Det kan nesten virke som det er han som lager toppene og bunnene i trenden? Dvs selger på topp, kjøper på bunn. Begge deler i stort nok volum til å endre den kortere trenden i aksjen.
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Ja, har ikke fullt så dårlig smak i munnen nå. Hvis jeg hadde vært han tror jeg at jeg heller hadde sittet i ro om jeg ikke hadde tenkt å selge meg ned, han må da skjønne han skaper veldig uro.
Hvorfor er det problem for han at han skaper uro? Antar han har satset såpass hardt fordi han har troen, og i mellomtiden trader han til seg noen småpenger (relativt sett). Han har jo i det store og det hele økt hele veien, så kanskje en måte å gjøre det på som gjør at det ikke blir så dyrt for han?
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Hehe, joa.
Photocure har fått tak i 300 pasienter med blærekreft til fase 3-studie med BLFC med Cysview, der minimum 100 av pasientene får behandling, opplyser selskapet fredag ifølge TDN Finans.
- Dette er en viktig milepæl for Photocure, da vi planlegger å bruke dataen fra denne studien for å søke om FDA-godkjennelse og ekspandere bruken av BLFC med Cysview inn i overvåkningsmarkedet i USA, der det er anslått at 1,4 millioner cystoskopier-overvåkninger utføres årlig, sier administrerende direktør Kjetil Hestdal i Photocure i meldingen.
Resultater fra studien ventes å være klare i midten av 2017.
Les hele meldingen her.
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http://www.newsweb.no/newsweb/search.do?messageId=419522
A better future for patients with bladder cancer using advanced technologies includes a vital role for Blue Light Cystoscopy with Hexvix®/Cysview®
Oslo, Norway, February 8th 2017, Photocure ASA
announced today a publication in the Scandinavian
Journal of Urology, describing a vision for improving
outcomes for patients with non-muscle-invasive bladder
cancer (NMIBC), and the significant role that blue
light cystoscopy (BLC) with Hexvix® plays in achieving
it. Read the full abstract by clicking here
(http://www.tandfonline.com/doi/full/10.1080/21681805.2
017.1283359).
“We are pleased that such a renowned group of
urologists can see a brighter future for patients
suffering from NMIBC, a disease with high recurrence
rates, and many costly and invasive follow up
procedures and treatments. BLC with Hexvix® clearly
has a leading role in this future, especially as its
application is expanding beyond the operating room to
the outpatient clinic using flexible cystoscopes” says
Kjetil Hestdal, MD, PhD, President and CEO, Photocure
ASA.
In the article the authors advocate a future where
advances in molecular diagnostics, imaging and
resection techniques will drive a paradigm shift to
personalized care, thereby reducing the burden of
disease. This would mean that patients with the
poorest prognosis will receive the most aggressive
treatment, while low-risk patients are not subjected
to unnecessary procedures. Such a holistic and dynamic
approach is crucial to curb healthcare expenditure,
facilitate adherence to follow-up schedules and
improve outcomes in bladder cancer, one of the most
frequent and costly cancers.
The authors conclude that their vision is achievable
and the role of improved technologies such as BLC with
Hexvix® is vital in achieving that goal.
About Hexvix®/Cysview®
Hexvix® is a drug that is taken up selectively by
cancer cells in the bladder making them glow bright
pink during Blue Light Cystoscopy (BLC). BLC with
Hexvix® improves the detection of tumors and leads to
more complete resection, less residual tumors and
better management decisions.
Hexvix® is the tradename in Europe, Cysview® in the US
and Canada. Hexvix® is marketed and sold by Photocure
in the Nordic countries and in the US with the trade
name Cysview®. Photocure has a strategic partnership
with Ipsen for the commercialization of Hexvix® in
Europe, excluding the Nordic region. Please refer to
https://www.photocure.com/Partnering- with-
Photocure/Our-partners for further information on our
commercial partners.
About Bladder Cancer
There are 167 000 new cases of bladder cancer in
Europe and more than 59 000 deaths from the disease
annually. 79% of all bladder cancer cases occur in
men1. It has a high recurrence rate with an average of
61% in year one and 78% over five years, making the
lifetime costs of managing bladder cancer one of the
highest amongst all. Bladder cancer is a costly,
potentially progressive disease for which patients
have to undergo multiple cystoscopies due to the high
risk of recurrence2. A paper on the economic burden of
bladder cancer across the European Union estimates
that bladder cancer cost the EU 4.9 Billion Euro in
2012.3
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.4 NMIBC is still in
the inner layer of cells. These cancers are the most
common (75%) of all BC cases and include the subtypes
Ta, carcinoma in situ (CIS) and T1 lesions. MIBC is
when 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.5
Disclaimer
All trademarks mentioned in this release are protected
by law and are registered trademarks of Photocure ASA
This press release may contain product details and
information which are not valid, or a product is not
accessible, in your country. Please be aware that
Photocure does not take any responsibility for
accessing such information which may not comply with
any legal process, regulation, registration or usage
in the country of your origin.
References
- Globocan. Incidence/mortality by population.
Available at:
http://globocan.iarc.fr/Pages/bar_pop_sel.aspx - Leal et al, Eur Urol 2016; 69: 438-447
- Babjuk M, Burger M, Zigeuner R, Shariat SF, van
Rhijn BW, Compérat E, et al. EAU Guidelines on
non-muscle-invasive bladder cancer (Ta, T1 and CIS).
Eur Urol. 2016 Guidelines Edition:1-40. - Sievert KD et al. World J Urol
2009;27:295-300 - Bladder Cancer. American Cancer Society.
http://www.cancer.org/acs/groups/cid/documents/webconte
nt/003085-pdf.pdf. Accessed April 2016. - Bladder Cancer. American Cancer Society.
http://www.cancer.org/acs/groups/cid/documents/webconte
nt/003085-pdf.pdf. Accessed April 2016.
