Cevira er jo potensiet mykje meir verdt for Photocure enn 32%. i min meining gjenspeiler ikkje kursen forventingar til Cevira og veksttakter bÄde i US og Asia etter Covid-19
Potensialet pÄ ett par Ärs sikt burde minst vÊre en prising pÄ hÞyde med Medi.
Dvs ca 230 kroner aksjen. Og det kan komme allerede ilÞpet av det kommende Äret, etter min mening. SelvfÞlgelig avhengig av at pandemien snart slÄs tilbake.
Ja og om det kjem oppdateringar frÄ Kina om bÄde Cevira og Hexvix
Asieris har meg bekjent ikke kvartalspresentasjoner, og det er vanskelig Ä vite hvordan de ligger an med bÄde Cevira og Hexvix, med unntak av infoen vi fÄr i nyhetene de slipper. Det vi vet nÄ er at studien er pÄgÄende (cevira) og at de vil sende inn en «new drug apllication» til National Medical Products Administration of China i H2 2021 (Hexvix).
Ser man to Är frem i tid er det ogsÄ lov Ä hÄpe pÄ at Covid har sluppet taket med god margin hva gjelder prosedyrer i klinikk og salgstilgang til klinikker.
Da hĂ„per jeg kursen er pĂ„ ATH. Bare Ă„ vente og seđ€
For dem som er smÄnervÞse av siste tids kursendringer. Zoom ut fra 5 min chartet, sett pÄ weekly og se over siste 4 Är 
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Det skumle er at OSEBX bare stiger og stiger og nÊrmer seg +20% for Äret, mens PHO ligger langt etter med sine 7%. Hva vil skje ved en korreksjon pÄ bÞrsene? PHO vil neppe stÄ imot. Det er nok noen som posisjonerer seg for et slikt scenario.
Forsinkelsene pga covid i USA gir god grunn for oss aksjonÊrer og pasienter til Ä ikke ha sÄ gode tanker om antivaxere og republikanere 
Men nÄ ser det ut for at det er Russland som har stÞrst problemer med alvorlig syke og dÞde?
Den tredje bÞlgen pÄ verdensbasis er pÄ hell.
Dagens presentasjon fra H.C. Wainwright finner man her:
https://journey.ct.events/view/6aec6105-8a9f-462f-b2ea-6d484db4211e
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Ja, det var jo en betydelig mer offensiv og frisk CEO Schneider enn den vi har hÞrt pÄ q-presentasjonene.
Han nevner at:
Utplassering av nye skop i 2021 vil vÊre pÄ nivÄ med 2020, men at de nye, kraftig forbedrete KS-skopene som kommer pÄ markedet vÄren 2022 vil ha en dramatisk impact pÄ markedssituasjonen !
Han pÄpeker at 99% av pasientene med pÄvist blÊrekreft gjennom BLC, krever BLC-oppfÞlging videre.
FÞrste kunde/account etablert i UK i august (fÞrste nye pÄ 10 Är) + positiv utvikling i emerging markets somFrankrike og Italia.
De ser at de klarer seg godt gjennom pandemien.
Han sier sÄgar, om jeg oppfattet riktig, at de mÄlsetter Ä ta hele US market pÄ knapt USD 2 milliarder, og begrunner dette med SoC, ingen reell konkurranse, refusjoner etc.
AltsÄ, en sÊrdeles fremoverlent CEO.
Ikke Ä undres over at de store, proffe investorene akkumulerer - og det gjÞr jeg ogsÄ.
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Bra, men synd det tar sÄ lang tid med de nye skopene. HÄper ikke det blir ytterligere forsinket
Takk for god oppsummering!
Det forundrer meg litt at dette fallet etter q2 kom nÄr det kom, for det er ikke noe i selve tallene som tilsier en sÄ kraftig reaksjon ned. Men det kan vel handle om at det kom overraskende pÄ en del at scopene skal oppgraderes, og at Covid fortsatt pÄvirker. Men det ser jo lovende ut dette med tanke pÄ vekst, nÄr salg under pandemien overstiger salget fÞr pandemien?
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DS nevner og kor god den meldinga fra Canada om public funding.
Ein anna viktig ting eg fekk med meg var at det ikkje var reelle konkurrenter til BLC som betyr at det var eit stort potensiale i forhold til penetration og market share. For meg hÞyres det ut som at etter 11 minutt seier han at dei skal kunne ta USD 2billions market pÄ grunn av at dei har viktige key factors.
Chile market approval kom 3mnd tidlegare enn forventa og DS nevnte at det viser kor mykje etterspĂžrselen og nytten til Hexvix er.
Kort om Cevira, men ein liten bisetning eg la merke til var at Asieris var âWell ahead of scheduleâ. Ingen meir info men hĂžyrtes ut som han bare mĂ„tte ta det med sjĂžlv om det ikkje var veldig planlagt.
Men alt i alt sÄ var dette ein fantastisk presentasjon av DS og tilbake til den enormt positive DS som vi liker.
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Fint Ä se DS i godt gammelt driv. Hvis noen ikke fikk lastet nok da kniven falt, var det gode muligheter i dag. Jeg har vektet meg ytterligere opp og er meget bull pÄ Photocures vekstmuligheter i Ärene fremover.
Hva tenker dere som er gode pÄ TA? Skal vi videre ned og teste stÞtte?
