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Foro de Oryzon Genomics
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ORY
Mensaje de: araba cad Hora: 02/01/2026 9:58:21
Más allá de la cotización y de los deseos de que ORY suba como la espuma, os deseo mucha salud para ..........
Más allá de la cotización y de los deseos de que ORY suba como la espuma, os deseo mucha salud para ..........
igualmente Araba
3
A ver si marcha ya a tocar las narices a otro sitio...
0
3
3
Mensaje de: araba cad Hora: 02/01/2026 10:37:26
A ver si marcha ya a tocar las narices a otro sitio...
A ver si marcha ya a tocar las narices a otro sitio...
Ya te digo
1
Mensaje de: Oryzonico Hora: 02/01/2026 10:55:09
Buenos días a todos, arranca bien esto!
Buenos días a todos, arranca bien esto!
Y solo es el principio
1
Mensaje de: araba cad Hora: 02/01/2026 10:36:55
Voleon 2,07%
Voleon 2,07%
Es bueno que la reducción de posición sea constante.
(1)
3
Mensaje de: toni41 Hora: 02/01/2026 11:21:21
Voleon Capital (the $7B quant fund) is losing $150-200M on their Oryzon short position and slowly ca..........
Voleon Capital (the $7B quant fund) is losing $150-200M on their Oryzon short position and slowly ca..........
Voleon increased their short to 2.73% in October 2025—just WEEKS before exceptional clinical data proved their thesis dead.
Now they"re at 2.19% and dropping fast.
This isn"t strategy. This is panic exit.
Now they"re at 2.19% and dropping fast.
This isn"t strategy. This is panic exit.
(2)
5
Mensaje de: toni41 Hora: 02/01/2026 11:21:21
Voleon Capital (the $7B quant fund) is losing $150-200M on their Oryzon short position and slowly ca..........
Voleon Capital (the $7B quant fund) is losing $150-200M on their Oryzon short position and slowly ca..........
Let"s do the math on why Voleon is losing:
Current short: ~$200-250M at 3.11€
Price if PORTICO-2 works (45% prob): 10-12€ = -$300-500M LOSS
Price if PORTICO-2 fails (25% prob): 1.50€ = $35M gain
Expected value = 45%*(-$400M) 25%*( $35M) = NEGATIVE $170M
Why maintain 2.19% position with negative EV? Trapped capital.
Current short: ~$200-250M at 3.11€
Price if PORTICO-2 works (45% prob): 10-12€ = -$300-500M LOSS
Price if PORTICO-2 fails (25% prob): 1.50€ = $35M gain
Expected value = 45%*(-$400M) 25%*( $35M) = NEGATIVE $170M
Why maintain 2.19% position with negative EV? Trapped capital.
(2)
5
Mensaje de: toni41 Hora: 02/01/2026 11:21:21
Voleon Capital (the $7B quant fund) is losing $150-200M on their Oryzon short position and slowly ca..........
Voleon Capital (the $7B quant fund) is losing $150-200M on their Oryzon short position and slowly ca..........
The clinical data is undeniably excellent:
PORTICO Fase IIb:
? p=0.0071 (30-40% better than p<0.05 baseline)
? Safety: Clean
? Mechanism validated
FRIDA Fase Ib (AML):
? 47% CR RCh in venetoclax-resistant patients
? ADMIRAL benchmark: 34%
? 38% better in harder population
This is NOT marginal. This is exceptional.
PORTICO Fase IIb:
? p=0.0071 (30-40% better than p<0.05 baseline)
? Safety: Clean
? Mechanism validated
FRIDA Fase Ib (AML):
? 47% CR RCh in venetoclax-resistant patients
? ADMIRAL benchmark: 34%
? 38% better in harder population
This is NOT marginal. This is exceptional.
5
Noticias
MERCADO ESPAÑOL
Indice
Ultimo
DIF
HORA
IBEX 35
OTROS MERCADOS
información Oryzon Genomics
CNMV Links Oryzon Genomics
Datos Generales
Acciones:
84.332.150
Capitalización:
242.539.263 €
Máximo Hoy:
2,970 (1,16 )
Mínimo Hoy:
2,866 (-2,38 )
Ayer:
2,936
Open:
2,950
GAP:
0,48 %
ISIN:
ES0167733015
Rent. 1 Semana:
-3,62%
Rent. 1 Mes:
-7,52%
Rent. Anual:
-7,52%
Rent. 1 Año:
2,35%
Rent. 3 Año:
39,95%
UILTIMAS RECOMENDACIONES
BROKER
FECHA
Pre.Obj
Pre.Ant
Jefferies
25/03/2025
4,00
2,00
Jefferies
08/01/2025
2,00
2,30
Jefferies
08/01/2025
2,00
2,30
Jefferies
23/04/2024
2,50
3,00
Edison Investm
14/04/2020
10,30
9,90
