Noe god info?
Jiangsu Asieris oppe i 12.33 - ca. 7,6%.
Ca. dobbelt omsĂŠtning hidtil.
Wow, det var langt over forventningđ
240 millioner pÄ bok, og 110+ nye millioner pÄ tur snart sannsynligvis, burde bli ekstraordinÊrt utbytte snart.
Kanske regnskabet du hentyder til
For en SUPER POSITIV overraskelse idag â da bliver der fest
Ligger nogle Highlights ind fra regnskabet !! â US markant op !!!
- HexvixÂź/CysviewÂź revenue in the second quarter of 2025 increased 11%, to an all-time high of NOK 135.6 million, compared to the same period last year (NOK 122.4 million). Q2 Year-over-year revenue growth was 14% in North America and 8% in Europe.
- 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.
- Cysview kit sales in the US rigid surgical market increased by 21% in Q2. This more than offset the expected decline in kits used for flexible cystoscopy. Photocure estimates that U.S. flexible BLC unit sales declined by 46% in Q2. On a YTD basis, flexible kit sales declined by 60% and rigid sales increased by 11%.
- The Company continued to execute on its plan to expand blue light cystoscopy use in Q2 2025 with the installation of 12 new SaphiraTM towers in the U.S. â 3 new accounts and 9 blue light tower upgrades. There are now 359 active accounts in the U.S., an increase of 24% versus the second quarter of 2024.
- Across Europe, a total of 36 Olympus Visera Elite III blue light cystoscopy (BLC) capable systems were installed since the launch in Q1 2025.
Oversat til Norsk !!
HexvixŸ/CysviewŸ-inntektene i andre kvartal 2025 Þkte med 11 % til en rekordhÞy verdi pÄ 135,6 millioner kroner, sammenlignet med samme periode i fjor (122,4 millioner kroner). Omsetningsveksten i andre kvartal var 14 % i Nord-Amerika og 8 % i Europa sammenlignet med samme periode Äret fÞr.
⹠Nordamerikansk enhetssalg Þkte med 15 %, og europeisk enhetssalg Þkte med 8 % i andre kvartal 2025 sammenlignet med samme periode Äret fÞr. Veksten i enhetssalg i USA ble positivt pÄvirket av tidspunktet for kundeordrer fra fÞrste kvartal til andre kvartal, mens salget av sett for fleksibel BLC-bruk fortsetter Ä synke.
âą Salget av Cysview-sett i det amerikanske markedet for rigid kirurgi Ăžkte med 21 % i andre kvartal. Dette mer enn oppveide den forventede nedgangen i sett brukt til fleksibel cystoskopi. Photocure anslĂ„r at salget av fleksible BLC-sett i USA gikk ned med 46 % i andre kvartal. Hittil i Ă„r gikk salget av fleksible sett ned med 60 %, og salget av rigide sett Ăžkte med 11 %. âą Selskapet fortsatte Ă„ gjennomfĂžre planen om Ă„ utvide bruken av blĂ„lys-cystoskopi i andre kvartal 2025 med installasjonen av 12 nye Saphiraâą-tĂ„rn i USA â 3 nye kontoer og 9 oppgraderinger av blĂ„lys-tĂ„rn. Det er nĂ„ 359 aktive kontoer i USA, en Ăžkning pĂ„ 24 % sammenlignet med andre kvartal 2024.
⹠I hele Europa ble totalt 36 Olympus Visera Elite III-systemer for blÄlys-cystoskopi (BLC) installert siden lanseringen i fÞrste kvartal 2025.
Dan S. gÄr vel helt af hÊngslet i dag
Dansken
NĂ„ snakker vi her! Fortec kan vise seg Ă„ bli en gullgruve!!
- North America +14%
- EU som helhet opp 8%, noe som er helt ok.
- Nordics opp 11% (!!)
Ja den dealen med Fortec er noe av det smarteste de har gjort pÄ lenge.
Fortsatt 18 tÄrn, men hva er % av revenue nÄ, tro? Hvor sender man inn spm til Q2?
âNorth America revenue up 14%, units up 15%, customer timing and Mobile Solution growthâ
Ta gjerne med et spĂžrsmĂ„l om hvor mye av US veksten som tilskrives âcustomer timingâ.
Merk : *WHEN, ikke if!
Lastly, our license agreement with Asieris
for Cevira has potential to trigger a significant milestone payment when it
receives regulatory approval in China. In all, we delivered another quarter of
growth and reiterate our guidance of a product revenue growth in the range of 7%
to 11% and YoY EBITDA improvement in 2025,â Schneider concludes.
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.
Jeg tenkte pÄ Fortecs andel av NA revenue
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
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
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.