Herantis Pharma - Halting Neurodegenerative Diseases

One piece of news is that Kakkonen just bought more Herantis. And a couple of weeks ago, he sold some Endomines. So, he thus invested more in Herantis.

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Herantis Pharma Plc (“Herantis”) has received a notification from Kyösti Kakko on October 3, 2025, in accordance with Chapter 9, Section 10 of the Securities Markets Act. According to the notification, Kyösti Kakko’s ownership of Herantis’ total number of shares and voting rights has exceeded the 10 percent threshold as a result of share transactions made on October 3, 2025.

https://www.inderes.fi/releases/herantis-pharma-arvopaperimarkkinallain-9-luvun-10-n-mukainen-ilmoitus-huomattavista-omistusosuuksista-1942025

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Major shareholders should not have prior knowledge of a drug’s efficacy. This would constitute punishable insider trading. On the other hand, a major shareholder could have followed the progress of the drug research quite closely, in which case Kakkonen himself would have at least become convinced that a cure for Parkinson’s had now been found. This would be tremendous news for millions suffering from the disease.

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Has a specific date for the publication of the research results been announced anywhere yet?

Not specified, but it has been communicated that it will be by mid-October.

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Good news also for those in Herantis Pharma’s situation..
….Big Pharma is likely more ready than before to make investments in drug development.

The couple-minute video in the article is worth watching.

:united_states: The overall picture of the deal is that Trump’s pressure campaign against the pharmaceutical industry may be waning. Since most major pharmaceutical companies are already promising large investments in US manufacturing, they should now be able to avoid heavy tariffs. For products still imported from European countries, the agreement made with the European Union at the end of July also helps, limiting US pharmaceutical export tariffs to 15 percent. And now the pricing stalemate is nearing a resolution. The appearance of Pfizer’s announcement suggests that Trump is eager to make deals with the industry.

:diamond_suit:Gift article by WSJ

https://www.wsj.com/health/pharma/pfizer-trumprx-deal-pharma-stocks-7e2724f4?st=1wrVVD&reflink=desktopwebshare_permalink

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Well, at Herantis, they occasionally had to initiate an auction because the share price is rising so strongly. Could Kakkonen’s exceeding the 10% ownership stake be behind the rise, or has there already been information about the drug’s efficacy?

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The market reacted surprisingly slowly in the end, if that Kakkonen deal is the reason.

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Probably a combined effect of the Kakkonen listing and the news coverage about it, as well as the approaching earnings call and the Fomo related to it. So, probably the news related to Kakkonen has raised Herantis into the awareness of even more casual investors, and the approaching earnings call has raised some Fomo. Or perhaps someone already knows more about the results :sweat_smile:

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It already rose 12 percent on Friday, so it was reacted to immediately and with high trading volume (like today as well), but today the price just went out of control. :gloves:

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So it did rise, I had already forgotten as many days had passed in between. Someone bought when Kakkonen signaled, and others are afraid that someone knows something?

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Good news for Tuesday evening

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The stock has risen 50% in a week, and, among others, the main owner has bought heavily. The question arises: has insider information leaked?

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Now we’ll see in the coming days if the company has a ready agreement that will be announced with positive news. Yes, tomorrow we can brew Herantis coffee😊

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Of course, it’s frustrating if K2 buys just before good news and the stock rises before all interested parties are on board.

But one can also ask the other way around: why would K2 buy after the news and not blindly beforehand?

K2’s purchase is followed by speculative buying and FOMO. This creates more FOMO when everyone buys and no one knows why. If bad news comes after this, the hype deflates. If there’s good news, the stock has more reasons to rise.

If K2 were to buy only after good news, the price would already be on its way up.

It’s not meant to downplay a possible data leak (for which evidence is likely missing), but if you think about it a bit, that’s how K2 should act, in my opinion, especially if they can, for example, chat with journalists on the phone again about potential tenbaggers while looking for buyers for their own divestments.

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Siltanen Antti has given his comments on the main results of the company’s published clinical phase Ib study of the Parkinson’s disease drug candidate HER-096. :slight_smile:

Herantis Pharma published a release on Tuesday evening regarding the main results of its Parkinson’s disease drug candidate HER-096’s clinical phase Ib study. The study achieved all its primary and secondary endpoints. The results thus clearly support moving to the next study phase and were also in line with previous data and our expectations. The company will hold a press conference on the results on Wednesday at 1 PM. The event can be followed here. We will update our view by Thursday morning, once all information is available after the press conference. Based on our preliminary assessment, the stock’s risk level decreases by one notch due to the positive results.

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It’s almost certain that a good number of major players in the industry are involved in making offers here. So, it’s a good situation for Herantis. This could also lead to one of these large companies making a takeover bid and trying to push others out of the competition. A billion or more in this context is no problem for these big players.

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Good luck and success to Herantis Pharma. Let’s hope it succeeds. However, let’s be a bit realistic: According to the Delvelnsight report, over 140 companies are actively developing 150 drug candidates for Parkinson’s treatment. MJFF has funded at least 35 studies that are in the clinical phase. We’ll see.

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There are no disease-modifying or neuroprotective drugs, and only a few of them are in clinical trials.

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The webcast starts in fifteen minutes, here’s the link to it: Phase 1b data readout.

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