be 10 or 20, you know, I don't know.

11:45And then it's like a quarter where everyone will put in their orders, both buy and sell. And I think that until it was two minutes left, it had Nasdaq a spare, so you could not put in a purchase or sell over a certain price. Because it was probably 150 % up or something. So it's a good thing when it comes really big news. And then you can see that I had another company here that had some report. and then it was the highest price and then it was the same thing that you had to do that you had very short stunder where some prices are very high or very low as Junior Queer maybe today we will talk more about but when you're in 8 then you have one minute on your mind where you have to act and here when Nexa was very high when it opened and then it came down and then we're hoping that it will go higher again but you have to be on the hook and sit on the screen for a while to be with them Ja, exactly Then you're doing it that you don't think that Nexar went too much Man is always Greed is not good Man is always But it's been a bit before But It's been a bit before And it feels like we have a very bad risk I think I had no You have been a lot I've been a lot of years So My self-react Vexes With every one that I miss We have for many, what should we say, we have been for many and for near each other and heard for many dumb stories that you have drawn with different cases.

13:13For many negative bug you've had, so I don't know. No, exactly. So it has been fantastic days here, but you are still, what should I say, on the way of the kursrower both up and down. And it was the same, Igetis got FDA-godkännande today. The market goes up but is flat on a month. It says a lot about risk sentiment in Sweden. Then we can come in on Unicore. There was that they would slay 4-year data. The market came today, 5 over 1. And this is a lot of time. And this has been great. Now it's great. Man would expect to see good. And then it will be it blir FDA approval de har skickat in sin BLA-ansökan och då förväntar man sig att de ska i april-maj skulle det vara godkänt istället kommer den här fyraårsdatan och den är mixed men vid första anblick så tror folk att den är skitdålig och skickar ner aktien jag tror den stängde runt 37 igår och den handlas i 8 i pre-market i USA Typ 70 % Ja och jag hade att nettokassan Satt du vid skärm då eller fick du uppleva den här Känsla stormen?

14:34Jag kom väl precis Jag köpte lunch och sen kom jag till precis tillbaka Så tog den i åtta liksom Och då är man inte så jävla tax i längre Nej Och biotech är ju att man måste ta in så mycket data Och parametrar Man hinner inte bestämma sig snabbt För det är ju rätt mycket att läsa Så jag var bara såhär Och sen så sa jag Det enda jag sa till mig själv var tur att jag sålde hälften där uppe For you have made a good way up here Two times I've been up and down And so half of the half And I've been doing it with what you had left And so you can take it off So on one way So you play with the house But when it's 8 And in my servetskiss So I'm going to netto-kassan 11 dollar Then you're over When you just see it Then you start Saving the tänder I it they slay off And then when you look at it, it's easy to understand why data saw on some point worse than what you thought.

15:41And then, if we go in on that, it's 4-year data, 3-year data was fantastic. But you can just say that the data was on 8, now it's 24. Yeah, exactly, 24-25. The answer is up 200 % since Psykosen For two hours For two hours For not to be a Doares For a dollar No, exactly For then I said to you Then I said I thought you need to buy this For now I've gone through Data and it's not so bad Or it's not It's not It's not It's not It's not It's not Accelerated Godfrey For Huntington's Sjukdom Huntington's Sjukdom It's a fructans Sjukdom It's not It's not Bromsmedicine It's not It's not It's not ingenting, det är en dödsdom.

16:25Och de har då, man gör en operation som gör att hjärnan inte överproducerar ett protein som då framkallar Huntingtons sjukdom. Alltså när hjärnan överproducerar det här proteinet och när deras behandling stänger då av den, mutar den genen som överproducerar. Och då har man sett att sjukdomsförloppet saktas ner väldigt mycket. Och i treårsdatan var det väl 75 % och nu så stod det att det var när man läser pressmedierna att det var nere på 44 % och det kan ju vara naturligt om man med tiden går att effekten avtar och 44 % improvement är ju fortfarande bra men nu var det då att det inte var statistiskt signifikant längre och då börjar man säga, aha, okej, vad är det här?

