Photocure fundamentale forhold (PHO)

M73102 · juli 29, 2020, 4:09pm

Jeg er sikker på at Q2 vil være preget av Covid 19 - samtidig kan en lure på om grunnen til at shorterne har startet inndekning før Q2 at det kan være noe i det ABG skriver i sin siste analyse? At Q2 muligens ikke blir så ille som forventet? Synspunkter,

Rodjer · juli 29, 2020, 4:50pm

Det er faktisk grunn til økt optimisme mht q2 tallene, egentlig mot alle odds.
Men DS framholdt på de siste presentasjonene at situasjonen var i ferd med å endre seg til det positive og med ABG sin krystall klare twitter melding kan man jo virkelig begynne å lure om det likevel kan bli akseptabelt.
Nå kan det tyde på at shorterne knepper så mye dem kan og med tempoet lagt nå kan dem klare det innen q2, jeg tror dem dekker inn alt.
En skal heller ikke undervurdere neste milestone fra Asieris, den er nok ikke særlig langt unna, i tillegg som jeg tidligere har nevnt er nå ny Europa sjef på plass, finansieringen likeledes, det er snart tiden for å spille ut planene for Ipsen området.
Månedene raser i vei og oktober ligger ikke langt unna. Tror vi går noen særs spennende tider i møte.
Så forresten at Sissener hadde økt med 25k og nok en Equinor konto dukket opp på topp 50.

M73102 · juli 29, 2020, 5:24pm

PHO har kommet i skyggen av flere av de andre farmasi selskapene (AZT, BergenBio, PCIB, COV mv) - og kursen har ikke opplevd den samme oppsvingen etter mars i år som mange andre aksjer har (basert på interessen på diverse fora er det nok mye som tyder på at mange har flyttet pengene over fra PHO til nevnte selskap) - samtidig som at det kan være ting som tyder på at PHO ikke har blitt like hardt rammet av Covid 19 som først forespeilet. En skal heller ikke, som du skriver Rodjer, glemme at Aseris virker å være før skjema og at det snart kommer en ny milepælutbetaling. Det skjer også mye spennende i Europa (samt andre markeder) - samt at en heller ikke skal glemme at shorterne er på vei til å dekke inn shorten, og at det er positiv utvikling blant topp 50. Jeg tror at PHO kan få en positiv utvikling fremover - og etter mitt syn er det mindre risiko med PHO sammenlignet med flere av de andre farmasiaksjene.

Savepig · juli 31, 2020, 9:45am

Så da har vi fått to analyser i juli. Skal DNB og Pareto komme i august?

Tekspert · august 1, 2020, 10:00am

Hver måned kårer jeg det jeg kaller Teksperter™ for noen av de mest populære investeringene våre

Det er de 3 medlemmene som har fått flest likes på innleggene sine de siste 90 dagene. Teksperter™ får også en unikt merke på profilen sin og et trofé-ikon ved siden av navnet sitt. Du kan bli Tekspert™ i flere aksjer/investeringer, og troféet vil bare vises i tråder der du er Tekspert™.

Her er denne månedens Teksperter™ og det mest likte innlegget deres fra de siste 90 dagene:

@Rodjer (513 likes)

@Savepig (300 likes)

@Snoeffelen (90 likes)

[quote=“Snoeffelen, post:2392, topic:18877”]

Resten av topp 10:

@solskimm (62 likes)
@myk (58 likes)
@M73102 (58 likes)
@roblar (51 likes)
@rosk82 (50 likes)
@TyrionIV (41 likes)
@kreinh (41 likes)

Gratulerer!

TekBot · august 13, 2020, 9:51am

Photocure appoints Genotests as exclusive partner for Hexvix[ ]in Chile

Oslo, Norway, 13 August 2020: Photocure ASA (OSE: PHO), today announced the
appointment of Genotests SpA as the exclusive distributor for the
commercialization of Hexvix[®] in Chile.
…

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“We are proud to take our first step into the South American continent and make
Hexvix accessible to Chilean bladder cancer patients. Chile is a stable, well
regulated market with a strong economy, and Genotests is well positioned to
leverage their network of urologists and uro-oncologists both in the private and
public hospitals”, says Dan Schneider, President and CEO of Photocure.