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Photocure – full year report
February 15, 2017/in investoropportunities, Members, News, Oslo Cancer Cluster /
Oslo Cancer Cluster member Photocure ASA reported that full year 2016 revenues ended at NOK 143.6 million (134.7). Photocure targets revenues from the US operations to quadruple to a range of USD 15 million by 2020.
“2016 was a positive year for Photocure as we continued to build momentum in the US with Cysview. A significant milestone was reached by the inclusion and recommendations of Cysview in National treatment guidelines in the US. In addition, several papers including strong new clinical evidence supporting the use of Hexvix/Cysview were published during 2016. These events, together with the increase in installed base of Blue Light enabled Cystoscopes in the US and a higher level of patient awareness, provide us with confidence that our planned increase in investment in the US commercial urology franchise will create value for our shareholders in the future. Lastly, we are also looking forward to receiving results from our expanded use Phase 3 study in the US with the Karl Storz flexible scope in the surveillance setting in the middle of the year.” said Kjetil Hestdal, President and CEO.
Photocure reported total revenues of NOK 38.1 million in the fourth quarter of 2016 (34.5), with an EBITDA of NOK -0.3 million (-8.7). Net profit was NOK 17.9 million (-9.4), while the cash position ended at NOK 169.2 million. Hexvix/Cysview revenues grew 13% for the full year but declined 5% in the fourth quarter mainly due to inventory reductions at distributors, as well as a negative impact from foreign exchange rates. In-market unit sales increased with 3% in the quarter.
“Photocure has built considerable experience in the urology sector through its Hexvix/Cysview franchise and sees significant long-term value creation potential in this market segment. The company has over the last years experienced a strong and growing penetration of Hexvix in key European markets and aims to capitalize on the inclusion in the AUA guidelines as well as the increased patient awareness to significantly increase penetration in the US market. Photocure does however believe that in order to increase market shares in the US to European levels, an investment in the US salesforce is required,” said Hestdal.
The company will therefore double its salesforce and increase sales and marketing expenses accordingly towards the end of 2017. The company believes these efforts will result in revenues from the US operations to quadruple to a range of USD 15 million by 2020.
“As a result of the increased activity level, the added operating expenses will contribute to an EBITDA decline for the group in 2017 and 2018. Photocure is fully funded for this market strategy. Photocure has also completed enrollment in its Phase 3 study of Hexvix/Cysview in the surveillance patient segment and expect to report clinical results in mid-2017. The company will then submit an sNDA to the US FDA, with a possible approval in 2018 for use of Blue Light Flexible Cystoscopy with Cysview in this setting,“ Hestdal concludes.
Photocure is continuing its discussions and due diligence processes with potential partners to establish strategic partnerships for its non-urology products, Visonac and Cevira.
Please find the full financial report and presentation enclosed.
http://oslocancercluster.no/2017/02/15/photocure-full-year-report/
Min kritikk mot selskapet er at de bruker så enormt mye på marketing og sales, 20MNOK på et kvartal. Ja de har gode marginer på produktene, men dette spises opp av all markedsføringen som skal til for å selge.
Bare basert på det de har i dag, sikkert mye spennende som de kan få til med forskning osv.
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Omtrent som Natto drev på med før i år hvor de har ca halvert kostnadene sine.
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Det er en veldig oppside her hvis de kan beholde salget uten å legge så mye på marketing.
Med veksten der guider så er det vanskelig å forstå hvordan de kan forsvare markedsføringsbudsjettet.
Lukter litt pengebruk som lett slår BIonor i den verste perioden dems.
Det tragiske er at selskapet har et godt produkt som ikke selger nok. Med masse publikasjoner som viser at det fungerer.
PHO har lykkes i den regulatoriske hinder-løypa, de har lykkes med å utvikle spennende produkter, men de får rett og slett ikke til det kommersielle.
Håpet er partner-avtaler og DD nå.
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Cashet ut over 33 millioner fra PCIB
“Cash flow from investments: Sale of shares and subscription rights in PCI Biotech, NOK 33.2 million”
Tror PHO kunne ha fått mye mer for de aksjene.
Jeg reduserte i PHO etter denne rapporten. Drittlei av å vente på partneravtaler eller at salget endelig skal ta av. Har en liten post i tilfelle partner-avtaler skulle komme. Da er jeg redd mange benytter anledningen til å selge seg ut. Det er noe alvorlig galt i dette selskapet.
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Ja de viste med PCIB-emisjonen at de er minst like dårlige aksjeforvaltere som de er på det kommersielle.
Flere som snakket om at det at Photocure solgte seg ned i PCIB betød at det selskapet ikke hadde substans, noe jeg avfeier som blankt vrøvl.
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17/02-2017 15:17:17: (PHO) PHO (flaggemelding Photocure Asa)
RADIUMHOSPITALETS FORSKNINGSSTIFTELSE har i dag solgt
13 500 aksjer i Photocure Asa(PHO) til kurs 38,00 .
RADIUMHOSPITALETS FORSKNINGSSTIFTELSE eier 1 077 416
etter salget som utgjør 4,99% av aksjene i Photocure
Asa
Ekstern link: http://www.newsweb.no/index.jsp?messageId=420563
Flere som muligens har fått nok tror jeg.
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Hehe ja det spørs nok om det blir mer salg derfra fremover gitt. Det skal sies at nå har jo radforsk som mål å finansiere nye selskaper, så de trenger penger til det.
Hestdal kommer i radium podcast ute i mars en gang. 