17:12då har de i sina det här var ett visst mått som de det var det som var utskrivet, det var det som alla började twittra om But it's not the måt that FDA has come up with, that it's the one that you have as a primary endpoint. It's a different way that's called TFC. And this way that's gone from 75 to 44 is CH Schroeders. Or what it's called. And then you need to look at what this is for a lot of people. And TFC is how you can manage your life. Can you buy a car, pay a lot of money, can you stay home, so that you're all about it. so it will be intact from 3-4 years that is TFC the skillet between CHR Schroeders that is that you can even a cognitive test and it is at a time so we talked about it that it is not so many patients 12 people so the dagsform on one can understand the cognitive test so it can understand so it is very It's very okay.

18:22But it's important that the FDA has come to look at it. That they look at it. The TFC is still good. Then it was about control groups. And it's this one. It's been a long following time with Unicure. It doesn't work at all. It doesn't work at all. It doesn't work at all. It's not a placebo. It's oethical. And above all, it's no one should be able to stand up. because if you are well in the study as placebo patient then you have to be able to follow 4 years and then you don't have any other potential program that can help you against the harshness of the sick so in principle is it guaranteed that you don't even have hope to be able to be with on a new medicine that comes so it's very difficult to recruit to a so like that so you do a control group where you follow or the most important huntingtons, people who have huntington, who are about the same phase and are on the same level and so on when you're looking at it, who are not with in the study.

19:24And then it shows it that the half of the... For now, for now, the half of the control group for the year, and the half of the control group has been from the control group, aka, that they have been for bad for being with. Their sjukdom has gone too long. So they were not good for being with I kontrollstudien Då blir det automatiskt så Att kontrollstudien blir friskare Och friskare gentemot patienterna Som har fått den här behandlingen Så det blir svårare och svårare att få Fantastiska resultat Och det kan ju vara folk som naturligt Det finns ju alltid de som naturligt har en långsammare Att sjukdomen Går framåt långsammare Rent naturligt Och det vet man inte vad det beror på Men det kanske har med just de här personerna Då blir det fler sådana i studien and it can look like it's more difficult for Unicure just the longer it goes to see better so I think when you read it all the time so you see that the patient has effect it will be better not like that you don't reverse the sjukdom but the saking is down so all the life has gone up for them who have gotten the patient and the sjukdomsforloppet and longsammare.

20:39It's just given. And it's just no alternative to the sjukdom. So I still see what I'm saying. Why should EFTI say no to this? And I read that it costs more million per patient. So it's just like if they do some cost. Yeah. And it was the FDA, the FDA, that they wanted to do. It was of the reason they said no. that Unicor didn't even get to send in the BL-A-ansökan. But they went out on the ground-advningstallion. I don't know if they were new to do it. Exactly. It's not an aktie if you want to go and sleep well. The aktie is still under 38 % and it's because of the people and they are under 80%.

21:24I've got a little bit on 17 and I've got a 20 % and now it's 23-85%. I had a little bit on 22 % and then Then they got to the FDA to get to the end of the day. Then they got to the 50. Then they got to the half. Now they got to the 25. I got to the 17 today. I'm going to go to the market. I have to go to the as we speak. We'll see how it goes. I can't go to the market. Rally-acte, I guess. Yes, exactly. It's a great example of this. If you hold on with biotech, which I have chat about. and I've said that in other companies when the risk is huge it's like to take a lot of money and finance the insats for then you can it's a little as I did today that you can go through it yourself and not panic on 8 and sell under kassan for that was it I thought when we were going to play here and I thought I was thinking think if it had been a sack that sold on 8 and then it was in 26 and then it was 2 hours later then Or 2040.

22:34How come you home and meet the girl in the eyes when you've done it?

22:41So, yeah. So, so can it go. But it's a bit of a bit of a cellar. Some have been followed for a long time. The one goes like a 10 % ago. The one is in a stark row again. He's almost like 15. Or what are you doing now? 14.30. And then I'm just going to tough on it. So it's just that I think it's spain. It's not really a sector. No, really. But if you zoom out, it's been really good. And it's up to you. Vissa companies are very good on long-sicht. And they've come with data. And it's very much budget. But I bought Summit, which is Astra. I got in today and stopped in 2 billion dollars. On about 18 dollars.

23:28Then I bought it less than what they had gone in on. They went in 1850 or anything. They went in to a premium. And now it's 1670 here. Longt under Astra was ready to stop in 2 billion dollars that goes in in the cash and in a hett cancer. But it's just... It's been a lot of events. There are many events that are on the market. They sell and then come in new new power. And then they continue to grow the good. Exactly. And then it comes to these kind of rörelses. For the week it was very good. It's a biotech over the law. It's in for the quarter-skift. And the fact that I hear is that it's many hedge fund-podders, which is called a hedge fund, which has had for example a biotech-new, which has been sprung for the last two months.

