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Photocure smĂ„prat (PHO) 🔩 1

Holder stÞtten pÄ 90?

Kom en kjÞper pÄ banen sÄ vi fÄr sjÄ
Det skal nesten ingen ting til for Ă„ bevege kursen.

Kan man snakke om TA og stÞtte med sÄ liten omsetning? 16K aksjer omsatt pÄ en hel bÞrsdag er vel mindre enn de fleste her har i sin portefÞlje?

(endte pÄ 22K som fremdeles er en lav dagsomsetning)

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Podcast om BLC med Dr. Anne Schuckman som gjest.

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https://www.urotoday.com/conference-highlights/ibcn-2022/139784-ibcn-2022-20-title-the-impact-of-blue-light-cystoscopy-use-among-non-muscle-invasive-bladder-cancer-patients-in-an-equal-access-setting-implications-on-recurrence-and-time-to-recurrence-by-race.html?mtm_campaign=Williams_socialIBCN2022_ID139784

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Dette var en godt paper som skulle under bygge Ăžnske om;
we continue to believe that BLC is on its way to becoming the
standard of care for endoscopic visualization of bladder cancer."

This study presented at the IBCN has several notable findings. First, they describe BLC use in the largest equal access healthcare system in the US for the first time: the VA. Since its FDA approval in 2010, BLC is increasingly utilized clinically as it improves the detection rate of NMIBC by up to 43%.16,17 This is especially important because WLC alone can fail to detect up to 20% of bladder cancer lesions.18 However, there has been conflicting evidence of whether BLC also improves recurrence and progression.7-9,19 Within an equal-access setting, this study found that the risk of bladder cancer recurrence was significantly lower in patients following BLC than WLC alone. However, there was no significant difference in recurrence-free rate, progression, or survival in patients following BLC. This finding is important because it provides evidence that BLC is not superior than WLC in lowering progression or improving overall survival. Though decreased recurrence may lead to fewer follow-up treatments (e.g. TURBT), the question then becomes whether the cost of fewer but more expensive BLC is less than more frequent but less expensive WLC. Several studies report promising cost-savings with BLC, though with a few caveats. In a cost-consequence analysis of BLC, researchers found that BLC would be more cost-effective than WLC if BLC eventually improves progression rates.20 As well, in a U.S. study of new NMIBC cases, Garfield et al. estimated a cost saving using BLC of $4660 per patient over five years compared to patients initially receiving WLC; though, the generalizability may be limited as the probabilities used were primarily from the best-case scenario from prior analyses. 21 Though there is a potential of cost-savings with BLC, such a savings would not be achieved solely through decreased resource utilization due to reduced recurrence.

Det som jeg synes er merkelig er denne;
This finding is important because it provides evidence that BLC is not superior than WLC in lowering progression or improving overall survival.

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Jeg tenker at siden dette er pasienter som ble startet rekruttert i 2018, sÄ har ikke mange nok rukket Ä dÞ ennÄ.

“A total of 378 NMIBC patients within the Veterans Affairs system that underwent BLC with previous history of WLC from January 1, 2018 to December 31, 2020 were assessed.”

Dessuten, 378 pasienter er ikke veldig mange pasienter om man tenker et klinisk studie der tallene for diagnose er som fĂžlger.

" However, survival rates depend on many factors, including the type and stage of bladder cancer that is diagnosed. The 5-year survival rate of people with bladder cancer that has not spread beyond the inner layer of the bladder wall is 96%. Almost half of people are diagnosed with this stage."

Tallene over er blĂŠrekreft, NIMBC er “non-invasive”, sĂ„ med NMIBC er vi jo ikke helt der.
De tallene er dessuten ikke helt nye, sÄ trolig lever 95-99% av de som fÄr pÄvist NIMBC etter 5 Är, sÄ Ä klare Ä fÄ ut signifikans pÄ overlevelse av en studie-populasjon pÄ 378 pasienter etter 3-4 Är ville vÊrt bort i mot utrolig.

Det som derimot kan antas er at “recurrence” er en viktig faktor, og i dette studiet er altsĂ„ tallene:

"Median time to first recurrence following BLC was longer compared prior to WLC (40 (33-NE) vs. 26 (17-39) months). The risk of recurrence was significantly lower following BLC (Hazard Ratio (HR) 0.70; 95% Confidence Interval (CI) 0.54-0.90). "

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Britisk studie fra 2. september:

PDD-guided TURBT did not reduce recurrence rates, nor was it cost-effective compared with WL at 3 years.

Veldig bra podcast fra Urologer som driver med blĂŠrekreft daglig. Mye bra informasjon, tips i denne. Kan anbefales.

“I have patients to the right and left asking for this”

Ved inngangen til oktober gjÞr Norne Securities flere endringer i mÄnedsportefÞljen. Analysesjefen kvitter seg med Kitron og Equinor til fordel for Aker BP og Photocure, som har et kursmÄl pÄ henholdsvis 440 kroner og 120 kroner.

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Stadig nye gode meldinger fra selskapet.

Data presented at the International Bladder Cancer Network (IBCN) meeting demonstrate a reduction in the risk of recurrence with the use of BLC - Photocure (cision.com)

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Ja det ser ut for at PHO har forandret informasjons strategi til det bedre, til og med bĂžrsmelding. Hurra for PHO.

Press release

Total number of shares owned by top 20
13,867,811
51.13%

Er smertegrensen nÄdd? Alle som selger pÄ dette nivÄet mÄ vel oppleve tap.

Gikk en post pÄ 48 000 aksjer nÄ, mulig den har ligget Ä presset kursen vi fÄr sjÄ.

Det var en offbock handel, muligens vÄr venn?

De der postene ser ikke jeg. :thinking:Takk for at du opplyser oss nÄr du ser stÞrre bulker som skifter hender. :person_fencing:

Syns ikkje at det er vits Ä kritisere PHO eller leiinga iallefall som nokon her ofte gjer. Iallefall ikkje for Cevira. Syns det var vore ekstremt tydelig heile tida pÄ kva som er forventa og tidslinjer

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Jeg tenker at nÄ fÄr vi la tiden gÄ til resultater Cevira er klare.
For alt vi vet, sĂ„ blir bruken “utydelig”, dvs at noen pasienter har god effekt, mens andre ingenting.
Det er uansett kort tid ( rundt 9-10 mnd) fĂžr vi har konkrete svar.

NĂ„r de foreligger, vet er det lettere Ă„ spekulere i potensiell bruk, fremdrift utbredelse, inntjening osv.

I beste fall er Cevira en gamechanger som hjelper sÄ godt som alle , men det vet vi ikke enda.

Hvis en bruker resultatene fra phase II studien hva kan en da si om;
I beste fall er Cevira en gamechanger som hjelper sÄ godt som alle , men det vet vi ikke enda.
Har du sett pÄ det og gjort dine betraktninger?