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Top 20 Ăžkte med 32.146 aksjer sist uke
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SjĂžlsagt 2 billion. Min feil.
Presentations of Blue Light FlexibleCystoscopy Study Results and BladderCancer Surgical Techniques featured at AUA2021
Press Release - Oslo, Norway, September 15, 2021: Photocure ASA (OSE: PHO), the Bladder Cancer Company, announces a clinical data presentation and highlights from the 2021 American Urological Association Annual Congress (AUA2021), which was held virtually September 10-13, 2021. During the program, new results from a study using Blue Light Cystoscopy (BLC[Âź]) with Cysview[Âź] in the surveillance setting were reported in a podium presentation, and separately, BLC with Cysview was discussed in an Expert Presentation on Surgical Techniques.
The American Urological Association (AUA) meeting is one of largest international meetings in the urology calendar. This yearâs event included an innovative, evidence-based, quality program for urologists and urologic health care professionals worldwide.
Podium Presentation
Title: UTILITY OF BLUE LIGHT FLEXIBLE CYSTOSCOPY FOR BLADDER CANCER SURVEILLANCE AFTER INTRAVESICAL THERAPY
Presenter: Sanam Ladi Seyedian, M.D., University of Southern California
Session and Date: PD-63: Bladder: Cancer Non-Invasive III: Sept. 13, 2021
Results were provided by two high-volume treatment facilities that perform Blue Light Flexible Cystoscopy (BLFC) and are participants in the Blue Light Cystoscopy with Cysview Registry. In this study, data was captured from 277 office based BLFC examinations in 136 patients who received intravesical BCG or chemotherapy, as part of standard of care treatment for non-muscle invasive bladder cancer (NMIBC).
From these examinations, a total of 52 office-based biopsies were taken, of which 23 (44%) were confirmed as malignant. BLFC identified all 23 malignancies, demonstrating 100% sensitivity for cancer detection in this cohort, whereas analysis by cytology identified only 3 of the 23 confirmed malignancies. Additionally, from the 277 total examinations, 23 (8%) were White Light Cystoscopy (WLC) normal and BLFC abnormal. Of these 23 discordant results, 16 had office-based biopsies and cancer was confirmed in 9 cases (56%), which would have been missed by WLC alone.
The study authors concluded that office-based BLFC helps improve early detection of recurrence in cases with normal WLC and can aid in surveillance of patients receiving intravesical therapy, enhance performance of office-based biopsy and increase early detection of BCG unresponsive disease.
âThe results from this study show that use of Blue Light Cystoscopy with Cysview for patient surveillance improved the ability to detect recurrent disease in this high-risk, recently-treated patient cohort, which can significantly impact future treatment decisions,â said Dr. Sia Daneshmand, one of the study authors. âEarly detection of recurrent or residual cancer during initial treatment is essential for properly risk-stratifying all bladder cancer patients, and confirming response to treatment on follow-up and can have a major impact on subsequent treatment pathways and patient outcomes. As a result, Blue Light Cystoscopy can be an important tool throughout the continuum of care for patients diagnosed with bladder cancer.â
Dr. Sia Daneshmand, M.D., is Professor of Urology with Clinical Scholar designation and serves as director of clinical research as well as the urologic oncology (SUO) fellowship director at the University of Southern California (USC) in Los AngelesâŠAbstract Link: https://www.auajournals.org/doi/abs/10.1097/JU.0000000000002107.03
Expert Presentation
Title: ADVANCES IN ENDOSCOPIC TREATMENT OF BLADDER TUMORS
Presenter: Yair Lotan, M.D., UT Southwestern Medical Center
Session and Date: Plenary Session: Surgical Techniques: Sept. 10, 2021
In this presentation, Dr. Lotan emphasized the importance of BLC with Cysview in accurately detecting NMIBC, stratifying bladder tumors, and helping to perform a complete TURBT in the operating room. He also provided an expert perspective on how biopsy and fulguration in the surveillance setting can positively impact patient outcomes using BLC with Cysview in the office-based setting.
Dr. Lotan is a Professor of the Department of Urology at UT Southwestern and Jane and John Justin Distinguished Chair in Urology, In Honor of Claus G. Roehrborn, M.D. He is Vice chair of Clinical Affairs and chief of urologic oncology.
âThe study results presented at this yearâs AUA meeting as well as the discussion on BLC in the Surgical Techniques presentation underscores how critically important it is for patients to receive the proper bladder cancer care whether they are having tumor resection in the hospital or follow-up proceduresâ said Geoffrey Coy, Vice President and General Manager of North American Operations at Photocure. âThese new study results also highlight the range of opportunities made possible by Blue Light Cystoscopy for urologists, and the benefits to patients, especially when including flexible Blue Light Cystoscopy in the office setting as part of the continuum of care. We remain focused on expanding the availability of the procedure so that more physicians and patients have access to this important solution.â
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Mon ikke tilbudstiden for pho snart er ovre igen.
Jeg har de aktier jeg skal bruge ellers ville jeg have geninvesteret i de nuvĂŠrende niveauer.
Oversat til dansk jeg er fuld investeret 
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Litt vanskelig Ă„ fatte det som skjer med PHO-aksjen for tiden. Den har jo egentlig âkrakketâ siden juni. Ned nesten 30%. All oppgang i Ă„r er nullet ut. Hva skjer om ogsĂ„ bĂžrsen âkrakkerâ?