24:12And the sector has gone grymt, you think, as a first thought. Yes, but it's a big trade in biotech-hedge-fonder and so on, that you're short mRNA, and it's the modern, that you've been able to do this person-cancer-vaccine, till. Man var kort mRNA och lång andra grejer som man gillar. Den spreaden gick fullständigt åt helvete. Det sprängdes ju tydligen. Tydligen torskades det 6 miljard dollar den dagen när båda dörrarna gick så mycket. Och den är ju fortsatt upp efter det. Ja, exakt. Så det har ju ryckts många mandat. Många som har fått lägga ner. Och då ska de stänga de här böckerna. Och då säljs det på saker som har varit darlings.

24:53För många av de här poddarna har varit långa. Och så säger... And so it's a thing that has been blanked. It must be back and sell it to be long. Because the spread is going to stend. And what I understand is it's more than a big deal. But it doesn't have to be reported to come out. Because it's not a fund that has been smacked. It's like Citadel has got some billion to some biotech-killer that are sitting and we're going to... It didn't go for them. It didn't go for them. So now they don't do it anymore. So it's not going to be any rubric. But your name is a killer. We have a killer here. But now I said that it was...

25:28I don't know if it was. But it's more than the biggest. If we go on, one of the biggest things is that the same as I had a very positive new portfolio is I was able to do a Camby and then came a betting-forbud. Lula, who is president there, had it like a little bit under the week. He maybe had a hard rule for online casino and maybe paused it. It's a very soon. So it's a lot of flask and a lot of stuff. and like that. And then from ingenstans so came it like, no, he's going to stend to get online casino and sports betting. Yeah, on three hours. On his valmöte. I had to read it before that he had come up with new rules.

26:09So I thought, this is a new new. Then they went to Kambi, 7%. Evo went to a little bit. Betco went not so much. And then he went to his valmöte. And then it stopped for the whole sector. And now Now it's a lot of other things that are going to be in Congress. It was both casino and betting. Casino and betting. That's what's going to happen. And now it's a vote. So you can see what's going to happen after the vote. He's going to go to Bolsonaro's son. The first president. He's sitting in the sink now. His son. Or he was charged for a lot of brot in all of a sudden. Pappan, yeah. And now it's a son.

26:47And he's leading on the market with a 55-45. and there will be what it will be but he is positive sports betting and more positive to online casino but it is then Lula the president, he has given that it was a very very very very very very market that started on 1 January 2025 he took in 30 million I don't know if it was dollar or if it was the brasilian valutans so people have taken so much money so many people have sought license and then they just go down the market over the night so they're a little bit of a I've been a Thailand then it can come a lot now we're going to Mariana now we're going to Mariana and then it's just it's just a thing over the night for that one has a little another humeur or something yeah what can I say that but it has been a little bit a val question for that in Brazil there's been many problems with casino and so yeah man has måled up many people who have played some money and the The svarta market is enormous.

27:52There was a good report here on Twitter. It had started 500 new svarta sites here in the weekend. So much of this will be going to disappear in the svart. All the football clubs will be going to be in a competition here. Because they are very dependent on the betting sites. And Lula said, you can find other sponsors. Because they are not a football club. And he said even that he would drive in all the money that people have played out Bort från spelbolagen. Det var väldigt mycket extrema grejer. Och sen får man se vad det här levde till. Det var en konsultfirma som gav det 5 % chans. Att sports betting som jag följer mest via Kambi blir förbjudet.

28:35De sa att de hade low cinder digits. 2-3 % eller någonting i intäkter. Så för dem var det väldigt lite. Medan Better Collective som är en affiliate. De har satsat jättemycket på Brasilien. They went down to 20-25 % and took off their guidance. Evolution has set up a new study there but the one is still relatively strong. They have their own store. They and Hacks, so people say, are even stort in the svart market. So it doesn't play a lot of the big deal. Is it reglered or not? But it's a little risk in the whole sector. But it's like it's very few countries that you can get into. that this is a one-man show, that one president can stänga ner a whole bransch.

29:21Yes, but it's because the way he has done it is that it's an executive order, and it's something that the president can do. It's about 120 days, and then it's going to be right-hand. It's so that in the USA, when Trump has Biden, he has all his executive orders. And tvärtom. So they They don't like that. And for that they are going to be in law, they should be in Congress in the congress about 120 days. And it has been overrated by the district of the domstolen. So it will be a lot of overrated and you have to get to Congress, but especially the Lula's going to win. And that's not what I do. And then there is a very interesting case in Brazil over the last.