Photocure has appointed Genotests, a privately held company founded in 2014
specializing in genetic tests for cancer targeting cancer specialists, as the
exclusive distributor of Hexvix in Chile. Under the terms of the agreement,
Genotests will fund all costs to secure regulatory approval and the launch and
commercialization of Hexvix in Chile. Photocure will manufacture the product and
support Genotests with the regulatory file, training and promotional materials.

There are approximately 1500 new bladder cancer cases annually in Chile, an
estimated 5000 TURBT* procedures and nearly 3000 surveillance cystoscopies.

“I am delighted to get the opportunity to bring Hexvix to Chile. It is a
fantastic product that the urology community has been waiting for, especially
after the successful demo done in collaboration with Karl Storz at the Chilean
Urology Conference. After following Photocure and Hexvix/Cysview for years I
know it is a complex sell, and we are well prepared with an established
relationship with the leading cystoscopy equipment supplier. We’ll initiate the
regulatory submission process immediately and look very much forward to work
with the Photocure team”, says Oscar Varas, founder and owner of Genotests.

*TURBT: trans-urethral resection of bladder tumors

About Bladder Cancer
Bladder cancer ranks as the sixth most common cancer worldwide with 1 650 000
prevalent cases (5 year prevalence rate), 550 000 new cases and almost 200 000
deaths annually in 2018.[1]

Approx. 75% of all bladder cancer cases occur in men.[1] It has a high
recurrence rate with an average of 61% in year one and 78% over five years.[2]
Bladder cancer has the highest lifetime treatment costs per patient of all
cancers.[3]

Bladder cancer is a costly, potentially progressive disease for which patients
have to undergo multiple cystoscopies due to the high risk of recurrence. There
is an urgent need to improve both the diagnosis and the management of bladder
cancer for the benefit of patients and healthcare systems alike.

Bladder cancer is classified into two types, non-muscle invasive bladder cancer
(NMIBC) and muscle-invasive bladder cancer (MIBC), depending on the depth of
invasion in the bladder wall. NMIBC remains in the inner layer of cells lining
the bladder. These cancers are the most common (75%) of all BC cases and include
the subtypes Ta, carcinoma in situ (CIS) and T1 lesions. In MIBC the cancer has
grown into deeper layers of the bladder wall. These cancers, including subtypes
T2, T3 and T4, are more likely to spread and are harder to treat.[4]
[1] Globocan. Incidence/mortality by
population. Available at: http://globocan.iarc.fr/Pages/bar_pop_sel.aspx
[2] Babjuk M, et al. Eur Urol. 2019; 76(5): 639-657
[3] Sievert KD et al. World J Urol 2009;27:295-300
[4] Bladder Cancer. American Cancer
Society. https://www.cancer.org/cancer/bladder-cancer.html

About Hexvix[®]/Cysview[®] (hexaminolevulinate HCl)
Hexvix[®]/Cysview[®] is a drug that is selectively taken up by tumor cells in
the bladder making them glow bright pink during Blue Light Cystoscopy (BLC[TM]).
BLCT with Hexvix[®] /Cysview[® ]improves the detection of tumors and leads to
more complete resection, fewer residual tumors and better management decisions.
Cysview[® ]is the tradename in the U.S. and Canada, Hexvix[® ]is the tradename
in all other markets. Photocure is commercializing Cysview[® ]/Hexvix[®]
directly in the U.S. and the Nordic region and has strategic partnerships for
the commercialization of Hexvix[®]/Cysview[®] in Europe, Canada, Australia and
New Zealand. Please refer to https://bit.ly/2wzqSQQ for further information on
our commercial partners.

About Photocure
Photocure: The Bladder Cancer Company delivers transformative solutions to
improve the lives of bladder cancer patients. Our unique technology, making
cancer cells glow bright pink, has led to better health outcomes for patients
worldwide. Photocure is headquartered in Oslo, Norway and listed on the Oslo
Stock Exchange (OSE: PHO). For more information, please visit us at
www.photocure.com, www.hexvix.com, www.cysview.com

About Genotests SpA:
Genotests is a medical company in-licensing and commercializing innovative
cancer diagnostics test and treatments for health care providers and their
patients in the Latin America & Caribbean countries, with special emphasis in
the field of uro-oncology.

