Photocure fundamentale forhold (PHO)

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.

solskimm · september 30, 2020, 9:20am

Nå er ikke jeg noen racer på patenter, men Pho har fått godkjent tre patenter nå den siste tiden som er relatert til Cevira - det ene er “Klem’ s kopp” (Cevira). Godkjent 28.10: https://register.epo.org/application?number=EP14715950

Neste patentet virker å være et samlepatent rundt Klem’s kopp som kan utvide bruksområdet til Cevira. Godkjent 26.06
https://register.epo.org/application?number=EP12801751

Tredje patent, godkjent 26.08. Dette virker å være et patent som videreutvikler formulaen til Cevira
https://register.epo.org/application?number=EP16156371

Basert på disse tre nylige godkjente patentene, kan vi anta at det vil komme flere indikasjoner innen PDT/Cevira/Asieris? Cevira i dagens form er jo antatt å være en blockbuster hvor Photocure skal ha sin del av omsetningen. Hvor stort kan det bli om det utvides ytterligere?

Forøvrig forventer jeg første pasient dosert i Cevira any day nå…

Videre lagde jeg en kjapp oversikt i går for å se på storeguttene (Spetalen Voldberg og Blystad*), de har jo truffet godt ift børsmeldinger tidligere:

Basert på datoer de har kommet inn har de vært i forkant av nyheter/patentmeldinger, så det kan virke som at de følger Photocure høvelig tett.

La det ut i småprat, men hører vel hjemme her også…

TekBot · oktober 1, 2020, 5:31am

Photocure launches European Hexvix operations

Oslo, Norway, 1 October 2020: Photocure ASA (OSE:PHO) today announces the
commencement of the sales, marketing and distribution of Hexvix[®] in the
European markets formerly operated by Ipsen Pharma SAS (Ipsen). The successful
…

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transition and launch of European Hexvix operations creates a robust platform
for accelerated growth and expansion for Photocure.

“We are proud to announce the launch of our European Hexvix operations which
will transform Photocure into a strong global business within the diagnosis and
treatment of bladder cancer. We have built a successful commercial organization
for Hexvix/Cysview in the U.S. and the Nordics. Based on our unique
understanding of bladder cancer and its care, our full commercial capabilities
to grow and expand these new markets will be applied. As bladder cancer is the
most expensive cancer to treat, there is considerable and growing interest in
the bladder cancer market in Europe. We see significant opportunities ahead for
Photocure,” says Dan Schneider, President and CEO.

Photocure announced in June 2020 that the company had finalized an agreement
with Ipsen to regain the commercial rights for Hexvix in selected European and
other countries. The rights have been transferred to Photocure with the official
launch of the commercial operations beginning today, 1 October 2020.

“We are pleased with the successful Ipsen transition and with the launch of our
European commercial operations. The entire European team has worked tirelessly
over recent months to ensure we hit the ground running. We have ramped-up and
strengthened our commercial organization and established an efficient
distribution and third-party logistics network. By applying our experience from
the commercial success in the Nordic and the U.S. markets to the European
region, Photocure is positioned for accelerated growth and profitability,” says
Susanne Strauss, Vice President and General Manager of Europe in Photocure.

Photocure has paid Ipsen EUR 15 million for regaining the Hexvix rights and
Ipsen will also receive earn-out payments in the range of 10 -15% of sales
(years 1-7 post-transfer) and 7.5% of sales (years 8-10) in the former Ipsen
markets.

Confirms key financial targets for the acquired rights

Photocure announced preliminary financial targets for the transaction 27 April
2020. The targets have today been confirmed.

· 2019 royalty received by Photocure was NOK 61 million excluding IFRS
adjustments
· Following the transfer of the rights for the Ipsen territories to Photocure,
the revenue recognized by Photocure is expected to increase around 3x to 2021
compared to 2019, driven by Photocure being granted the in-market sale in the
territories and growth in market penetration
· Beyond FY 2021, Photocure is targeting approximately 20-30% annual revenue
growth in the former Ipsen territories
· NOK 30-35 million in integration and ramp-up costs in 2020. Around NOK 90
million in increased SG&A costs in Europe from FY 2021 and beyond
· European operations will be EBIDTA accretive from 2021 and beyond

Market conditions are affected by the COVID-19 virus outbreak. See OSE
notification of 7 April 2020 for an in-depth analysis of the risk and effects of
the COVID-19 situation, in addition to the trading update 27 April 2020 and the
second quarter 2020 presentation and board of directors’ report of 17 August
2020.

