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Photocure smĂ„prat (PHO) 🔩 2

Biotek
#6492

SĂ„ noen tidligere nevnte noe om Asieris. Photocure har partneravtale med Asieris hvor det mottas milestones og royalties. Det stemmer ikke at Asieris er et lite selskap (mcap ca 6-7 mrd NOK). Og ikke minst det kanskje viktigste Asieris har samarbeid med Fortune 500 selskapet Sinopharm. SĂ„ det er solid kan man si.

“ Asieris and Sinopharm Enter into Strategic Partnership to Accelerate Commercialization of Asieris Products
Shanghai, China, May 20, 2021

Asieris Pharmaceuticals (Asieris) announced today that it has signed a strategic collaboration agreement with Sinopharm. The two companies will jointly advance commercialization, logistics and supply chain services for the innovative products of Asieris. The first project under the partnerhsip will be the commercialization of HexvixÂź, which comes on the heels of the collaboration with Lecheng Sinopharm.

Asieris focuses on genitourinary tumors and related diseases, striving to build a leading portfolio and develop integrated solutions of diagnosis and treatment for the best care of our patients. HexvixÂź is the only optical imaging agent indicated for use in the cystoscopic detection of bladder cancer. The use of HexvixÂź with Blue Light Cystoscopy (BLCÂź) can effectively improve the detection of non-muscle invasive bladder cancer (NMIBC), especially carcinoma in situ. HexvixÂź has been marketed in more than 30 countries. Asieris obtained the exclusive rights to register and commercialize HexvixÂź in Mainland China and Taiwan in January this year.
“

China National Pharmaceutical Group Corporation ( CNPGC ), commonly referred to as Sinopharm , is a Chinese state-owned enterprise. The corporation was the indirect major shareholder of publicly traded companies Sinopharm Group(SEHK: 1099, via a 51–49 joint venture, Sinopharm Industrial Investment, with Fosun Pharmaceutical), China Traditional Chinese Medicine [zh](SEHK: 570, mostly via Sinopharm Group Hongkong Co., Ltd.),[4] Shanghai Shyndec Pharmaceutical (SSE: 600420, via a wholly owned research institute based in Shanghai), and Beijing Tiantan Biological Products (SSE: 600161, via China National Biotec Group).

China National Pharmaceutical Group was supervised by the State-owned Assets Supervision and Administration Commission of the State Council.[5]

Sinopharm was ranked 109th in the 2021 Fortune Global 500 list.[6]

#6493

Radforsk er nÄ helt ute

1 Like
#6494

Radforsk solgte sine 166 869 aksjer og DNB Ăžker med 173 893. DNB innehar ca 228 000 aksjer

Med det kommer DNB rett inn som 19 stĂžrste eier.

#6495

Da kan vi mistenke Radforsk for salgstrykket siden 70ish. Skulle gjerne gitt de en stĂžvel bak sammen med de siste aksjene. :person_fencing:

2 Likes
#6496

Ja. Veldig Älreit at det salgstrykket fra radforsk nÄ er over. Positivt

#6497

De trenger nok den kapitalen etter at de fikk barbert verdiene sine i Ultimo med neste 150 mill over natten

4 Likes
#6498

Det Ă„ prĂžve Ă„ fĂžlge Radforsk(radium) har ikke gitt de helt voldsomme gevinstene siste Ă„rene :grimacing:

#6499

Ser vi pÄ Radforsk sitt innehav av Photocure-aksjer sÄ solgte de seg ned fra 679 619 aksjer den 30/10-23, og jevnt trutt gjennom hele november til 27/11-23 til 166 869 aksjer (periode indikert med gul strek under i figur) . Det kan se ut som om det kan ha pÄvirket kursen noe.
Kanskje siste dump fra Radforsk bidro nedover? (andre gule strek).

Virker derfor ikke urimelig at vi fort skal opp til 60 kroner fĂžr Cevira tall-slipp 13-16. mars, og ta det derfra.

