Diskusjon Triggere Porteføljer Aksjonærlister

Photocure småprat (PHO) 🔦 3

Ja det skjønner jeg. Ikke ulikt hvordan en byggesøknad fungerer.
Mitt poeng var at jeg antar det ikke er snakk om å stemple et papir yes/no for CDE, men at de bruker endel tid på selveste gjennomgangen av Asieris sitt tilsvar.
Det er vel høyst tvilsomt at de har en bunke med søknader liggende og når de ser det er 3 dager igjen til fristen deres er ute så hiver de seg på den søknaden og stempler yes/no.
Derav min tankegang rundt stressfaktoren min kommer til å øke jo nærmere vi er fristen for svar.

Men siden vi har ingen anelse hvordan køen til CDE ser ut eller hvor mye arbeid det kreves å gjennomgå tilsvaret fra Asieris så kan jo det like godt komem langt tidligere enn fristen.

Det var som sagt kun litt høytenking fra min side, og for alt jeg vet så er det kun snakk om et par dager arbeid å gå gjennom tilsvaret.

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Time in the market er noe ganske annet enn time in en enkelt aksje

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Hvem kan tenkes å dra nytte av at godkjenningen blir forsinket ?

De andre pharma selskapene som selger blodtrykk medisin :grin:
Må vel få oss resept samtlige snart

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Poenget er jo at det er vanskelig å time markedet, så vel som enkelt aksjer over tid!

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https://www.ubs.com/pa/en/wealth-management/our-approach/marketnews/article.2047675.html

Longevity – Our third Transformative Innovation Opportunity theme

In addition to the themes of Artificial intelligence and Power and resources, we have identified Longevity and companies benefiting from this megatrend as the third Transformational Innovation Opportunity (TRIO).

by Daniel Kalt28 Mar 2025

In health care, we see opportunities in the pharmaceutical industry, medtech, and health care services, as advanced treatments can reduce the incidence of age-related diseases. We anticipate a significant market opportunity in health care and expect revenue growth for the global health care sector to rise to USD 2.2 trillion by 2030. While recent obesity medications have garnered significant attention, the next wave of innovation is likely to focus on oncology, Alzheimer’s, and cardiovascular diseases.

With a growing cadre of scientists focused on understanding the process of aging itself, and entrepreneurs, investors, and biotech leaders launching innovative companies, we are at the cusp of a new multibillion-dollar longevity industry—an industry that will compete head-on with incumbent life sciences and health care organizations.

National strategies like “Made in China 2025” explicitly prioritise medyech, setting ambitious goals for domestic production of mid-to-high-end devices (70% by 2025, 95% by 2030).

China’s growing demand for healthcare services and medical devices

11.12.2024

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With a population exceeding 1.4 billion and a rapidly ageing demographic, China is experiencing a surging demand for healthcare services, pharmaceuticals, and medical devices. As a global leader in life sciences, Sweden is well-equipped to address these emerging needs with its cutting-edge research and innovative digital technologies.

JUDY ZHAO

Senior Project ManagerBeijing

AMANDA ALKEMARK

Regional Manager Government Affairs Shanghai

China’s healthcare system has made significant strides in managing medical services and expanding public health access. However, the ageing population poses a growing challenge, and the gap between supply and demand continues to widen. The total market size of China’s medical, health, and pharmaceutical sectors is estimated at approximately RMB 8 trillion, offering substantial opportunities for foreign companies to support the country’s evolving needs.

China’s hospital network is one of the largest and most complex globally, including both public and private facilities. Operating under a tiered structure, it addresses a wide range of healthcare needs, with private hospitals increasingly complementing the extensive public infrastructure.

LIFTED RESTRICTIONS ON FOREIGN INVESTMENT

In September 2024, China’s Ministry of Commerce, National Health Commission, and National Medical Products Administration introduced a policy allowing wholly foreign-owned hospitals in major cities such as Beijing and Shanghai. Previously, foreign investments in medical institutions were restricted to joint ventures. These new hospitals are expected to cater primarily to individuals with high-end commercial insurance outside China’s public health system.

This policy shift opens opportunities for Swedish pharmaceutical and med-tech companies. These facilities are likely to adopt cutting-edge medical devices and pharmaceuticals. Additionally, the changes pave the way for advancements in hospital design, creating further prospects for companies in this sector.

KEY CONSIDERATIONS FOR FOREIGN-INVESTED HOSPITALS:
  • Bioinformation security : Compliance with regulations on protecting and managing human genetic resources.

  • Fast-track approvals : Streamlining the approval and marketing of internationally approved medicines and medical devices for use in foreign-invested hospitals.

