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Photocure smĂ„prat (PHO) 🔩 3

Ja ser de har Þkt til 56,25% det hÞyeste de har hatt, de eneste som selger er den ene SEB kontoen. Mustang Capital har solgt seg helt ut av de 150 000 aksjene som de satt pÄ. Flere har gjort det samme og er helt ute. La oss ta det som et godt tegn.
Er vi her nÄ;
Kapitulasjon: Selv langsiktige, vanligvis optimistiske investorer gir opp og selger?

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Vi mÄ huske pÄ pandemien her, de hadde god vekst like fÞr covid og hadde bygd ut en stor salgsgruppe. Jeg mener det var riktig Ä beholde de ansatte gjennom pandemien, men de mistet fullstendig momentum. SÄ har andre ting balt pÄ seg, men alt dette skal vÊre reversibelt, derfor har jeg fortsatt troen :slight_smile:

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10 Ă„r ser ikke sĂ„ verst ut. Men de ferreste har sĂ„ lang horisont. 5 Ă„r er ogsĂ„ regnet som langsiktig i aksjemarkedet. Der er PHO ned “bare” 5%.

Heldigvis ser det ut som de fleste utenlandske investorene fremdeles holder ut. Godt er det for ellers ville det vel gÄtt rett ad undas med aksjekursen.

Ikke bare har de 5% tap pÄ kursutviklingen over de siste 5 Ärene, i tillegg har de valutatap pÄ 21,5% (Dollar), 19,2% (Euro) og 10,2% (SEK)

Med den visdom burde du ikke have investeret i Photocure.

Hvorfor investerede du egentlig i Photocure?

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Hvorfor investerede du egentlig i Photocure?

For Ă„ tjene penger selvfĂžlgelig, hvorfor investerer du i aksjer?

Det gikk for Þvrig utmerket fint sÄ lenge jeg gikk in og ut av aksjen. Hadde opparbeidet meg et pent overskudd pÄ ca. 600 000 nÄr jeg gjorde mistaket med Ä bli sittende langsiktig etter og blitt revet med av all positivitet og optimisme. I dag er overskuddet borte vekk og jeg sitter omtrent med like mye i minus. Men alt skal visst bli sÄ meget bedre en eller annen gang i fremtiden sies det, sÄ jeg blir nok sittende tenker jeg. HÄper bare jeg ikke dauer av alderdom fÞr det skjer noe positivt :sweat_smile:

Det er typisk at kursen faller nÄr det er nyhetstÞrke. Det bÞr utnyttes til Ä akkumulere aksjer. Man mÄ ogsÄ regne med nyheter fra Asieris snart. Fomo Þker.

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Synes jeg har sett at det typisk kan vĂŠre snakk om 15 mnd. Hvorfor tror du det kommer snart ?

Hexvix sÞknaden har snart vÊrt inne 1 Är. Det som er litt spennende er at Asieris kjÞrte fase 3 med wolf. Om wolf kommer pÄ det kinesiske markedet med sitt flexskop, som ogsÄ PHO fÄr royalties av ved salg, i tillegg til royalties pÄ hexvix salg i det kinesiske surveillancemarkedet, sÄ kommer det ogsÄ til Ä vises greit pÄ bunnlinja.

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Det som kan vĂŠre en god trigger i det korte bildet er Q2 rapporten. Hvis salget av Cyesview/Hexvix viser “meaningfull” vekst i Q2 kan vi fĂ„ en god lĂžft. Hva er “meaningfull” vekst, det mĂ„ vĂŠre mer enn de 118 mill i Q1 og helst opp 5% til ca 124 mill. Da tror jeg investorene vil begynne Ă„ tro pĂ„ vekst selskapet og at vi kan skimte SOC for Cysview/Hexvix. Blir og spennende Ă„ se om ForTec Medical har begynt Ă„ bidra.

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Cevira market approval bÞr nÊrme seg ogsÄ.

«Skimte SOC» hvilken drÞmmeverden lever du i egentlig ?

Å leve uten drĂžmmer kan fĂžre til en tilvĂŠrelse preget av stagnasjon og mangel pĂ„ mening. DrĂžmmer, enten store eller smĂ„, personlig eller kollektivt, er en viktig drivkraft for personlig vekst og samfunnsutvikling. Det gir oss noe Ă„ strekke oss etter, inspirere oss til Ă„ bli bedre versjon av oss selv, og kan bidra til positive endring.

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Du shorter ikke?

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Hva baserer du det pÄ?