For more information, please contact:

Dan Schneider
President and CEO
Photocure ASA
Tel: + 1-609 759-6515
Email: ds@photocure.com

Erik Dahl
CFO
Photocure ASA
Tel: +4745055000
Email: ed@photocure.com

Media and IR enquiries:

Geir Bjørlo
Corporate Communications (Norway)
Tel: +47 91540000
Email: geir.bjorlo@corpcom.no

Kilde

Savepig · august 13, 2020, 9:58am

Nice!

Chile i seg selv er jo åpenbart ikke den store driveren, men et photocure som er fremoverlent og brer footprinten sin mer enn Ipsen gadd er.

Sør-Amerika er heller ikke en bitteliten økonomi, slett ikke:

TekBot · august 13, 2020, 10:00am

Photocure ASA: Invitation to presentation of second quarter and first half year 2020 financial results

Oslo, Norway, 13 August 2020: Photocure ASA (Photocure, PHO: OSE) will announce
the second quarter and first half year 2020 financial results on Tuesday 18
August 2020 at 07:00 CET and invites investors, analysts and the media to a
…

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presentation at 14:00 CET the same day.

The investor presentation will be streamed live and be hosted by Daniel
Schneider, CEO and Erik Dahl, CFO. The presentation will be held in English and
questions can be submitted throughout the event.
The quarterly report and presentation will be published at 07:00 CET and will be
publicly available at www.photocure.com. The streaming event is available
through https://channel.royalcast.com/webcast/hegnarmedia/20200818_11/

The presentation is scheduled to conclude at 14:45 CET.

For further information, please contact:

Photocure
Erik Dahl
CFO
Tel: +47 45055000
Email: ed@photocure.com

Media and IR enquiries:
Geir Bjørlo
Corporate Communications (Norway) Tel: +47 91540000
Email: geir.bjorlo@corpcom.no

About Photocure

The Bladder Cancer Company delivers transformative solutions to improve the
lives of bladder cancer patients. Our unique technology, making cancer cells
glow bright pink, has led to better health outcomes for patients worldwide.
Photocure is headquartered in Oslo, Norway and listed on the Oslo Stock Exchange
(OSE: PHO). For more information, please visit us at www.photocure.com,
www.hexvix.com, www.cysview.com

This information is subject to the disclosure requirements pursuant to section 5
-12 of the Norwegian Securities Trading Act.

Kilde

Snoeffelen · august 13, 2020, 10:11am

Helt enig, og jeg er sikker på at Schneider også har gjort en skikkelig jobb i forkant med å velge partner. Blir nok ikke bare footprint men også resultater av dette.

TekBot · august 18, 2020, 5:02am

Photocure ASA: Results for the second quarter and first half of 2020

Oslo, Norway, 18 August 2020: Photocure ASA (OSE:PHO) reported
Hexvix[®]/Cysview[®] revenues of 53.5 million in the second quarter of 2020 (Q2
2019: NOK 52.1), corresponding to growth of three per cent, despite a
…

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significant Covid-19 impact in the beginning of the quarter in the U.S. market
before a strong recovery towards the end of the period. The company has entered
into an agreement with Ipsen Pharma SAS (Ipsen) for the return of Hexvix sales,
marketing and distribution rights from the fourth quarter of 2020 and sees
significant growth opportunities in Europe. The agreement is expected to be
EBITDA accretive from full-year 2021 and beyond.

“Our second quarter results were negatively impacted by the Covid-19 pandemic
with a significant decline in revenue at the beginning of the quarter but a
strong recovery towards the end of the quarter. We are confident that we will
return to strong growth rates with continued growth year over year once the
Covid-19 epidemic subsides. We believe that BLC with Hexvix/Cysview can play an
integral role in assuring that the first TURBT in a patient after postponement
of procedures due to Covid-19 will be complete and thorough reducing the risks
for repeat TURBT, reoccurrence and progression in that patient,” says Daniel
Schneider, President & Chief Executive Officer of Photocure.

Photocure reported total group revenues of NOK 53.7 million in the second
quarter of 2020 (NOK 53.0 million), with an EBITDA before restructuring of NOK
-8.9 million (NOK -2.6 million). The Hexvix/Cysview revenues ended at NOK 53.5
million (NOK 52.1 million). The demand in the U.S. market rebounded at the end
of the quarter, with the in-market unit sales for June up 7 per cent compared to
June last year.