On 29 November 2024, a joint work plan from China’s National Health Commission, Ministry of Commerce, National Administration of Traditional Chinese Medicine, and National Disease Control and Prevention Administration clarified operational boundaries for foreign-invested hospitals. These hospitals can operate as general, speciality, or rehabilitation facilities but are excluded from areas such as traditional Chinese medicine, public hospital acquisitions, and high-risk medical or ethical activities, including organ transplantation, assisted reproductive technologies, and psychiatric inpatient care.

PILOT PROGRAMMES FOR BIOTECHNOLOGY

Foreign-invested enterprises are not permitted to engage in the registration, marketing, and production of cell and gene therapies within designated free trade zones, including Beijing, Shanghai, Guangdong, and the Hainan Free Trade Port. This policy is expected to expand to additional cities and regions with strong cell and gene therapy capabilities, further encouraging foreign investment in China’s growing biotech sector.

These reforms enable multinational companies to more easily introduce advanced technologies and collaborate with Chinese research institutions and enterprises. Such partnerships foster the joint development of innovative products and technologies.

For example, Merck Testing, a German company, expanded its business scope in Shanghai to include stem cell and gene therapy testing, bringing these advanced capabilities from its headquarters to the Chinese market. Additionally, five other foreign-invested enterprises have updated their business scopes, enabling cell and gene therapy-related operations within the Shanghai Pilot Free Trade Zone.

OPPORTUNITIES FOR SWEDISH LIFE SCIENCE AND MED-TECH COMPANIES

Sweden, ranked eighth in the World Index of Healthcare Innovation, boasts a robust life science sector and a thriving pharmaceutical industry, which forms a significant part of Sweden’s exports. Recent policy changes in China can provide opportunities for Swedish companies to expand in the world’s second-largest healthcare market.

Since 2015, Business Sweden has operated the Life Science Platform in China, supporting Swedish companies in positioning their solutions through targeted activities and collaborations.

WANT TO KNOW MORE? CONTACT US TODAY TO EXPLORE UPCOMING OPPORTUNITIES:

China’s healthcare market is evolving rapidly –Swedish companies are uniquely positioned to contribute and thrive in this dynamic sector.

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Ser det er seigt å komme seg inn igjen idag etter 3kr gevinsten enkelte tok på fredag.

Det er vel egentlig like vanskelig å komme seg ut i dag, som inn?

Har vært mulighet siden åpning på 55kr å komme seg ut om man ville.

Og omtrent like lett å komme seg inn på mellom 55 og 56…

Ja. FOMO nok til ikke selge under 55, men heller ikke nok FOMO til kjøp over :joy:

I det minste ca 5kr bedring da i forhold til hvordan det har vært siste året

Ække færdi med å finne fotfeste, så vil ikke tro 55 er verken gulv eller tak

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https://www.dn.no/investor/aksje/S101/PHO/PHOTOCURE
Lenge siden lyspunkt, nå noen.

  1. JULI |

PHOTOCURE

Volum har steget mer enn 30% over snittet.

Volum indikerer en sterk interesse i instrumentet.

MACD:

MACD ligger over MACD signal, dette kan indikere et positivt momentum i aksje

ADX: 28

Dette kan indikere at aksje har en sterk positiv trend.

SMA 20 og 50:

Siste 20 dagers glidende gjennomsnitt (53,29) ligger over siste 50 dagers glidende gjennomsnitt (51,976). Dette er teoretisk sett et positivt tegn.

Det hadde ikke vært feil om Mr Pan ordna Cevira sammarbeid i USA med tidligere arbeidsgiver akkurat.

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Ting går i sneglefart.

bare å krysse fingrene for at Q2 leverer noe positivt, for det eneste som kommer før Q, er innkallelsen.

#Slug Life :v:t5:

Hvis jeg ikke husker helt feil er Q2 det beste kvartalet. Kan vi håpe på salgsinntekter over 150 mill for første gang?

Q1’2025 leverte vekst på 7% og totalt 125 millioner kroner i ‘product revenue’.
Photocure sin ambisjon for året er vekst på mellom 7 - 11%

Skal de levere over 150 millioner i ‘product revenue’ må de vise til 23% vekst. Er det sannsynlig?

Inntektene økte til 145,4 millioner kroner i andre kvartal 2024. Det var en marginal økning fra samme periode i 2023, hvor selskapet hadde inntekter på 144,3 millioner kroner.

Med en 10 prosents økning i salgsinntektene snuser PHO på 160 mill.
Krysser fingre.

Dette inkluderer milestoneutbetalinger fra Asieris på 23 millioner kroner. Salgsinntekter var på 122 millioner kroner.

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Ikke vær så nøye a