Bare at han nÄ mÄ ut med 2 slike for EN aksje.
Hehe, en slik er 71NOK
Ja dette var veldig hyggelig, ser ut for Ä tenne pÄ alle plugger nÄ for PHO.
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Jeg tenkte pÄ Fortecs andel av NA revenue 
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Fra 57 accounts i Q1, til â70 accounts had utilized ForTecâs services, enabling these hospitals to offer blue light cystoscopy to their patients. (âŠ) The mobile tower account expansion is anticipated to outweigh remaining declines in flexible BLC usageâ
Relevant spm:
North American unit sales increased 15% and European unit sales increased 8% in Q2 2025 YoY. Unit sales growth in the US was favorably impacted by the timing of customer orders from Q1 to Q2, while the sale of kits for flexible BLC usage continues to decline
2 Likes
Norne:
All-time highs and strong beat across the board
Photocureâs 2Q25 results reached record-high revenues and exceeded
our expectations across the P&L in 2Q. The outperformance was driven
by strong execution in both the European and U.S. markets, with
notable progress across key growth initiatives. The substantial
earnings beat is likely to lead to upward revisions to our estimates and
supports the continuation of our bullish stance on the stock.
Beat all through P&L
Photocure released its 2Q report this morning. Revenues reached NOK
135.6m, representing ~10% YoY growth (+8% QoQ) and exceeding our
estimate by ~3%. In the U.S., 2Q revenues grew by ~14% YoY, while inmarket unit sales increased by ~15% YoY. The company attributes the alltime high unit sales to the timing of order catch-up from 1Q and strong
performance in the Mobile segment, which more than offset the decline in
sales to flex accounts, resulting in robust overall performance in the U.S.
market. Similarly, 2Q25 marked the highest-ever quarterly revenue for
Photocure Europe: European revenue rose by ~8% YoY, with in-market unit
sales also up ~8% YoY. The growth was primarily driven by strong
momentum in the DACH region and the Nordics. Total OPEX (incl. BD exp.)
declined YoY, driven by FX effects, fewer events, and FTE adjustments,
partially offset by merit increases and inflation. Adj. EBITDA came in at NOK
14.8m, significantly above our NOK 6.6m estimate and NOK 6.2m recorded
in 2Q24. EPS was NOK 0.18, beating both our estimate of NOK -0.12 and the
adj. prior quarter and year-ago results.
The companyâs cash position remains strong, with a cash balance of NOK
239.1m at quarter-end.
Strong performance and upside surprises underpin our bullish outlook
Following the 2Q25 outperformance, we are likely to make net positive
estimate revisions. Key highlights include a strong growth in U.S. accounts
actively using Cysview, reaching 359 (up from 290 in 2Q24). The installed
base of rigid BLC equipment continued to expand, with 12 new Saphira
installs (3 new towers, 9 upgrades). The ForTec mobile BLC rollout in the
U.S. also gained momentum, with 70 new accounts using the service since
launch. In Europe, 2Q25 marked Photocure Europeâs highest revenue
quarter to date. Additionally, operations commenced in Spain in June, with
initial engagements made with key opinion leaders and collaboration
initiated with the three major BLC equipment suppliers. Given the solid
operational progress and positive momentum, we are likely to maintain a
bullish outlook on the stock following the report
11 Likes
Hva gĂ„r dette med Fortec ut pĂ„? Jeg vet ikke hva Fortec er altsĂ„âŠ
Selvsagt for dÄrlig av meg, men slik er det.
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ForTec Medical is a provider of mobile surgical technologies, including BLC towers, on an on-demand basis. They are working with Photocure to expand access to Cysview in the US through a mobile BLC tower initiative.
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10 millioner til Ipsen i Q2-25. Om to Ă„r (oktober 2027) reduseres andelen om betales (fra 10-15% av omsetning i definerte Europeiske markeder til 7,5%, om jeg husker rett) og om fem Ă„r (oktober 2030) er de ferdig med Ipsen.
7 Likes
Lidt mer Bonus 
Operating expenses for the commercial franchise in the second quarter decreased 3% YoY to NOK 101.2 million (NOK 104.4 million).
DK
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Greier vi Ă„ ta ut siste motstand i dag?
Aksjen har stĂžtte ved cirka 58.50 kroner og motstand ved cirka 64.00 kroner.
Ser ut for at 18000 aksjer mannen fÄr solgt sine aksjer.
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Hjelper nÄr kostnadene gÄr litt ned, og inntektene fint opp, da forbedres bunnlinja solid.
Norne trodde pÄ EBTDA pÄ 6,6 millNOK, men vi endte pÄ 14,8 millNOK.
OgsÄ fint med godt moment i enhetssalg pÄ 9%, det er jo det som gjelder.
OgsÄ veldig hyggelig at alle nÄ snakker om Hexvix/Cysview pÄ en dag hvor Asieris er opp nesten 10% intradag, og det stÄr i PHO-rapporten «when Cevira is approved».
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Det er ikke nytt. Bare sÄ det er sagt.
Enig angÄende resten 
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Jeg trodde pÄ very excited i gÄrsdagens poll. Men er nok mer super excited i dag Dan the man 
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Hvilken verdi setter analytikerne pÄ Cevira i sine PHO-analyser om dagen? SÄnn i NOK per aksje.
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DNB har ikke oppdatert sin analyse enda. Til og med FA positiv i dag.
BlĂŠrekreftselskapet Photocure slo analytikernes forventninger i andre kvartal, og estimerer en sterk vekst fremover.
Publisert 09:03
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TA greiene blir vel rimelig uinteressante i den situasjonen PHO befinner seg i. Her er det nok krefter pÄ gang som gir blaffen i fancy grafer og streker 
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