Er vel hovedsakelig handelskrig og mer spenning/distanse mellom vesten og Kina som er bekymringen
Hvor foregÄr produksjonen av Hexvix/Cysview? Tenker da pÄ mulige kostnadsÞkninger grunnet tollsatsene Trump babler om.
Photocure driver vel ikke med vaksiner ?
En av de stĂžrste kreftformer og teknologi her worldwide.
Hva har det med saken Ä gjÞre, vi driver da butikk i USA. Et land som kommer Ä styres av en narsissistisk lÞgnhals de neste 4 Ärene.
Det kan jo bli ekstra interessant med en konspirasjonsteoretiker som helseminister og Elon Musk som âcost cutterâ. Han snakker om Ă„ enkelt barbere bort en tredjedel av statsbudsjettet. Blir neppe mye penger til overs for helsetjenester og refusjoner hvis han fĂ„r til det.
Selg selgđ
Det er ikke sÄ svart hvitt som noen her mener.
Given our growing global population, investing in healthcare stocks remains a popular theme. Simply put, more people means an increased demand for more medicine, therapies and healthcare. That powerful demographic trend continues to propel earnings at many of the major healthcare stocks. Itâs also propelled stock prices. The HealthCare SPDR ETF (XLV) has surged over the last few years. The large-cap sector proxy is up a staggering 124% over the last five years.
Also under Trumpâs plan, regular pharmaceutical firms could also benefit. Stocks like AbbVie Inc (ABBV ) and Mylan (MYL ) have come under fire for their life-saving high-cost drugs. However, under Trumpâs plan, these firms and their still on-patent medicines could be safe, which would help them boost prices and continue to reap large revenues from the sector.
Ses pÄ femtilappen?
USA gikk vel ikke under i 2016-20 sÄ vidt jeg husker rett. Tvert imot. Kanskje derfor bÞrsene satt nye rekorder nÄr resultatet var klart.
Ser ikke ut som nedselgerne klarer Ä starte uken med noe sÊrlig payback pÄ efforten sin .
Asieris holder seg sterk:
Dette er forÞvrig ikke trÄden for amerikansk politikk.
Dette innlegget ble rapportert og er midlertidig skjult.
Dette innlegget ble rapportert og er midlertidig skjult.
Hvilken omsetning og resultat i morga?
Satser pÄ 130 mill oms
Q3 pleier vanligvis Ă„ vĂŠre dĂ„rligere enn Q2 (pga ferien) - samtidig ble det nevnt under Q2 presentasjonen at det var noe etterslep fra Q2 inn i Q3. Tror likevel 130 mill i omsetning er litt optimistiskâŠ
Vi fÄr hÄpe at Murphy er opptatt med noen andre imorgen.
Ja det er mye som har gÄtt galt for PHO, la oss nÄ hÄpe at det nÄ har snudd. Ser at Þkningen i omsetning for Hexvix/Cysview i Q3 fra 2022 til 2023 var 11%, 96,9mill til 107.3. Vi mÄ vel vÊre fornÞyde med 11% og kommer da til 119 mil.
Nye Cevira data presentert ingen reaksjon i markedet
The review process is progresing smoothly
Det ser ut til at absolutt ingenting annet enn evt endelig markedsgodkjenning hjelper pÄ kursen. Hvis en utenforstÄende skulle vurdert hva oddsen er ut fra dagens kurs mÄ jo den vÊre skyhÞy
SpÞrs om det kommer til Ä skje noe annet enn at kursen fyker opp til 70 for sÄ Ä sige tilbake til 60 tallet.
Nei, kanskje markedet venter pÄ hard cash pÄ konto og at royalties begynner Ä sive inn fÞr noe skjer og det kan ta tid.
Dessverre tror jeg du er inne pÄ noe
Pho regner med 9% salgsvekst I Q3 24
Q2 2024 Trends in North America
Q2 revenues increased 9%, in-market unit sales rose 1%. Higher average price benefited revenues, Cysview growth in rigid segment outpaces flexible BLC phase down again (11% rigid sales growth H1â24)Installed base of rigid BLC equipment continues to increase; 20 Saphira installs (5 new towers, 3 upgrades and 12 mobile). Karl Storz rolling out new promotional program for all customers in H2 20244 accounts reactivated in Q2; 22 reactivations since mid-2023 ForTec mobile tower national rollout is underway in U.S. Activities continue around potential U.S. BLC reclassification Public comments so far by KOLs, BCAN (U.S. Patient Advocacy), health systems, Pacific Edge (biomarkers), Richard Wolf, Stryker and Olympus BLC special controls posted by Karl Storz on Citizenâs Petition website, Letter submitted to FDAâs Oncology Center of Excellence, 3 new patient testimonials recently posted.
Saphira now 46% of rigid BLC installed base in U.S. Annual New BLC Rigid Tower Installations 925 36 51 65 83 104 150 1972302633013523810 50 100 150 200 250 300 350 400 450 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Q22024Surgical & Surveillance Approvals Inclusion in Guidelines New Commercial Team/Leadership Improved Reimbursement *2012 â 17 of the 23 installations were converted clinical sites upon Cysview approval New & Mobile Rigid Tower Installations Q3 2023: 15 installations Q4 2023: 10 installations Q1 2024: 12 installations (6 New, 6 Mobile) Q2 2024: 17 installations (5 New, 12 Mobile) 174 Saphira towers installed since Q3 2022 launch; 92 New, 64 Upgrades and 18 Mobile towers Karl Storz new BL SaphiraTM Launch * Photocure â Presentation of Q2 2024 Results20 blue light tower installations in Q2 2024: 5 new accounts, 3 upgrades, 12 mobile units
Q2 2024 Trends in Europe Q2 revenues increased 3% year-over-year, in-market unit sales -1%. Revenue increase was mainly due to wholesaler order timing. Unit sales in Q3 primarily impacted by customer order fluctuations in DACH and healthcare strike in Sweden. Resumption of longterm unit volume trend in early Q3; H1 2024 Unit sales growth +4% in Europe Executing on plan to increase penetration in Priority Growth Markets. UK and Italy both demonstrated double-digit growth in Q2, trend sustained since Q4 2023. Significant image quality upgrades in France & current pipeline expected to yield increased momentum later this year. Strong BLC presence at 2024 EAU Congress. Two abstract presentations (Hexvix in China and Laser III data); Many KOLs presented at Photocure booth; BLC towers prominently displayed at all capital equipment suppliersâ booths. Key initiatives to accelerate unit sales growth: 1,400 TURBT-performing centers, approximately 50% have BL equipment Actively targeting 590 key hospitals/clinics; approximately 2/3 still underpenetrated 23 image quality upgrades in Q2; 176 since 2023 to date in our target accounts Added 29 new accounts in 2023 and 2024 YTD Preparing for co-launch of Olympus upgraded blue light system - anticipated H2 2024