Nei jeg har snakket med de, de kjøpte før rapporten.
1 Like
Noe god info?
Jiangsu Asieris oppe i 12.33 - ca. 7,6%.
Ca. dobbelt omsætning hidtil.
3 Likes
Wow, det var langt over forventning👍
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240 millioner på bok, og 110+ nye millioner på tur snart sannsynligvis, burde bli ekstraordinært utbytte snart.
Kanske regnskabet du hentyder til 
For en SUPER POSITIV overraskelse idag — da bliver der fest 
Ligger nogle Highlights ind fra regnskabet !! – US markant op !!!
- Hexvix®/Cysview® 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. — 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 !!
Hexvix®/Cysview®-inntektene i andre kvartal 2025 økte med 11 % til en rekordhøy verdi på 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 året før.
• Nordamerikansk enhetssalg økte med 15 %, og europeisk enhetssalg økte med 8 % i andre kvartal 2025 sammenlignet med samme periode året før. Veksten i enhetssalg i USA ble positivt påvirket av tidspunktet for kundeordrer fra første kvartal til andre kvartal, mens salget av sett for fleksibel BLC-bruk fortsetter å synke.
• Salget av Cysview-sett i det amerikanske markedet for rigid kirurgi økte med 21 % i andre kvartal. Dette mer enn oppveide den forventede nedgangen i sett brukt til fleksibel cystoskopi. Photocure anslår at salget av fleksible BLC-sett i USA gikk ned med 46 % i andre kvartal. Hittil i år gikk salget av fleksible sett ned med 60 %, og salget av rigide sett økte med 11 %. • Selskapet fortsatte å gjennomføre planen om å utvide bruken av blålys-cystoskopi i andre kvartal 2025 med installasjonen av 12 nye Saphira™-tårn i USA – 3 nye kontoer og 9 oppgraderinger av blålys-tårn. Det er nå 359 aktive kontoer i USA, en økning på 24 % sammenlignet med andre kvartal 2024.
• I hele Europa ble totalt 36 Olympus Visera Elite III-systemer for blålys-cystoskopi (BLC) installert siden lanseringen i første kvartal 2025.
Dan S. går vel helt af hængslet i dag
Dansken
6 Likes
Nå snakker vi her!
Fortec kan vise seg å bli en gullgruve!!
- North America +14%
- EU som helhet opp 8%, noe som er helt ok.
- Nordics opp 11% (!!)
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Ja den dealen med Fortec er noe av det smarteste de har gjort på lenge.
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Fortsatt 18 tårn, men hva er % av revenue nå, tro?
Hvor sender man inn spm til Q2?
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“North America revenue up 14%, units up 15%, customer timing and Mobile Solution growth”
Ta gjerne med et spørsmål om hvor mye av US veksten som tilskrives “customer timing”.
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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,” Schneider concludes.
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Bare at han nå må ut med 2 slike for EN aksje.
Hehe, en slik er 71NOK
Ja dette var veldig hyggelig, ser ut for å tenne på alle plugger nå for PHO.
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Jeg tenkte på Fortecs andel av NA revenue 
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Fra 57 accounts i Q1, til “70 accounts had utilized ForTec’s services, enabling these hospitals to offer blue light cystoscopy to their patients. (…) The mobile tower account expansion is anticipated to outweigh remaining declines in flexible BLC usage”
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
Photocure’s 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 company’s 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 Europe’s 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