The installed base of rigid cystoscopes in the U.S. was 246 at the end of the
second quarter, an increase of 58 units or 31% since the same quarter last year.
Blue Light Cystoscopy (BLC[TM]) in the surveillance setting is a key priority
for Photocure in the U.S. market. By the end of the second quarter, 30 flexible
cystoscopes for the surveillance cystoscopy setting have been installed.

Cash balance of NOK 500 million

Photocure had a net cash flow from operations of NOK 11.4 million in the second
quarter of 2020 (NOK -4.0 million) and completed two private placements on 27
April and 24 June, raising a total gross of NOK 333 million. The private
placements attracted very strong interest from existing shareholders, as well as
from new high-quality institutional investors and were multiple times
oversubscribed. At the end of the quarter, Photocure had a cash balance of NOK
499.4 million (86.7).

Regains worldwide rights of Hexvix

Photocure has entered into an agreement with Ipsen for the return of Hexvix
sales, marketing and distribution rights in Europe and other markets currently
controlled by Ipsen. With taking direct control over Photocure’s own
Hexvix/Cysview product in key regions, the company supports the ambition of
becoming a global leader in bladder cancer with a solid basis for expansion and
further growth opportunities. Photocure will commence the Hexvix
commercialization in Europe from the fourth quarter of 2020 and expects the
Ipsen agreement to be EBITDA accretive from full-year 2021 and beyond.

“In June, we signed the final agreement with Ipsen for the return of the
marketing and sales rights for Hexvix in various European countries. This
transaction further supports our strategy of building a strong and profitable
global business within bladder cancer. We plan to leverage the extensive
experience we have built in the U.S. and the Nordics to the markets that were
previously controlled by Ipsen. We believe there is tremendous growth and
expansion opportunities in all markets previously controlled by Ipsen. In
addition, there are many markets where Ipsen never commercialized our products
and we plan to address many of these markets in the future. In the second
quarter, we successfully raised the necessary capital to fund the required
milestone payments, training of people and working capital to transition the
European business from Ipsen to Photocure,” says Schneider.

Group 2023 ambitions

Photocure delivers transformative solutions that improve the lives of bladder
cancer patients. Based on experience and the performance of the breakthrough
bladder cancer product Hexvix/Cysview, Photocure has embarked on a stepwise
approach for continued growth. Photocure sees significant long-term potential in
the global bladder cancer market and has a defined growth strategy:

. Accelerating - Drive the breadth and depth of Hexvix/Cysview usage
in key accounts

. Expanding - Generate sales in new geographies and product
enhancements

. Acquiring - Products used in the management of bladder cancer
patients

. Transforming - Partner and in-license assets to strengthen the
bladder cancer portfolio

“Based on the outlook and strategic opportunities, Photocure aims to maintain
its group revenue ambitions for 2023 in the range of NOK 1 billion with EBITDA
margins of approximately 40%, following the completion of the transaction with
Ipsen,” Schneider concludes.

Please find the full financial report and presentation enclosed.

EBITDA and other alternative performance measures (APMs) are defined and
reconciled to the IFRS financial statements as a part of the APM section of the
second quarter 2020 financial report on page 22-23.

Photocure will present its second quarter 2020 report on Tuesday 18 August 2020
at 14:00 CET. The investor presentation will be streamed live and be hosted by
Daniel Schneider, CEO and Erik Dahl, CFO.

The presentation will be held in English and questions can be submitted
throughout the event. The streaming event is available through
https://channel.royalcast.com/webcast/hegnarmedia/20200818_11/. The presentation
is scheduled to conclude at 14:45 CET.