30:06He is in the left and Bolsonaro is in the right and Bolsonaro is in the right. And the whole of America America has tried to take under their vingles here. Exactly, so it blows a high wind over the whole South America. So every country that has been a vote for the last one and a half years has been a vote for the last one. And that Brazil also has a vote for the last one. I think that it's logical. And I think that... I mean... I think that Bolsonaro is in there. USA lägger väl sin lilla litet finger på vågen där så att det blir så. Det har ju varit ett vänsterstyrt land väldigt länge. Det känns som att det har varit olika...

30:49De har ju slagit lite fram och tillbaka. Och sen har väl även deras högerstyre varit. De har skott sig och de har inte tagit tag i de sociala bitarna tillräckligt mycket. Så de borde ju kört mer trickle-down economics. Det har väl varit lite... Mycket korruption och sånt På båda sidor är det ju så Men Ja Helt enkelt Mycket korruption i Sydamerika Det blir ju extremt viktigt för Better Collective Och även resten av spelbranschen Jag köpte mer Kambi här För att den var ju ner 7 % Och sen gick den ner mer på måndagen Jag trodde nästan att den Folk i någon förvirring skulle sälja ner den ännu mer Men marknaden var ju ganska klok där Så den stängde ju på plus I haven't köpt more, I can't be, I already have already but I haven't köpt more but it's interesting I think Bolsonaro is going to be then it's cool to have a Brazilian bet here on the svenska it's cool it's just a pause here in 2-3 months it's just like and then long-siktely it's going to be a job for casino the problem with the so-called it's just a svart market And then it's no skatteintäkter So It's better with a bit And mafia and like And scams and all kinds It's much easier for Lagen to go after And It's almost like We talked about it But in California It's up a little And Polymarket stress So it's a lot on the positive side In other countries We hopped on the way.

32:35We had Hemnet, which I followed from the side here, after my misslyckade korting on 300-400. Now it's 60 spend. Now they're copying them Bully, sparking a third of personal. They would scrape up all sides of all sides. Then they could even put up a preview, where it was some pictures. The scraping would have one picture. But the action was going to go up a little on this. I handled it a little when Sprint The ones who are investing in again Then it was from 90 to 100 80 to 90, 90 to 100 Now we're at 60 So now we're going to go up a little But I'm going to say that this is a little Like a reward That you're going to They're going to be Bortprioriterated If you're not a real But if I go in on the card On the net, I'll see which one has You'll find a side and then I'll go to the next side exactly like it is on Bully.

33:33The whole Hemnets USP has been to pay for these money and so you can pay for Hemnets side. Or before they had all traffic and it feels like Bully eats them every day that goes. Yeah, it's hard to look at both. So you use most Bully. For that is all. Yeah, exactly. When you hear Mäklar and like that the last nöds strategy is to go out on Hemnet and maybe take a rocket or something. It doesn't feel like that before it cost 3 000, it costs 15 000. It's not even better. It's just that just the object that is not enough to have, they are on the end. And they should be able to pay for it. And the underhand market, the only thing is bigger and bigger.

34:21It's very interesting. But now it has come down extremely much. It was a little bit of P10, but now it's almost all the way it's all. But it's not It's going to be sure, and now they really try to do something. And to create something. You talked a little about Bud here, EQT, Idealista and a lot of other. I the right environment. It was more like, if you want to be short here, it's not so interesting if you've seen it in 300-400. It's maybe some of the big aggregator. All right, EQT is Idealista and some of them who just want to buy and buy. But the question is if they even need to buy them. No.

34:58It's hard to släppa på idealista Boley as an idealist Snarare Någon sån variant Intressant Hur det verkligen kan svänga Det här är märkligt De blir utkonkurrerade Det här är inte ens en AI-tjänst Boley Det känns som att det här är Så här kan det bli för väldigt många företag Som sitter lite mycket för händerna Och helt plötsligt kommer någon someone who has kodated ihop an AI-konkurrent who has been able to get out a job that has been in 100 years. Yeah, it's very... I did nothing today. I don't think it was that it was a short time. It's a very obvious. It's a very blank. And then it's a Australian bond that has been bought in 300 pounds and has been able to get it all over.