u/Mmkeek

The author argues Nanexa is about to sign a GLP-1 license for its Pharmashell nano-layer platform, potentially the biggest pharma deal in Sweden, presumably with Novo Nordisk. A deal with upfront and milestone payments would secure revenue for years and could push the share price 3-6x from current levels. The catalyst is the CEO's stated 'active, long gone and very positive negotiations with a main partner', with Moderna having already signed a first license in the mRNA field as validation. The main risk implied is that the deal may not materialize.

The author argues SQNS is the most undervalued semiconductor company, becoming 100% debt-free in ten days with expected $38.7M revenue in 2026 and $67.1M in 2027. Catalysts include 2-3 potential license deals, one targeted at Drone and Defense closing within Q2, plus two major institutions recently buying 5% of shares. The author frames retail and market entry as a momentum signal. Main risk is that the license deals may not close as expected.