For further information, please contact:
Dan Schneider
President and CEO
Photocure ASA
Tel: + 1-609 759-6515
Email: ds@photocure.com

Erik Dahl
Chief Financial Officer
Tel: +47 450 55 000
Email: ed@photocure.no

Media and IR enquiries:
Geir Bjørlo
Corporate Communications (Norway)
Tel: +47 91540000

Email: geir.bjorlo@corpcom.no

About Photocure ASA
Photocure: The Bladder Cancer Company delivers transformative solutions to
improve the lives of bladder cancer patients. Our unique technology, making
cancer cells glow bright pink, has led to better health outcomes for patients
worldwide. Photocure is headquartered in Oslo, Norway and listed on the Oslo
Stock Exchange (OSE: PHO). For more information, please visit us at
www.photocure.com, www.hexvix.com, www.cysview.com

This information is subject to the disclosure requirements pursuant to section 5
-12 of the Norwegian Securities Trading Act.

Kilde

Ekspertis1 · august 18, 2020, 5:05am

Personlig veldig fornøyd med dagens rapport.

TekBot · august 31, 2020, 1:10pm

Exercise of employee share options in Photocure ASA

Oslo, Norway, 31 August 2020.

Participants in Photocure ASA’s (“Photocure”) share option program have on 31
…

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August 2020 exercised a total of 17,366 options, distributed as follows:

· 9,100 options exercised according to the option program for 2016 at a strike
price of NOK 40.15,
· 5,766 options exercised according to the option program for 2017 at a strike
price of NOK 38.06, and
· 2,500 options exercised according to the option program for 2019 at a strike
price of NOK 50.72.

Share options are described in note 7 in Photocure’s annual financial statements
for 2019.

Following the exercise, the Board of Directors, pursuant to authorization
granted by the company’s Annual General Meeting, has decided to increase the
company’s share capital by NOK 8,683.00 by issuing 17,366 new shares, each with
a par value of NOK 0.50. Subsequent to the transaction Photocure’s share capital
will be NOK 13,313,693 divided into 26,627,386 shares. No primary insiders have
exercised options in this window.

For further information, please contact:

Photocure CFO Erik Dahl
Tel: +47 450 55 000
Email: ed@photocure.com

About Photocure ASA
Photocure: The Bladder Cancer Company delivers transformative solutions to
improve the lives of bladder cancer patients. Our unique technology, making
cancer cells glow bright pink, has led to better health outcomes for patients
worldwide. Photocure is headquartered in Oslo, Norway and listed on the Oslo
Stock Exchange (OSE: PHO). For more information, please visit us at
www.photocure.com, www.hexvix.com, www.cysview.com

This information is subject to the disclosure requirements pursuant to sections
5-12 and 4-2 of the Norwegian Securities Trading Act.

Kilde

Tekspert · september 1, 2020, 10:36am

Hver måned kårer jeg det jeg kaller Teksperter™ for noen av de mest populære investeringene våre

Det er de 3 medlemmene som har fått flest likes på innleggene sine de siste 90 dagene. Teksperter™ får også en unikt merke på profilen sin og et trofé-ikon ved siden av navnet sitt. Du kan bli Tekspert™ i flere aksjer/investeringer, og troféet vil bare vises i tråder der du er Tekspert™.

Her er denne månedens Teksperter™ og det mest likte innlegget deres fra de siste 90 dagene:

@Rodjer (708 likes)

@Savepig (320 likes)

@Snoeffelen (106 likes)

[quote=“Snoeffelen, post:2392, topic:18877”]

Resten av topp 10:

@solskimm (88 likes)
@M73102 (87 likes)
@myk (62 likes)
@roblar (46 likes)
@TyrionIV (45 likes)
@JTHP (45 likes)
@rosk82 (45 likes)

Gratulerer!

Savepig · september 14, 2020, 6:47am

TekBot · september 15, 2020, 2:52pm

Photocure ASA - Share option grant and sale of shares

Oslo, Norway, 15 September 2020 - The board of directors in Photocure ASA (the
“Company”) (OSE: PHO) has granted share options to employees.

…

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A total of 500,000 share options, equal to 1.9% of total shares issued in the
Company, were granted at an exercise price at NOK 81.41 based on the weighted
average share price 30 trading days after the annual general meeting with an
additional premium of 10%. The option grant is conditional for 370,000 of the
options, and the number of options that may be exercised by each employee will
be determined by the board of directors after approval of the annual financial
statements for 2020. The remaining 130,000 options are granted in relation to
the employment of Susanne Strauss, Vice President and General Manager of Europe
Operations and Patricia Kelly, Vice President Global Human Resources.

