Photocure har vel nÊrmere 250 millioner pÄ bok og nedbetalt gjeld, sÄ det burde vÊre null behov for innhenting av kapital.
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Dette var poenget mitt: Det var deilig at Photocure hentet skikkelig med penger nÄr de gjorde det. Det hadde vÊrt et alvorlig anker om kursen om de kun hadde 40 millioner pÄ bok nÄ.
Forresten:
HPV â Cevira
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De hentet penger ifm tilbakekjĂžpet av Europarettighetene vel?
Har aldri vÊrt aktuelt Ä hente penger pga likviditetsbehov til drift. Det er sÄnn at PHO genererer en solid positiv cashflow pÄ driften - og sÄ disponerer man den likviditeten til operasjonelle ekspansjonsinvesteringer.
Det er full kontroll pÄ pengebingen.
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Jepp, de gjorde det ifm det, men de hentet inn veldig rikelig. Og godt var det, for det renner ut jevnt og trutt. Dette er jo et av de fremste ankepunktene mot selskapet som legger press pÄ aksjen, de er nÞdt til Ä komme til lÞnnsomhet pÄ sin egen sjappe, altsÄ Cashflow utenom Asieris:
Q2 2023:
Q3 2023:
Det blir veldig viktig at Q4 viser at de fremdeles ser ut til Ä fÄ kontroll pÄ opex.
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Jeg vil beskrive det pÄ en annen mÄte; de HAR lÞnnsomhet og positiv kontantstrÞm - men sÄ velger de Ä reinvestere i vekst og ekspansjon. SÄ den operasjonelle gearingen kan bli riktig hyggelig.
Samtidig er organisasjonen skalerbar.
Q1 og Q4 2022 var vel one-offs?
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Denne er relevant her ogsÄ mtp Cevira. Biotekaksjer - #6571 av Boms
Er det et hpv-vaksinasjonsprogram i Kina?
SĂ„ tilbud om Cevira vil nok vĂŠre ettertraktet i mange mange Ă„r.
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Er spent pÄ kliniske data og real-world data fra Hexvix pÄ ASCO kommende dager 25-27 januar i San Francisco
Photocure Partner Asieris to present unpublished clinical trial and real-world data on Hexvix in China at ASCO GU 2024
PUBLISHED: 15 DECEMBER 2023MEDICAL CONGRESSES & EVENTSPARTNERSHIP NEWS & EXPANSION
Photocure ASA, The Bladder Cancer Company, announces that its partner Asieris plans to present two studies in the field of bladder cancer at the 2024 American Society of Clinical Oncology Genitourinary Cancers Symposium (ASCO-GU), January 25-27 in San Francisco.
This includes a poster presentation of heretofore unpublished data from the Hexvix real-world evidence study in China (Abstract 593): âBlue Light Cystoscopy versus White Light Cystoscopy for the Detection of Bladder Cancer in China: An Analysis of Unpublished Clinical Trial and Real-World Data.â
See Asierisâ full release here: Two Asieris Studies in the Field of Bladder Cancer Selected for Oral and Poster Presentations at the 2024 American Society of Clinical Oncology Genitourinary Cancer Symposium, Potentially Offering New Disease Management Options for Patients - Asieris Pharmaceuticals
Blue light cystoscopy versus white light cystoscopy for the detection of bladder cancer in China: An analysis of unpublished clinical trial and real-world data.
Authors
Hanzhong Li
Peking Union Medical College Hospital, Beijing, China
Hanzhong Li, Hailong Hu, Lulin Ma, Jianming Guo, Xiuheng Liu, Jian Huang, Yonglian Guo, Jin Wen, Shudong Zhang, Hongxian Zhang, Shuai Jiang, Cheng Liu, Wang He, Xinli Kang, Fei Wang
Organizations
Peking Union Medical College Hospital, Beijing, China, Second Affiliated Hospital of Tianjin Medical University, Tianjin, China, Peking University Third Hospital, Beijing, China, Sun Yat-sen Hospital Fudan University, Shanghai, China, Peopleâs Hospital of Wuhan University, Wuhan, China, Sun Yat-Sen Memorial Hospital Sun Yat-Sen University, Guangzhou, China, The Central Hospital of Wuhan, Wuhan, China, Sun Yat-Sen Memorial Hospital of Zhongshan University, Guangzhou, China, Hainan General Hospital, Haikou, Hainan, China
Research Funding
No funding sources reported
Background: Blue light cystoscopy (BLC) is superior to white light cystoscopy (WLC) in detection of bladder cancer, but no multi-center studies have been conducted in China with modern 4K LED equipment. The objective of this post hoc analysis of a randomized controlled trial (RCT) and a real-world study (RWS) was to compare BLC with WLC in the detection of bladder cancer and to determine the similarity between the RCT and RWS.