Photocure : Asieris’ NDA For Cevira Accepted By NMPA For Regulatory Review In China
May 12, 2024 — 09:21 pm EDT

Written by RTTNews.com for RTTNews →

(RTTNews) - Photocure ASA said its partner Asieris Pharmaceuticals communicated that the National Medical Products Administration (NMPA) has accepted its new drug application or NDA for the regulatory review of Cevira (APL-1702, Hexaminolevulinate Hydrochloride Ointment Photodynamic Therapy System) for potential marketing authorization in China.

og

Photocure Partner Asieris announces positive international Phase III clinical trial results for Cevira and data presentations at the 2024 EUROGIN Congress and SGO Annual Meeting

USA - English

NEWS PROVIDED BY

Photocure

Mar 18, 2024, 05:14 ET

OSLO, Norway, March 18, 2024 /PRNewswire/ – Photocure ASA (OSE: PHO) , the Bladder Cancer Company, announces that its partner Asieris Pharmaceuticals (SSE: 688176) has communicated today the Phase III clinical study results for its non-surgical treatment candidate for cervical high-grade squamous intraepithelial lesions (HSIL) Cevira¼ (APL-1702). The results were presented at two recent medical congresses and demonstrated highly statistically significant efficacy and a favorable safety profile for Cevira, with a significant clearance rate of high-risk HPV16 and/or HPV18 compared to placebo (p=0.0001).

Key data from the international multicenter Phase III trial were presented for the first time last week, in oral presentations at the 2024 European Research Organization on Genital Infection and Neoplasia (EUROGIN) Congress, March 13-16 in Stockholm, Sweden, and at the 2024 SGO Annual Meeting on Women’s Cancer of the Society of Gynecologic Oncology, March 16-18 in San Diego, CA, USA.

  • Cevira (APL-1702) is a pioneering photodynamic drug-device combination product used as a non-invasive therapy for treating cervical high-grade squamous intraepithelial lesions (HSIL). This study is a large prospective, randomized, double-blind, placebo-controlled international multicenter Phase III clinical trial designed to evaluate the efficacy and safety of APL-1702 for the treatment of cervical HSIL over 12 months. The primary endpoint of the study is the proportion of responders at 6 months after the initial treatment.
  • Between November 2020 and July 2022, 402 eligible patients from various countries including China, Germany, and the Netherlands were randomized and enrolled in this study. In terms of the primary efficacy endpoint, the response rate in the APL-1702 group was significantly higher than that in the control group, with an increase of 89.4% (41.1% vs. 21.7%, p = 0.0001), which is considered a highly clinically relevant effect. Additionally, APL-1702 showed an improved clearance rate of high-risk HPV16 and/or HPV18, with a 103.9% increase in the APL-1702 group compared to the control group (31.4% vs. 15.4%).
  • The incidence of treatment-emergent adverse events (TEAEs) was comparable between the APL-1702 group and the control group, with the majority being mild and self-resolving without requiring intervention. The occurrence rates of treatment-related adverse events (TRAEs) and serious adverse events (SAEs) were low in both groups.
  • The current progress involves ongoing communication with regulatory authorities in China and preparing for the submission of the new drug application for APL-1702. Additionally, active efforts are being made to advance development of the product outside of China.

“We are very pleased to see the strong results of this randomized controlled Phase III clinical trial in which Cevira (APL-1702) demonstrated clear benefit in patients with HSIL. Based on the results, treatment with Cevira has the potential to fill an unmet clinical need as an alternative to conventional surgical therapies for HSIL”, said Anders Neijber, Photocure’s Chief Medical Officer. " At present, Photocure teams are supporting Asieris’ to prepare the new drug application (NDA) for Cevira (APL-1702) in China, with the goal of bringing this innovative therapy to a larger number of patients as soon as possible."

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Kan du utheve der det stÄr at vi kan forvente oss snarlig market approval
?

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China implemented the conditional approval process in October 2017. This pathway allows regulatory authorities to grant early market approval based on the risk–benefit assessment of drugs using surrogate endpoints, intermediate clinical endpoints, or early-stage clinical trial data.

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Progress and Challenges of the New Conditional Approval 


](https://www.sciencedirect.com/science/article/abs/pii/S0149291823003508#:~:text=China%20implemented%20the%20conditional%20approval,early-stage%20clinical%20trial%20data.)

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Nei, vet ikke en gang hvordan man shorter PHO, pÄ Nordnet gÄr det i hvert fall ikke.

Og hvis jeg skulle shortet burde jeg gjort det for lenge siden, nÄ er det for seint. Eneste man ville oppnÄ med det er Ä gÄ pÄ en skikkelig smell hvis det plutselig kommer gode nyheter fra Kina :wink:

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