The options are granted in accordance with Photocure’s long term incentive
program and the board of directors’ declaration on salaries and other
remuneration to the senior executive management, as approved by Photocure’s
annual general meeting held 10 June 2020. The share option program and
properties of the options are described in note 7 and 23 to the annual financial
statements for 2019.

Of the total grant the following was granted to primary insiders (total holdings
of share options following this grant):

· Daniel Schneider, President and Chief Executive Officer, 60,000 options.
Following the issue, Daniel Schneider holds 60,000 conditional share options,
200,000 share options and 33,353 shares in the Company.
· Erik Dahl, Chief Financial Officer, 35,000 options. Following the issue,
Erik Dahl holds 35,000 conditional share options, 65,500 share options and
13,033 shares in the Company.
· Lise Borgen Carlson, Director of Corporate Compliance & Quality, 15,000
options. Following the issue, Lise Borgen Carlson holds 15,000 conditional share
options, 10,000 share options and zero shares in the Company.
· Geoffrey Coy, Vice President and General Manager of US Operations, 35,000
options. Following the issue, Geoffrey Coy holds 35,000 conditional share
options, 90,000 share options and zero shares in the Company.
· Grete Hogstad, Vice President Strategic Marketing, 25,000 options. Following
the issue, Grete Hogstad holds 25,000 conditional share options, 46,000 share
options and 21,844 shares in the Company.
· Anne Gautvik Horten, Head of regulatory affairs, 15,000 options. Following
the issue, Anne Gautvik Horten holds 15,000 conditional share options, 10,000
share options and 1,752 shares in the Company.
· Patricia Kelly, Vice President Global Human Resources, 40,000 options.
Following the issue, Patricia Kelly holds 40,000 share options in the Company.
· Kari Myren, Head of Global Medical Affairs and Clinical Development, 25,000
options. Following the issue, Kari Myren holds 25,000 conditional share options,
25,000 share options and 2,021 shares in the Company.
· Gry Stensrud, Vice President Technical Development & Operations, 25,000
options. Following the issue, Gry Stensrud holds 25,000 conditional share
options, 51,300 share options and 9,889 shares in the Company.
· Susanne Strauss, Vice President and General Manager of Europe Operations,
90,000 options. Following the issue, Susanne Strauss holds 90,000 share options
in the Company.

In addition to the option grant, the board of directors has resolved a sale of
958 own shares at a price of NOK 30.91 per share to an employee in accordance
with its 2018 restricted shares program. Following the sale, Photocure owns
15,666 own shares.

For further information, please contact:

Erik Dahl
Chief Financial Officer
Tel: +47 450 55 000
Email: ed@photocure.no

About Photocure ASA
Photocure, The Bladder Cancer Company, delivers transformative solutions to
improve the lives of bladder cancer patients. Our unique technology, which makes
cancer cells glow bright pink, has led to better health outcomes for patients
worldwide. Photocure is headquartered in Oslo, Norway, and listed on the Oslo
Stock Exchange (OSE: PHO). The US headquarters for Photocure Inc., are in
Princeton, New Jersey. For more information, please visit us at
www.photocure.com, www.hexvix.com or www.cysview.com

This information is subject to the disclosure requirements pursuant to section 5
-12 and 4-2 of the Norwegian Securities Trading Act.

Kilde

Savepig · september 26, 2020, 7:03pm

Ikke så veldig mye som skal til før Photocure market cap er på all time high

Når man ser på ukeschart og månedschart glatter man ut mye av idiotien som har vært i aksjen det siste året og man ser det store bildet klarere.

Mens her er intradag fallene vi har måttet tåle i denne aksjen mens den ble rævkjørt veggimellom av spetalen og hansson. Største et 65% på en knapp måned!!!

Fornybar · september 26, 2020, 6:47pm

Nice.
Hva er bakgrunnen for MA 39?

Savepig · september 26, 2020, 6:49pm

Er sånn i grenseland 200 SMA på Daily

kula · september 26, 2020, 7:46pm

Enig.

Ved bekreftet brudd over 94, kan veien til ny ATH være kort - lite motstand oppover.
Mulig det må en nyhet til før det skjer

Fso · september 26, 2020, 8:35pm

bilde
Det kan sagtens ske før men ellers der.