Plukket meg et lite knippe på skandiabanken i dag på 23,5, jeg tror kanskje dette er solid penga på gata og at kursen snart er nær 30 igjen.
Rasjonalet er at plutselig så har en elller annen kæl tatt insj og kontaktet Hunter Hall og kjøpt resten av aksjene deres på en gang og da har du det gående.
Denne funksjonen var tøff i skandibanken, hadde ikke sett den før.
Jeg gjorde det samme i går, på 23,5 
Hansson som selger mer ?
Like spennende er det hvem INT handler for.
Hunter Hall som har vektet ned sin beholdning.
http://www.hegnar.no/Nyheter/Boers-finans/2017/08/Hunter-Hall-selger-unna-aksjer-i-Photocure
Det var alle 99% sikker på. spennende om det er noen store som kjøper.
Dersom de INT kjøpte i dag også var Hunter Hall sine aksjer har de ca 730 k aksjer igjen
Pussig altså, jeg sliter enormt med å finne igjen alle de aksjene som har gått i det siste på topp 50 listen. Fondsfinans (Erik Must) har økt fra 1 mill til 1.258 mill som jo er ganske bra, men hadde forventet å finne mer.
Fuck me. Hva skjer nå da?
hmm shorting kanskje?
Kanskje det er noen, som meg, som har mistet troen?
… nå er ikke volumet her alt i verden da.
What the actual fuck så ikke denne komme, skal jeg ærlig innrømme.
Ikke jeg heller og det er jo INT som har kjøpt mye aksjer i det siste før de slo om i dag tydeligvis.
Noen som vet hvem dette kan være? Hansson?
Photocure ser for meg meget attraktiv ut nå!
Akkurat nå er Photocure binær: Enten skal den fortsette ned mot det absolutte frysepunktet kontantbeholdning pluss skattefradrag for tap osv, eller så er den et kjempekjøp.
Eller, så skal Photocure surre rundt dagens kurs ±X% de neste to årene. Jeg skrev det tidligere, jeg synes Photocure blir “billig” igjen nede på 15-ish kroner.
Greit nok at den delen de tjener penger på er verdt rundt 25kr, men resten tjener de ikke penger på, og hvis de fortsetter å bruke penger der uten å få noe igjen, så hjelper det lite at de tjener penger i den andre enden. Usikkerheten er derfor det som jeg mener gjør at kursutviklingen er veldig svak nå.
Q2 sluppet i dag:
Rapport og presentasjon ligger vedlagt på newsweb.
http://www.newsweb.no/newsweb/search.do?messageId=433284
Oslo, Norway, 23 August 2017: Photocure ASA (OSE:PHO), today reported a
Hexvix/Cysview revenue growth of 10% to NOK 37.6 million in the second quarter
of 2017 (Q2 2016: NOK 34.2), with an EBITDA of NOK 4.7 million for the
Hexvix/Cysview commercial franchise. The company reported a revenue growth of
55% for the important US market, were the company recently has announced several
significant developments.
“Our second quarter report shows significant progress for our US business. US is
a market of strategic importance for Photocure and we were delighted to present
in May positive results from our Phase 3 study in the bladder cancer
surveillance setting at the AUA meeting. These data formed the basis for our
recent sNDA filing aimed at expanding the label for BLC with Cysview in the US
to include the broader surveillance segment. Furthermore, after the quarter, we
were very pleased to learn that CMS proposes to reimburse Blue Light Cystoscopy
with Cysview from 2018, with a final decision expected later this year. We and
our supporters have worked tirelessly to secure better reimbursement for Cysview
in US and believe it will lead to increased access and allow better management
for bladder cancer patients in the future,” says Kjetil Hestdal, President and
Chief Executive Officer of Photocure.
Photocure reported total group revenues of NOK 39.3 million in the second
quarter of 2017 (35.5), with a recurring EBITDA of NOK -4.4 million (-2.3). Net
profit was NOK -4.7 million (18.1), while the cash position ended at NOK 137.0
million. Global in-market unit sales of Hexvix/Cysview decreased 2% in the
second quarter, impacted by a reduction of the partner business of 6% in the
quarter. The sales development in the US was strong with a unit sales increase
of 37%. The EBITDA for the Hexvix/Cysview commercial franchise ended at NOK 4.7
million in the second quarter of 2017.
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 aims to capitalize on the inclusion in the
AUA guidelines, as well as the increased patient awareness and the possible
changes to reimbursement of Cysview, to significantly increase penetration in
the US market.
Photocure reported in the second quarter that the Phase 3 study of
Hexvix/Cysview in the surveillance patient segment met its primary endpoint and
other major endpoints. Based on this, the company has submitted an sNDA to the
US FDA, with a possible approval in 2018, for use of Blue Light Flexible
Cystoscopy with Cysview in this out-patient surveillance setting.
CMS (United States Centers for Medicare & Medicaid Services) released in July
the Proposed Rule outlining its 2018 plan to reimburse hospital outpatients
departments using Blue Light Cystoscopy with Cysview. The comment period for the
proposed rule closes in early September, and CMS is expected to issue a Final
Rule in the fourth quarter of 2017 effective on 1 January 2018.
“Photocure believes that in order to increase market shares in the US, an
investment in the US salesforce is required. As stated previously, the company
plans to double its salesforce from 2016 and increase sales and marketing
expenses towards the end of 2017. The goal of these efforts is to quadruple the
revenues from the US operations to a range of USD 15 million by 2020. The
company is fully funded for this market strategy”, says Hestdal.
Please find the full financial report and presentation enclosed.
Photocure will present its second quarter and first half year report on
Wednesday 23 August 2017 at Hotel Continental, Oslo, Norway. The presentation
will begin at 08:30 (CET) and representatives from the company will be Kjetil
Hestdal, President & CEO and Erik Dahl, CFO. The presentation will be held in
Norwegian.
The presentation will be publicly available at www.photocure.com. It will be
possible to follow the presentation through
http://webtv.hegnar.no/presentation.php?webcastId=58634954.
A light snack will be served from 08:00 (CET). The presentation is scheduled to
conclude at 09:15 (CET).
Photocure will additionally host an audio webcast and conference call
(http://webtv.hegnar.no/presentation.php?webcastId=58635101) the same day in
English at 17:00 CET / 16:00 GMT / 11:00 EST.
Please join the event conference 5-10 minutes prior to the start time using the
number and confirmation code below:
Confirmation code: 1923019
It is possible to listen to a replay of the conference call on the following
numbers:
Confirmation code: 1923019
For further information, please contact:
Photocure
Kjetil Hestdal
President & CEO
Tel: + 47 913 19 535
Email: [email protected]
Erik Dahl
Chief Financial Officer
Tel: +47 450 55 000
Email: [email protected]
Notes to editors
About Photocure ASA
Photocure, headquartered in Oslo Norway, is a specialty pharmaceutical company
focusing on urology. Based on its unique proprietary Photocure Technology®
platform, Photocure is committed to developing and commercializing highly
selective and minimally invasive solutions to improve health outcomes for
patients worldwide. The company is listed on the Oslo Stock Exchange (OSE: PHO).
More information about Photocure is available 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.
Oppdatert topp 20 for Photocure viser at etter den siste tids halloi har topp 20 til sammen redusert med ca 500.000 aksjer. Er forundret over at ikke alle de aksjene som tross alt er kjøpt i det siste viser mer igjen på topp 20.