Methods: In RCT (NCT05600322), patients with known or suspected bladder cancer were enrolled at seven hospitals in China from November 2022 to June 2023. In the prospective RWS, patients with known or suspected bladder cancer were enrolled at Hainan General Hospital from December 2022 to July 2023. Patients received intravesical HAL (Hexvix, Photocure ASA) and underwent WLC before BLC (System blue, Richard Wolf GmbH). Some patients were randomized to WLC to avoid observational bias. The primary endpoint was the proportion of patients with histologically confirmed tumors (Ta, T1, or CIS) who have at least one such lesion found by BLC but not by WLC. Secondary endpoints included, detection of CIS, lesion specific detection rate, false positive rates, and adverse events (AE).
Results: 158 patients were enrolled in RCT, in which 37 patients were training patients, six patients were randomized to not undergo BLC, one patient withdrew. 114 patients remained in the full analysis set. 19 patients were enrolled in RWS. In patients confirmed with Ta, T1, or CIS, 42/97 patients (43.3%) in RCT and 4/12 patients (33.3%) in RWS had at least one confirmed lesion found by BLC but not by WLC (all p<0.0001). 11/114 patients (9.6%) with CIS in RCT and 1/14 patients (7.1%) with CIS in RWS showed at least 1 additional confirmed CIS lesion found by BLC but not by WLC. In RCT, detection rates for PUNLMP, CIS, Ta, T1 and T2-T4 tumors were NA, 94.7%, 100%, 98.2% and 100% for BLC and NA, 42.1%, 76.1%, 91.2% and 100% for WLC, respectively. In RWS, detection rates for PUNLMP, CIS, Ta, T1 and T2-T4 tumors were NA, 100%, 100%, 100% and 100% for BLC and NA, 50%, 81%, 100% and 100% for WLC, respectively. The false-positive rate was 23.2% and 16.0% for BLC and WLC in RCT and was 25.0% and 15.4% in RWS, respectively. In RCT, 200 AEs were observed in 95 patients, all mild to moderate, of which 191 were classified as unrelated to HAL. In RWS, 16 AEs were observed in 15 patients, all mild and were all unrelated to HAL.
Conclusions: Both RCT and RWS confirm the superiority of BLC based on innovative LED technology with HAL over WLC in detection of bladder cancer in Chinese populations, especially CIS, and HAL is well tolerated. Clinical trial information: NCT05600322.
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Regner med presentasjon blir lagt ut av partneren Asieris eller Photocure nÄr den er gjennomfÞrt?
Hva synes du om beskrivelsen over @Snoeffelen ?
Er det noen som tror at PHO ikke vil skuffe markedet den 21. feb?
Kursutviklingen tyder ikke pÄ de store forventninger.
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Tror ikke kursen én mÄned fÞr kvartalsfremleggelse gir en veldig god pekepinn pÄ forventninger eller mangel derav.
Med det sagt, hvilke forventninger bĂžr en ha, om noen?
- Oppdaring rundt potensiell âgiga-ordreâ
- Oppdatering rundt nedklassifisering (tvilsomt)
- Resultatet? Noen gunn til Ă„ forvente positive eller negative overraskelser?
- Potensielt en milestone payment innbetalt
- Potensiell informasjon rundt NDA for Cevira, slik som for Hexvix forrige Q.
- ⊠?
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Dessverre sÄ kommer antakelig kursen fremover mer og mer til Ä handle om de lave forventningene til Q ja
Kanskje holdes greit oppe pga Kina hÄp
Topp 50 som mer eller mindre Ăžker hver bidige dag, gjĂžr ikke dette fordi de har noen forventninger om Q4. De kommer heller ikke til Ă„ selge fordi de er redd Q4 vil skuffe.
Med all informasjonen som har kommet frem de siste mÄnedene og alt vi har i vente, sÄ er dette dere fokuserer pÄ? Snakk om ikke forstÄ en dritt.
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ForstÄr nok litt. Bare kommenterer ift Q
Tror det vil prege kursen selv om det er mye spennende pÄ gang
Hadde man tonet ned de sterke og kostbare vekstambisjonene i en vanskelig tid, og heller begynt Ă„ levere overskudd, vil jeg tro nye aksjonĂŠrer ville bli tiltrukket.
Omsetningen er jo ikke langt unna MEDI, som er priset til mer enn det dobbelte av PHO.
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Q4 er en mÄned frem. Kursen svinger mellom 65 og 70, slik den har gjort i 1,5 mÄned snart. Ordreboken er tynn og utslagene i kursen blir store nÄr noen enten selger eller tar et jafs.
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Dette var actual og forventningene til Q3 revenue DNB og consensus;
Revenues 107.5 110.4 115.3
Hadde gjort seg med Ä komme over consensus pÄ 115 for Q3 i Q4. i tillegg kommer det vel en utbetaling pÄ $2,5 mill.
SÄ totalt kan vi hÄpe pÄ totale inntekter pÄ 165 mill.
DS lovet ca. 20% Ärlig vekst fremover for Cysview/Hexvix og en EBITA pÄ 40-50 mill for 2023.
Noen som har sett nÄr den Hexvix studien i San Francisco skal presenteres, i dag, i morgen eller den 27. jan?
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