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 pages 22-23.

Notes to editors

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.

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
[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 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

For further information, please contact:

Photocure

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

Erik Dahl
CFO
Tel: +47 45055000
Email: ed@photocure.com (http://about:blank)

Media and IR enquiries:

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

Kilde

Tekspert · oktober 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 (688 likes)

@Savepig (270 likes)

@solskimm (116 likes)

Resten av topp 10:

@Snoeffelen (93 likes)
@M73102 (89 likes)
@roblar (45 likes)
@myk (42 likes)
@JTHP (41 likes)
@TyrionIV (38 likes)
@CanonBoy (37 likes)

Gratulerer!

TekBot · oktober 5, 2020, 5:31am

Photocure announces new Cevira patent in Europe

Oslo, Norway, 5 October 2020: Photocure ASA (OSE:PHO) today announces that the
European Patent Office (EPO) has granted patent EP 2983780 covering the
commercial Cevira[®] device in Europe until 2034.
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Cevira is a photodynamic drug-device combination product under development for
non-surgical treatment of high-grade cervical dysplasia. In July 2019, Photocure
announced that it had entered into a License Agreement providing Asieris
Meditech Co., Ltd (Asieris) with a world-wide license to develop and
commercialize Cevira for the treatment of HPV induced cervical precancerous
lesions. In July 2020, Asieris received China NMPA’s approval to start a global
Phase III clinical trial for APL-1702 (Cevira).

The EP 2983780 patent covering the commercial Cevira device in Europe, will
expire 09 April 2034.

Notes to editors

About Cevira
Cevira® is a photodynamic drug-device combination product that is being
developed for non-surgical treatment of high-grade cervical dysplasia. Cevira®
is easily placed on the cervix by the gynecologist and removed by the patient,
with no disruption of normal daily activities. Only one or two treatments are
needed.

About Cervical dysplasia
High-grade cervical squamous intraepithelial lesions (HSIL) is a precancerous
condition caused by a persistent HPV infection, a highly prevalent sexually
transmitted disease resulting in approximately 10 million cases with high grade
disease and > 500 000 new cases of cervical cancer each year. In China, 1-2% of
women have HSIL each year. Currently, surgical excision is the most common
treatment option offered to women with cervical high-grade dysplasia. In women
of childbearing age in particular there is a high medical need for a non
-surgical option which preserves the cervical anatomy and function. No such
medical alternative is approved to date.

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

All trademarks mentioned in this release are protected by law and are registered
trademarks of Photocure ASA

For further information, please contact:

Photocure

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

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

Kilde

TekBot · oktober 15, 2020, 7:30am

Financial calendar

FiloD · oktober 15, 2020, 10:44am

Dette kan blive en mulig konkurrent til PHO. Nok mest i Europa hvor man er stærkt fokuseret på omkostninger.

solskimm · oktober 15, 2020, 10:59am

Ved første øyekast ser det ut som at de leker litt med fakta ift ytelse mot Cysview, etter studiene jeg har sett tidligere hvor Cysview er bedre enn NBI.

Edit: Ved en kjapp gjennomgang av et par artikler ser det ut som at BLC’s virkelige fortrinn er redusert recurrence.
Men utvilsomt en konkurrent på det europeiske markedet.

FiloD · oktober 15, 2020, 11:00am

Jeg har ikke helt overblikk vedr. Head to head sammenligning med Cysciew. Men under alle omstændigheder er forskellen fra hvitt lys blitt væsentlig mindre.

Man skal også tænke på at NBI er væsentlig billigere og enklere å bruge, og det har en stor betydning i helsevesenet.

Olympus står bak udviklingen, og dette er deres svar på at de holdt på å miste en store markedsandel til Storz.

Jeg tror man skal være opmærksom på denne og det vil gi PHO stor konkurrence, især nu hvor de skal ordentligt igang i Europa.

FiloD · oktober 15, 2020, 11:02am

Reduceret reccurency er jo en meget vigtig parameter.
Fant du ut av hvor stor forskellen er?

solskimm · oktober 15, 2020, 11:10am

Forøvrig kommer jo Photocure med Fase 4 ( https://clinicaltrials.gov/ct2/show/NCT02660645?term=cysview&draw=2&rank=2 )

Edit: I den første linken kan du se ang recurrence - jeg skal se om jeg ikke finner flere kilder på dette, men det er det som er Pho’s største fortrinn ift NBi