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3 Likes
#6500

Dyr podcast!:money_with_wings:

#6501

I en sĂ„pass lite volatil aksje som PHO, har nok nedsalget til Radforsk pĂ„virket kursutviklingen. Samtidig har jeg sansen for strategien til Radforsk - selge seg ut nĂ„r selskapene “klarer seg selv” (for Ă„ bidra med kapital i selskaper som er i forskningsstadiet). NĂ„ er Radforsk heldigvis ute - og de trenger nok disse pengene (ref stort “tap” i Ulti)

3 Likes
#6502

Kommer dere til Ä stÞtte Ulti­movacs videre?

– Ja, Radforsk vil det.

– Vil kapitalbehovet endre seg?

– Nei, det vil det ikke. Vi gjennomfĂžrer alle nĂždvendige tiltak for Ă„ sikre at vi har tilstrekkelige midler til Ă„ fullfĂžre avlesningen av Nipu- og Focus-studiene, sier Einarsson.

FA fredag

1 Like
#6503

En god del omtale av photocure i siste aksjesladder, aldri dumt for Ä fÄ litt attention

https://soundcloud.com/user-368296438/bingotek-kollaps-ft-visitt-og-love-island

4 Likes
#6504

Hvordan ser strukturen for utbetalinger ut fra Asieris?

Det var snakk om en mindre upfront i 2019 med visse milepÊler og royalties. Har ikke klart Ä finne noe konkret pÄ dette etter et kvarters googling. Noen som har full oversikt over avtalen?

1 Like
#6505

Here you go:

Photocure is eligible for milestone payments totaling
USD 13 million for the anticipated regulatory
submission and potential approval of Cevira in China.
In addition, Photocure may also receive milestones of
up to USD 31 million for regulatory submissions and
approvals of Cevira in Europe and the U.S.
Initiation of patient dosing for a second indication of
Cevira, and approvals for such an indication in China,
Europe, and the U.S. would trigger additional
aggregate development and regulatory milestone
payments of up to USD 16 million to Photocure. The
Company is also eligible to receive royalties between
10% and 20% of global sales based on the
achievement of certain sales thresholds, as well as
cumulative milestone payments up to USD 190
million associated with global sales, with a significant
portion of those milestones being triggered if the
product achieves blockbuster status.

4 Likes
#6506

Takk!

SÄ etter den initielle upfronten i 2019 sÄ har det ikke blitt utbetalt noe mer sÄ langt? Neste milepÊl er da altsÄ filing for market approval i Kina (Og EU/US)?

1 Like
#6507

Jo, dette er det de har fÄtt:
Under the License Agreement with Asieris, Photocure
has received USD 15.0 million in milestones to date
including a signing fee of USD 5.0 million in 2019 and
additional development milestone payments.

Det over er det som er igjen.
Neste som kan komme er nok denne for Kina ja:
USD 13 million for the anticipated regulatory
submission and potential approval of Cevira in China.

SÄ har de ogsÄ en avtale pÄ Hexvix med Asieris:

The Company received an upfront payment of USD
750,000 from Asieris for the rights to Hexvix in the
designated territories and has potential to receive
additional payments of up to USD 1.4 million for the
achievement of certain regulatory milestones
including market approvals in Mainland China and
Taiwan. Photocure will manufacture and supply
Hexvix and receive a transfer price from Asieris
representing a markup on product provided under
the agreement and will also receive royalties on any
product sales.

3 Likes
#6508

SkjÞnner. NÄ er det vel en god stund siden det ble meldt om PE met i fase3 studien her, sÄ er vel ikke utelukket at en filing om approval i Kina kan vÊre relativt nÊrstÄende? Kommer vel an pÄ data antakelig, ikke lenge til det heller :slight_smile:

1 Like
#6509

Ja, fra q4:

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2 Likes
#6510

Husker ikke helt igjen, er det disse 4 som er upfront og milepĂŠl?

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(alltid ta disse skribleriene i regnearkene mine med en liten klype salt, men tror de er rett)

3 Likes
#6511

Ser sÄnn ut ja.

1 Like