Large order of rigid BLC Towers still anticipated; now expected in Q2 2024
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Veldig bra core business 20% Growth over estimate, EBITA 2023 55 mill.
Bruker mye tid pÄ nedklassifisering mÄ komme snart.
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Hej Norge
Syntes egentlig at regnskabet er godkendt â omend IKKE prangede 
PĂ„ en skuffelse skal fra 1-5, hvor 5 er meget skuffende â lander PHO pĂ„ 1 
Grunden til 1 taller at "Operating Expenses er vokset nĂŠsten 10 % i forhold til Q3 â det er noget rigtigt skidt 
HÄbede at de havde fÄet det bragt noget ned 
Dansken
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âThis year, we are planning for further growth and are well-positioned for new
opportunities. We expect that the installed base of rigid towers in the U.S.
will continue to expand, augmented by a large potential order anticipated next
quarter. The technology upgrade cycle in blue light cystoscopy is expected to
continue with the anticipated launch of Olympusâ new HD blue light system later
this year. Also key to long term success is our strategy to reintroduce
flexible BLC in high definition so that we can further develop the large
surveillance market worldwide,â Schneider continues, and concludes:
"The Citizenâs Petition to reclassify BLC equipment from Class 3 to Class 2 in
the U.S. is a potential regulatory action that could change the game by creating
an accelerated approval process that would enable equipment manufacturers to
access the U.S. market quickly and expand BLC use by meeting the demands of the
market.
3 Likes
E24.no
Photocure Ăžkte inntektene og gikk i pluss
BlĂŠrekreftselskapet Ăžkte omsetning og snudde til overskudd i fjerde kvartal 2023.
Inntektene Ăžkte til 142,5 millioner kroner, opp fra 104,2 millioner i samme kvartal Ă„ret fĂžr.
Resultatet fÞr skatt ble 16,6 millioner kroner, en forbedring fra minus 28,6 millioner pÄ samme tid i 2022.
For 2023 som helhet Ăžkte inntektene til 500,7 millioner kroner (393,1 millioner i 2022), mens resultatet fĂžr skatt snudd opp til 9,7 millioner (minus 71,1 millioner i 2022.
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Virker som den stÞrre ordren fortsatt ser ut til Ä gÄ i boks.
Med Asieris, ny stor ordre og positiv driftsutvikling ser dette bra ut sÄnn jeg ser det.
MĂ„tte 2024 vĂŠre Ă„ret det virkelig lĂžsner. 
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Slettes ikke avskrekkende dette. Noen som finner selve rapporten� Bare for Ä forstÄ hva denne Þkningen i EBIT/EBITDA faktisk bestÄr av?
Ref denne passasjen i pressemeldinga:
and EBITDA* of NOK 29.9 million (NOK -16.9 million), driven by a combination of unit volume growth, price increases and a benefit from foreign exchange
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Milestone-betaling fra Asieris ?
HexvixÂź/CysviewÂź revenues of NOK 114.2 million in the fourth quarter of 2023, an increase of 20% over the prior-year period (Q4 2022: NOK 94.9 million)
Ja, det skjÞnte jeg, men tenkte mer pÄ den eksakte komposisjonen av deltaen. Hvor mye utgjorde milestones vs. valutaeffekt vs. vs osv.
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The quarterly report and presentation will be published at 08:00 CET and will be publicly available at www.photocure.com. Dan Schneider, CEO and Erik Dahl, CFO, will host a live webcast at 14:00 CET.
The presentation will be held in English and questions can be submitted throughout the event. The streaming event is available through https://channel.royalcast.com/landingpage/hegnarmedia/20240221_5/
The presentation is scheduled to conclude at 14:45 CET.
During the fourth quarter of 2023, development
revenue was NOK 27.5 million, compared to NOK 9.3
million in the fourth quarter of 2022. In both periods
the revenue is related to Asieris milestone payments
for the development of Cevira. During the full year of
2023, Photocure received milestone payments from
Asieris totaling NOK 54.4 million (NOK 18.5 million)
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StÄr ingen plasser spesifikt at de har fÄtt milepÊlsutbetaling?
âTotal revenues increased 37% in the fourth quarter
of 2023 compared to Q4 2022, including a milestone payment from Asieris related
to the license agreement for Cevira[Âź]â
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Nei kun hva de har fÄtt totalt i 2023 (ref. @myk sin post). Blir uansett spennende Ä se hvordan markedet tar i mot dette - sÄ langt er pretrade positiv.
EDIT: Rettelse - som @CanonBoy skriver sÄ mottok Photocure USD 2.5Million i Q4. SÄ mao sÄ var det ikke bare royalties som dro dette helt over null. Bra!
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Opex fint under kontroll, veksttallene pÄ Cysview fremdeles ikke helt der man skulle Þnske.
Greit nok.
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StÄr pÄ side 10 i presentasjonen.
Vedr Q4 2023:
âThe revenue increase is driven by 20% product sales growth and a milestone payment
received from Asieris of USD 2.5 millionâ
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Legger merke til at âOperating Expensesâ er pĂ„ vei ned⊠
5 Likes