contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


isofol-medical-learn-from-the-first-deliver-on-the-second-abg-1

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Isofol Medical is a research-based biotechnology company working to improve the prognosis of patients with severe forms of cancer. The company's drug candidate arfolitixorin aims to increase the effect of first-line standard treatment that is used globally for several forms of solid tumors. Isofol is conducting clinical development of arfolitixorin in colorectal cancer, the world's third most common cancer, where the medical need for better treatments is great.

Isofol Medical

* Targeting a huge unmet medical need * Revised best-in-class potential * Fair value range of SEK 0.1-10.5/share Huge unmet medical needIsofol is developing arfolitixorin, a next-generation ...

* Targeting a huge unmet medical need * Revised best-in-class potential * Fair value range of SEK 0.1-10.5/share Huge unmet medical needIsofol is developing arfolitixorin, a next-generation active folate designed to enhance standard chemotherapy built around 5-FU (fluorouracil), a widely used backbone treatment in metastatic colorectal cancer (mCRC) expected to remain for the foreseeable future. CRC is the third most-common cancer globally, of which ~20-25% of patients present with metastatic CRC and 5-year survival &lt;15%. A clear value proposition Although the Ph 3 AGENT trial failed in 2022, post-hoc analyses and an extensive review identified clear, addressable shortcomings in dosing, timing and protocol adherence. With a revised clinical strategy, a well-defined mechanistic rationale and sharpened organisational focus, we see renewed potential for arfolitixorin to replace leucovorin, the current suboptimal standard of care folate. Unlike leucovorin, which is a pro-drug requiring metabolic activation, arfolitixorin delivers the active folate directly, enabling more predictable and potentially stronger 5-FU enhancement. The ongoing Ph 1b/2 trial addresses prior shortcomings through higher dosing, correct timing and tighter protocol control, supported by renewed management and partner backing. If successful, we expect a late-2032e launch and ~50% peak penetration, supporting peak sales (ABGSCe) of ~SEK 7.7bn (non-risked) and ~SEK 1.5bn (risk-adj.). Fair value range of SEK 0.1-10.5/share We value Isofol using a risk-adj. DCF (12% WACC, 0% terminal growth rate), including future dilution. Scenario A assumes clinical failure (LOA 0%) and yields SEK 0.1/share; scenario B reflects a risk-weighted outcome (LOA 20%), with a value of SEK 1.6/share, while scenario C assumes full clinical and commercial success in first-line mCRC (LOA 100%) with a value of SEK 10.5/share. This implies a fair value range of SEK 0.1-10.5/share.